conf call: "aasp" or aast? (huawei JV) : started with 7000 people. minimal lost of revenue in Q4(104 M! :), translated to jv
no question about "new" revenue recognision for jv in Q1. it seems logic to assume that + 30M in evry next 3qs are "with jv", and q1 practic without - they specified that JV is of ISS point of view organic growth.
FY 465 M, Q1 93-- about 125M/q234. i think they dont't recognise sales from JV in Q1, and we have a "real" FY guidance(Q2 2013-Q2 2014) of at least 590M! compared with PACT we must have a premium! and we have one, -30%!
damn, i am not sure. we need quikly the transcript then we have im reality a very very good guidance . probably this is not clear for many others, not only for me.the price could quickly mouve from here, and mouve and mouve, .. in this case 5.5 is still a MUST, urgent, buy
earnings are good, reaction olala...
topline, margins, cash colection very good. china exploding, extremly good. but USA/EUROPE/JAPAN BAD, too bad.
they must have some problems in usa, huawei having serious headwind(spionage , china danger propaganda etc)
but eu and japan is another story, INFY has much beter managend.
NOT CLEAR, and that is a bad sign, what the FQ announcement is...93 M??? is good business like usual, but where are the NEW JV-sales, at least more 5/10M from huawei? ....do you have the earnings transcript?