Report
Stephane Beyazian

Vodafone : Deux options de rerating ont disparu ; opinion abaissée à Neutre

>Nouvelles estimations et OC de cours abaissé - Nous ajustons nos estimations à la baisse en raison de la vente de Vodafone Espagne, de la poursuite des pertes de clients (Italie, Allemagne) et du Forex (Turquie). Nous avons réduit notre objectif de cours de 85p à 74p sur la base de nos nouvelles estimations et en supprimant ou réduisant nos scénarios 1/ de 20% de probabilité de rachat de Vodafone par Emirates Telecom (3p par action dans notre précédent SOP) et 2/ de ...
Underlying
Vodafone Group Plc

Vodafone Group provides mobile and fixed telecommunication services including: access charges, voice and video calls, messaging, interconnect fees, fixed and mobile broadband and related services such as providing televisual and music content, connection fees and equipment sales. Co. provides a range of consumer products and services including mobile, fixed voice, broadband and television, financial as well as other services to operators outside its footprint. Co. also provides a range of enterprise products and services including total communications such as mobile, fixed and a suite of converged communications services, internet of things, cloud and hosting and carrier 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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