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【出版时间及名称】：2010年美国TMT行业前景展望
【作者】：德意志银行
【文件格式】：pdf
【页数】：82
【目录或简介】：
Table of Contents
Key Estimates for 2010...................................................................... 4
Estimate and rating changes.....................................................................................................4
DB’s key estimates vs. consensus ...........................................................................................4
Top 10 for ’10 ..................................................................................... 5
Deep Dive into Key themes for IT Services and BPO in 2010...................................................5
IT/BPO Outlook.................................................................................. 7
Leading indicators: Performance of the Tech Pulse Index ........................................................7
YoY revenue growth trends by sub-sector................................................................................8
Demand by vertical: who is best positioned into 2010? .........................................................10
Demand by service offering: who is best positioned into 2010?............................................12
M&A: A key driver of Systems Integration work in 2010........................................................13
Margin performance and outlook............................................................................................16
Stock performance in 2009.....................................................................................................17
Multiples through the cycle.....................................................................................................18
Prices relative to current DB target prices ..............................................................................18
Top 10 for ’10 ................................................................................... 19
Deep Dive into Key themes for Fintech in 2010 .....................................................................19
Financial Technology Outlook........................................................ 21
Leading indicators: Banking trends .........................................................................................21
YoY revenue growth trends by sub-sector..............................................................................23
Hedge fund performance........................................................................................................24
Margin performance and outlook............................................................................................24
Stock performance in 2009.....................................................................................................25
Multiples through the cycle.....................................................................................................26
Prices relative to current DB target prices ..............................................................................26
Company details and models ......................................................... 27
Accenture...............................................................................................................................27
Cognizant ...............................................................................................................................32
EXL Service............................................................................................................................37
Genpact..................................................................................................................................42
Information Services Group ....................................................................................................47
Syntel .....................................................................................................................................52
WNS.......................................................................................................................................57
Advent Software .....................................................................................................................62
Fiserv .....................................................................................................................................66
Jack Henry & Associates ........................................................................................................71
Longtop Financial....................................................................................................................76
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