Swisscom AG

Swisscom is engaged in providing telecommunication services and is active in Switzerland and Italy. Co. has three operating divisions: Swisscom Switzerland, Fastweb; and Other Operating Segments. Co.'s Swisscom Switzerland divisions comprised of: Residential Customers; Small and Medium-Sized Enterprises; Enterprise Customers; Wholesale; and IT, Network & Innovation. Co.'s Fastweb segment supplies its fixed-network both directly via its own fiber-optic network and also via the unbundled fixed-access lines and wholesale products. Co.'s other operating segments provides ICT solutions for physicians, hospitals and insurers, develops and operates intelligent solutions for energy management.
  • TickerSCMN
  • ISINCH0008742519
  • ExchangeSix Swiss Exchange
  • SectorFixed Line Telecommunications
  • CountrySwitzerland

Analysts

Expert Corporate Governance Service (ECGS)

Swisscom, April, 2nd, 2019

Ethos has no concerns over the proposed agenda items. In particular, the amounts of remuneration requested for the board and the executive management are considered as adequate and all directors can be re-elected. Ethos recommends to vote FOR all agenda items.

SwissCom – Proxinvest Corporate Governance Rating ® : B

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

James Ratzer

Fastweb 3.5GHz rollout - Too much near-term fear in Germany: O2D back to Neutral

Fastweb 3.5GHz rollout - Too much near-term fear in Germany: O2D back to Neutral James Ratzer 5

Allan C. Nichols

Morningstar | Swisscom's Fastweb Division's Growth Unlikely to Offset Slowdown in Core Swiss Telco Business

Swisscom has an enviable position as an incumbent telecom operator in a small, wealthy country with a benign regulator. While it has all the trappings of a great business, we see few opportunities for growth.Swisscom is one of the developed markets' most entrenched telecom providers. The firm carries more than 60% of fixed-line minutes and has 60% of the country's wireless subscribers. Swisscom's extremely high wireless market share numbers impress us. The firm has held a fairly steady market share since 1998 in a country with persistent, decades-long competition. Swisscom has increased its ca...

Allan C. Nichols

Swisscom's Fastweb Division's Growth Unlikely to Offset Slowdown in Core Swiss Telco Business

Swisscom reported 2018 revenue that was a bit ahead of our expectation and EBITDA in line, but provided 2019 guidance with revenue a bit below our flat projection. The firm reported revenue grew 0.4% to CHF 11.71 billion versus our estimate of a decline of 0.1% to CHF 11.65 billion. While EBITDA came in at CHF 4.21 billion versus our projection of CHF 4.22 billion. We don’t expect any significant changes to our CHF 470 per share fair value estimate. Our narrow-moat rating remains intact, and we ...

Swisscom AG - September 2017 (LTM): Peer Snapshot

Peer Snapshot:  Swisscom AG - September 2017 (LTM) 18 December 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE Dec-15 FYE Dec-16 LTM Jun-17

Swisscom AG - June 2017 (LTM): Peer Snapshot

Peer Snapshot:  Swisscom AG - June 2017 (LTM) 25 September 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Jun-17 FYE Dec-15 FYE Dec-16 LTM Jun-17 FYE Dec-15 FYE Dec-16 LTM Jun-17

James Ratzer

Fastweb 3.5GHz rollout - Too much near-term fear in Germany: O2D back to Neutral

Fastweb 3.5GHz rollout - Too much near-term fear in Germany: O2D back to Neutral James Ratzer 5

Allan C. Nichols

Morningstar | Swisscom's Fastweb Division's Growth Unlikely to Offset Slowdown in Core Swiss Telco Business

Swisscom has an enviable position as an incumbent telecom operator in a small, wealthy country with a benign regulator. While it has all the trappings of a great business, we see few opportunities for growth.Swisscom is one of the developed markets' most entrenched telecom providers. The firm carries more than 60% of fixed-line minutes and has 60% of the country's wireless subscribers. Swisscom's extremely high wireless market share numbers impress us. The firm has held a fairly steady market share since 1998 in a country with persistent, decades-long competition. Swisscom has increased its ca...

