Orange : Notre analyse du nouveau consensus
>Des prévisions métier stables mais des FCF impactés par spectre et taxes - Orange a publié hier soir son dernier consensus. Dans l’ensemble, les prévisions de CA 2024-2028 sont stables, d’EBITDAaL 2024-2028 relevés de ~1%, de BPA 2024-2028 relevés de ~1%, et cashflows stables. Toutefois, les prévisions de FCF sont abaissées de 5% en raison d’une hausse de 13% des achats de fréquences sur 2024-2028 (400-500 M€ par an) et de 3% des impôts cash. Où le conse...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.