Report
Stephane Beyazian

Bouygues : Road show feedback: resilient activities, Equans remains the main challenge

>Telecoms: good momentum set to continue - At the road show we organised in Paris, Bouygues’ management confirmed their confidence in the momentum of the telecoms business (note that the 2022 guidance was increased at the start of August from “EBITDA growth of around 7%” to “over 8%”). In mobile, ABPU is poised to grow further: promotions at the “lower end of the market” are more limited while general inflation could facilitate acceptance of price increases. In fixed,...
Underlying
Bouygues SA

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

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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