Report
Nicolas Thorez

Wavestone : Update post-forum / preview T3 : l’upside ne semble pas totalement épuisé

>Opinion Surperformance réitérée, OC relevé à 69 € (vs 60 €) post-Forum - Après le rally récent du titre (+40% sur 3 mois, post-closing du rapprochement avec Q_Perior, nous faisons le choix de rester positifs sur Wavestone. Le groupe est sur le point de véritablement changer de dimension (en termes de taille et de profil), ce qui justifie à notre sens ce rerating. Rappelons que le titre présente, selon nous, un statut bien spécifique dans le sens où 1/ il est le seul ...
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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