Product Type: Market Research Report
Published by: Wall Street Transcript
Published: September 2008
Product Code: R275-1080Description The Wall Street Transcript has just published its Business Services issue, a report offering a timely review of the sector to serious investors and industry executives. This 58-page feature contains industry commentary through an expert roundtable 3 Industry Analyst and CEOs from 7 sector firms.
Topics covered: Relative valuations - Stock performance year to date - Organic growth - Slowdown in outsourcing services - Outlook for transaction processors - Call centers and customer care - International business outlook - M&A activity - Growth in Eastern Europe - Indian IT vendor stocks - Accounting software space - End markets - China, India - Turnaround situations - Merchant acquirers - Investor interest - Stock picksTable of Contents
- Business Services Report
- 58 pages of exclusive interviews, featuring:
- Roundtable Forum
- Business Services / Transaction Processors: Jamie Friedman, Susquehanna Financial Group, LLLP; Andrew W. Jeffrey, SunTrust Robinson Humphrey Capital Markets; Wayne Johnson, Raymond James Financial Inc.; David Koning, Robert W. Baird & Co. Inc.; Thomas McCrohan, Janney Montgomery Scott LLC
- Outlook for Financial Processing Companies:
- John Kraft, D.A. Davidson & Co.
- The Staffing Industry: An Overview:
- James J. Janesky, Stifel, Nicolaus & Company, Inc.
- Outlook for Staffing-Related Services:
- Timothy McHugh, William Blair & Company
- CEO Interviews (average 2,500 words):
- Top management from 7 sector firms examine the outlook for their firm and sector. Firms interviewed include: AIMS Worldwide, Inc., American Reprographics Company, Crown Partners, Inc., Diamond Management & Technology Consultants, Inc., EnerNOC, Inc., Future Now Group, Inc., Versar, Inc Topics covered: Relative valuations - Stock performance year to date - Organic growth - Slowdown in outsourcing services - Outlook for transaction processors - Call centers and customer care - International business outlook - M&A activity - Growth in Eastern Europe - Indian IT vendor stocks - Accounting software space - End markets - China, India - Turnaround situations - Merchant acquirers - Investor interest - Stock picks
- Companies covered:
- Global Payments (GPN); Advent Software (ADVS); SEI Investments (SEIC); Heartland Payments (HPY); Fidelity National Information Services (FIS); MasterCard (MA); Visa (V); Alliance Data Systems (ADS); Yucheng Technologies (YTEC); Fiserv (FISV); Net 1 UEPS (UEPS); Ness Technologies (NSTC); VanceInfo (VIT); Cognizant Technology (CTSH); Sykes (SYKE); Genpact (G); TNS (TNS); Wright Express (WXS); CyberSource (CYBS); Jack Henry (JKHY); S1 (SONE); Robert Half International (RHI); MPS Group (MPS); Heidrick & Struggles (HSII).
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