Report
Stephane Beyazian

Orange : Ajustement des estimations (pertes de la JV en Espagne)

>Ajustement de nos BPA avec les pertes de la JV en Espagne - Nous ajustons à la baisse nos BPA pour intégrer : 1/ la déconsolidation d’Orange Espagne et en contrepartie l’intégration de la part qui revient à Orange des pertes de la nouvelle JV : 206 M€ de pertes rien que pour le T2 2024, au-dessus de nos attentes mais qui elles incluent probablement quelques éléments exceptionnels ; 2/ une définition un peu plus restrictive de nos calculs de BPA ajusté en intégrant dé...
Underlying
Orange SA

Orange provides consumers, businesses and other telecommunications operators with a wide range of services including fixed telephony and mobile telecommunications, data transmission, Internet and multimedia, and other services. Co.'s portfolio comprises business lines (fixed-line, mobile, Internet), focusing on all customer segments (small and medium-sized businesses, multinationals), and personal and professional services for home, office, travel, and mobile. Co. manages eight operating segments: France, Poland, Spain, Rest of the Europe, Africa and Middle East, Other non-controlling equity interests, Enterprise Communication Services, and International Carriers and Shared Services.

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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