Results look slightly positive, page-3

My sense was that a dividend increase of sorts was priced in. This morning's rally suggests I was a bit off in that regard.

I do wonder a little about their rising exposure to banking & finance (up to around 38% of revenue, from 32%) as a result of the acquisitions, as well as the generally competitive nature of the industry and associated margin pressure, though perhaps it doesn't matter too much as long as multiple clients comprise the revenue base in each sector. I agree that on the information available they seem to be making good overall progress.

The apparent commitment to debt reduction and shareholder returns, if maintained, is certainly positive.