Sopra Steria Group : Des arguments pour surperformer dans un environnement moins favorable
>Confiance dans l’exécution… plus que dans la reprise du marché - Lors d’un roadshow organisé avec le CFO de Sopra Steria aux Etats-Unis, nous notons un message relativement prudent concernant l’évolution de la demande sur le T2, conformément au message passé lors du call CA T1. En effet, la croissance du marché reste atone à court terme, avec certains secteurs difficiles tels que Banque/Finance (surtout en France et Allemagne) ou Retail. Même certains secteurs défens...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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