Wavestone : Resolutely favourable configuration, potential to tap
>Wavestone remains one of our favourite stocks for H1 2022 - 2021 was an excellent year for Wavestone, both operationally (resilience in the face of covid, impressive H1 2021-22 results, international expansion, ambitious strategic plan to 2025) and in terms of the share price (+83% over 2021, one of the best performances on the stock market). That said, we view this performance to be the "end of the beginning" rather than the "beginning of the end". Indeed, the curre...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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