Orange : Ce qui doit rassurer pour le S2
>France : la hausse des prix va ajouter 200 M€ de CA au T2 - Nous savions que les résultats en France seraient un point bas au S1 2023 (érosion sur 2023 et 2024) mais le marché semble tout de même avoir été surpris hier (baisse du titre de 2%). Cette faiblesse se traduit par (i) un recul de 5% (ou 155 M€) de l’EBITDAaL en France lié à la baisse du CA de wholesale tandis que les couts sont stables (hausse des salaires de 4,8%, hausse des couts d’énergie) ; (ii) des per...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.
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.
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