Report
Stephane Houri

Ericsson : Désormais le bon élève du secteur et valorisé en conséquence

>Opinion Neutre réitérée, l’histoire d’Ericsson, un play 5G, est désormais bien balisée – Plus d’upside pour Nokia en cas de recovery - Suite à la publication de résultats T3 2020 nettement supérieurs aux attentes, nous relevons nos prévisions de 5,8% pour 2020 et 9,6% pour 2021. En cohérence, nous relevons notre OC à 105 SEK (vs 95 SEK). Toutefois, nous réitérons notre opinion Neutre. Ericsson est aujourd’hui l’histoire la plus simple du secteur pour jouer la 5G, le ...
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
Stephane Houri

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