Report
Konrad Zomer ...
  • Stephane Beyazian

Deutsche Telekom : Point sur l’impact dollar et le succès de l’offre 5G

>5% de relèvement des prévisions du consensus encore possible - T-Mobile US représente actuellement 60% des FCF du groupe et plus de 95% de la croissance future des FCF. Le consensus publié par Deutsche Telekom prévoit ainsi une croissance annuelle moyenne de 25% des FCF du groupe sur la période 2022-25 (nous sommes en dessous en raison de notre vision d’un marché US plus concurrentiel à partir de fin 2023/24), incluant un taux de change de 1.06. En appliquant un taux...
Underlying
Deutsche Telekom AG

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.

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
Konrad Zomer

Stephane Beyazian

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