Bouygues : Feedback roadshow : Activités résilientes, Equans reste le principal enjeu
>Telecoms : la bonne dynamique devrait se poursuivre - Lors du roadshow que nous avons organisé à Paris, le management de Bouygues a confirmé sa confiance sur la dynamique des telecoms (pour mémoire, ils ont relevé début août leur guidance 2022 de « croissance de l’EBITDA d’environ 7% » à « plus de 8% »). Sur le mobile, l’ABPU devrait poursuivre sa progression : les promotions sur le « bas de marché » sont plus limitées alors que l’inflation générale pourrait facilite...Bouygues is a global industrial group engaged in designing, building and operating structures in public and private buildings, transportation infrastructure and energy and communication networks. Co. operates in three sectors - Construction (Bouygues Construction, Bouygues Immobilier and Colas), Media (TF1) and Telecom (Bouygues Telecom). Construction is engaged in the design and maintenance of projects in the areas of building, civil works, energies and services; Media offers activities covering the audiovisual sector; and Telecom offers mobile broadband services and prepaid card services for smart phones, as well as a range of services including telemessaging, voice mail and WAP
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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