Infosys Share Price: Bullish strength in the counter seen, buy says expert
Motilal Oswal highlights that the large deal wins for both Infosys and Wipro on 22 December 2020 reinforces positive stance on the IT Services industry. Recent captive takeover announcements have mainly come from Europe - TCS (Postbank Systems and Pramerica Systems), Infosys (Rolls-Royce and Daimler) and Wipro (Metro). This presents an opportunity for Indian IT companies to increase their penetration in Continental Europe, which has historically lagged US in outsourcing adoption.
Infosys Share Price has been in the news for all the right reasons recently, especially after announcement of its linkage with iconic company Daimler. So what has Infosys share price been doing, Sumeet Bagadia, Executive Director, Research at Choice Broking reveals highlights:
* On a weekly chart, Infosys share price has given a breakout of Pennant Pattern
* Infosys share price sustained above the formation, which indicates bullish strength in the counter
* Infosys share price has also been trading in Higher Highs & Higher Lows formation, which is a continuation formation.
* Infosys share volume activity has been rising gradually from the last couple of weeks, which shows buying interest among the traders.
* Infosys momentum indicator RSI (14) & MACD has shown positive crossover.
Should you buy Infosys shares?
Bagadia says based on the above technical structure, a bullish move in Infosys share price is expected.
Sumeet recommends to buy Infosys share in cash at Rs 1233 with a stop loss of Rs 1195 and target of Rs 1310.
Large deal wins to further help accelerate Infosys growth momentum: Motilal Oswal
Motilal Oswal highlights that the large deal wins for both Infosys and Wipro on 22 December 2020 reinforces positive stance on the IT Services industry. Recent captive takeover announcements have mainly come from Europe – TCS (Postbank Systems and Pramerica Systems), Infosys (Rolls-Royce and Daimler) and Wipro (Metro). This presents an opportunity for Indian IT companies to increase their penetration in Continental Europe, which has historically lagged US in outsourcing adoption.
Infosys would assist Daimler to transform its IT operating model and infrastructure landscape across workplace services, service desk, data center and networks. While many media articles mentioned a potential deal value of USD 1.3b with an onboarding of 500-600 employees from Daimler to Infosys.
Infosys remains top preference in the sector:
Over the last two years, investments by Infosys on its sales team have positioned it well to capture large deals with Digital components. Large deal wins have been 73% above that two years ago.
Why Infosys is expected to do well
Motilal Oswal expects its strong deal pipeline and resilient portfolio to help deliver best of the peer group USD revenue (8.6%) and PAT (17%) CAGR over FY20-22E, led by:
1) large deal wins
2) high exposure to the Digital business (47% of revenue)
3) improvement in cost metrics like on-site-offshore ratio and attrition
4) the investment phase getting over
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Infosys’s payout ratio of 85% of FCF (over a five-year period), despite regular acquisitions, provides an attractive return opportunity to investors.
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