Deutsche Telekom : 4 bonnes nouvelles et deux risques repoussés : Surperformance vs Neutre
Nous relevons notre opinion à Surperformance, les quelques craintes autour du CMD d’octobre étant passées. Nous révisons à la hausse nos estimations et notre objectif de cours à 35 € sur la base de plusieurs bonnes nouvelles (effet Trump aux Etats-Unis, objectifs 2027 avec une croissance supérieure aux comparables, probable retour actionnarial de 34 Md€) et de risques repoussés (fibre optique US et concurrence en Allemagne).Deutsche Telekom is engaged in the telecommunications services and information technology sectors. Co. operates as an integrated telecommunications provider. It is organized into four operating segments: Germany, Europe, and the United States; and Systems Solutions, as well as Group Headquarters and Shared Services. Co. provides fixed-network lines, broadband lines and mobile communications. Co. also provides customized Information and Communication Technology (ICT) solutions for corporate customers under the T-Systems brand. The Group Headquarters and Shared Services segment comprises cross-segment management functions, real estate services, and mobility solutions, among others.
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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