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234 reports
Thomas Coudry

VIVENDI: Ligue 1 + Amazon vs Canal+: 4 questions | BUY | EUR31.5(+8%)

VIVENDI - BUY | EUR31.5(+8%) Ligue 1 + Amazon vs Canal+: 4 questions Is this a good deal for the Ligue 1? Should Amazon be considered as credible competitive threat for C+? Can C+ afford to lose all Ligue 1? What’s next?

Thomas Coudry

NFON: Acceleration of growth expected | BUY | EUR25 (+69%)

NFON - BUY | EUR25 (+69%) Acceleration of growth expected Q1 good but not fully representative of the full year Catalyst are strong and outlook remains positive Investment case confirmed, estimates slightly adjusted

Thomas Coudry

NFON (BUY, TP EUR25) | Very encouraging Q1 results:

NFON (BUY, TP EUR25) | Very encouraging Q1 results:

Thomas Coudry

ILIAD: Growth will be more expensive than expected | BUY | EUR155 VS. EUR210 (+14%)

ILIAD - BUY | EUR155 VS. EUR210 (+14%) Growth will be more expensive than expected So far, 5G strategy in France is not up to expectations The group needs to target a new high end segment to fuel growth in Fr. Company’s profile and outlook justifies lower valuation

Thomas Coudry

Media | A complex operation mitigating regulatory risks

Media | A complex operation mitigating regulatory risks Regulatory risk still present in spite of deal structure All shareholders to benefit from synergies if deal goes through

Thomas Coudry

ILIAD | BUY | EUR210 Deteriorated 2021 outlook

ILIAD | BUY | EUR210 Deteriorated 2021 outlook Growth slowing down and France cash flow guidance downgrade Modest KPIs across geographies

Thomas Coudry

TECHNICOLOR: Delivering according to plans | BUY | EUR4.3(+48%)

TECHNICOLOR - BUY | EUR4.3(+48%) Delivering according to plans Back to growth in line with our expectations Trend in PS improving, with bright outlook ahead Connected Home is strong, but semiconductors clouds are hanging… Q1 comforts our investment case

Thomas Coudry

TF1: Waiting for acceleration in recovery | BUY | EUR8.7 VS. EUR8.5 (+7%)

TF1 - BUY | EUR8.7 VS. EUR8.5 (+7%) Waiting for acceleration in recovery Q1 2020 above expectations… … leads us to slight revision of our TP Visibility remains limited in Broadcasting, but EBIT is under control

Thomas Coudry

ORANGE: Q1 2021 marking the start of retail – wholesale rebalancing | BUY | EUR12(+14%)

ORANGE - BUY | EUR12(+14%) Q1 2021 marking the start of retail – wholesale rebalancing Q1 results fully in line with expectations Pressure on French wholesale offset by retail

Thomas Coudry

EKINOPS (Conviction BUY, TP EUR9.5) | Launch portable satellite communication solution with IEC:

EKINOPS (Conviction BUY, TP EUR9.5) | Launch portable satellite communication solution with IEC:

Thomas Coudry

M6: Strong Q1 results adding to speculation | BUY TOP PICKS | EUR22.2 (+19%)

M6 - BUY TOP PICKS | EUR22.2 (+19%) Strong Q1 results adding to speculation Q1 results end up above expectations… … confirming M6 Group as a valuable target

Thomas Coudry

NFON | BUY | EUR25 2021 CMD: aiming to become a market leader in Europe

NFON | BUY | EUR25 2021 CMD: aiming to become a market leader in Europe New growth path to 2024 Market opportunities offset competitive risks No medium/long term guidance…we stick to our estimates No financial guidance beyond 2021, stick to our case Headline (heading 1)

Thomas Coudry

Media Top Pick Q2: speculative bet

Media Top Pick Q2: speculative bet A look back at Q1 What we see for Q2 Top pick Q2: M6 Group

Thomas Coudry

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out A look back at Q1 2021 What we see for Q2 2021 No top pick in Q2

Thomas Coudry

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out A look back at Q1 2021 What we see for Q2 2021 No top pick in Q2

Thomas Coudry

initiation of coverage NFON, BUY - TP EUR25 | seizing the revolution of corporate communications

• UCaaS (Unified Communications as a Service) is the new paradigm of corporate communications, with software-based solutions and providers replacing legacy telecommunication services. The pandemic has helped throw the spotlight on this market which is growing more than 20% annually.

Thomas Coudry

EKINOPS (Conviction BUY, TP EUR9.5) | Landmark virtualization deal in North America:

EKINOPS (Conviction BUY, TP EUR9.5) | Landmark virtualization deal in North America:

Thomas Coudry

Technicolor BUY – TP EUR4.3 Return to Pride Lands

Technicolor BUY – TP EUR4.3 Return to Pride Lands Technicolor’s stock performance over recent years has been a story of missed objectives and disappointments, with a combination of operational misconducts and adverse market conditions. We now believe, however, that the time is right to start considering the investment case again. With a new management team, a new strategy and streamlined businesses, Technicolor is now very different to how it was. In this note, we highlight why we believe the group should be considered from a fresh perspective. More specifically, we show that: • Most of the i...

Thomas Coudry

ILIAD: Remaining confident in growth trajectory | BUY | EUR210 VS. EUR215 (+37%)

ILIAD - BUY | EUR210 VS. EUR215 (+37%) Remaining confident in growth trajectory Growth trend confirmed with good cash generation outlook… … but French mobile net adds in France throw a shadow on KPIs Buy confirmed, but removed from top pick list

Thomas Coudry

EKINOPS: Unchanged trajectory beyond 2020/2021 turbulences | Conviction BUY | EUR9.5(+47%)

EKINOPS - Conviction BUY | EUR9.5(+47%) Unchanged trajectory beyond 2020/2021 turbulences Conviction buy confirmed with limited risks ahead M&A in the US: stay tuned Number slightly updated, TP untouched

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