Capgemini : L’Europe risque de peser sur la dynamique de reprise du groupe
>Vers une très légère amélioration de la croissance au T2, tirée par les USA - Capgemini publiera ses résultats S1 2024 le 26 juillet avant Bourse. Sur la base de nos échanges avec la société et avec ses principaux pairs, nous comprenons que la croissance org T2 devrait bien s’améliorer par rapport au T1. Toutefois, nous avons le sentiment que l’amélioration restera modeste. En effet, seule l’Amérique du Nord (31% du CA) affiche, à ce stade, des signes tangibles d’amé...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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