0Q0C.L Share News (0Q0C)

(ShareCast News) - Infosys' Visha Sikka needs to do more, the Financial Times Lex column says, despite the chief executive producing pleasant surprises in three out of the last four quarters.Consensus forecasts for the current year have barely changed since Sikka took over, but the company's earnings multiple has caught up with India's biggest company Tata's.Lex said progress on Sikka's medium term strategy to more away from outsourcing and into areas such as cloud computing and artificial intelligence was less visible.The Financial Times compared Toshiba to Olympus which was rocked by a fake profit scandal back in 2011.Toshiba shares closed up 6% after bosses quit amid revelations profits were inflated by Y152bn over several years.Lex said some good might come out of the Toshiba profit scandal as new management could restructure the whole company.Olympus shares rallied by more than tenfold from lows, and buyers of Toshiba stock will be hoping this time is no different, the paper said.Croda shares now look worth buying given promises of a good cash return, The Times' Tempus said.Fears over specialist chemicals businesses were overdone, and Croda has less exposure to the oil and gas industry than other similar companies.The real question is what Croda will do with surplus reserves, given its high cash-generation and falling debt, Tempus said. The company is considering a couple of acquisitions, but has promised a decision with the results early next year.