Report
Russell Waller
EUR 9214.00 For Business Accounts Only

Feedback from call with Orange IR on French pricing - back book increases might offset front book changes Orange (Buy, TP: €14, +51%) Altice France - Most Preferred Iliad - Equal Weight

We hosted a call with Orange IR to discuss the pricing environment. Watch a replay of the call HERE. We provide a summary of the call in this short piece. Interestingly, it looks as though SFR has lifted some of its back book prices for some of its customers.
Underlying
Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
  • Global Emerging Market Telecoms
  • Japan Telecoms
  • Asian Internet
  • Pan European Healthcare
  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
Russell Waller

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