Report
Maissa Keskes ...
  • Stephane Houri

Ericsson : Amélioration des marges dans un contexte d’absence de visibilité

>Opinion Sous-performance réitérée, OC relevé à 55 SEK vs 51SEK - Suite à la publication des résultats T2 24, nous maintenons notre opinion Sous-performance, mais relevons nos estimations en moyenne de 3% sur 2024/2025, ainsi que notre OC à 55 SEK vs 51 SEK. Les perspectives de reprise du marché des investissements télecoms demeurent incertaines, même si ce trimestre devrait être plus favorable pour Ericsson grâce à l’impact positif du contrat O-RAN avec AT&T aux Etat...
Underlying
Telefonaktiebolaget LM Ericsson Class B

Ericsson provides communications technology and services. Co.'s services, software and infrastructure – especially in mobility, broadband and the cloud – enable the telecom industry and other sectors to do business, increase efficiency, improve the user experience and capture new opportunities. Co. has more than 110,000 professionals and customers in more than 180 countries. Co. provides support for networks with more than 2.5 billion subscribers. Co.'s core business areas are called Radio, Core and Transmission and Telecom Services. Co. divides its operations into three business segments: Networks, Global Services and Support Solutions.

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
Maissa Keskes

Stephane Houri

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