Report
Maissa Keskes ...
  • Stephane Houri

Ericsson : Vers un S1 23 complexe

>Opinion sous-performance réitérée, OC abaissé à 55 SEK vs 60 SEK - Suite à la publication des résultats T4 22 d’Ericsson vendredi dernier, nous abaissons nos BPA sur 2023/24 de 5%, ainsi que notre OC à 55 SEK vs 60 SEK. Le S1 23 sera complexe pour Ericsson, tant sur la croissance que sur la profitabilité. D’une part, le groupe fait face à une phase de réduction des stocks chez les opérateurs en raison de perspectives macroéconomiques dégradées et d’une amélioration 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

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