Capgemini : Europe set to undermine recovery momentum for the group
>Set for very slight improvement in growth in Q2, driven by US - Capgemini is due to report its H1 2024 results on 26 July before trading. Based on our discussions with the company and its main peers, we understand that organic growth in Q2 is set to show an improvement on Q1. However, we think it is likely to be modest. Indeed, only North America (31% of revenues) is posting tangible signs of improvement at this stage, driven by a smaller decline for the banking/fina...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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