Report
Stephane Beyazian

1&1 AG : Le consensus a bougé mais est-il prêt pour le grand jour 5G ?

>Un dernier consensus en baisse (Capex 5G) - 1&1 devrait dévoiler ce jeudi 12 mai plus de détails sur sa stratégie 5G et l’impact financier. La société a publié hier un consensus avec de nouveaux éléments (Capex). Le consensus 2022-24 d’EBITDA a reculé de 1-2%, avec un EBITDA relativement stable sur 2021/22/23. Le consensus EBIT et résultat net a baissé de 10-13% sur 2022-23, avec la prise en compte des investissements 5G plus lourds. Le consensus s’attend à des inves...
Underlying
1&1 Drillisch AG

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Stephane Beyazian

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