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|waldron: Alcatel wins $2.55bn contract from Telstra
Tuesday, November 15, 2005 12:19:43 PM ET
LONDON, November 15 (newratings.com) French telecom equipment manufacturer Alcatel SA (CGE.ETR) Tuesday announced that it had won a $2.55 billion five-year contract from Sydney-based telecommunications giant, Telstra Corp, to supply a fixed-line network.
Paris-based Alcatel has won the lion's share of Telstra's substantial contract awards. Sweden's Ericsson and US-based Cisco Systems have also won contracts from the Australian telephone company. Alcatel said that it would integrate Telstra's voice and data networks into a single core network, based on Internet protocol. The deal with Telstra is the second multi-billion-dollar contract for the world's largest provider of broadband Internet equipment in a month. Alcatel announced a $1.7 billion contract win from US-based SBC Communications in October. Alcatel's share price climbed more than 4.4% in Paris on Tuesday.
|grupo guitarlumber: Alcatel "neutral," estimates reduced
Monday, August 22, 2005 9:06:09 AM ET
LONDON, August 22 (newratings.com) - Analysts at UBS maintain their "neutral" rating on Alcatel (CGE.ETR), while reducing their estimates for the company. The target price is set to 10.
In a research note published this morning, the analysts mention that the company's 2Q EPS, excluding one-off tax benefits and capital gains, were short of the reported EPS by about 0.06. The gross margin estimates for 3Q05 and 4Q05 have been reduced by 20bp, while the 3Q05 opex estimate has been raised by 8 million due to reduced underlying profitability in 2Q. Alcatel's operating margins would be the primary driver of the company's share price until the end of 1H06, UBS adds. The EPS estimates for 3Q05 and 4Q05 have been reduced by 0.01, respectively.
|maywillow: Alcatel Share Price Unjustified -CSFB
Friday, May 27, 2005 5:24:14 AM ET
Dow Jones Newswires
0902 GMT [Dow Jones] CSFB says Alcatel (ALA) share price is unjustifiably high. Says presentation Thursday was "fairly upbeat" and company reiterated current-year 10% operating margin target. But notes margin target was characterized as "challenging given the competitive environment." Sees shares overvalued "especially given the prospects for continuing operation weakness in 2Q before a potential pick-up in 2H." Neutral rating, target EUR8. Shares +0.8% at EUR8.95. (SIN)
|waldron: Alcatel "overweight"
Friday, April 29, 2005 7:46:27 AM ET
J.P. Morgan Securities
LONDON, April 29 (newratings.com) - Analyst Mark Davies-Jones of JP Morgan reiterates his "overweight" rating on Alcatel (CGE.ETR).
In a research note published this morning, the analyst mentions that the company reported sluggish results for 1Q, in-line with expectations. Alcatel has announced aggressive operating margin guidance in the Mobile segment for 2Q and beyond. The impact on Alcatel's share price, following the declaration of the company's weak results, is likely to be overdone, JP Morgan adds.
|grupo guitarlumber: PARIS (AFX) - Shares were flat in midday trade, as investors elected to
consolidate recent gains amid a lack of major corporate news, dealers said.
At 12.43 am, the CAC-40 was up 2.74 points at 3,837.85 in volume of 1.076
bln eur. The benchmark index and prices for the CAC-40 stocks were unavailable
between 10.33 and 10.50 am due to technical problems, Euronext said.
Volume is expected to remain thin with the market entering a consolidation
period after the benchmark index on Friday reached highest closing level since
July 8, 2002.
"We've seen steady gains over the last few weeks and it looks like the
market has now entered a consolidation phase which could continue tomorrow," one
Paris-based dealer said.
Thales was down 0.26 eur at 33.03 eur on some profit taking after the
company denied it will hold a board meeting in order to discuss "any form of
linkage with EADS".
EADS was down 0.27 eur at 24.34 eur, continuing Friday's losses when a
report in les Echos claimed the French finance ministry is orchestrating a
merger between EADS and Thales.
Fortis Bank analyst Stephane Houri reiterated its 'hold' rating on Thales
with a share price target of 35 eur.
"Where there's smoke there's fire. Although the complementary aspects are
easier to identify than on the Snecma/Sagem deal, they can hardly be considered
synergies," said Houri.
Alcatel was up 0.06 eur at 11.88 eur. The company has been the subject of
speculation it wants to sell its 9.5 pct stake in Thales.
Among other technology stocks, Capgemini was down 0.36 eur at 23.56 eur,
Thomson fell 0.35 eur to 18.19 eur and STMicroelectronics rose 0.09 eur to 15.83
Arcelor was down 0.05 eur at 16.05 eur succumbing to profit taking after the
company reported higher-than-expected third quarter results accompanied by an
"The company reported excellent results," said Natexis Bleichroder analyst
Thierry Lefrancois, noting the company's results were well ahead of his
forecasts and market consensus.
Bouygues was up 0.31 eur at 33.41 eur as investors welcomed news that the
company is in exclusive talks to sell its Saur water unit to the French
investment fund company PAI Partners for about 1.037 bln eur, dealers said.
Outside the main index, Alstom dropped 0.07 eur or 11.86 pct to 0.52 eur
after ahead of the company's first-half results later this week, with Deutsche
Bank reiterating its 'sell' rating on the stock and cutting its share price
target on the stock to 0.18 eur.
"Alstom faces 1.8 bln eur of debt repayments within 20 months and has
neither the cash nor the committed funding despite August's successful
re-capitalization," Deutsche Bank said in a note to clients.
|grupo: LONDON, July 9 (New Ratings) - Analysts at Dresdner Kleinwort Wasserstein maintain their "sell" rating on Alcatel (CGE.ETR). The target price is set to 8.
Shares of Alcatel, a global telecom infrastructure equipments provider, are currently trading at 11.77.
According to Dresdner Kleinwort Wasserstein's research note published this morning, Alcatel is likely to witness a sales decline of about 4%-5% after the completion of its proposed optical fibre business deconsolidation. The analysts mention that this deconsolidation exercise is likely to result in relatively marginal operating income dilution for the company. Alcatel's recently restated 1Q04 results demonstrate broadly flat sales and reduced loss on a year-over-year basis, Dresdner Kleinwort Wasserstein says.
The analysts expect Alcatel's projected capital gains for 3Q04 to be considerably offset by the company's capital loss from a handset business deal with TCL. Dresdner Kleinwort Wasserstein does not anticipate any material impact of Alcatel's optical fibre business deconsolidation deal on the company's share price in the near term. However, the analysts expect to revise their sales and earnings estimates for the company, after the completion of this deconsolidation exercise.
The EPS estimates for 2004, 2005 and 2006 are 0.084, -0.101 and 0.062, respectively. The P/E estimates for 2004 and 2006 are 139.5x and 191.3x, respectively.
|grupo guitarlumber: one french financial journal believes that as the Alcatel share price hits 15 euros it will find it difficult to move further on at the moment. View however very positive.|
|grupo guitarlumber: Despite the share price falling back to 12.43 euros, the French Financia Weekekend Journals appear to remain positive.
One maintains its target of 18 euros whilst another says its undervalued and should be bought if it falls below 12 euros. No value was given.|
Triple Point share price data is direct from the London Stock Exchange