Sopra Steria Group : Bright prospects in the short and medium term, very poorly priced in
>Significant confidence in the short term for IT services - We organised on Monday and Tuesday a virtual road show with Sopra Steria’s management (CEO and CFO) for UK investors. What struck us most was the confidence in the outlook for the IT services business, both in the short and medium term. In the short term: growth is set to accelerate in France, with growth forecast >10% in H2 (ODDO BHF: +11.7% organic), notably as Airbus is set to return to growth in Q3, and 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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