Report
Nicolas Thorez

Wavestone : Configuration résolument favorable, un potentiel à exploiter

>Wavestone reste une de nos valeurs favorites sur S1 2022 - L’année 2021 a été excellente, et marquante, pour Wavestone sur le plan opérationnel (résilience face au COVID, résultats S1 2021/22 impressionnants, expansion internationale, plan stratégique ambitieux à 2025), et sur le plan boursier (+83% sur 2021, un des meilleurs parcours de la cote). Malgré tout, nous considérons que cette performance marque la « la fin du début » plutôt que « le début de la fin ». En e...
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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