Wavestone : Le T1 semble être un point bas – Opinion Achat confirmée
>Croissance décevante sur le T1, avec un effet de base très dur - Pour rappel, Wavestone a publié mercredi soir un CA T1 2019/20 (T2 calendaire) en croissance de 2.5% à 98.3 M€, sensiblement inférieur à nos attentes (ODDO BHF : 102.1 M€, +6.5% y/y). La croissance org. est nulle (nous attendions +4.7%) et en ralentissement vis-à -vis du T4 (+4.7% org.). Nous comprenons que ce ralentissement est lié à un effet de base défavorable sur le taux d’activité, qui se maintient ...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.
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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