Report
Stephane Houri

Ericsson : Risque Chinois absorbé, Ericsson reste le best in class du secteur

>Opinion Surperformance maintenue, OC abaissé à 115 SEK vs 120 SEK - La publication des résultats T2 2021 inférieure aux attentes (réaction initiale), liée à un écart de facturation en Chine par rapport aux attentes de 2,5 MdSEK, a été accompagnée d’un avertissement clair du management sur le risque de pertes de PdM en Chine, en représailles à l’exclusion de Huawei en Suède. Nous révisons en baisse nos prévisions de 8% en moyenne. Ces révisions auraient pu être plus s...
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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