Allan C. Nichols

Swisscom's Fastweb Division's Growth Unlikely to Offset Slowdown in Core Swiss Telco Business

Swisscom reported 2018 revenue that was a bit ahead of our expectation and EBITDA in line, but provided 2019 guidance with revenue a bit below our flat projection. The firm reported revenue grew 0.4% to CHF 11.71 billion versus our estimate of a decline of 0.1% to CHF 11.65 billion. While EBITDA came in at CHF 4.21 billion versus our projection of CHF 4.22 billion. We don’t expect any significant changes to our CHF 470 per share fair value estimate. Our narrow-moat rating remains intact, and we ...

Ng Adrian

Swisscom

Ng Adrian

Swisscom

Alastair Jones ...
  • James Ratzer
  • Jonathan Chaplin
  • Pierre FerraguÊ
  • Russell Waller

Global TMT: TMUS, ERICA/NOKIA, MIC, Naspers, ATC, SCMN

Global TMT: TMUS, ERICA/NOKIA, MIC, Naspers, ATC, SCMN Alastair Jones 9

James Ratzer ...
  • Pierre FerraguÊ
  • Russell Waller

Global TMT: IFX, VOD, US Policy, UI, BT, SCMN

Global TMT headlines: IFX (Buy) 4FQ18 Wrap-up: We love the price, we hate the time. VOD (Neutral) 2Q18: In-line; FCF guide raised TowerCo created. US Policy: TMUS / S Deal Odds 90%? Infrastructure Bill 2.0? Reasons for Skepticism. Also, a Post Post-Election Review. United Internet (Neutral): Q3 results – mixed bag, but clean EBITDA beat. BT (Neutral): CFO/ Head of Regulation meeting feedback. Swisscom agrees to pay more for Tiscali’s 3.5GHz spectrum.

Global TMT: TSLA, VOD, TI, ILD, SCMN, Infratel, Thailand, Tef B

Global TMT headlines: Tesla (Buy): Another Tesla killer? Our quick thoughts on upcoming EV competition. Vodafone (Neutral): New Spanish wholesale deal – a significant change of direction? Telecom Italia (Buy) CEO Is Said to Risk Ouster Over Strategy Clash. ILD (Neutral): Xavier Niel pledges 48% of his shares into trust. Swisscom (Neutral): Feedback from CEO/ CFO meeting. Infratel (Reduce): VOD/IDEA to cut 14% of sites. Thailand: TRUE $3bn fine. DTAC spectrum filing. TEF Brasil - bumper dividend.

With a more favourable environment, SWISSCOM improves to Slightly Positive

SWISSCOM (CH), a company active in the Integrated Telecommunications industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date November 20, 2018, the closing price was CHF 457.90 and its potential was estimated at CHF 485.91.

Ng Adrian

Swisscom

Ng Adrian

Swisscom

Ng Adrian

Swisscom

Ng Adrian

Swisscom

MarketLine Department

Ascom Holding AG - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Ascom Holding AG Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Ascom Holding AG since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key H...

Expert Corporate Governance Service (ECGS)

Swisscom, April, 2nd, 2019

Ethos has no concerns over the proposed agenda items. In particular, the amounts of remuneration requested for the board and the executive management are considered as adequate and all directors can be re-elected. Ethos recommends to vote FOR all agenda items.

SwissCom – Proxinvest Corporate Governance Rating ® : B

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Jérôme VINERIER

Short term view - SWISSCOM : The trend is uncertain.

The trend is uncertain. Stochastics are at the overbought level. prices could fall again to CHF 438.80.

Jérôme VINERIER

Analyse court terme - SWISSCOM : La tendance est incertaine.

La tendance est incertaine. Les Stochastiques sont en zone de surachat. Les cours pourraient se replier jusqu'à 438,80 CHF.

Jérôme VINERIER

Short term view - SWISSCOM : The trend is uncertain.

The trend is uncertain. Prices have recovered but the trend lacks power for the time being. The next resistance is at CHF 471.20.

Jérôme VINERIER

Analyse court terme - SWISSCOM : La tendance est incertaine.

La tendance est incertaine. Les cours se sont repris, mais la tendance manque de puissance pour le moment. La prochaine résistance est à 471,20 CHF.

Jérôme VINERIER

Analyse moyen terme - SWISSCOM : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 433,20 CHF, puis 388,13 CHF. Le franchissement de 505,80 CHF remettrait en cause la suite de la baisse.

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