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Holly LaFon
Holly LaFon
Articles (8474) 

Bernard Horn Comments on Infosys

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April 16, 2018 | About:
Infosys’ (NYSE:INFY) employee utilization increased to an all-time high of 84.9%, and attrition rates decreased as Mr. Parekh promoted professionals internally. SK Hynix Inc. benefitted from supply/demand dynamics in the DRAM market. The South Korean memory semiconductor supplier raised prices over the last few quarters; the favorable pricing trend continues unabated. We continue to watch trends in this cyclical and fast moving sector.

From Bernard Horn (Trades, Portfolio)'s first quarter 2018 shareholder letter.


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