Oddo BHF - DASSAULT SYSTEMES SA (DSY) Dassault Systemes : Dassault Systèmes at last seems to have entered a brighter phase

Report

Oddo BHF

Nicolas David

Dassault Systemes : Dassault Systèmes at last seems to have entered a brighter phase

>Back-end loaded 2024 targets but de-risked nonetheless - During yesterday’s conference call, the publication of DSY’s full Q2 2024 financial statements (after the group published only a few key indicators and issued a warning earlier in the month on 9 July), the management team was fairly upbeat for H2. First, Medidata’s gradual path towards recovery was confirmed (Q3 stable y-o-y and growth acceleration in Q4, reaching stable growth over the year) and second, DSY do...

26/07/2024 1 EN

Underlying

DASSAULT SYSTEMES SA

See profile

FR0014003TT8 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.

See profile

Analysts

Nicolas David

Other Reports on these Companies

BusinessWire

Medidata renforce son engagement en faveur de l’expérience du patient avec le lancement de Patient Payments

NEW YORK--(BUSINESS WIRE)-- , marque de Dassault Systèmes et principal fournisseur de solutions d’essais cliniques pour l’industrie des sciences de la vie, a annoncé aujourd’hui le lancement de Medidata , une nouvelle solution qui harmonise les allocations et les remboursements liés aux essais pour les patients participant à la recherche clinique. Cette offre automatise le cycle de vie des paiements et répond au défi de longue date de compenser les participants pour leur temps, leurs efforts et les dépenses liées à l’étude, tout en répondant aux préoccupations croissantes concernant la toxicit...

September 25, 2024 September 25, 2024 1 FR

BusinessWire

Dassault Systèmes Signs the AI Pact to Drive Innovation and the Ethical Use of Artificial Intelligence in Europe

VELIZY-VILLACOUBLAY, France--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) today announced that it has signed the , a new initiative from the European Commission to establish best practices and minimize risks associated with the use of artificial intelligence in Europe, and help industry create value. By signing the pact, Dassault Systèmes demonstrates its commitment to playing a proactive role in encouraging innovation and the ethical use of AI in Europe following Europe’s AI Act. The AI Pact was created by the European Commission to encourage and support organizations to plan ah...

September 25, 2024 September 25, 2024 1 EN

BusinessWire

Medidata Extends Its Commitment to the Patient Experience with the Launch of Patient Payments

NEW YORK--(BUSINESS WIRE)-- , a Dassault Systèmes brand and leading provider of clinical trial solutions to the life sciences industry, today announced the launch of Medidata , a new solution that streamlines trial-related stipends and reimbursements for patients participating in clinical research. This offering automates the payment lifecycle and addresses the longstanding challenge of compensating participants for their time, effort, and study-related expenses, while solving for growing concerns around the financial toxicity of clinical trial encounters. Medidata Patient Payments delivers a...

September 25, 2024 September 25, 2024 1 EN

Verallia : The bottle is half empty...or half full... – New target price of € 34 (vs € 40)

>Still recovering - As we mentioned at end-July following a road show with management, the weakness in volumes is due to lower demand (see comments from beverages and spirits companies, etc.) and also a destocking phenomenon after the post-Covid upturn. The improvement in stocks in the chain is difficult to gauge. Following a company contact, we understand that the improvement is gradual. The destocking trend is gradually diminishing. Volumes should gradually return t...

12h / 55m 12h / 55m 1 EN

Jean-François Granjon

Jean-François Granjon

Verallia : La bouteille à moitié vide… ou à moitié pleine… – Nouvel OC de 34 € (vs 40 €)

>Toujours en convalescence - Comme nous le mentionnons fin juillet au terme d’un Road-Show avec le management, la faiblesse des volumes est imputable à une moindre demande (cf. les commentaires des sociétés de boissons et spiritueux…) et également à un phénomène de déstockage après l’embellie connue post-covid. L’appréciation des stocks dans la chaine est difficile à appréhender. Suite à un contact avec la société, nous comprenons que l’amélioration est progressive. L...

13h / 19m 13h / 19m 1 FR

Bruno Cavalier

Bruno Cavalier

What to make of the US industrial sector?

Industry is generally considered leading the rest of the economy. Even though it accounts for only a small share of total output, it is highly responsive to shocks to global trade and commodity prices. This has rapid repercussions on the capital and inventory spending that drives fluctuations in the business cycle. For a long time, it has been enough to monitor industry in order to determine where the rest of the economy is heading. The recent industrial signals are poor, and the...

17h / 36m 17h / 36m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Dassault Systemes : Dassault Systèmes at last seems to have entered a brighter phase

Medidata renforce son engagement en faveur de l’expérience du patient avec le lancement de Patient Payments

Dassault Systèmes Signs the AI Pact to Drive Innovation and the Ethical Use of Artificial Intelligence in Europe

Medidata Extends Its Commitment to the Patient Experience with the Launch of Patient Payments

Verallia : The bottle is half empty...or half full... – New target price of € 34 (vs € 40)

Verallia : La bouteille à moitié vide… ou à moitié pleine… – Nouvel OC de 34 € (vs 40 €)

What to make of the US industrial sector?

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe