RiskReward

Investing.com South Africa: Goldman begins coverage of IT Services sector, recommends IBM and GLOB for strong risk/reward opportunities

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Goldman Sachs recently started covering the IT services sector, providing insights into two prominent companies: IBM and Globant. The investment bank believes that there are significant potential risks and rewards associated with these firms. In analyzing IBM, Goldman Sachs found a compelling case for the company due to its strong market position and diverse range … Read more

Investing.com: Goldman Begins Coverage of IT Services Sector, Identifies Strong Risk/Reward Potential in IBM and GLOB

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Investing.com: Goldman Begins Coverage of IT Services Sector, Identifies Strong Risk/Reward Potential in IBM and GLOB

Goldman Sachs analysts recently evaluated the American IT services sector in a report, examining eight companies and noting promising opportunities in IBM and Globant. The analysts acknowledged current challenges in the sector, such as macroeconomic pressures and a shift towards AI-focused spending, but they believe that fears about AI replacing IT services are exaggerated. Instead, … Read more

Goldman Sachs: IBM and Globant offer a ‘compelling risk-reward’ opportunity

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Goldman Sachs: IBM and Globant offer a ‘compelling risk-reward’ opportunity

Goldman Sachs has identified IT services giants IBM (NYSE: IBM) and Globant SA (NYSE: BALLOON) as having “compelling” risk-reward profiles as the fundamental outlook for the industry begins to improve. According to analyst James Schneider, the industry is currently experiencing a cyclical correction driven by IT spending constraints due to macroeconomic pressures across various sectors … Read more

JSR Corporation (4185 JP): Risk/Reward as SAMR Approves Broadcom/VMware – Arun George

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JSR Corporation (4185 JP): Risk/Reward as SAMR Approves Broadcom/VMware – Arun George

The Broadcom/VMware SAMR approval is a positive. However, with time running out for the late Dec tender start, the likely scenario is SAMR conditional approval with a delay to tender start. 89 Views22 Nov 2023 21:06 SUMMARY(Sign Up to Access) Sign Up for Free The Smartkarma Preview Pass is your entry to the Independent Investment … Read more