contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  availableLanguages
  pageUrl
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


nokia-turnaround-mobile-networks-will-take-time

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

availableLanguages

pageUrl

imgUrl

description

Analytiker

Atte Riikola

Nokia är ett globalt bolag verksamt inom telekomsektorn. Bolaget erbjuder lösningar inom IP, bredband, digital hälsa och molnbaserade system. Kunderna återfinns inom ett flertal marknader bland olika företagskunder, myndigheter och privata konsumenter. Verksamheten är etablerad på global nivå. Nokia grundades ursprungligen 1865 och bolagets huvudkontor ligger i Esbo.

Nokia, denna före detta stolthet i Finland, har publicerat sitt resultat.  Nokia rapporterade ett jämförbart rörelseresultat som överträffade förväntningarna, tack vare en stor engångspost relaterad till mobilnätverken på grund av uppsägningen av AT&T-avtalet. Utan denna engångspost var utvecklingen inom nätverksverksamheten svagare än väntat, och Nokia sänkte sina tillväxtförväntningar för hela året. Omsättningen minskade med 18 % till 4,5 miljarder euro, vilket var lägre än förväntningarna. Inom mobilnätverken sjönk omsättningen med 25 % på grund av den svaga marknadssituationen. Omsättningen inom nätverksinfrastrukturen sjönk med 11 % jämfört med föregående period. Omsättningen inom moln- och nätverkstjänster minskade med 17 %. Inom teknikdivisionen var omsättningen något bättre än förväntat. Nokia förväntar sig fortfarande att det jämförbara rörelseresultatet för 2024 kommer att vara 2,3–2,9 miljarder euro.

Ny analys av Nokia av Inderes analytiker Atte Riikola  We reiterate our Reduce recommendation for Nokia but revise our target price to EUR 3.3 (was 3.1 EUR). We believe that the bid for Infinera and the sale of ASN, the submarine network business, are strategically sound moves and strengthen Network Infrastructure’s position as Nokia’s most valuable network business. However, the price paid for Infinera is high relative to the company’s current profitability, and value creation requires the realization of targeted synergies, for which the growing scale of the Optical Networks business provides a good basis. However, the transaction does not completely change the big picture around Nokia, and we believe that the weak earnings outlook for Mobile Networks in the coming years will continue to weigh on Nokia’s acceptable valuation level.                   Inderes              Nokia: Sensible strategic moves in Network Infrastructure - Inderes    We believe that the bid for Infinera and the sale of ASN, the submarine network business, are strategically sound moves and strengthen Network Infrastructure's position as Nokia's most valuable network business.

Nokia säljer Alcatel Submarine Networks-verksamheten till franska staten Nokia har tecknat ett försäljningsoptionsavtal om att sälja Alcatel Submarine Networks (ASN)-verksamheten till franska staten för 350 miljoner euro. Affären är dock villkorad av konsultation med Nokias och ASN personalrepresentanter. Denna försäljning, tillsammans med gårdagens tillkännagivande om förvärvet av Infinera, innebär en betydande omstrukturering av Nokias nätverksinfrastrukturverksamhet. Försäljningen stödjer Nokias strategiska fokusering, och nätverksinfrastrukturverksamheten kommer framöver att koncentreras till tre enheter: Fixed Networks, IP Networks och Optical Networks. Nokia behåller en 20 % ägarandel i ASN under övergångsperioden, och affären förväntas slutföras i slutet av 2024 eller början av 2025. Affären förväntas förbättra affärsområdets lönsamhet.

Here are fresh highlights from Nokia.  Investors in Nokia may be interested in the company’s latest strategic moves and the insights provided by analyses. Here’s a summary of the most essential aspects from an investor’s perspective:   Collaboration with Google Cloud Nokia has announced an expansion of its 5G partnership with Google Cloud. The aim is to accelerate the development of 5G applications using telecommunications Application Programming Interfaces (APIs). This collaboration could offer significant opportunities, particularly in the healthcare sector, where telemedicine services are being enhanced.   Financial Results and Profitability Nokia has succeeded in improving its return on equity, reaching 18.1% in the first quarter of the year, up from 17.1% the previous year. Additionally, the cost-to-income ratio remained stable at 40%, excluding regulatory expenses.   Risk Factors and Challenges Major potential risks include declining interest rates, uncertainties in European and Nordic economic development, and weak trends in the housing market. Competition, particularly from China, has posed a significant challenge impacting Nokia’s profitability.   Cost Savings Program and Future Outlook Nokia has initiated a cost savings program expected to generate approximately 400 million euros in net savings this year and positively impact cash flow next year. Nokia aims to maintain a net cash position of 10-15% of revenue, providing flexibility for potential future investments and shareholder rewards.   Stock Price Performance and Share Buybacks Investtech analysts predict continued positive stock price development for Nokia. Nokia has also announced plans to repurchase its own shares, which could enhance shareholder value. The net cash position is expected to remain strong, although it may decrease slightly in the Q2 report due to performance-based payments.   Market Situation and Competitive Position Increasing market share, disciplined cost control, and new patent licensing agreements could improve Nokia’s competitive position. Challenges posed by Chinese state subsidies have slowed profitability improvement, but Western measures to restrict Chinese competitors could yield long-term benefits.   Investor Patience and Future Expectations Investor patience is being tested, but the company’s strategic initiatives and investments in research and development could yield long-term results. Expectations are high for Nokia’s management to increase shareholder value and operate more profitably.

Det här är förmodligen av intresse för Nokia-aktieägare.  https://twitter.com/IsaHudd/status/1780102846777569770                    Inderes              Ericsson rapporterar första kvartalet 2024 - Inderes    Första kvartalet i korthet - Driva bruttomarginalförbättring och kostnadseffektivitetFörsäljningen sjönk organiskt[1] med -14% jämfört med samma kvartal föregående år, på grund av en minskning...

Nokias Q4 från igår. . Togs överraskande emot positivt av marknaden under gårdagen.                  Inderes              Nokia Corporation Financial Report for Q4 and full year 2023 - Inderes    Nokia Corporation Financial Statement Release 25 January 2024 at 08:00 EET Nokia Corporation Financial Report for Q4 and full year 2023 Improving order intake and cash flow at the end of a challenging...                             Nu finns en ny analys ute av @Atte_Riikola. “Nokias resultat för det fjärde kvartalet och utsikterna för 2024 var i stort sett i linje med förväntningarna. Vi såg inget behov av betydande förändringar i våra vinstprognoser på koncernnivå, och det är därför vi fann aktiekursreaktionen (+11%) på resultatdagen överraskande.”  Läs mer här:                  Inderes              Nokia: Cash flow-based valuation is not attractive - Inderes    Overall, Nokia's Q4 results and outlook for 2024 were broadly in line with expectations. We saw no need for significant changes to our earnings forecasts at the group level, and which is why we found the share price reaction (+11%) on earnings day...

@Atte_Riikola och analys av Nokia  We have updated our forecasts to take into account the extension of patent negotiations in Nokia Technologies into this year and the divestment to be made in Cloud and Network Services. For other areas, we will review our forecasts in the context of the Q4 report                  Inderes              Nokia Q4 on Thursday: Patent revenues postponed to 2024 - Inderes    We have updated our forecasts to take into account the extension of patent negotiations in Nokia Technologies into this year and the divestment to be made in Cloud and Network Services. For other areas, we will review our forecasts in the context of...

Nokia

In our view, the modest performance of Mobile Networks in the coming years will create a drag on Nokia's valuation that the performance of the other units cannot offset. Thus, in the absence of an earnings growth driver, we see no hurry to buy the stock, even if Nokia looks cheap in the light of valuation multiples.

<p>In our view, the modest performance of Mobile Networks in the coming years will create a drag on Nokia's valuation that the performance of the other units cannot offset. Thus, in the absence of an earnings growth driver, we see no hurry to buy the stock, even if Nokia looks cheap in the light of valuation multiples.</p> 

	2022	23e	24e
Omsättning	24 911,0	23 214,5	22 436,2
tillväxt-%	12,20 %	−6,81 %	−3,35 %
EBIT (adj.)	3 109,0	2 723,8	2 192,4
EBIT-%	12,48 %	11,73 %	9,77 %
EPS (adj.)	0,44	0,35	0,29
Utdelning	0,12	0,15	0,17
Direktavkastning	2,77 %	3,74 %	4,24 %
P/E (just.)	9,89	11,55	14,03
EV/EBITDA	6,23	6,08	8,12

Nokia: Turnaround of Mobile Networks will take time

Nokia

Key Estimate Figures2023-12-12

Nokia

Key Estimate Figures2023-12-12

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