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Ericsson : Neutre vs Alléger : marché plus favorable et positionnement solide en 5G
>Encore un bon trimestre sur le CA et les marges - CA 3.9% au-dessus des attentes. Ericsson a publié un CA T2 2018 en baisse moins marquée de -1% yoy à tcc (vs -2% à tcc au T1). Le CA Réseaux a enregistré une croissance de +2% yoy à tcc au T2 (-2% au T1) grâce à un bon momentum aux US (cf infra). Le CA brevets diminue de -11% au T2 (vs -12% yoy au T1).ROP 30% au-dessus des attentes, grâce à la marge brute. La marge brute ajustée est ressortie au-dessus des attent...
Underlying
L.M. Ericsson Telephone Co. CEDEAR
Provider
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.
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