Telecom Italia : Une offre meilleure que dans notre scénario pour NetCo
>Les prochaines étapes - Le conseil de Telecom Italia a décidé hier soir de poursuivre l’analyse de l’offre de KKR pour la reprise du réseau NetCo et de décider le 24/02. Le conseil semble aussi ouvert à une contre-offre (CDP ?). Selon la presse, l’offre de KKR valorise NetCo à 20 Md€, au-dessus de notre valorisation à 17 Md€ dans notre scénario de 66% de probabilité de cession inclus dans notre objectif de cours. Nous pensons qu’il est probable que KKR reprenne 60-10...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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