Sopra Steria Group : A positive short and medium-term trajectory that should fuel the re-rating
>FY 2022 is well underway - January and February were good months. The group has zero exposure to Ukraine and Russia and there does not seem to be any impact on demand in the short term, but it would be wise to remain cautious. The pricing environment is healthy; the large companies targeted by Sopra Steria accept price hikes as they understand the recruitment difficulties in the sector and want their supply to be prioritised in order to complete their digitisation pr...Sopra Steria Group is a global player in IT services, with operations in consulting, software development, and integration. In addition to France, Co. operates in the United Kingdom, Spain, Italy, Switzerland, Germany, and Belgium, assisting its clients in managing the transformation of their businesses and information systems. Co. divides its operation into three categories: Consulting, Systems and Solutions Integration, and Software Development; which it spreads among eight major verticals: Financial Services, Insurance and Social Welfare, Public Sector, Telecom Operators, Aerospace and Defense, Energy, Transport and Courier Services, and Retail.
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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