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Emkay行业报告(信息技术)

Emkay Sector Reports (Information Technology )

加工时间:2018-05-07 信息来源:EMIS 索取原文[130 页]
关键词:全球商业环境;迅速变化;越来越依赖;软件;强大的软件驱动;软件产品业务;更具变革性
摘 要:

The global business landscape is rapidly changing, as businesses around the world are turning incrementally more software-dependent. Most of today’s leading brands such as Amazon, Google, Uber etc are driven by a collection of powerful softwares. Keeping in mind these rapid technological changes, we have zeroed in on India-listed software products businesses that are more transformational in nature and are not just tactical plays (IT Services businesses currently look more a tactical play given their challenging growth dynamics and profitability pangs).


目 录:

MINOR Companies Major Disruptors

Transformational opportunity, not just tactical play

Fintech boom to force banks to become API powered aggregators

Which product software will perform?

MINOR companies - Major disruptors

 Company section

Majesco Initiating Coverage Most promising Insurance Solution

Intellect Design Initiating Coverage IP repository - set for monetisation

Nucleus Software Initiating Coverage Nucleus 2.0: growth returns

Oracle Financial Services Initiating Coverage — Business with impregnable ‘moat’

Ramco Systems Initiating Coverage Workday of the East


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