Capgemini : Limited risk to forecasts and a low valuation. Buy rating reiterated
>A reasonably confident tone on the outlook - Last Thursday, we went on a road show to Zurich with Capgemini’s head of IR. The message has not changed since the earnings release of H1 2019 in July. The group has not seen a widespread slowdown in demand. There are indeed some pockets of weakness (notably in the banking sector in the US, which was already flagged in July), We can reasonably expect the German industrial sector to be less buoyant over the next few quarter...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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