Report

Un portefeuille d’opportunité intact - ACHAT, OC 78€

La présentation BIOVIA a été l’occasion de confirmer le potentiel des marchés des Sciences de la Vie et de la Pharmacie en particulier qui présentent un degré de maturité extrêmement faible en termes d’utilisation des solutions logicielles durant tout le cycle de vie des produits. Ceci valide l’acquisition d’Accelrys en 2014 et nous conforte dans notre opinion à ACHAT sur un des rares éditeurs de logiciels européens en mesure de générer une croissance organique de son new business. Objectif inchangé à 78€.
Underlying
Dassault Systemes SA

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.

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.

Other Reports on these Companies
Other Reports from Invest Securities
Jamila El Bougrini ... (+2)
  • Jamila El Bougrini
  • Thibaut Voglimacci-Stephanopoli
Jamila El Bougrini ... (+2)
  • Jamila El Bougrini
  • Thibaut Voglimacci-Stephanopoli
Jamila El Bougrini ... (+2)
  • Jamila El Bougrini
  • Thibaut Voglimacci-Stephanopoli

ResearchPool Subscriptions

Get the most out of your insights

Get in touch