Report
Maissa Keskes ...
  • Stephane Houri

Ericsson : Une situation qui ne s’arrange pas à CT et pose des questions sur la crédibilité de la guidance 2024

>Opinion Sous-performance réitérée, OC abaissé à 50 SEK vs 55 SEK - Suite à la publication des résultats T1 2023, nous abaissons nos BPA sur 2023/2024 en moyenne de 8%, ainsi que notre OC à 50 SEK vs 55 SEK. Alors que nous pensions (comme le consensus) que le T1 pouvait être le point bas, le T2 2023 sera plus compliqué que prévu tant sur le plan de la croissance que de la profitabilité. Le groupe continue de faire face 1/ à la poursuite de la réduction des stocks chez...
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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