Capgemini : La recovery se confirme mais à un rythme modéré
>Une amélioration plus graduelle de la croissance, faute de reprise du discrétionnaire - L’ajustement à la baisse de la guidance de croissance FY 2024 (entre -1% et -2% org vs 0% à 2% org préc) provient : i/ de l’absence de rebond des dépenses discrétionnaires, dans un environnement macro toujours difficile ; ii/ une recovery plus lente qu’attendu dans le secteur bancaire ; iii/ une situation difficile dans l’Auto et l’Aéro, où l’attentisme, pour des raisons différent...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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