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
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      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
    }
  }
}


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

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Atte Riikola

Nokia is a global telecommunications company. The company offers solutions in IP, broadband, digital health, and cloud-based systems. The customers are found in a broad base of markets and consist of large corporate customers, authorities, and private consumers. The business is established on a global level in all regions. Nokia was founded in 1865 and the head office is located in Esbo, Finland.

Would you like to expand on this thought more? When do you estimate that NVIDIA could bring demand for NI? The MI side is already known.

Capacity issues are real, but suppliers are already building new production lines to meet Nokia’s demand. NI’s business looks good now. Watch out, competitors. Nokia is now attacking on multiple fronts as hyperscalers are buying everything they can deliver. NVIDIA’s demand, on the other hand, is weighted more toward the future.

Back in August, when buying the stock at around €3.50, I wouldn’t have easily believed that the price would double in less than a year. Junk is becoming relevant, but I’ll take it, no complaints there. Moving forward—once again, Nokia has reinvented itself. In a nutshell, that’s what it’s starting to look like.

sounds utopian, but it’s not actually far off, two “trade shows” next week, and even if nothing is heard from Nvidia’s GTC, new products at OFC could help 16% from that milestone  taking a break now so that the latecomers show up on the empty sell side, will it rise even more today, surely it can’t  the sides are certainly empty in Helsinki (the sell side, that is)

Already $8.63 in the US, will it break 10 still this month?

Yep, back then it was a pain trade towards €1.30. Now, however, looking ahead, the pain trade is now to the upside - how far, we’ll see soon

There is no doubt that Nokia was in a dire situation in 2012. It was a crisis, to say the least. But at the same time, it was a good time to buy the stock instead of selling it (as analysts suggested). Since then, more has been paid out in dividends than what the stock cost, and the share price has multiplied many times over.

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
Revenue	24,911.0	23,214.5	22,436.2
growth-%	12.2 %	-6.8 %	-3.4 %
EBIT (adj.)	3,109.0	2,723.8	2,192.4
EBIT-% (adj.)	12.5 %	11.7 %	9.8 %
EPS (adj.)	0.44	0.35	0.29
Dividend	0.12	0.15	0.17
Dividend %	2.8 %	2.1 %	2.4 %
P/E (adj.)	9.9	20.7	25.2
EV/EBITDA	6.2	11.6	15.6

Nokia: Turnaround of Mobile Networks will take time

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Key Estimate Figures12.12.2023

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