Capgemini : A re-rating that is structurally warranted but the timing is surprising
>A broadly solid end to 2023 - Key takeaways from Capgemini's FY 2023 results:Q4 organic growth of -1% in the middle of the guidance range issued post-Q3 guidance and in line with expectations. However, this shows q-o-q organic growth of only +2%, well below the traditional seasonal effect (+6% q-o-q) penalised, as expected, by furlough measures and while activity in the US suffered from its limited exposure to the public sector and healthcare sectors.An ope...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).
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.
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