Report
Nicolas David

Capgemini : La visibilité sur l’OPA d’Altran et sur l’opérationnel s’améliore

>Les tendances mitigées à court terme se confirment - Lors d’un entretien avec l’équipe IR de Capgemini, nous sommes notamment revenus sur les tendances court terme. La croissance org. T4 2019 sera effectivement faible (guidance implicite de +3% à +4% org), principalement en raison de : i/ la situation politique particulièrement confuse au UK en début de trimestre, qui a engendré un attentisme accru des clients, le tout couplé à une normalisation de la croissance ave...
Underlying
Capgemini SE

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).

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
Nicolas David

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