Global Management Consulting Industry July 2025

This report looks at the management consulting industry globally. Management consulting refers to any arrangement in which companies or organizations hire individuals to advise them. Consultants assist with a wide variety of business problems and try to provide solutions for their clients. Those problems can range from researching a potential new product, to re-organizing the employee structure, to completely re-thinking a company’s strategy. The report talks about the overall market size, market growth as well as current trends driving the growth in the industry. The scope of this report exte...

Accenture Plc: 3 directors

Four Directors at Accenture Plc bought/sold 2,982 shares at between 0.000USD and 282.448USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 06/26/2025

Model update

This report contains forecasts updated for reported Q218 results. Neither our financial nor PSU estimates are materially changed and we remain Overweight with a 12m PT of $365.

V/MA: strong core, adjacencies more competitive

V/MA remain core long term holdings with secular cash to card tailwinds driving strong growth long term, supported by developments such as contactless. Valuation remains reasonable, although newer growth areas such as B2B face greater competition. We remain Overweight V/MA, raise our price targets to $173 and $250 respectively and currently favour V which trades on a PE of 28x, three turns lower than MA.

Banks: Trading update and 3Q18 preview

Market volatility has moderated significantly since the beginning of the year, ceasing to be a tailwind for the banks' trading revenues in 3Q18. Despite the strong IB pipelines (announced M&A is up 40% YTD), fee pools have been affected by timing issues and are down 15-20% across the industry for the current quarter. Medium term, the outlook remains positive thanks to improving GDP growth, benign credit conditions, rising interest rates and a deregulatory focus. We have lowered our 3Q18 EPS estimates by 3% on average. Our longer term forecasts decline only modestly by 1%. C remains our t...