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 ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  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
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    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 {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    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
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


teleste-corporation-former-charter-svp-joe-godas-joins-telestes-advisory-board-for-the-north-american-market

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Teleste operates in the telecom sector. The company is a provider of solutions that concern broadband and other information technology. Examples of products and services that the company offers include design, planning and documentation within network solutions, nodes and amplifiers, security and software solutions, as well as configuration and training. The company has operations on a global level, with a primary focus on the Nordic market.

It wasn’t after Q3, but after the share price drop  After the Q3 results, it was stated in the update that the valuation looks quite neutral in the short term, and the recommendation was turned to “reduce”. Well, this breather was short-lived, as the stock already retreated 9% in a little over two weeks, and the valuation multiples started to look moderate again for next year. By the way, Teleste is on Wednesday at the Investor 2025 event at Messukeskus. You can also spot me there between 12-15, so come and tap me on the shoulder if you have questions about the companies I follow. Of course, you can also come to talk about other topics

Atte and Roni have made a new company report EDIT: clarification+correction after my poor expression, i.e., a company report made after the share price drop, so the second one after the Q3 report, so there are no confusions.  We reiterate our target price of 4.1 euros for Teleste, but due to the share price drop, we raise our recommendation to add (previously reduce). Teleste’s share has fallen 9% since our update after the Q3 results, which has made the share’s valuation (2026e adj. P/E 11x) moderate again. Teleste’s expansion into North America has progressed well this year, which enables the company to continue its earnings growth in the medium term. However, slightly weaker order development in Q3 and the merger of a key North American customer may cause short-term fluctuations in earnings development. Viewed over a few years, the development is still strongly moving in the right direction.                   Inderes              Teleste: Arvostus näyttää maltilliselta kurssilaskun jäljiltä - Inderes    Telesten osake on laskenut 9 % Q3-tuloksen jälkeisestä päivityksestämme, jonka myötä osakkeen arvostus (2026e oik. P/E 11x) on kääntynyt jälleen maltilliseksi.

For an investor, it’s only good if a stock is clearly undervalued. Then one should buy it heavily. The market will correct the situation sooner or later. Of course, I’m not claiming that Teleste is.

Shareholders have been selling off their holdings in Nordnet for a long time, and after a few dozen exits, the level from 10 years ago has been reached. Although this trend is only from

Atte is right. Our biggest PSM-side projects are typically with train manufacturers, and my reference to year-end timings is mainly related to them.

It is not related to that project. As far as I understand, the majority of Public Safety and Mobility’s order book is directed at train manufacturer customers (e.g., Alstom, Stadler, Caf, Siemens, and newly Hitachi).  The Q3 report also refers to project deliveries to train manufacturers.

@Atte_Riikola Atte_Riikola Do you think this railway station delivery is one of the project deliveries Harju referred to in your interview? Presumably, the delivery & revenue recognition of this project will go at least mostly into 2026?

Teleste

Turku, FINLAND - 30 June 2023 - Teleste is delighted to announce that Joe Godas (former Charter Communications Senior Vice President Network Engineering & Technology) has joined the company'...

<div class="abstract">Turku, FINLAND - 30 June 2023 - Teleste is delighted to announce that Joe Godas (former Charter Communications Senior Vice President Network Engineering &amp; Technology) has joined the company's Advisory Board&nbsp;(<a href="https://www.teleste.com/news-and-insights/press-and-stock-releases/net/teleste-announces-formation-of-advisory-board-for-the-north-american-market/">https://www.teleste.com/news-and-insights/press-and-stock-releases/net/teleste-announces-formation-of-advisory-board-for-the-north-american-market/</a>) for the North American cable broadband market, which aims to support Teleste in expanding market opportunities for cable access networks. The nomination reflects Teleste's commitment to strengthening its foothold and strategy as an access infrastructure leader in North America, as well as its dedication to being a provider of award-winning technologies for future 10G broadband networks.</div>"Teleste is positioned at the forefront of access network technology innovation for the cable industry, continually striving to make broadband networks more intelligent. As operators compete to upgrade their networks to 10G, this cutting-edge technology offers unparalleled benefits in terms of operational efficiency and customer services. I am excited about bringing this technology to new horizons and eagerly anticipating the opportunity to collaborate with the Advisory Board," said Joe Godas."I'm looking forward to Joe's valuable input and collaborative spirit on our Advisory Board as Teleste navigates the exciting journey to achieve technology and market leadership in North America," said Esa Harju, CEO of Teleste."We are delighted to warmly welcome Joe as the newest member of our Advisory Board. With his exceptional track record in the industry, he brings valuable perspective to our team's work in guiding Teleste's strategic direction in the North American cable broadband market. We are confident that his contributions will propel us towards continued success," said Hanno Narjus, Chair of the Advisory Board.The other members of the Advisory Board are Hanno Narjus (Chair of the Board, SVP of Teleste Networks), Esa Harju (President and CEO of Teleste), Stephanie Mitchko Beale (former CTO, Charter Communications) and Neil Tang (President, Antronix). &nbsp;Inquiries for more information: Mirkka Lamppu Director of Communications, Teleste Corporation Tel. +358 2 2605 611 mirkka.lamppu@teleste.com &nbsp;About Teleste Teleste offers an integrated product and service portfolio that makes it possible to build and run a better networked society. Our solutions bring television and broadband services to you, secure your safety in public places and guide your use of public transport. With solid industry experience and drive for innov­­ations, we are a leading international company in broadband, security and information technologies and related services. We connect with our customers through a global network of offices and partners. In 2022, Teleste's net sales reached EUR 165 million and it had approximately 860 employees. Teleste is listed on Nasdaq Helsinki. For more information, see www.teleste.com and follow @telestecorp&nbsp;(https://twitter.com/telestecorp)on Twitter.