Sopra Steria Group : La chute récente du titre malgré la bonne résilience attendue au S2 et l’intégration d’Ordina offre une bonne opportunité
>Vers un T3 solide grâce à un mix sectoriel défensif - Sopra Steria publiera son CA T3 2023 vendredi 27 octobre avant Bourse, avec une conférence téléphonique à 8h30. Nous attendons une bonne résilience de la part de Sopra Steria, qui devrait mieux résister que le marché IT Services global grâce à son mix sectoriel défensif (>50% du CA exposé aux secteurs Public, Aéro, Defense, Utilities/Energie) et une exposition géographique presque exclusivement européenne. Ainsi, ...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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