Report
Nicolas David

Sopra Steria Group : Une trajectoire positive à court et moyen termes, qui doit alimenter le re-rating

>L’exercice 2022 est bien lancé - Les mois de janvier et février ont été bons. L’exposition directe du groupe à l’Ukraine et à la Russie est nulle et il ne semble pas y avoir à court terme d’impact sur la demande mais il convient de rester prudent. L’environnement tarifaire est sain : les grandes entreprises qu’adresse Sopra Steria acceptent des hausses de prix car elles comprennent les difficultés de recrutement sur le secteur et elles veulent être fournies en priori...
Underlying
Sopra Steria Group SA

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.

Provider
Oddo BHF
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.

Analysts
Nicolas David

ResearchPool Subscriptions

Get the most out of your insights

Get in touch