secto ? Une hiérarchie claire pour jouer les tendances MT
Nous initions la couverture des 4 principales valeurs françaises de l’Ingénierie et du Conseil en Technologie (ICT, aussi appelée R&D externalisée) avec des recommandations à l’ACHAT sur Altran (objectif 16€, potentiel +29%) et Akka (objectif 34€, potentiel +15%), NEUTRE sur Alten (objectif 59€, potentiel +7%) et VENTE sur Assystem (objectif 19€, potentiel -19%). Altran intègre ce matin la Sélection Invest Securities. Nous privilégions les 2 valeurs qui ont le meilleur potentiel tant sur la croissance organique qu’en termes d’amélioration des marges. A l’inverse, nous sommes plus pessimistes que le consensus sur Alten et Assystem.
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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