reports
- Russell Waller
Feedback from call with Orange IR on French pricing - back book increa...
We hosted a call with Orange IR to discuss the pricing environment. Watch a replay of the call HERE. We provide a summary of the call in this short piece. Interestingly, it looks as though SFR has lifted some of its back book prices for some of its customers.
Bel Group and Dassault Systèmes Partner to Accelerate the Food Industr...
PARIS--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) and , today announced their long-term partnership to accelerate the food industry’s transformation toward a more sustainable model. The companies will play a pivotal role in shaping the future of food by digitalizing the end-to-end value chain powered by artificial intelligence, from product idea to manufacturing and market launch. This press release features multimedia. View the full release here: Cécile Béliot, CEO, Bel Group, and Bernard Charlès, Executive Chairman, Dassault Systèmes (Photo: Business Wire) The challenge of su...
- Chris Hoare
Sub-Saharan African Telecoms Solid top line, decent overall performan...
Q1 was a solid quarter for the Sub-Saharan African operators, especially from a top line perspective. Airtel Africa continued to outperform peers overall. We continue to think that fundamentals for AAF and MTN are strong and deserve more attention. Valuations are compelling too.
Dassault Systèmes and Mistral AI Partner to Offer Trusted, AI-Powered ...
PARIS--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) and today announced their partnership to bring the full power of frontier AI to industries in a trusted environment. For more than 40 years, Dassault Systèmes has empowered people and businesses to provide sustainable innovations in the domains of manufacturing industries, life sciences and healthcare, and cities and territories. Entering the era of the Generative Economy, industry has to transition from product to experience and sustainability, leveraging virtual worlds to extend and improve the real world. The recent pro...
- Russell Waller
- Paul Charpentier
- Thomas Hynes
Have payments hit bottom yet?
In October 2023, we adopted a negative view on the payment sector, citing commoditisation risks and a bleak macroeconomic outlook as threats to the companies in our coverage. While commoditisation remains a concern, we are now more optimistic about the macro environment. To answer the initial quest
- Paul Charpentier
Have payments hit the bottom yet ? - Worldline
In October 2023, we adopted a negative view on the payment sector, citing commoditization risks and a bleak macroeconomic outlook as threats to the companies in our coverage. While commoditization remains a concern, we are now more optimistic about the macro. To answer the initial question, we beli
Canada’s Haventree Bank selects Temenos to scale lending and banking s...
Canada’s Haventree Bank selects Temenos to scale lending and banking services Haventree adopting Temenos core banking as SaaS to gain greater agility, higher performance, scalability and security TORONTO and GENEVA, June 26, 2024 (GLOBE NEWSWIRE) -- Temenos (SIX: TEMN), the banking software company, today announced that , a federally regulated Schedule 1 bank in Canada, has selected Temenos to support its digital transformation and business growth. Haventree currently serves the alternative mortgage market across Canada through the broker network, catering to individuals who are unders...
Temenos est désigné comme le logiciel bancaire le plus vendu dans huit...
Temenos est désigné comme le logiciel bancaire le plus vendu dans huit catégories par IBS Intelligence Temenos est une fois de plus en tête de l’IBS Intelligence Sales League Table, arrivant en tête dans plus de catégories que tout autre fournisseur et étant nommé numéro 1 dans le domaine des services bancaires de base pour la 19e année consécutive GENÈVE, 26 juin 2024 (GLOBE NEWSWIRE) -- Temenos (SIX : TEMN) a annoncé aujourd’hui avoir été reconnue comme leader du marché mondial par IBS Intelligence dans l’IBSi Sales League Table (SLT) 2024 dans huit catégories. Cette catégorie inclut ...
Temenos wird von IBS Intelligence in acht Kategorien als meistverkauft...
Temenos wird von IBS Intelligence in acht Kategorien als meistverkaufte Bankensoftware aufgeführt Temenos steht erneut an der Spitze der IBS Intelligence Sales League Table, belegt in mehr Kategorien als jeder andere Anbieter den ersten Platz und wird zum 19. Mal in Folge zur Nummer 1 im Kernbankgeschäft ernannt GENF, June 26, 2024 (GLOBE NEWSWIRE) -- Temenos (SIX: TEMN) gab heute bekannt, dass das Unternehmen von IBS Intelligence in der IBSi Sales League Table (SLT) 2024 in acht Kategorien als weltweiter Marktführer ausgezeichnet wurde. Dazu gehören Kernbankgeschäft, digitales Bankgesc...
IBS Intelligence otorga a Temenos el primer puesto en ventas de softwa...
IBS Intelligence otorga a Temenos el primer puesto en ventas de software bancario en ocho categorías Temenos vuelve a encabezar la clasificación de ventas de IBS Intelligence, ocupando el primer puesto en más categorías que ningún otro proveedor y ocupando el primer puesto en banca central por decimonoveno año consecutivo GINEBRA, June 26, 2024 (GLOBE NEWSWIRE) -- Temenos (SIX: TEMN) ha anunciado hoy que ha sido reconocida como líder del mercado global por IBS Intelligence en la clasificación de ventas de IBSi (SLT) 2024 en ocho categorías. Dichas categorías incluyen banca básica, banca...
- Farid Bitari
- Ghada Ben Sedrine
- Nicolas David
- Stephane Houri
ODDO : Generative AI: a genuine revolution, pending the next revolutio...
Our conviction on the long-term growth potential and opportunities of generative AI is renewed. The enabler sectors (semiconductors, software and IT services) and those that provide the infrastructure (utilities, metals, capital goods and real estate) will be the primary beneficiaries, leading us to make certain target price changes. Among AI ‘user’ sectors (media, healthcare, automotive, banking and insurance, oil services, defence, aerospace and airlines), the effects will doub...
