Sopra Steria Group

Sopra Steria Group is a global player in IT services, with operations in consulting, software development, and integration. In addition to France, Co. operates in the United Kingdom, Spain, Italy, Switzerland, Germany, and Belgium, assisting its clients in managing the transformation of their businesses and information systems. Co. divides its operation into three categories: Consulting, Systems and Solutions Integration, and Software Development; which it spreads among eight major verticals: Financial Services, Insurance and Social Welfare, Public Sector, Telecom Operators, Aerospace and Defense, Energy, Transport and Courier Services, and Retail.
  • TickerSOP
  • ISINFR0000050809
  • ExchangeEuronext Paris
  • SectorSoftware & Computer Services
  • CountryFrance

Analysts

Charles Lepetitpas ...
  • Nicolas David

ODDO : A solid outlook for 2019 after all and acceleration in M&A

While we were expecting a slowdown in the IT services market, the Q1 earnings releases were reassuring, with growth maintained at +4.0% year-on-year. Moreover, the leading indicators improved significantly in recent quarters, which reassures us about the outlook. The sector’s valuation levels have eased, which offers an attractive entry point and is conducive to M&A. Our preference goes to Devoteam, in addition to Atos and Capgemini for which we have revised up our target prices....

Charles Lepetitpas ...
  • Nicolas David

ODDO : Perspectives finalement solides pour 2019 et accélération du M&A

Tandis que nous nous attendions à un ralentissement du marché des Services IT, les publications du T1 ont été rassurantes, avec une croissance qui s’est maintenue à +4.0% yoy. De plus, les indicateurs avancés se sont améliorés au cours des derniers trimestres, ce qui nous rassure sur les perspectives, alors que les niveaux de valorisation du secteur se sont détendus, ce qui offre un point d’entrée attractif et favorise le M&A. Nous privilégions Devoteam ainsi qu'Atos et Capgemini...

David Vignon ...
  • Gregory Ramirez

Software & IT services: Q3 2019 Top Picks: SAP and Sopra Steria Group

Software & IT services Q3 2019 Top Picks: SAP and Sopra Steria Group European IT stocks continued to outperform in Q2 2019 We expect no significant trend changes in Q3 2019 SAP remains a Top Pick on the back of defensive features We add Sopra Steria to our Top Pick list on surprise potential

Antoine Augier de Lajallet ...
  • Christophe Chaput
  • Fatma Agnès Hamdani
  • Jean-François Granjon
  • Nicolas David
  • Salma Bouraoui
  • Vincent Baron
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 05/31/2018

...

Nicolas David ...
  • Salma Bouraoui

Sopra Steria Group : Feedback from road show: a clear action plan and an improvement in the UK

>Environment generally buoyant in mainland Europe - France will inevitably be impacted by unfavourable calendar effects in May, but the year-on-year effect will not be more difficult than in Q1. Confidence is still the watchword for the guidance for underlying organic growth of 4-5% for the full year. However, as expected, investment in training and the product offerings is likely to limit leverage on margins despite the slight improvement expected from IS2. Germany i...

Antoine Augier de Lajallet ...
  • Christophe Chaput
  • Fatma Agnès Hamdani
  • Jean-François Granjon
  • Nicolas David
  • Salma Bouraoui
  • Vincent Baron
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 31/05/2018

...

Nicolas David ...
  • Salma Bouraoui

Sopra Steria Group : Feedback roadshow : un plan de marche bien établi et du mieux au UK

>Un environnement globalement porteur en Europe continentale - La France sera forcément impactée par le calendrier défavorable du mois de mai mais sans avoir un impact plus difficile y/y qu’au T1 et la confiance reste de mise par rapport à la guidance d’une croissance org. sous-jacente de 4/5% sur l’année. Par contre, comme attendu, les investissements dans la formation et les offres vont limiter le levier sur la marge malgré une légère amélioration attendue au niveau...

Charles Lepetitpas ...
  • Nicolas David

ODDO : A solid outlook for 2019 after all and acceleration in M&A

While we were expecting a slowdown in the IT services market, the Q1 earnings releases were reassuring, with growth maintained at +4.0% year-on-year. Moreover, the leading indicators improved significantly in recent quarters, which reassures us about the outlook. The sector’s valuation levels have eased, which offers an attractive entry point and is conducive to M&A. Our preference goes to Devoteam, in addition to Atos and Capgemini for which we have revised up our target prices....

Charles Lepetitpas ...
  • Nicolas David

ODDO : Perspectives finalement solides pour 2019 et accélération du M&A

Tandis que nous nous attendions à un ralentissement du marché des Services IT, les publications du T1 ont été rassurantes, avec une croissance qui s’est maintenue à +4.0% yoy. De plus, les indicateurs avancés se sont améliorés au cours des derniers trimestres, ce qui nous rassure sur les perspectives, alors que les niveaux de valorisation du secteur se sont détendus, ce qui offre un point d’entrée attractif et favorise le M&A. Nous privilégions Devoteam ainsi qu'Atos et Capgemini...

Gregory Ramirez

SOPRA STERIA GROUP: Disposal of Sopra Steria Recruitment | BUY | EUR156

SOPRA STERIA GROUP - BUY | EUR156 Disposal of Sopra Steria Recruitment Sopra Steria Recruitment is sold to Resource Solutions Group This is the disposal of a non-core business with low profitability Such a disposal will be slightly accretive to the operating margin

Charles Lepetitpas ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Jean Sassus
  • Nicolas David
  • Nicolas Thorez
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/12/2019

OK, everything (risk aversion, persistently low interest rates, questions about the macro cycle) argues in favour of a growth/quality allocation. But at what price? A modelling of the 12-mth relative P/E of the Stoxx 600 sectors according to their "desirability" (visibility of EPS growth, negative correlation to rates, low correlation to political risk) leads to the observation that the food & beverages sector (=) is trading 8% above its theoretical premium, which is not the case for ...

Charles Lepetitpas ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Jean Sassus
  • Nicolas David
  • Nicolas Thorez
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 12/06/2019

Dans cette note, nous revenons sur les raisons de la croissance rapide du secteur des paiements. En Bourse, il surperforme nettement le secteur de la technologie sur longue période et nous ne voyons aucune raison pour que cela s’arrête. Dans ce cadre, nous proposons une hiérarchie claire sur les valeurs européennes. Nous réitérons nos préférences (Achat) pour Worldline et Wirecard, maintenons notre opinion Neutre sur Ingenico et initions Adyen à Alléger. - ...

1 director bought

A director at Sopra Steria Group bought 400 shares at 100.700EUR and the significance rating of the trade was 69/100. 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 b...

Alexandre Iatrides ...
  • Anis Zgaya
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Hela Zarrouk
  • Jeremy Garnier
  • Jerôme Bodin
  • Khaled Ben Amor
  • Nicolas David

ODDO BHF Small & MIDCAP MORNING NEWS - 05/10/2019 Date Performance since listing Date Performance since listing

...

Alexandre Iatrides ...
  • Anis Zgaya
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Hela Zarrouk
  • Jeremy Garnier
  • Jerôme Bodin
  • Khaled Ben Amor
  • Nicolas David

ODDO BHF Small & MIDCAP MORNING NEWS - 10/05/2019 Date Performance depuis l’entrée Date Performance depuis l’entrée

...

Alain William ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Hana Maalej
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Laurence Hofmann
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Pierre Corby

ODDO BHF Small & MIDCAP MORNING NEWS - 04/26/2019

...

Alain William ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Hana Maalej
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Laurence Hofmann
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Pierre Corby

ODDO BHF Small & MIDCAP MORNING NEWS - 26/04/2019

...

Charles Lepetitpas ...
  • Nicolas David

ODDO BHF Small & MIDCAP MORNING NEWS - 04/10/2019

Since the start of February, quality and growth have been favoured at the cost of a record valuation gap vs value. The market is therefore desperately seeking ideas combining FCF, balance sheet strength and reasonable valuation. Bingo! This market context combined with the current rising visibility on oil prices allows us to upgrade our recommendations on integrated oil companies to Outperformance (+ vs =) and Neutral on Services (vs -) which should benefit, mainly in the offshore s...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

David Vignon ...
  • Gregory Ramirez

Software & IT services: Q3 2019 Top Picks: SAP and Sopra Steria Group

Software & IT services Q3 2019 Top Picks: SAP and Sopra Steria Group European IT stocks continued to outperform in Q2 2019 We expect no significant trend changes in Q3 2019 SAP remains a Top Pick on the back of defensive features We add Sopra Steria to our Top Pick list on surprise potential

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...

Jehanne Leroy

Sopra Steria Group - Assemblée générale des actionnaires du 12 juin 2019

Les montants attribués au titre de 2018 à M. Paris sont plutôt modérés et les explications de la société permettent de bien comprendre l'absence de bonus annuel attribué. par ailleurs, les actions de performance attribuées en 2018 dépendent de conditions de performance dont la guidance annoncée semble plutôt exigeante. Aussi, nous soutenons la résolution 7 relative aux rémunérations 2018 du Directeur général. Concernant la politique de rémunération 2019 du Directeur général, on appréciera particulièrement le niveau de détail apporté concernant les critères du bonus annuel. On appréciera égale...

Jehanne Leroy

Proxy Report - 12/06/2018

Proxinvest attire l'attention des actionnaires sur les points suivants. Tout d'abord le conseil d'administration connait de nombreux changements avec le départ de 6 administrateurs et l'arrivée de 2 nouveaux administrateurs. De ce fait le conseil passe d'un taux d'indépendance de 21,05% à 46,7%. Proxinvest félicite l'entreprise pour ce changement et l'encourage à continuer. Ensuite les rémunérations des mandataires sociaux 2018 sont excessives d'après Proxinvest qui recommande l'opposition aux politiques de rémunérations du Président du Conseil d'Administration et du Directeur Général.

SRI Quantitative KPIs

Les analyses Gaïa sont des analyses ESG (Environnement, Social, Gouvernance) dediees aux entreprises de tailles intermediaires (PME, ETI) françaises. Elles presentent 120 indicateurs quantitatifs sur les trois derniers exercices.

Sopra 2014

​Geol analyses are ESG (Environment, Social, Governance) analyses covering European large caps and small and mid caps, listed or non-listed. Those analyses, based on the ESG risks identified, show the qualitative and quantitative performance of issuers, in a ten-page synthesis.

Jérôme VINERIER

Short term view - SOPRA : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €80.87. The background trend would be questioned should prices rise above €131.20.

Jérôme VINERIER

Analyse court terme - SOPRA : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 80,87 €. La tendance de fond serait remise en cause en cas de franchissement de 131,20 €.

Jérôme VINERIER

Analyse court terme - SOPRA : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 80,87 €. La tendance de fond serait remise en cause en cas de franchissement de 131,20 €.

Jérôme VINERIER

Short term view - SOPRA : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €80.87. The background trend would be questioned should prices rise above €131.20.

Jérôme VINERIER

Analyse moyen terme - SOPRA : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 83,00 €, puis 62,80 €. Le franchissement de 143,80 € remettrait en cause la suite de la baisse.

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