Capgemini : Preview T2 2023 : le ralentissement s’intensifie mais il reste sous contrôle
>Nous attendons un T2 en croissance org. de 5.6% - Suite à un contact avec la société ? nous comprenons que le ralentissement évoqué lors de la publication T1 début mai, s’est effectivement matérialisé, particulièrement sur le secteur Banque Finance (22% du CA). Ceci vient s’ajouter à la faiblesse déjà observée depuis plusieurs mois sur deux secteurs plus petits Tech et Retail (>10% pour ces deux secteurs). A ceci vient s’ajouter un effet calendaire négatif en Europe ...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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