Report
No real concern at this stage
As IT & High-Tech Services stocks have faced more volatility since November 2021due to rising inflation, geopolitical tensions and potential economic downturn, we
conducted a review of the potential impact of these headwinds and threats to this
industry. IT & High-Tech Services firms have proven increased resilience during
periods of economic slowdown or crisis. Finally, the environment remains
favourable for rising prices against wage inflation. We reiterate our Buy ratings on
Capgemini, Alten, Sopra Steria, Indra and Sword, and our Sell rating on Atos.
Strictly in the context of the current geopolitical situation, we deem
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Bryan Garnier
Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.
Gregory Ramirez
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