Orange : Notre scénario pour dégager de la valeur avec Totem-TDF
>3 raisons en faveur d’un rapprochement Orange-TDF - Brookfield envisage de vendre sa participation de 45% dans TDF selon la presse (ici). Nous considérons Orange comme un candidat sérieux pour se rapprocher de TDF: 1/ Orange, qui détient 18 500 tours en France par sa filiale Totem, est le meilleur partenaire possible de TDF (19 229 sites dont 7 800 en propre) pour délivrer des synergies alors qu’une offre du leader Cellnex déclencherait probablement de lourdes cessio...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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