Capgemini SE

Capgemini is a consulting and IT services provider. Co. works closely with technology partners at the cutting edge of innovation in major trends such as: Cloud, Big Data and mobility. Co. offers its clients skills in a variety of fields, such as digital transformation and digital customer experience, Cloud, Big Data, mobility, testing, cyber security, application management. In addition, Co. helps its clients enhance their performance and sharpen their competitive edge by offering them a range of skills grouped around four major businesses: Consulting Services through Capgemini Consulting, Technology Services (TS), Local Professional Services through Sogeti, and X Outsourcing Services (OS).
  • TickerCAP
  • ISINFR0000125338
  • ExchangeEuronext Paris
  • SectorSoftware & Computer Services
  • CountryFrance

Analysts

Jean-Christophe Dourret

Capgemini : Cap Gemini - 12 nov 2019

...

Jean-Christophe Dourret

Capgemini : Cap Gemini - 12 nov 2019

...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Laurence Hofmann
  • Louis Boujard, CFA
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/30/2019

We are adopting a more upbeat stance on the winter season thanks to capacity increases being markedly less brisk than in previous years, which offsets the impact of a deterioration in demand. IAG (Buy vs Neutral – € 7.3) becomes our Top Pick for the sector. In our view, it is the stock that stands to gain the most from the streamlining of capacity (in the transatlantic network) and boasts the most attractive valuation. - ...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Laurence Hofmann
  • Louis Boujard, CFA
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/10/2019

Nous adoptons un ton plus optimiste sur l’hiver grâce à une croissance de l’offre tangiblement moins soutenue que lors des exercices précédents, ce qui permet de tempérer les effets de la dégradation de la demande. IAG (Achat vs Neutre – 7.3 €) devient notre Top Pick sur le secteur. C'est le titre qui, selon nous, bénéficiera le plus de la rationalité de l’offre (vers le transatlantique) et offre la valorisation la plus attractive. - Cf. étude publiée ce jour. - ...

Charles Lepetitpas ...
  • Nicolas David

Capgemini : The trajectory in Q4 2019 should not be extrapolated

>A stronger-than-expected inflection in demand in Q4 - We did a road show in Paris with Carole Ferrand, Capgemini’s CFO.Capgemini had already noted that the market was less buoyant in Q3 in certain segments: UK, banking sector in the US and Europe, automotive in Germany. At the time the weakness was limited, pretty much in line with what was anticipated and therefore manageable with respect to the full-year guidance. More recently, the group has seen more sudden ...

Marnik Hinnekens

TP ICAP - Europe - Morning CreditUpdate 15/10/2019 - Saint-Gobain - FR

Saint-Gobain (Achat) : Continue la cession des activités de distribution aux particuliers Portugal : Envisage de réduire le niveau de l’endettement en dessous de 100% d’ici 2023 Banques néerlandaises : Devront afficher €3mds de fonds propres supplémentaires Arkema (Achat) : Projette de céder son activité Polyoléfines Fonctionnelles pour €335m Capgemini : L'AMF valide le projet d'OPA sur Altran Wendel (Achat) : Accord sur l’acquisition de CPI pour $910m Matalan – S1-19/20 : Résultat opérationnel de £35m (+9,3%)

Jean-Christophe Dourret

Capgemini : Cap Gemini - 12 nov 2019

...

Jean-Christophe Dourret

Capgemini : Cap Gemini - 12 nov 2019

...

Charles Lepetitpas ...
  • Nicolas David

Capgemini : The trajectory in Q4 2019 should not be extrapolated

>A stronger-than-expected inflection in demand in Q4 - We did a road show in Paris with Carole Ferrand, Capgemini’s CFO.Capgemini had already noted that the market was less buoyant in Q3 in certain segments: UK, banking sector in the US and Europe, automotive in Germany. At the time the weakness was limited, pretty much in line with what was anticipated and therefore manageable with respect to the full-year guidance. More recently, the group has seen more sudden ...

Charles Lepetitpas ...
  • Nicolas David

Capgemini : Difficile d’extrapoler la trajectoire du T4 2019

>Une inflexion de la demande plus forte qu’anticipé au T4 - Nous étions en roadshow sur Paris avec Carole Ferrand, CFO de Capgemini.Capgemini avait déjà constaté que le marché était moins porteur au T3 sur certains marchés : RU, secteur bancaire aux USA et en Europe, Auto en Allemagne. Il s’agissait alors d’une faiblesse limitée, assez conforme aux attentes et donc gérable par rapport à la guidance annuelle. Plus récemment, le groupe a observé des coupes plus sou...

Zhang Jun

Capgemini SE

1 director bought

A director at Capgemini bought 1,000 shares at 98.249EUR and the significance rating of the trade was 60/100. 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 showing Close periods where trading activity is restricted under listing rules. The names of board mem...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Laurence Hofmann
  • Louis Boujard, CFA
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/30/2019

We are adopting a more upbeat stance on the winter season thanks to capacity increases being markedly less brisk than in previous years, which offsets the impact of a deterioration in demand. IAG (Buy vs Neutral – € 7.3) becomes our Top Pick for the sector. In our view, it is the stock that stands to gain the most from the streamlining of capacity (in the transatlantic network) and boasts the most attractive valuation. - ...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Laurence Hofmann
  • Louis Boujard, CFA
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/10/2019

Nous adoptons un ton plus optimiste sur l’hiver grâce à une croissance de l’offre tangiblement moins soutenue que lors des exercices précédents, ce qui permet de tempérer les effets de la dégradation de la demande. IAG (Achat vs Neutre – 7.3 €) devient notre Top Pick sur le secteur. C'est le titre qui, selon nous, bénéficiera le plus de la rationalité de l’offre (vers le transatlantique) et offre la valorisation la plus attractive. - Cf. étude publiée ce jour. - ...

