New Street Research - Orange (ORA) Mas Orange (Equal weight) Q3 24: Acceleration in SR and EBITDAaL growth

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New Street Research

Russell Waller

EUR 9265.00 For Business Accounts Only

Mas Orange (Equal weight) Q3 24: Acceleration in SR and EBITDAaL growth

MasOrange (MA) has reported a good set of numbers, subs continue to grow nicely, and SR and EBITDA growth has accelerated (77% of FY24 synergies have been delivered already).

24/10/2024 1 EN

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Orange

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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

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Pan European Telecom Services and Cable

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Analysts

Russell Waller

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Orange (Buy, TP: €14.3, +40%) Q3 24: Solid EBITDAaL, encouraging France SR outlook statements

Orange has reported a very solid set of results, with Telco EBITDA c+0.3% ahead of consensus.

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Telia (Neutral, TP: SEK 35, +7%) Q3 24: Good numbers, Sept CMD provides a near-term catalyst

Telia has reported a good set of numbers at the EBITDA level but a little weak at SR. This might be the pattern for the next few quarters, as cost is taken out, but SR stagnates in the run-up to price increases.

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Mas Orange (Equal weight) Q3 24: Acceleration in SR and EBITDAaL growth

Orange (Buy, TP: €14.3, +40%) Q3 24: Solid EBITDAaL, encouraging France SR outlook statements

EU TELECOMS REFRESH: Can the outperformance continue?

Tesla 3Q24: Margins improve despite continued pressure on pricing. Neutral, $240 TP

Telia (Neutral, TP: SEK 35, +7%) Q3 24: Good numbers, Sept CMD provides a near-term catalyst

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