Report
Maissa Keskes ...
  • Stephane Houri

Ericsson : La visibilité sur le rythme de la reprise reste limitée

>Opinion Sous-performance maintenue, OC ramené à 51 SEK vs 52 SEK (-2%) - A l’approche de la publication du T2 24, le 12/07, nous abaissons nos prévisions de BPA 2024/2025 en moyenne de 2%. Les perspectives de reprise demeurent incertaines pour le moment. Le groupe voit toujours un marché +/- stable au S2 24 vs S2 23, même si ce semestre devrait être meilleur pour Ericsson grâce à l’impact positif du contrat O-RAN avec AT&T aux Etats-Unis. Ce contrat ne compensera pas...
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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