View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports

Capgemini: 1 director

A director at Capgemini bought 500 shares at 222.261EUR and the significance rating of the trade was 61/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showi...

Nicolas David ... (+2)
  • Nicolas David
  • Nicolas Thorez

ODDO : Accenture voit une reprise plus limitée qu’attendu pour son T3 ...

>Croissance T2 flat à cc, légèrement inférieure aux attentes - Accenture a publié hier avant l’ouverture de la Bourse US, ses résultats T2 2024 (trimestre clos à fin février). La croissance ressort flat y/y à cc, en ligne avec le milieu de fourchette de sa guidance (-2% à 2% y/y à cc) mais légèrement en-dessous des attentes (+0.7% y/y à cc). Il s'agit d'un nouveau ralentissement par rapport au T1 2024 (+1% à cc). Ce ralentissement est notamment lié au déclin des acti...

Nicolas David ... (+2)
  • Nicolas David
  • Nicolas Thorez

ODDO : Accenture sees a more limited recovery than expected for its FY...

>Q2 growth flat at cc, a shade below forecasts - Yesterday before trading started on the US market, Accenture reported its Q2 2024 earnings (quarter to end-February). Growth was flat y-o-y at constant currency, in line with the middle of the guidance range (-2% to 2% y-o-y at cc) but a shade below forecasts (+0.7% y-o-y at cc). This was a fresh slowdown relative to Q1 2024 (+1% at cc). This slowdown is due notably to the downturn in the operations activities, with a ...

 PRESS RELEASE

Capgemini to acquire Unity’s Digital Twin Professional Services arm to...

Capgemini to acquire Unity’s Digital Twin Professional Services arm to accelerate enterprises’ digital transformation through real-time 3D technology Capgemini press contact:Sam ConnattyTel: +44 370 904 3601 Email: Unity press contact: Ryan M. WallaceTel: Email: Capgemini to acquire Unity’s Digital Twin Professional Services arm to accelerate enterprises’ digital transformation through real-time 3D technology Paris / San Francisco, February 22, 2024 – and (NYSE: U), the world’s leading platform for creating and growing real-time 3D (RT3D) content, today announced an expansion of th...

 PRESS RELEASE

Capgemini acquiert l’activité de services aux entreprises d’Unity spéc...

Capgemini acquiert l’activité de services aux entreprises d’Unity spécialisée en jumeaux numériques Contact presse Capgemini :Victoire GruxTél : 55Email : Contact presse Unity :Ryan M. WallaceTél : Email : Capgemini acquiert l’activité de services aux entreprises d’Unity spécialisée en jumeaux numériques Cette acquisition permettra d’accélérer la transformation digitale des entreprises grâce à la technologie 3D en temps réel Paris / San Francisco, 22 février 2024 – et (NYSE: U), la plateforme leader en création et d’exploitation de contenu 3D interactif en temps réel (3DTR), anno...

Konrad Zomer
  • Konrad Zomer

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/15/2024

GALP, TotalEnergies and Shell have discovered vast oil deposits off the coast of Namibia. Oil services companies see this as a new Eldorado. FPSO-type solutions seem to be favoured, making SBM Offshore a key player, not forgetting subsea companies such as TechnipFMC. The whole sector could help local economic development... and/or have major negative impacts on local communities, biodiversity or the fight against corruption. Not to mention the carbon lock-in. We would therefore urge i...

Konrad Zomer
  • Konrad Zomer

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/02/2024

GALP, TotalEnergies ou Shell ont découvert de colossaux gisements de pétrole au large des côtes namibiennes. Les sociétés de services y voient un nouvel eldorado. Les solutions de type FPSO semblent être privilégiées, mettant ainsi SBM Offshore en position d’acteur incontournable, sans oublier ceux liés au subsea comme TechnipFMC. Tout le secteur pourrait aider au développement économique local… et/ou avoir des impacts négatifs importants sur les communautés locales, la biodiversité o...

Nicolas David
  • Nicolas David

Capgemini : A re-rating that is structurally warranted but the timing ...

