Report
Stephane Beyazian

ODDO : Recap du T2 2025 en Suisse, notre préférence continue pour Sunrise

Underlyings
Mobilezone holding AG

Mobilezone Holding is a holding company. Co., through its subsidiaries is engaged in the mobile and fixed-line telecommunications sector. Co. maintains agreements with three providers active in Switzerland that pay provisions to Co. for its activities in soliciting new customers and subscription extensions. Co. maintains two divisions: Retail and Service Providing. The Retail division is a supplier of cellular telephone products and services; an advisor to small and mid-sized companies; active in e-commerce, and is a telecommunications products wholesaler. The Service Providing division offers fixed-line services; manages call centers and provides subscriptions on Orange network.

Swisscom AG

Swisscom is engaged in providing telecommunication services and is active in Switzerland and Italy. Co. has three operating divisions: Swisscom Switzerland, Fastweb; and Other Operating Segments. Co.'s Swisscom Switzerland divisions comprised of: Residential Customers; Small and Medium-Sized Enterprises; Enterprise Customers; Wholesale; and IT, Network & Innovation. Co.'s Fastweb segment supplies its fixed-network both directly via its own fiber-optic network and also via the unbundled fixed-access lines and wholesale products. Co.'s other operating segments provides ICT solutions for physicians, hospitals and insurers, develops and operates intelligent solutions for energy management.

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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