Report
Stephane Beyazian

Gamma Communications : Un changement de CEO mais pas d’alerte

>Départ du CEO et remplacement par Andrew Belshaw - L’annonce du départ du CEO Andrew Taylor a entrainé une baisse de 6% du titre hier, dans un marché baissier (telecoms -1%). Pour autant, nous pensons que son départ est personnel et aucunement lié à la baisse du cours depuis un an (-46%) ou à la décélération de l’activité (Espagne). Pour rappel, le recul des valeurs technologiques a également entrainé à la baisse le secteur des nouveaux systèmes de téléphonie numériq...
Underlying
Gamma Communications

Gamma Communications is a communications company. Co. has two main operating segments: Indirect, which sells Co.'s products to channel partners; and Direct, which sells Co.'s products to end users in the SME, Enterprise and Public Sectors together with an associated service wrap. Both operating segments sell a combination of products and services (which is mainly voice traffic from which revenues are derived from channel partners and other carriers as well as rentals for wholesale lines) and growth products and services (which consists of IP voice traffic, rental income derived from SIP trunks, hosted IP voice systems and Gamma's hosted inbound product and data products)

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
Stephane Beyazian

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