1&1 Drillisch

Drillisch is a holding company. Co. through its subsidiaries, is a mobile virtual network operator in Germany. The services acquired from the network operators Telekom Deutschland GmbH, Vodafone D2 GmbH, E-Plus Mobilfunk GmbH and Telefonica O2 Germany GmbH & Co. OHG are sold further to the end consumers for Co.'s own account and at rates established by Co. Co. organizes its operations into three segments: telecommunications, which includes its activities in the sector of wireless services; freenet holding, which comprises the operations of its freenet AG subsidiary; and software services, which involves activities related to the development and marketing of a workflow management software.
  • TickerDRI
  • ISINDE0005545503
  • SectorMobile Telecommunications
  • CountryGermany

1&1 DRILLISCH sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of 1&1 DRILLISCH (DE), active in the Mobile Telecommunications industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date September 4, 2020, the closing price was EUR 22.94 and its target price was estimated at EUR 18.32.

James Ratzer

New Street: 1&1 Drillisch (Buy): CFO meeting feedback - story remains compelling

We recently hosted Markus Huhn, CFO of 1&1 Drillisch in investor meetings. Clearly most focus right now is on the potential to sign a national roaming deal with Telefonica Deutschland and talks remains constructive.

Alexandre Iatrides

1&1 Drillisch : 1&1 Drillisch Q2 in line with consensus

>Revenue 1.4% above consensus, EBITDA in line - 1&1 Drillisch reported an increase of +2.9% y-o-y in Q2 2020 revenue to reach € 940.4m, 1.4 % above the consensus (ODDO BHF € 930m vs consensus € 927m). Service revenues saw an increase of +1.1% y-o-y and handset sales grew by 10.6%. At the operating level, EBITDA stood at € 165.6, -3.7% y-o-y (ODDO BHF € 165 vs consensus € 166.1m). EBIT came in at € 127.7m (-3.5% y-o-y) and EPS increased by 7.8% to reach € 0.55 (conse...

Alexandre Iatrides

1&1 Drillisch : T2 en ligne pour 1&1 Drillisch

>Revenue 1.4% au-dessus EBITDA en ligne - 1&1 Drillisch a publié un CA T2 2020 en hausse de +2.9% yoy à 940.4 M€, 1.4 % au-dessus des attentes du consensus (ODDO BHF : 930 M€, css: 927 M€). Revenus de service en croissance de + 1.1% yoy et les ventes de terminaux progressent de 10.6 %. Au niveau opérationnel, l’EBITDA ressort à 165.6 M€ -3.7% yoy vs (ODDO BHF : 165 M€, css: 166.1 M€). L’EBIT s’est établi à 127.7 M€ (-3.5% yoy) et les BPA progressent de 7.8% pour atte...

James Ratzer

New Street: 1&1 Drillisch (Buy): CFO meeting feedback - story remains compelling

We recently hosted Markus Huhn, CFO of 1&1 Drillisch in investor meetings. Clearly most focus right now is on the potential to sign a national roaming deal with Telefonica Deutschland and talks remains constructive.

Alexandre Iatrides

1&1 Drillisch : 1&1 Drillisch Q2 in line with consensus

>Revenue 1.4% above consensus, EBITDA in line - 1&1 Drillisch reported an increase of +2.9% y-o-y in Q2 2020 revenue to reach € 940.4m, 1.4 % above the consensus (ODDO BHF € 930m vs consensus € 927m). Service revenues saw an increase of +1.1% y-o-y and handset sales grew by 10.6%. At the operating level, EBITDA stood at € 165.6, -3.7% y-o-y (ODDO BHF € 165 vs consensus € 166.1m). EBIT came in at € 127.7m (-3.5% y-o-y) and EPS increased by 7.8% to reach € 0.55 (conse...

Alexandre Iatrides

1&1 Drillisch : T2 en ligne pour 1&1 Drillisch

>Revenue 1.4% au-dessus EBITDA en ligne - 1&1 Drillisch a publié un CA T2 2020 en hausse de +2.9% yoy à 940.4 M€, 1.4 % au-dessus des attentes du consensus (ODDO BHF : 930 M€, css: 927 M€). Revenus de service en croissance de + 1.1% yoy et les ventes de terminaux progressent de 10.6 %. Au niveau opérationnel, l’EBITDA ressort à 165.6 M€ -3.7% yoy vs (ODDO BHF : 165 M€, css: 166.1 M€). L’EBIT s’est établi à 127.7 M€ (-3.5% yoy) et les BPA progressent de 7.8% pour atte...

Alexandre Iatrides

ODDO : Recap on the controversy over the limiting of flat-rate mobile packages

>The Senate and the national digital council (Conseil National du Numérique) advocate capping fixed and mobile flat-rate packages - The Conseil National du Numérique published a 160-page roadmap on the environment and digital containing 50 measures, backed by several points to consider. Among the 11 proposals of measure 7 “Limiting the environmental footprint of network design and deployment, the CNNum proposes “encouraging flat-rate packages with limited consumption,...

Alexandre Iatrides

ODDO : Retour sur la polémique autour de la limitation des forfaits mobiles

>Le Sénat et le Conseil national du numérique préconisent un plafonnement des forfaits fixes et mobiles - Le Conseil National du Numérique a publié une feuille de route sur l’environnement et le numérique de 160 pages comprenant 50 mesures, elles-mêmes étayées par plusieurs pistes de réflexions. Parmi les 11 propositions de la mesure 7 « Limiter l’empreinte environnementale de la conception et du déploiement des réseaux », le CNNum propose « d’encourager les forfaits ...

Alexandre Iatrides ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin

ODDO BHF Small & MIDCAP MORNING NEWS - 10/25/2019

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1&1 DRILLISCH sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of 1&1 DRILLISCH (DE), active in the Mobile Telecommunications industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date September 4, 2020, the closing price was EUR 22.94 and its target price was estimated at EUR 18.32.

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