Report
Nicolas Thorez

Wavestone : Des craintes qui ne se manifestent pas encore dans l’activité commerciale, mais sous la menace d’une épée de Damoclès ?

>Preview T2 : vers une accélération (modérée) de la croissance org q-o-q - Après un T1 relativement faible (+3% org), pénalisé par des facteurs techniques, la croissance org devrait progressivement accélérer dès T2 étant donné l’effet embarqué i/ des effectifs, et ii/ des hausses de prix (inflaté aussi par un effet $). Ces éléments compenseront la consolidation naturelle du taux d’activité (base exceptionnellement élevée, saisonnalité sur les recrutements et notamment...
Underlying
Wavestone SA

Wavestone SA, formerly Solucom SA, is a France-based company active in the information technology (IT) sector. It provides infrastructure consultancy services in the fields of telecommunications and networks, Strategy & management, IT transformation, IT Governance, IT architecture and Security & risk management. The Company operates through subsidiaries: Arcome, which offers marketing and technological innovation services for global companies in the information technology industry; Idesys, offerring consultancy services in the management and governance fields; New'Arch, which provides consultancy services in technical architecture of information systems; KLC, which offers consultancy services in information system and industrial investments for corporate clients; Cosmosbay-Vectis that offers business development and transformation consulting, and Xceed Group Ltd, which provides computer related services, among others.

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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