Sopra Steria Group : Strengths to outperform in a less favourable environment
>Confidence in execution … more than in a market upturn - Following a roadshow with Sopra Steria’s CFO in the US, we note a relatively cautious tone on demand trends in Q2, in synch with the message conveyed at the time of the Q1 call. Indeed, market growth remains anaemic in the short term, with some sectors such as banking/finance (particularly in France and Germany) or retail, still under pressure. Even some defensive sectors are temporarily in less robust shape (a...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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