Report
Nicolas Thorez

Sword Group : Une valorisation totalement décorrélée des performances et des fortes ambitions (crédibles) du groupe à horizon 2028

>Sword s’engage sur un plan de développement ambitieux à 2028, incluant du M&A - Lors d’une présentation investisseurs tenue hier à Lyon, le CEO (J. Mottard) et les principaux directeurs de BU sont revenus sur les résultats S1 (publiés fin juillet, lien), et ont fait un update de leur plan stratégique à horizon 2029 (probablement le BP le plus ambitieux dans l’histoire récente du groupe d’après nous). En substance, Sword confirme s’engager sur une croissance org. de 1...
Underlying
Sword Group SE

Sword Group is a service company specializing in computer engineering, offering consulting and integration services to its customers. Co. is engagedin the implementation of innovative solutions that meet the strategic needs of its clients and adaptation requirements of their information systems. Co.'s business covers three main areas: IT Service, Solutions and Communication Technologies. In addition, Co. also provides Government Risk Management (GRC) solutions to its customers in the industries of energy, transportation, healthcare, insurance, banking, telecommunications, and international and governmental organizations. Co. offers two product lines and four solutions.

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 Thorez

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