1&1 Drillisch : Bonne publication (EBITDA ajusté 3%>css) malgré des conquêtes plus faibles qu’attendu. Le brouillard persiste sur le plan 5G.
>CA pénalisé par les terminaux (mais bon MSR à +3.5%), EBITDA 3%>css - 1&1 Drillisch a publié un CA T1 2019 en hausse de +0.9% à 9012M€, 2% sous les attentes du consensus (Oddo BHF : 929 M€, css: 934 M€). La performance a été alimentée par une croissance des nouveaux contrats mobiles plus faible qu’attendu de +170k (ODDO BHF : +200k, css : +191k) avec +10k de contrats DSL full service (Oddo BHF : +20k, css : +18k). Pour la première fois, le groupe publie ses revenus d...Drillisch is a holding company. Co. through its subsidiaries, is a mobile virtual network operator in Germany. The services acquired from the network operators Telekom Deutschland GmbH, Vodafone D2 GmbH, E-Plus Mobilfunk GmbH and Telefonica O2 Germany GmbH & Co. OHG are sold further to the end consumers for Co.'s own account and at rates established by Co. Co. organizes its operations into three segments: telecommunications, which includes its activities in the sector of wireless services; freenet holding, which comprises the operations of its freenet AG subsidiary; and software services, which involves activities related to the development and marketing of a workflow management software.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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