Legerement en dessous à cause de l'Allemagne - ACHAT, OC 60€
Le CA T3 est légèrement inférieur aux attentes (-1% vs IS, -2% vs css). En cause, des éléments ponctuels en Allemagne, principalement liés à Daimler, qui illustrent le poids que conserve le premier client du groupe (22% du CA 2017 selon nous). La dynamique de croissance reste très forte, le turnover est maitrisé, et l’histoire est inchangée. Le prochain rendez-vous avec la société sera la présentation du plan CLEAR 2022 le 30/01/18. Nous considérons cet événement comme un catalyseur avec probablement des annonces ambitieuses, au vu de l’historique du groupe et de ses capacités financières récemment renforcées. Recommandation ACHAT réitérée.Akka Technologies is an engineering and technology consultancy company. Co. bases its service around two areas which enable it to cover the full life cycle of a product: information and systems technology and engineering. Co.'s activities can be divided into six areas: Mechanical Engineering, Process Engineering, Document Engineering, Industrial Information Technology and Embedded Systems, Information Systems and Consulting. Co. operates mainly in France, Belgium and Germany. Co also operates in Italy, Romania, Switzerland, Spain, England and Canada.
Since 2006, Invest Securities has become one of the leading players in investment services for funds and managers, to whom we offer a global and personalised service. Our track record differentiates us and proves our leadership in numerous promising sectors like property and growth companies.
Consisting of 13 different profiles (pharmacist, engineer, financier, etc), the DNA of our financial analysis office is value added and sector expertise. Through daily monitoring and detailed analyses of companies and sectors, we seek to provide a differentiating vision of our 120 stocks followed. Our ideas are circulated every day to nearly 1,000 professionals.
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