Telecom Italia S.p.A. CEDEAR

  • TickerTI.
  • ISINARDEUT112059
  • ExchangeBuenos Aires Stock Exchange
  • SectorFixed Line Telecommunications
  • CountryItaly

Analysts

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/Commerzbank, Telecom Italia, Orange, AT&T and Vattenfall

Commerzbank 3Q19 to be better than expected, value in the preferred senior paper

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/Telecom Italia, Elia and TenneT

TMT: Telecom Italia close to naming Rossi new chairman; TITIM3.25 1/23 and TITIM2.5 7/23 still preferred. Utilities: Elia shows interest in TenneT

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/Telecom Italia

Telecom Italia might name central banker Rossi as its new chairman; TITIM3.25 1/23 and TITIM2.5 7/23 still favoured

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/Telefónica and Telecom Italia

Telefónica and TIM consider pact to buy OI

ING
Hendrik Wiersma ...
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen

Coffee, Croissants & Credit/ECB, Telecom Italia and Swedish banks

Strategy: Even more reasons to be bullish

Alexandre Iatrides ...
  • Vincent Maulay

Bouygues : A stormy autumn for mobiles

>Unprecendented promotional agression on the French market - Iliad has responded to the flash sales on Red and Bouygues, at € 5 for 20Go, with a private sale at € 0.99 for 30Go. Red was the first to draw in the summer with a new offer at € 5 for 20Go with no time limit. This is an offer that it had already been made available in Q2 and which caused a rupture in net adds at Free. Bouygues followed at the beginning of September, offering 20Go at € 4.99 with no time limi...

Alexandre Iatrides ...
  • Vincent Maulay

Bouygues : Rentrée orageuse dans les mobiles

>Jamais vu une telle violence promotionnelle sur le marché français - Iliad vient de réagir aux « ventes flashs » de Red et Bouygues à 5 € pour 20 Go en faisant une vente privée à 0.99 € pour 30 Go. Red a été le premier à dégainer dans l’été avec une nouvelle offre à 5 € pour 20 Go sans limitation de durée. Une offre qu’il avait déjà faite pendant le T2 et qui avait causé la rupture de net adds chez Free. Bouygues a suivi début septembre et propose 200 Go à 4.99 € san...

Alexandre Iatrides ...
  • Vincent Maulay

Telecom Italia : As if nothing had happened

>Italy a little lacklustre, offset by Brazil - Telecom Italia’s Q2 2018 results came out in line with expectations:Revenue in line: Q2 revenue fell by 3.7% yoy, i.e. +0.4% organic growth, to € 4.77bn (vs Oddo BHF € 4.753bn and consensus € 4.769bn): domestic revenue (-1% vs +1.7% in Q1), mobile services revenue (-0.3% yoy), fixed services revenue (-0.9%). Brazil came out at the high end of the target range, penalised by the collapse in the BRL (-12.8% reported vs ...

Alexandre Iatrides ...
  • Vincent Maulay

Telecom Italia : Comme si de rien n’était

>L’Italie un peu faible, le Brésil compense - Telecom Italia a publié un T2 18 en ligne avec les attentes :CA en ligne: le CA T2 est ressorti en baisse de 3.7% yoy, soit +0.4% en organique à 4.77 Md€ (vs Oddo BHF : 4.753 Md€ et consensus : 4.769 Md€): CA domestique (-1% vs +1.7% au T1), revenus de services dans le mobile (-0.3% yoy), fixe (-0.9%). Le Brésil ressort plutôt en haut de fourchette, impacté par la chute du Real (-12.8% en publié vs -13.7% attendu) mai...

Jean-Christophe Dourret

Telecom Italia : Telecom Italia - 27 June 2018

...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • François Maury
  • Hela Zarrouk
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olivier Lebrun
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam, CFA
  • Stephane Houri
  • Steven Gould
  • Veysel Taze
  • Vincent Maulay

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/26/2018

...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • François Maury
  • Hela Zarrouk
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olivier Lebrun
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam, CFA
  • Stephane Houri
  • Steven Gould
  • Veysel Taze
  • Vincent Maulay

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/07/2018

...

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/Commerzbank, Telecom Italia, Orange, AT&T and Vattenfall

Commerzbank 3Q19 to be better than expected, value in the preferred senior paper

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/Telecom Italia, Elia and TenneT

TMT: Telecom Italia close to naming Rossi new chairman; TITIM3.25 1/23 and TITIM2.5 7/23 still preferred. Utilities: Elia shows interest in TenneT

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/Telecom Italia

Telecom Italia might name central banker Rossi as its new chairman; TITIM3.25 1/23 and TITIM2.5 7/23 still favoured

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/Telefónica and Telecom Italia

Telefónica and TIM consider pact to buy OI

ING
Hendrik Wiersma ...
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen

Coffee, Croissants & Credit/ECB, Telecom Italia and Swedish banks

Strategy: Even more reasons to be bullish

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