>A broadly solid end to 2023 - Key takeaways from Capgemini's FY 2023 results:Q4 organic growth of -1% in the middle of the guidance range issued post-Q3 guidance and in line with expectations. However, this shows q-o-q organic growth of only +2%, well below the traditional seasonal effect (+6% q-o-q) penalised, as expected, by furlough measures and while activity in the US suffered from its limited exposure to the public sector and healthcare sectors.An ope...

Nicolas David
  • Nicolas David

Capgemini : Un rerating structurellement mérité mais le timing est sur...

>Une fin d’année 2023 globalement solide - Des résultats 2023 de Capgemini nous retenons les éléments suivants : une croissance org T4 de -1% en milieu de fourchette de la guidance donnée post T3 et en ligne avec les attentes. Cela fait néanmoins ressortir une croissance org q/q de seulement +2%, très en dessous de la saisonnalité traditionnelle (+6% q/q), pénalisée comme attendu par des phénomènes de furlough et alors que l’activité aux USA pâtit de sa faible ex...

Nicolas David
  • Nicolas David

Capgemini : Solid Q4/FY 2023 earnings. Guidance for FY 2024 growth sli...

>Q4 y-o-y org. growth of -0.9% roughly in line with expectations. Decent bookings - Q4 2023 sales were € 5,616m down -0.2% at cc. This figure is roughly in line with expectations (vs ODDO BHF: € 5,599m, down -0.5% y-o-y cc; cons.: € 5,595m down -0.6% y-o-y cc). Organic growth was -0.9% decelerating vs the previous quarter (vs Q3 2023 +2.3% org.), this figure is 10bp above expectations (ODDO BHF: -1.0%; cons.: -1.3%). The book-to-bill was 1.18x (vs 1.19x on averag...

Nicolas David
  • Nicolas David

Capgemini : Solid Q4/FY 2023 earnings. Guidance for FY 2024 growth sli...

>Q4 y-o-y org. growth of -0.9% roughly in line with expectations. Decent bookings - Q4 2023 sales were € 5,616m down -0.2% at cc. This figure is roughly in line with expectations (vs ODDO BHF: € 5,599m, down -0.5% y-o-y cc; cons.: € 5,595m down -0.6% y-o-y cc). Organic growth was -0.9% decelerating vs the previous quarter (vs Q3 2023 +2.3% org.), this figure is 10bp above expectations (ODDO BHF: -1.0%; cons.: -1.3%). The book-to-bill was 1.18x (vs 1.19x on averag...

 PRESS RELEASE

Renewal of Aiman Ezzat as Chief Executive Officer after the 2024 Share...

Renewal of Aiman Ezzat as Chief Executive Officer after the 2024 Shareholders’ Meeting Media relations:Victoire GruxTel.: 55 Investor relations:Vincent BiraudTel.: 87 Renewal of Aiman Ezzat as Chief Executive Officer after the 2024 Shareholders’ Meeting Paris, February 14, 2024 – At its meeting on 13 February 2024, the Board of Directors of SE decided to propose the renewal of Mr. Aiman Ezzat’s term of office as director for a period of four years, and expressed its intention to confirm Mr. Ezzat in his role as Chief Executive Officer after the Shareholders’ Meeting. The Board of Dir...

 PRESS RELEASE

Renouvellement du mandat de Directeur général d’Aiman Ezzat à l’issue ...

Renouvellement du mandat de Directeur général d’Aiman Ezzat à l’issue de l’Assemblée générale 2024 Relations presse :Victoire GruxTél. : 55 Relations investisseurs :Vincent BiraudTél. : 87 Renouvellement du mandat de Directeur général d’Aiman Ezzat à l’issue de l’Assemblée générale 2024 Paris, le 14 février 2024 – Le Conseil d’Administration de SE, réuni le 13 février 2024, a décidé de proposer à l’Assemblée générale du 16 mai 2024 le renouvellement du mandat d’administrateur de M. Aiman Ezzat pour une durée de quatre ans et a exprimé son intention de confirmer M. Ezzat dans ses fonc...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch