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28 May 2020
SECTOR | IT & High Tech services | Emerging from disruption
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SECTOR | IT & High Tech services | Emerging from disruption
Sopra Steria Group SA (SOP:PAR), 0 | Indra Sistemas, S.A. Class A (IDR:WBO), 0 | Capgemini SE (CAPG:WBO), 0 | Sword Group SE (0MN5:LON), 0 | Atos SE (ATO:WBO), 0 | Alten SA (ATE:PAR), 0
- Published:
28 May 2020 -
Author:
Gregory Ramirez -
Pages:
30
• We prefer Atos and Indra, and downgrade Alten to Neutral. On fundamental convictions, Atos and Indra are our preferred stocks, we reiterate our Buy ratings on Capgemini, Sopra Steria and Sword, and downgrade our rating to Neutral from Buy on Alten on persistent uncertainties concerning the situation at some clients after a meaningful share price rebound from trough levels.