Report
Stephane Beyazian

Orange : Consensus en hausse (Espagne)

>Espagne, Pologne, France en hausse ; Business services en baisse - Orange a publié son nouveau consensus, plus précis que ceux disponibles sur Bloomberg ou FactSet. Bien entendu, avec la consolidation du câblo-opérateur belge VOO, le consensus est en hausse. Les prévisions de CA, EBITDAaL ou FCF sont en hausse de 0,5-1% sur 2023/2026. Dans le détail, le consensus est en hausse pour l’activité en Espagne (EBITDAaL relevé de 5% sur 2023/2026), en Pologne (+2%) et en Fr...
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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