Orange : Feedback on our road show with Christel Heydemann
>Overview of our road show with the CEO - Christel Heydemann presented her strategic plan, Lead The Future, yesterday in Paris. As regards the form, the new CEO’s style appears successful in our view, with short and direct answers, a clear intention to execute the plan and even go further than in the past (for example regarding price increases or a firmer approach to negotiations). On fundamentals, there are a couple of takeaways: 1/ capex reduction targets, which sho...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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