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After years of heavy pressure on revenues in the telecom sector, we make a call for near-term revenue stabilisation. From an operational perspective, the main themes for the telecom sector are the build-out of 5G and fibre networks. To improve the relative position of the sector, ...
Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore funds. Tweedy,...
Telefonica is a company that we've been following for a while at iREIT on Alpha and is also one of our top picks. Wolf Report is LONG Telefonica - and he's buying more, though not necessarily at today's price. In the article, we'll update our thesis on Telefonica and explain why W...
Let’s discuss three investments that offer what our European insider sees as excellent 2022 potential. They’re all sporting undervalued share prices compared to even conservative estimates for the coming years. Our insider owns all three and I'm considering all of th...
Along with its nearly 10% dividend, some investors have argued Orange serves as an effective bond proxy. I consider this argument in the context of the firm’s Engage 2025 strategy model, recent Q3 FY ’21 performance, FY '21 forecast. A valuation model, using Orange...
The following slide deck was published by Orange S.A. in conjunction with their 2021 Q3 earnings call. For further details see: Orange S.A. 2021 Q3 - Results - Earnings Call Presentation
Orange S.A. (ORAN) Q3 2021 Earnings Conference Call October 26, 2021 02:30 AM ET Company Participants Ramon Fernandez - Deputy CEO, Finance, Performance and Development, Europe Fabienne Dulac - Deputy CEO of the Group, CEO of Orange France Jérôme Barré - Chief Executive Officer...
In this article, I'm going to address one of the more common questions or comments I get messaged into my inbox. People seemingly have capital but are at a loss as to how to invest their money in the current climate. I will show you a portfolio that despite overvaluation, will gen...
Orange SA (ORAN) Q2 2021 Earnings Conference Call July 29, 2021, 02:30 ET Company Participants Stephane Richard - Chairman & CEO Ramon Fernandez - Executive Director, Finance, Performance & Development Jean-François Fallacher - CEO, Orange Spain Fabienne Dulac - Deputy CEO Jerome...
The following slide deck was published by Orange S.A. in conjunction with their 2021 Q2 earnings call. For further details see: Orange S.A. 2021 Q2 - Results - Earnings Call Presentation
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Orange, one of the world's leading telecoms operators, has just published its full year results for 2023. Christel Heydemann, CEO of Orange Group, comments on the results. Watch video interview and read transcript here: https://www.eurobusinessmedia.com/video/orange-fy-2023-results/ ...
PARIS , July 30, 2020 /PRNewswire/ -- Orange, one of the world's leading telecommunications operators, has just published its results for the first half year 2020. Stéphane Richard, Chairman and CEO of Orange, comments on the Group's results and outlook. Watch video interview...