Report

Montre ses muscles dans le digital - NEUTRE, OC 96€

Le Capital Market Day organisé hier n’a pas révélé de nouvelle majeure. Le groupe a présenté son savoir-faire sur plusieurs segments du marché de la transformation digitale, avec un certain brio. Côté chiffres, les guidances 2017 et moyen terme sont confirmées, et le groupe a tenu à afficher son optimisme sur la dynamique de croissance en Amérique du Nord pour le S2 2017. Cela ne modifie pas nos inquiétudes quant au potentiel du groupe sur ce marché à MT. Nous maintenons nos estimations inchangées, de même que notre OC à 96€, et notre recommandation à NEUTRE.
Underlying
Capgemini SE

Capgemini is a consulting and IT services provider. Co. works closely with technology partners at the cutting edge of innovation in major trends such as: Cloud, Big Data and mobility. Co. offers its clients skills in a variety of fields, such as digital transformation and digital customer experience, Cloud, Big Data, mobility, testing, cyber security, application management. In addition, Co. helps its clients enhance their performance and sharpen their competitive edge by offering them a range of skills grouped around four major businesses: Consulting Services through Capgemini Consulting, Technology Services (TS), Local Professional Services through Sogeti, and X Outsourcing Services (OS).

Provider
Invest Securities
Invest Securities

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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