Ericsson : Poursuite de l’amélioration des marges, mais la visibilité sur la reprise du marché reste limitée en dehors des Etats-Unis
>Opinion Sous-performance maintenue, mais OC relevé à 70 SEK vs 55 SEK - Suite à la publication des résultats T3 24, nous maintenons notre opinion sous-performance mais relevons nos estimations en moyenne de 6% sur 2024 et 2025 ainsi que notre OC à 70 SEK vs 55 SEK. Si ce trimestre était plus favorable pour Ericsson grâce à l’impact positif du contrat O-RAN avec AT&T aux Etats-Unis, les perspectives de reprise du marché des investissements télécoms au global demeurent...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.
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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