Capgemini : Risque limité sur les attentes et faible valorisation. Opinion Achat réitérée
>Ton raisonnablement confiant sur les perspectives - Nous étions en roadshow jeudi dernier à Zurich avec le Head of IR de Capgemini. Le discours n’a pas changé depuis la publication des résultats S1 2019 en juillet dernier. Le groupe n’observe pas de ralentissement généralisé de la demande. Il existe bien quelques poches de faiblesse (notamment le secteur Bancaire aux USA, déjà signalé en juillet) et il est raisonnable de penser que le secteur industriel allemand sera...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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