Report
Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 02/11/2020

2020 should be another very busy year for M&A in the IT & engineering services sector. The major themes will be Indra's disposal of its IT services business and Atos’ renewed interest in acquisitions, particularly in cybersecurity. Against this backdrop, Atos, Indra and Devoteam are our Top Picks. We are downgrading Sopra Steria and Capgemini to Neutral, and Reply and TietoEVRY to Reduce. - ...
Underlying
Ams AG

AMS provides advanced sensor and analog solutions for high value and emerging markets. Co.'s markets include Consumer and Communications and Industrial, Medical, Automotive. Co. delivers a broad range of innovative technology solutions for consumer electronics and communication device manufacturers including intelligent light sensors, MEMS microphone ICs, NFC solutions, active noise-cancelling ICs and ultra-low power management solutions. Co. offers customized, application-specific integrated circuits and standard solutions for a broad range of industrial applications including automation and control, position sensors, building automation, security and high-resolution seismic analysis.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Houri

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