Capgemini : Un rerating structurellement mérité mais le timing est surprenant
>Une fin d’année 2023 globalement solide - Des résultats 2023 de Capgemini nous retenons les éléments suivants : une croissance org T4 de -1% en milieu de fourchette de la guidance donnée post T3 et en ligne avec les attentes. Cela fait néanmoins ressortir une croissance org q/q de seulement +2%, très en dessous de la saisonnalité traditionnelle (+6% q/q), pénalisée comme attendu par des phénomènes de furlough et alors que l’activité aux USA pâtit de sa faible ex...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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