Orange Belgium

Orange Belgium is a telecommunications operator in Belgium. Co. provides a range of products and services to the residential and business markets, including mobile telephony, fixed telephony, fix data, Asymmetric Digital Subscriber Line. Co.'s Belgium segment is divided into two operating units: Mobile as well as Fix voice data. Co.'s Mobile operating unit provides mobile phone equipment and services to residential and corporate customers, while Co.'s Fix voice and data operating unit provides fix voice, data and internet services to residential and corporate customers.
  • TickerOBEL
  • ISINBE0003735496
  • ExchangeEuronext Brussels
  • SectorMobile Telecommunications
  • CountryBelgium
Alan Vandenberghe ...
  • Guy Sips
  • Jason Kalamboussis
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Ruben Devos
  • Thomas Couvreur
  • Wido Jongman
  • Wim Hoste

DTPL Update - IN: Ageas, Intertrust, Tubize Financiere

Today we update our Dynamic Top Pick List : - We ADD : Ageas, Intertrust, Tubize Financiere - We REMOVE : Recticel (28/8), VGP (7/8), WDP (25/8) - We KEEP : AB Inbev, Ahold Delhaize, Barco, Basic-Fit, Hal Trust, NN Group, Care Property Invest, Inventiva and Orange Belgium

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,...

Alan Vandenberghe ...
  • Guy Sips
  • Jason Kalamboussis
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Ruben Devos
  • Thomas Couvreur
  • Wido Jongman
  • Wim Hoste

DTPL Update - IN: Ageas, Intertrust, Tubize Financiere

Today we update our Dynamic Top Pick List : - We ADD : Ageas, Intertrust, Tubize Financiere - We REMOVE : Recticel (28/8), VGP (7/8), WDP (25/8) - We KEEP : AB Inbev, Ahold Delhaize, Barco, Basic-Fit, Hal Trust, NN Group, Care Property Invest, Inventiva and Orange Belgium

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 ...

Alan Vandenberghe ...
  • Guy Sips
  • Jason Kalamboussis
  • Joachim Vansanten
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wido Jongman
  • Wim Hoste

DYNAMIC TOP PICK LIST - UPDATE

Today we update our Dynamic Top Pick List : • We ADD : Orange Belgium (added 24/7/20) • We REMOVE : UCB (removed 28/7/20) • We KEEP : AB Inbev, Ahold Delhaize, Barco, Basic-Fit, Hal Trust, NN Group, VGP, WDP, Care Property Invest, Recticel and Inventiva. Since inception our DTPL is down 1.9%, which represents an outperformance of 4.13%, 13.20% and 8.97% compared to the AEX, BEL20 and SX5E respectively. In July, our list underperformed only the SX5E. On average we outperformed the benchmarks by 0.49%. During the month we had a very solid performance of : WDP, Recticel and Ahold Delhaiz...

Russell Waller

New Street: W. Europe Mobile Tariff Tracker July 2020: More for more in Germany; Unlimited in Norway

Average mobile price growth in Europe was broadly stable at -2.3% YoY in July (vs. -2.1% in June), with better trends in Switzerland, France and Germany offsetting declines in Austria and Norway.

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/Commerzbank, Telecom Italia, Orange, AT&T and Vattenfall

Commerzbank 3Q19 to be better than expected, value in the preferred senior paper

ING
Hendrik Wiersma

Proximus/No upside vs Orange

Proximus 2Q19 results are satisfactory. While domestic sales were soft, the EBITDA result was helped by cost savings. Reported net debt/EBITDA stood at c.1.2x at the end of 2Q19. The proposed new cable wholesale rates are expected to benefit Orange Belgium and competition in the Belgium telecom market could therefore intensify further. Proximus' liquid longer dated bonds, the PROXBB2.375 4/24 and PROXBB1.875 10/25, trade at a pickup vs Orange. Although Proximus is better rated and has lower leverage, we believe this is justified and therefore don't see tightening potential vs its French peer. ...

ING
Hendrik Wiersma ...
  • Jeroen van den Broek
  • Job Veenendaal
  • Nadège Tillier
  • Suvi Platerink Kosonen

Coffee, Croissants & Credit/SEB, Proximus and UK carbon tax

SEB reports stable earnings, but lower capital. The bank has a SEK92bn NPS need that should support its preferred senior paper

ING
Hendrik Wiersma ...
  • Jeroen van den Broek
  • Job Veenendaal
  • Nadège Tillier
  • Suvi Platerink Kosonen

Coffee, Croissants & Credit/Australian banks, PepsiCo and Orange

Australian banks continue to build their TLAC stacks with T2 debt supporting their senior paper

ING
Hendrik Wiersma ...
  • Jeroen van den Broek
  • Job Veenendaal
  • Nadège Tillier
  • Suvi Platerink Kosonen

Coffee, Croissants & Credit/Orange

Orange sells remaining stake in BT Group for £486m; ORAFP1 5/25 preferred

Anthony Dick ...
  • Michael Foundoukidis

ODDO BHF Small & MIDCAP MORNING NEWS - 07/24/2020

The shock caused by the COVID-19 pandemic is much bigger than the previous impacts seen since the Bureau Veritas IPO (October 2007), whether from the financial crisis (2008-2009), the sudden drop in oil prices (2014-2015) or the trade war (2019). Q2 2020 results will show historically large organic declines (double digits in some cases) even though sector groups theoretically have resilient and diversified profiles. Eurofins and Bureau Veritas are our Top Picks. We downgrade Applus to...

ORANGE BELGIUM sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of ORANGE BELGIUM (BE), 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 August 4, 2020, the closing price was EUR 14.14 and its target price was estimated at EUR 12.22.

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 we...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch