Orange SA

ORAN-N

NYSE:ORAN

11.24
0.05 (0.45%)
Orange S.A., formerly France Télécom S.A., is a French multinational telecommunications corporation. It has 256 million customers worldwide and employs 95,000 people in France, and 59,000 elsewhere. In 2015, the group had revenue of €40 billion.
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Analysis and Opinions about ORAN-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 5, 2012

They will have to find ways to conserve cash in order to get some of their leverage ratios down. Has very few prospects. Questions if the dividend would be sustainable.

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Orange SA (ORAN-N)
December 5, 2012

They will have to find ways to conserve cash in order to get some of their leverage ratios down. Has very few prospects. Questions if the dividend would be sustainable.

BUY WEAKNESS
BUY WEAKNESS
November 12, 2012

14.2% dividend yield is about to be cut. They continue to have ferocious competition in the land-line business. If they can stabilize the cash flow after cutting the dividend and if they can keep enough of the growth stuff to offset the landline reduction, then maybe it would be ok for a 3 year hold.

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Orange SA (ORAN-N)
November 12, 2012

14.2% dividend yield is about to be cut. They continue to have ferocious competition in the land-line business. If they can stabilize the cash flow after cutting the dividend and if they can keep enough of the growth stuff to offset the landline reduction, then maybe it would be ok for a 3 year hold.

DON'T BUY
DON'T BUY
September 14, 2012

14.3% yield which is a warning sign. You may get the dividend payment or you may have to face a cut, at which point in time the stock would probably trend lower. Their businesses are mostly in Europe and Africa.

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Orange SA (ORAN-N)
September 14, 2012

14.3% yield which is a warning sign. You may get the dividend payment or you may have to face a cut, at which point in time the stock would probably trend lower. Their businesses are mostly in Europe and Africa.

WAIT
WAIT
August 14, 2012

Still has its dividend and slight fiscal growth. He would like to see them cut dividend and build balance sheet. In next two or three years they will see some real upside.

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Orange SA (ORAN-N)
August 14, 2012

Still has its dividend and slight fiscal growth. He would like to see them cut dividend and build balance sheet. In next two or three years they will see some real upside.

DON'T BUY
DON'T BUY
August 9, 2012

10.2% dividend. There are very high dividend opportunities in Europe but he cautions that when you see extremely high dividends (8+%) the market does not believe these yields are sustainable. They might have to cut their dividend. Prefers Vodaphone, which he owns. He warns that maybe Europe could start taxing telecom utilities

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Orange SA (ORAN-N)
August 9, 2012

10.2% dividend. There are very high dividend opportunities in Europe but he cautions that when you see extremely high dividends (8+%) the market does not believe these yields are sustainable. They might have to cut their dividend. Prefers Vodaphone, which he owns. He warns that maybe Europe could start taxing telecom utilities

COMMENT
COMMENT
July 5, 2012
What is attracting viewers to this stock is the 15% yield. This company has big positions in France and Spain with very high yields. Management had tried to cut the dividend but shareholders at their annual meeting would not let them. The safer thing would be to own Vodafone (VOD-Q). Doesn't have the big yield but it has more growth.
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Orange SA (ORAN-N)
July 5, 2012
What is attracting viewers to this stock is the 15% yield. This company has big positions in France and Spain with very high yields. Management had tried to cut the dividend but shareholders at their annual meeting would not let them. The safer thing would be to own Vodafone (VOD-Q). Doesn't have the big yield but it has more growth.
COMMENT
COMMENT
June 18, 2012
European telcos have been heard for many reasons. They are large-cap so if you want to be out of Europe, you’re selling the large caps. Great dividend yields and they're all trading below 10X earnings. Have some great businesses which he feels they will be rationalizing over the last little while. You could buy it here but you will end up waiting quite a while. Dividend is 17%, which will probably be cut to 7%-8%.
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Orange SA (ORAN-N)
June 18, 2012
European telcos have been heard for many reasons. They are large-cap so if you want to be out of Europe, you’re selling the large caps. Great dividend yields and they're all trading below 10X earnings. Have some great businesses which he feels they will be rationalizing over the last little while. You could buy it here but you will end up waiting quite a while. Dividend is 17%, which will probably be cut to 7%-8%.
DON'T BUY
DON'T BUY
May 25, 2012
Yield is now 16% and the stock is down 75% from 2007. This dividend is not sustainable. The actual underlying business is telecom which is well capitalized and has interesting emerging market exposure. People are concerned that the French government might sell some of their stake or a government-sponsored loan with the dividend helping the French government to pay some of its deficit. Prefers others.
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Orange SA (ORAN-N)
May 25, 2012
Yield is now 16% and the stock is down 75% from 2007. This dividend is not sustainable. The actual underlying business is telecom which is well capitalized and has interesting emerging market exposure. People are concerned that the French government might sell some of their stake or a government-sponsored loan with the dividend helping the French government to pay some of its deficit. Prefers others.
SELL
SELL
March 15, 2012
Dividend is not going to hold up. Whenever you see double digit payouts, at some point it will have to adjusted.
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Orange SA (ORAN-N)
March 15, 2012
Dividend is not going to hold up. Whenever you see double digit payouts, at some point it will have to adjusted.
BUY
BUY
March 1, 2012
Is in a reasonable position from the balance sheet point of view.
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Orange SA (ORAN-N)
March 1, 2012
Is in a reasonable position from the balance sheet point of view.
SELL
SELL
February 24, 2012
Number of European telecoms have decent dividend yields but this one has had its stock dropping over the last 5 years so it is regarded as having ex-growth. If you want a European telecom, you might consider switching to Vodafone (VOD-Q) or Telefonica (TEF-N).
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Orange SA (ORAN-N)
February 24, 2012
Number of European telecoms have decent dividend yields but this one has had its stock dropping over the last 5 years so it is regarded as having ex-growth. If you want a European telecom, you might consider switching to Vodafone (VOD-Q) or Telefonica (TEF-N).
COMMENT
COMMENT
January 20, 2012
Anything to do with France at this time, and particularly with this company, will be heavily weighted by what happens in France and you need a longer time horizon than 1 year. Telecom space is pretty solid at this stage. Balance sheets are good and dividends are reasonable.
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Orange SA (ORAN-N)
January 20, 2012
Anything to do with France at this time, and particularly with this company, will be heavily weighted by what happens in France and you need a longer time horizon than 1 year. Telecom space is pretty solid at this stage. Balance sheets are good and dividends are reasonable.
WEAK BUY
WEAK BUY
March 15, 2011
It’s in the emerging markets in Telecom. French government owns 27% and he wonders when they will get rid of it. Nice yield. It will not do a major sprint.
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Orange SA (ORAN-N)
March 15, 2011
It’s in the emerging markets in Telecom. French government owns 27% and he wonders when they will get rid of it. Nice yield. It will not do a major sprint.
BUY
BUY
July 12, 2007
Telecom. They don't do much outside of France. Well-run. On a valuation basis, it is probably one of the cheaper European telecoms. Performance won't be dramatic, but he is very comfortable with the yields.
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Orange SA (ORAN-N)
July 12, 2007
Telecom. They don't do much outside of France. Well-run. On a valuation basis, it is probably one of the cheaper European telecoms. Performance won't be dramatic, but he is very comfortable with the yields.
DON'T BUY
DON'T BUY
April 12, 2007

A lot of telecoms in Europe pay a better dividend than Canadian ones. Doesn't like the sector over the long term. A lot of capital expenditure they have to go through. Margins are being eroded.

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Orange SA (ORAN-N)
April 12, 2007

A lot of telecoms in Europe pay a better dividend than Canadian ones. Doesn't like the sector over the long term. A lot of capital expenditure they have to go through. Margins are being eroded.

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