Alain William ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Khaled Ben Amor
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/25/2019

...

Alain William ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Khaled Ben Amor
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/10/2019

...

Matthieu Lavillunière ...
  • Thibault Morel

INVEST SECURITIES - CAPGEMINI (NEUTRE, OC 100€ vs 107€) : La dynamique de croissance remise en question

Capgemini

Capgemini

Capgemini

CAPGEMINI SE sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of CAPGEMINI SE (FR), a company active in the Computer Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date June 28, 2019, the closing price was EUR 109.35 and its potential was estimated at EUR 118.41.

Capgemini

MarketLine Department

Tieto Corporation - Strategy, SWOT and Corporate Finance Report

Summary Tieto Corporation - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights Tieto Corporation (Tieto or ‘the company’) is a information technology (IT) services provider company that offers full life-cycle services for both private and public sectors. The company also offers product development services, application services, business application platforms, busines...

MarketLine Department

Deutsche Telekom AG - Strategy, SWOT and Corporate Finance Report

Summary Deutsche Telekom AG - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights Deutsche Telekom AG (Deutsche Telekom or ‘the company’) is an integrated telecommunications services provider. The company offers fixed-network/boradband and mobile communications, IPTV products and services for consumers, and information, communication and technology (ICT) solutions for ...

MarketLine Department

Publicis Groupe SA - Strategy, SWOT and Corporate Finance Report

Publicis Groupe SA - Strategy, SWOT and Corporate Finance Report Summary Publicis Groupe SA - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Publicis Groupe SA (Publicis or 'the company') is a French communications group, which provides business transformation, communication and marketing services. The group offers a complete range of services and expertise acro...

MarketLine Department

Tata Consultancy Services Limited - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Tata Consultancy Services Limited Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Tata Consultancy Services Limited since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain...

MarketLine Department

Atos SE - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Atos SE Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Atos SE since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights This re...

Charles Pinel

Capgemini - Assemblée générale des actionnaires du 23 mai 2019

GOUVERNANCE Le conseil d'administration comptera un administrateur supplémentaire et passera de 13 à 14 membres. Deux nominations sont proposées et seront soutenues car les candidates sont libres de conflits d'intérêts potentiels (résolutions 10 et 11). REMUNERATION La transparence de la société relève très clairement des meilleures pratiques du CAC 40. Cependant, les montants totaux de la rémunération du Président-Directeur Général sont excessifs, excédant notre plafond socialement responsable, notamment en raison d'une rémunération fixe très élevée. Il devrait en être de même en 2019 en r...

Expert Corporate Governance Service (ECGS)

Capgemini - AGM and EGM 23 May 2019

The Board of Directors will have one additional director and will increase from 13 to 14 members. Two nominations are proposed and will be supported as the candidates are independent (resolutions 10 and 11). The company's disclosure is in line with the CAC 40's best practices. However, the total amounts of the Chairman and CEO's compensation are excessive, exceeding our limit, due in particular to a very high fixed compensation. There are no changes in the compensation policy for 2019. Therefore, we recommend to oppose to resolutions 5 and 8. The compensation of the two Deputy CEO - one of w...

Capgemini – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Charles Pinel

Proxy Report - 23/05/2018

Il est proposé de renouveler le mandat de Paul Hermelin, Directeur général depuis 2002 et Président-Directeur général de la société depuis 2012. Deux nouveaux Directeur généraux délégués ont été nommés le 1er janvier 2018. En effet, le processus de succession est engagé, Paul Hermelin ayant indiqué en mai 2017 souhaiter continuer à exercer les fonctions de Président-directeur général pour une durée correspondant environ à un demi mandat et de renoncer alors à la fonction de Directeur général tout en continuant à assurer la Présidence. La séparation des fonctions devrait donc intervenir dans le...

Charles Pinel

Etude de l'AG du 10/05/2017

Remuneration (resolutions 5 an 6):Despite being one of them most transparent companies in the CAC 40 Index, Proxinvest cannot support the structure and the amount of Paul Hermelin

Jérôme VINERIER

Short term view - CAP GEMINI SA : Overbought stochastics

The trend is bearish. The recovery is a consolidation. Stochastics are at the overbought level. The fall can soon resume toward €96.31. The background trend would be questioned should prices rise above €113.60.

Jérôme VINERIER

Analyse court terme - CAP GEMINI SA : Stochastiques en zone de surachat.

La tendance est baissière. La reprise est une consolidation. Les Stochastiques sont en zone de surachat. La baisse peut bientôt reprendre vers 96,31 €. La tendance de fond serait remise en cause en cas de franchissement de 113,60 €.

Jérôme VINERIER

Short term view - CAP GEMINI SA : Rising consolidation.

The background trend is clearly bearish. The negative MACD confirms the trend. The rise is a consolidation that will soon bump against the level at €107.50. The next target is at €96.31, then €93.55. Passing €113.60 would question the continuation of the fall.

Jérôme VINERIER

Analyse court terme - CAP GEMINI SA : La reprise est une consolidation.

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 107,50 € prochainement. Le prochain objectif est à 96,31 €, puis 93,55 €. Le franchissement de 113,60 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Medium term view - CAP GEMINI SA : The recent fall is getting more vigorous.

The trend is bullish. The recent fall is getting more vigorous. The next support is at €93.94. A break below €93.94 would challenge the trend.

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