Oddo BHF - Capgemini SE (CAP) Capgemini : Vers une croissance T1 en demi-teinte. La recovery sera surtout visible au S2

Report

Oddo BHF

Nicolas David

Capgemini : Vers une croissance T1 en demi-teinte. La recovery sera surtout visible au S2

>Vers une poursuite du ralentissement au T1 2024 : croissance org de -4%e - Capgemini publiera son CA T1 2024 le 30 avril avant Bourse. Conformément au message de la société depuis la publication des résultats 2023 en février dernier et compte tenu de la performance mitigée d’Accenture pour son T2 FY 2024 (trimestre clos à fin février 2024), nous attendons une détérioration significative de la croissance au T1 (-4.0%) par rapport au T4 (-0.9%), en raison d’effets de ...

18/04/2024 1 FR

Underlying

Capgemini SE

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).

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FR0000125338 Euronext Paris France

Provider

Oddo BHF

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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Analysts

Nicolas David

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Capgemini : Vers une croissance T1 en demi-teinte. La recovery sera surtout visible au S2

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/30/2024

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/04/2024

Capgemini : Q1 cc growth of -3.3%, in line with expectations. FY 2024 guidance reiterated, confirming the growth trough is in the rear view mirror

France: modest growth, fiscal stability at risk

France : un peu de croissance, pas de stabilité budgétaire

But : Nouvelle émission obligataire avec intégration de Conforama

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