Sopra Steria Group : De bonnes perspectives à court et moyen termes, très mal valorisées
>Belle confiance à court terme pour l’IT Services - Nous avons organisé lundi et mardi un roadshow pour les clients UK avec le management de Sopra Steria (CEO et CFO). L’élément qui nous a le plus frappé est la confiance dans les perspectives des activités IT Services, à la fois à court terme et moyen terme. En effet, à court terme : la croissance va nettement accélérer en France, avec une croissance attendue >10% au S2 (ODDO BHF : +11.7% org) et au niveau de Other Eu...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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