Report
Maissa Keskes ...
  • Stephane Houri

Ericsson : Aucun signe de reprise à court terme

>Opinion Sous-performance réitérée, OC abaissé à 42 SEK vs 45 SEK - Suite à la publication des résultats T3 2023, nous abaissons nos BPA de 20% en moyenne sur 2023 et 2024, ainsi que notre OC à 42 SEK vs 45 SEK. La recovery va prendre plus de temps que prévu tant sur la croissance que sur la profitabilité. Aucun signe de reprise n’est visible pour l’instant. Comme nous l’avions envisagé précédemment, le groupe vise désormais d’atteindre sa marge d’EBITA LT (15/18%) d...
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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch