Report
Stephane Beyazian

Orange : Le retour des discussions de consolidation en France?

>Altice cherche partenaire particulier - Selon la presse (La Tribune), Altice a approché sans succès Iliad et Bouygues pour évoquer un rapprochement d’activités télécoms. Cette tentative n’est pas une surprise pour nous, au regard du déclin et surendettement d’Altice France. Pour rappel, en avril 2014, c’est le groupe Bouygues qui avait fait plusieurs offres à Vivendi pour racheter SFR, vendu par la suite à Numericable (futur groupe Altice). Puis en 2015, c’est SFR/Nu...
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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