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-teleste-half-year-financial-report-2022-will-be-published-on-11-august-2022-invitation-to-press-briefing

__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 is not related to that project. As far as I know, 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 for 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?

This order is an easily memorable example of Teleste’s solutions in the Public Safety and Mobility business: https://www.teleste.com/fi/sijoittajille/tiedotteet/vsi/teleste-uudistaa-helsingin-paarautatieaseman-laiturialueen-suuren-informaationayton/

Teleste’s long-term goal by 2030 is to achieve an adjusted operating profit margin of 7-12%. Compared to this target, our forecasts are still conservative, and as stated in the reports, with good strategy implementation, the company has the potential for significantly better performance than our current forecasts. However, the network equipment business is always highly competitive, and large operators have a strong negotiating position. This inherently limits the profitability potential in the industry.

The operating profit % forecasts for the coming years are quite weak, on par with Kesko. Even in the 90s, a 15% operating profit was already achieved. Hopefully, the management doesn’t grovel too much, like, “pay according to your conscience.”

Teleste’s Q3 earnings improvement was largely in line with our expectations, and the North American expansion is progressing well. At the same time, the Public Safety and Mobility business has also been put in a good position, and the prerequisites for profitable growth remain good. The excellent improvement seen in Teleste’s business is also reflected in the company’s share price, which has nearly doubled in a year and has risen over 50% this year alone. As a result, the stock’s valuation has increased and appears neutral in the short term, in our opinion. Therefore, we are taking a small breather with the stock at this point, even though we still see clear opportunities for the company to grow its earnings towards the end of the decade. In the next year, uncertainty is heightened by the merger of Cox and Charter, regarding which the company also highlighted in its risk section that the merger could cause changes to Cox’s short-term investment plans. In the longer term, the merger creates growth opportunities for Teleste, as the company is currently Cox’s sole supplier for DOCSIS 4.0. devices. https://www.inderes.fi/research/teleste-q325-pohjois-amerikan-potentiaalia-hinnoiteltu-sopivasti

Atte interviewed Teleste’s CEO Esa Harju after Q3.  https://www.inderes.fi/videos/teleste-q325-tuloksen-parantaminen-jatkui Topics: 00:00 Introduction  00:13 Q3 highlights  01:01 Development of Broadband Networks  02:20 Impact of tariffs has been limited  02:58 Expanding production to Mexico  04:44 Situation in the European market  05:56 Development of Public Safety and Mobility  07:55 Background thoughts on guidance  09:26 Thoughts on next year

Teleste

Teleste Corporation Press release August 4, 2022, at 8:30 a.m. EEST TELESTE: HALF YEAR FINANCIAL REPORT 2022 WILL BE PUBLISHED ON 11 AUGUST - INVITATION TO PRESS BRIEFING Teleste will publish...

Teleste Corporation Press release August 4, 2022, at 8:30 a.m. EEST &nbsp;TELESTE: HALF YEAR FINANCIAL REPORT 2022 WILL BE PUBLISHED ON 11 AUGUST&nbsp;- INVITATION TO PRESS BRIEFING Teleste will publish its half year financial report 1 January - 30 June 2022 as a stock exchange release on 11 August approx. at 08:30 a.m. EEST.&nbsp; A briefing for analysts, media, financial institutions and professional investors will be held virtually in Teams the same day at 09:30 a.m. EEST hosted by CEO, Mr Esa Harju and CFO, Mr Juha Hyytiäinen. &nbsp;PRESS BRIEFING (held in Finnish): Date: Thursday, 11 August, 2022 Time: 09:30-10:15 a.m. EEST Location: Microsoft Teams meeting, link will be sent after registrationAdvance registration kindly requested by noon on 10 August to: investor.relations@teleste.com Hannele Ahlroos Tel. +358 2 2605 611Welcome! TELESTE CORPORATION Esa Harju CEO &nbsp;