Swisscom AG

Swisscom is engaged in providing telecommunication services and is active in Switzerland and Italy. Co. has three operating divisions: Swisscom Switzerland, Fastweb; and Other Operating Segments. Co.'s Swisscom Switzerland divisions comprised of: Residential Customers; Small and Medium-Sized Enterprises; Enterprise Customers; Wholesale; and IT, Network & Innovation. Co.'s Fastweb segment supplies its fixed-network both directly via its own fiber-optic network and also via the unbundled fixed-access lines and wholesale products. Co.'s other operating segments provides ICT solutions for physicians, hospitals and insurers, develops and operates intelligent solutions for energy management.
  • TickerSCMN
  • ISINCH0008742519
  • ExchangeSix Swiss Exchange
  • SectorFixed Line Telecommunications
  • CountrySwitzerland
Russell Waller

New Street: W. Europe Fixed Tariff Tracker July 2020: Modest cuts in Switzerland; improving trends elsewhere

Average fixed price growth declined slightly to -2.4% YoY in July (from -1.7% in June), with price cuts in Austria and Switzerland offsetting better trends elsewhere.

Russell Waller

New Street: W. Europe Fixed Tariff Tracker June 2020: Encouraging moves in Germany and France

Average price growth declined slightly to -1.7% YoY in May (from -1.0% YoY in May), with FTTP price reductions in Austria offsetting improving trends in other markets.

James Ratzer

New Street: Something still looks wrong about the European telecoms sector

Six weeks ago we wrote a piece called “Something doesn’t look right about the European telecoms sector” where we highlighted key sector charts that didn’t sit comfortably with us. Now, having gone through a full earnings season and with more COVID-updates behind us, we review this work and find the conclusions even more surprising than before.

Russell Waller

New Street W. Europe Fixed Tariff Tracker May 2020: Pricing relatively stable, moves in Germany and The Netherlands encouraging

Average price growth remains relatively stable at -1.0% YoY in May (from -1.5% YoY in April), supported by YoY prices improving in Germany and Netherlands, which we see as additional support for our positive stance on DT , Vodafone and Drillisch.

Russell Waller

New Street: W. Europe Fixed Tariff Tracker April 2020: Italian challengers lift price

Average price growth was stable at -1.5% YoY in April (from -1.6% YoY in March), supported by higher prices in Italy, Spain and Switzerland.

Jérôme VINERIER

Analyse court terme - SWISSCOM : La tendance est incertaine.

La tendance est incertaine. Les Stochastiques sont en zone de surachat. Les cours pourraient se replier jusqu'à 438,80 CHF.

Jérôme VINERIER

Short term view - SWISSCOM : The trend is uncertain.

The trend is uncertain. Stochastics are at the overbought level. prices could fall again to CHF 438.80.

Jérôme VINERIER

Short term view - SWISSCOM : The trend is uncertain.

The trend is uncertain. Prices have recovered but the trend lacks power for the time being. The next resistance is at CHF 471.20.

Jérôme VINERIER

Analyse court terme - SWISSCOM : La tendance est incertaine.

La tendance est incertaine. Les cours se sont repris, mais la tendance manque de puissance pour le moment. La prochaine résistance est à 471,20 CHF.

Jérôme VINERIER

Analyse moyen terme - SWISSCOM : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 433,20 CHF, puis 388,13 CHF. Le franchissement de 505,80 CHF remettrait en cause la suite de la baisse.

Russell Waller

New Street: W. Europe Fixed Tariff Tracker July 2020: Modest cuts in Switzerland; improving trends elsewhere

Average fixed price growth declined slightly to -2.4% YoY in July (from -1.7% in June), with price cuts in Austria and Switzerland offsetting better trends elsewhere.

Russell Waller

New Street: W. Europe Fixed Tariff Tracker June 2020: Encouraging moves in Germany and France

Average price growth declined slightly to -1.7% YoY in May (from -1.0% YoY in May), with FTTP price reductions in Austria offsetting improving trends in other markets.

James Ratzer

New Street: Something still looks wrong about the European telecoms sector

Six weeks ago we wrote a piece called “Something doesn’t look right about the European telecoms sector” where we highlighted key sector charts that didn’t sit comfortably with us. Now, having gone through a full earnings season and with more COVID-updates behind us, we review this work and find the conclusions even more surprising than before.

Russell Waller

New Street W. Europe Fixed Tariff Tracker May 2020: Pricing relatively stable, moves in Germany and The Netherlands encouraging

Average price growth remains relatively stable at -1.0% YoY in May (from -1.5% YoY in April), supported by YoY prices improving in Germany and Netherlands, which we see as additional support for our positive stance on DT , Vodafone and Drillisch.

Russell Waller

New Street: W. Europe Fixed Tariff Tracker April 2020: Italian challengers lift price

Average price growth was stable at -1.5% YoY in April (from -1.6% YoY in March), supported by higher prices in Italy, Spain and Switzerland.

Swisscom AG - September 2017 (LTM): Peer Snapshot

Peer Snapshot:  Swisscom AG - September 2017 (LTM) 18 December 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE Dec-15 FYE Dec-16 LTM Jun-17

Swisscom AG - June 2017 (LTM): Peer Snapshot

Peer Snapshot:  Swisscom AG - June 2017 (LTM) 25 September 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Jun-17 FYE Dec-15 FYE Dec-16 LTM Jun-17 FYE Dec-15 FYE Dec-16 LTM Jun-17

Alastair Jones ...
  • James Ratzer
  • Jonathan Chaplin
  • Pierre FerraguÊ
  • Russell Waller

Global TMT: TMUS, ERICA/NOKIA, MIC, Naspers, ATC, SCMN

Global TMT: TMUS, ERICA/NOKIA, MIC, Naspers, ATC, SCMN Alastair Jones 9

James Ratzer ...
  • Pierre FerraguÊ
  • Russell Waller

Global TMT: IFX, VOD, US Policy, UI, BT, SCMN

Global TMT headlines: IFX (Buy) 4FQ18 Wrap-up: We love the price, we hate the time. VOD (Neutral) 2Q18: In-line; FCF guide raised TowerCo created. US Policy: TMUS / S Deal Odds 90%? Infrastructure Bill 2.0? Reasons for Skepticism. Also, a Post Post-Election Review. United Internet (Neutral): Q3 results – mixed bag, but clean EBITDA beat. BT (Neutral): CFO/ Head of Regulation meeting feedback. Swisscom agrees to pay more for Tiscali’s 3.5GHz spectrum.

Global TMT: TSLA, VOD, TI, ILD, SCMN, Infratel, Thailand, Tef B

Global TMT headlines: Tesla (Buy): Another Tesla killer? Our quick thoughts on upcoming EV competition. Vodafone (Neutral): New Spanish wholesale deal – a significant change of direction? Telecom Italia (Buy) CEO Is Said to Risk Ouster Over Strategy Clash. ILD (Neutral): Xavier Niel pledges 48% of his shares into trust. Swisscom (Neutral): Feedback from CEO/ CFO meeting. Infratel (Reduce): VOD/IDEA to cut 14% of sites. Thailand: TRUE $3bn fine. DTAC spectrum filing. TEF Brasil - bumper dividend.

SWISSCOM sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of SWISSCOM (CH), active in the Integrated 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 April 21, 2020, the closing price was CHF 511.20 and its target price was estimated at CHF 469.70.

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...

SwissCom – Proxinvest Corporate Governance Rating ® : B

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...

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