Telecom Italia : Deux nouveaux facteurs : Xavier Niel et Fratelli d’Italia
>La victoire de FdI favorise le scénario de cession de NetCo - Le Board de Telecom Italia est censé recevoir une offre sans engagement de reprise de son réseau NetCo dans les prochains jours puis une offre ferme en octobre/novembre. Selon la presse, l’offre se situerait à 17-20 Md€ (ODDO BHF : 17 Md€ dans notre scénario basé sur 8,6x l’EBITDAaL 2022e) alors que Vivendi réclamerait plus de 30 Md€ (multiple élevé de 15x, probablement calculé en intégrant des comparables...Telecom Italia is a telecommunications group based in Italy. Co. is engaged in the communications sector and, particularly, the fixed and mobile national and international telecommunications sector, the television sector and the office products sector. Co. operates mainly in Europe, South America and the Mediterranean Basin. Co.'s operations are organized along two operating segments: Domestic - Italy (providing telephone and data services on fixed-line and mobile networks for final customers (retail) and other operators (wholesale)); and Brazil (operates in the mobile phone, fixed telephony, in long-distance and data transmission markets in Brazil).
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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