Thème d’investissement et prévisions confortées - ACHAT, OC 78€
A l’inverse des T1 et T2, nous ne relevons pas nos attentes suite à cette publication. La réaction du titre hier (-1,9%) nous semble principalement imputable aux craintes de ralentissement en Chine, mais le management nous a suffisamment convaincu pour ne pas partager ses inquiétudes qui devraient être levées lors de la prochaine publication en février 2016. Alors que les perspectives de croissance à CT et MT nous semblent toujours aussi séduisantes, nous réitérons notre opinion à ACHAT et notre objectif de 78€ (+13%).Dassault Systemes provides software products & consulting services. Co.'s software applications allow businesses to digitally define, simulate products, the processes & resources required to manufacture, maintain & recycle them. Co. also provides services, principally to large customers. These services comprise mainly consulting services in methodology for design, deployment & support, training services & engineering services. Co.'s activities can be divided into two segments: the PLM market supports product development, production, maintenance & lifecycle management; & the Mainstream 3D market, which is primarily focused on product design.
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.