Transcipt of interview with analysts.
Disclaimer: contain forward looking statement
Q: Why is that u have such a high concentraded bet, I mean investment on silverlake axis? Given that u always proclaim to take a conservative stance when investing?
S: yes, we are still accumulating. To put it most simply, we expect core earnings to grow in double digit over the next few quarters. We find it difficult to find a company with a good yield and also growth prospects.
Q: why the confidence in growth?
S: Silverlake has been winning several contracts over the last 12 months. The most recent one being the biggest core SIBS platform with a whole suite of services. It is not a upgrade but a new customer. The earlier contract wins should begin to show its contribution in the upcoming quarter. In fact, the last quarter already show a improvement in core earnings but …