Capgemini : Discours convaincant sur les marges mais faible visibilité sur la croissance à court terme
>Visibilité limitée à court terme sur la croissance mais le soft landing se confirme - Le ralentissement graduel observée au T3, lié à un affaiblissement de la demande discrétionnaire sur la plupart des secteurs aux US et en Europe, était conforme aux attentes du groupe. Cette dynamique devrait se poursuivre au T4, probablement amplifiée par la volonté des clients de réaliser des économies de fin d’année en n’utilisant pas les queues de budget (« furlough »), sachant ...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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