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
REL RELX PLC
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
SOP SOPRA STERIA GROUP SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
INF INFOTEL SA
GLE SOCIETE GENERALE S.A. CLASS A
NOKIA NOKIA OYJ
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
AUB AUBAY SA
MRK MERCK KGAA
ALTA ALTAREA SCA
ATE ALTEN SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ENEL ENEL SPA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
ICAD ICADE SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
OREGE OREGE SA
SMHN SUESS MICROTEC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
SHL SIEMENS HEALTHINEERS AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
STLA STELLANTIS N.V.
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
ATCO A ATLAS COPCO AB
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
- Farid Bitari
- Ghada Ben Sedrine
- Nicolas David
- Stephane Houri
ODDO : L’IA générative, une véritable révolution, en attendant la proc...
Notre conviction sur le potentiel de croissance LT et d’opportunités de l’IA générative est renforcée. Les secteurs 'enablers' (semiconducteurs, software et IT services) et fournisseurs d’infrastructures (utilities, métaux, biens d'équipements et immobilier) en seront les premiers bénéficiaires, conduisant à certains changements d’OC. Parmi les secteurs ‘utilisateurs’ de l’IA (média, santé, automobile, banque et assurance, services pétroliers, défense, aéronautique et compagnies ...
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
REL RELX PLC
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
SOP SOPRA STERIA GROUP SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
INF INFOTEL SA
GLE SOCIETE GENERALE S.A. CLASS A
NOKIA NOKIA OYJ
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
AUB AUBAY SA
MRK MERCK KGAA
ALTA ALTAREA SCA
ATE ALTEN SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ENEL ENEL SPA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
ICAD ICADE SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
OREGE OREGE SA
SMHN SUESS MICROTEC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
SHL SIEMENS HEALTHINEERS AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
STLA STELLANTIS N.V.
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
ATCO A ATLAS COPCO AB
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
Temenos named #1 best-selling banking software in eight categories by ...
Temenos named #1 best-selling banking software in eight categories by IBS Intelligence Temenos once again tops the IBS Intelligence Sales League Table, coming first in more categories than any other provider and being named number 1 in core banking for 19th consecutive year GENEVA, June 25, 2024 (GLOBE NEWSWIRE) -- Temenos (SIX: TEMN) today announced it has been recognized as the global market leader by IBS Intelligence in the IBSi Sales League Table (SLT) 2024 in eight categories. These include Core Banking, Digital Banking & Channels, Payments and Risk Management, as well as Core and ...
- Michael B. Schäfer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/21/2024
We believe it is too soon for a generalised return to the French equity market. Most political scenarios offer downside potential between now and 8 July. Uncertainty could persist during the electoral campaign, particularly if the NFP gains ground in the polls, and the two election dates of 30 June and 7 July will be high-risk periods. - ...
- Michael B. Schäfer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 21/06/2024
Il est trop tôt, selon nous, pour revenir de façon généralisée sur le marché français. La plupart des scénarios politiques offrent un potentiel de baisse d’ici au 8 juillet. L’incertitude pourrait persister durant la campagne, notamment si le NFP progresse dans les sondages, et les deux votes des 30 juin et 7 juillet seront des périodes à risque. - ...
- Nicolas David
Dassault Systemes : Q2 is unlikely to be a positive catalyst...but not...
>We expect progress in Q2, but not enough to be fully reassuring - Despite the fears expressed by some investors/analysts and the continuing decline in the share price since the Q1 earnings, we do not expect the Q2 earnings to bring any major surprises. Commercial momentum in major industrial PLM accounts remains broadly robust, although a large aero contract seems to be pushed back to H2 and visibility on the Chinese market remains limited. This seems to point toward...
- Nicolas David
Dassault Systèmes : Le T2 ne sera pas probablement pas un catalyseur p...
>Nous attendons des progrès au T2 mais pas de quoi totalement rassurer - Malgré les craintes exprimées par certains investisseurs/analystes et la baisse continue du cours depuis les résultats T1, nous avons le sentiment que les résultats T2 ne devraient pas engendrer de surprise majeure. La dynamique commerciale dans le PLM industriel grand compte reste globalement solide bien qu’un gros contrat dans l’Aero semble se décaler vers le S2 et que la visibilité sur le marc...
Dassault Systèmes’ 3DEXPERIENCE Platform on the Cloud Selected by Mahi...
VELIZY-VILLACOUBLAY, France--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) today announced that Mahindra & Mahindra, a leader in automotive, farm and services businesses in India, is advancing its digital transformation by selecting Dassault Systèmes’ 3DEXPERIENCE platform on the cloud to accelerate its end-to-end new product development process. Mahindra & Mahindra’s strategic decision to adopt the 3DEXPERIENCE platform on the cloud for its future auto programs will enable it to improve the efficiency of its process and reduce the time to market of safer and more sustainable veh...
Medidata Launches Clinical Data Studio, Leveraging AI to Modernize the...
NEW YORK--(BUSINESS WIRE)-- , a Dassault Systèmes brand and leading provider of clinical trial solutions to the life sciences industry, today announced the launch of , a unified experience that unlocks the true power of clinical research data. This groundbreaking technology gives stakeholders greater control over the quality of data and the ability to deliver safer trials to patients faster. Built on the , Clinical Data Studio integrates data from both Medidata and non-Medidata sources, accelerating decision-making across the full clinical trial process and delivering holistic data and risk ...
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