EN Bouygues SA

BOUYGUES : Le rapport financier semestriel 2024

BOUYGUES : Le rapport financier semestriel 2024

Veuillez trouver ci-joint le rapport financier semestriel 2024 du groupe Bouygues. 

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EN
26/07/2024

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Reports on Bouygues SA

Russell Waller
  • Russell Waller
EUR 8642.00
EN BOUYGUES SA
ORA ORANGE ... (+3)

Altice France equity (Neutral, TP: €10.3, -14%) Altice France bonds (E...

The price war at the low end of the French mobile market, which began at the beginning of summer 2024, and which we have written about extensively (HERE, HERE, HERE and HERE), appears to be coming to an end, thanks to some tariff changes that should lead to higher APRUs. We show some new work on tariffs in France in this short report, that should be good for all the MNOs.

EN BOUYGUES SA
ORA ORANGE
SFR ALTICE FRANCE SA/FRANCE
13h / 51m 13h / 51m 1 EN
Russell Waller
  • Russell Waller
EUR 8642.00
EN BOUYGUES SA
ORA ORANGE ... (+3)

Altice France equity (Neutral, TP: €10.3, -14%) Altice France bonds (E...

New Altice France debt and equity is now trading. Given the material change in bond terms, and the creation of a new separately traded equity piece, we reassess our rating, and think that at these levels the bonds look pretty fairly valued, and so take the bond rating to Equal weight from Overweight (the old bonds ended up +20% from the lows), and initiate on the equity with a Neutral, as we think that the equity is already implying a high probability of a deal happening, and see minimal underli...

EN BOUYGUES SA
ORA ORANGE
SFR ALTICE FRANCE SA/FRANCE
10/07/25 October 7, 2025 1 EN
Margaux van Oerle ... (+3)
  • Margaux van Oerle
  • Michael B. Schäfer
  • Thomas Zlowodzki
AKE ARKEMA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
G1A GEA GROUP AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
ULVR UNILEVER PLC
RCO REMY COINTREAU SA
EN BOUYGUES SA
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
BAS BASF SE
ERA ERAMET SA
REP REPSOL SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
CPR DAVIDE CAMPARI-MILANO N.V.
VUL VULCAN ENERGY RESOURCES
BEAN BELIMO HOLDING AG
CVC CVC CAPITAL PARTNERS PLC
AAL ANGLO AMERICAN PLC
10/03/25 October 3, 2025 1 EN
Margaux van Oerle ... (+3)
  • Margaux van Oerle
  • Michael B. Schäfer
  • Thomas Zlowodzki
AKE ARKEMA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
G1A GEA GROUP AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
ULVR UNILEVER PLC
RCO REMY COINTREAU SA
EN BOUYGUES SA
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
BAS BASF SE
ERA ERAMET SA
REP REPSOL SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
CPR DAVIDE CAMPARI-MILANO N.V.
VUL VULCAN ENERGY RESOURCES
BEAN BELIMO HOLDING AG
CVC CVC CAPITAL PARTNERS PLC
AAL ANGLO AMERICAN PLC
10/03/25 October 3, 2025 1 FR
Stephane Beyazian ... (+2)
  • Stephane Beyazian
  • Sven Edelfelt
10/03/25 October 3, 2025 1 EN

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