Altice Europe : Perte d’un bon client, impact possible de Huawei, enchères à risque, Neutre vs Achat OC 3.9 € vs 4.3 €
>Avec le rachat d’EI Telecom par Bouygues, Altice perd un gros client - Bouygues a annoncé vendredi être entré en négociations exclusives avec le Crédit Mutuel pour le rachat d’EI Telecom, un des derniers gros MVNO en France avec 2m d’abonnés et 500 M€ de CA. Le principal HNO (opérateur hôte) d’EI Telecom est actuellement SFR qui représente au moins 50% du trafic d’EI. Nous estimons la perte de revenus pour SFR, une fois le MVNO intégré à Bouygues, à 90-130 M€, soit q...Altice Europe is a provider of cable, fiber, mobile, telecommunications, content and media in Western Europe (comprising France, Portugal, Belgium, Luxembourg1 and Switzerland), the United States of America (U.S.), Israel, the Dominican Republic and the French overseas territories (comprising Guadeloupe, Martinique, French Guiana, La Reunion and Mayotte). Through its various business operations, Co. provides fixed services, mobile telephony services (other than in the U.S.) and media and advertising services to B2C and B2B customers in all of the geographies in which it operates. In addition, Co. offers a variety of wholesale and other services.
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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