Nokia

Analyst updates, 17.12.

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• - UBS raises the price target for AMAZON from USD 230 to USD 264. Buy. $AMZN (-6,29 %)
• - CITIGROUP raises the target price for ALLIANZ SE from EUR 286 to EUR 314.40. Neutral. $ALV (-0,44 %)
• - BARCLAYS raises the target price for DHL GROUP from EUR 37.50 to EUR 38. Equal-Weight. $DHL (-4,14 %)
• - DEUTSCHE BANK RESEARCH upgrades AIRBUS from Hold to Buy and raises target price from EUR 155 to EUR 185. $AIR (-2,07 %)
• - BERENBERG raises the price target for MUNICH RE from EUR 525 to EUR 552. Hold. $MUV2 (+0,68 %)
• - KEPLER CHEUVREUX raises the price target for ADESSO from EUR 80 to EUR 100. Hold. $ADN1 (+0,27 %)
• - WARBURG RESEARCH raises the price target for FMC from EUR 31 to EUR 36. Sell. $FME (+3,61 %)
• - DEUTSCHE BANK RESEARCH raises the target price for AUTO1 from EUR 12 to EUR 20. Buy. $AG1 (-1,58 %)
• - DEUTSCHE BANK RESEARCH raises the price target for MTU from EUR 329 to EUR 337. Hold. $MTX (-2,4 %)
• - DEUTSCHE BANK RESEARCH raises the price target for HENSOLDT from EUR 37 to EUR 41. Buy. $HAG (+1,81 %)
• - DEUTSCHE BANK RESEARCH raises the target price for ROLLS-ROYCE from GBP 5.55 to GBP 6.30. Buy. $RR. (+0,51 %)
• - BOFA raises the target price for INFINEON from EUR 36 to EUR 40. Buy. $IFX (-7,3 %)
• - BOFA raises the price target for STMICRO from EUR 29 to EUR 30. Buy. $STMPA (-10,81 %)
• - BOFA raises the target price for NOKIA from EUR 4.07 to EUR 4.58. Neutral. $NOKIA (-8,2 %)

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• - JPMORGAN downgrades TRANSMEDICS from Overweight to Neutral and lowers target price from 116 USD to 75 USD. $TMDX (-2,34 %)
• - BOFA lowers the price target for SILTRONIC from EUR 59 to EUR 46. Underperform. $WAF (-0,79 %)
• - HSBC lowers the price target for CARL ZEISS MEDITEC from EUR 66 to EUR 54. Hold. $AFX (-5,07 %)
• - KEPLER CHEUVREUX lowers the price target for HEIDELBERGER DRUCK from EUR 1.25 to EUR 1. Hold. $HBGRY
• - KEPLER CHEUVREUX lowers the price target for EVONIK from EUR 25 to EUR 21. Buy. $EVK (-3,58 %)
• - KEPLER CHEUVREUX lowers the price target for NORDEX from EUR 17 to EUR 14. Buy. $NDX1 (+4,2 %)

Of Topic - Smartphone decision aid

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I don't know of any other place where there are as many people with an affinity for software and technology as in this forum. I would therefore like to ask you for advice on my first major purchase in 2024, namely a new Android smartphone. Indirectly, the whole thing even has to do with finances, because on the one hand the purchase will reduce my savings rate for December and on the other hand a smart purchase can represent an "investment" 🧐

In order to be able to make a specific recommendation, I will now describe my usage behavior:

I don't have WiFi at home. In the beginning, I had a little box where you could put the SIM card in and Wi-Fi came out. But now I prefer to have two cell phones, one is my iPhone, which I use for a lot of things but not everything, and the other is the Android cell phone I'm looking for, which I now want to replace and call a WLAN donor.

Why Android?

With the software versions I know, Android has the advantage that you can switch on the hotspot permanently and it remains active even when no devices are connected. I also have apps that are only available for the iPhone and only for Android.

Budget:

I'm aiming for around €200 if it makes sense, it could also be €250 🤭

Main tasks WLAN dispenser:

Hotspot, e-reader, telephone

It would be important to me:

The WLAN dispenser should have a powerful battery, as it supplies all my devices with WLAN 24/7.

The WLAN dispenser should have a relatively large and eye-friendly display, as I use it a lot for reading, but still fit in my handbag. (Smartphones of 6-7 inches are probably ideal here)

It would be great if the WLAN dispenser costs little, has a minimalist design, looks and feels good, doesn't have any huge structures or protruding lenses on the back and has advantageous software.

So am I looking for the jack of all trades and cheap to boot?

No, you can make compromises in many areas, for example, the quality of the camera/s is irrelevant, the speed and manufacturer of the chip are irrelevant, NFC is not needed, the charging speed is unimportant and all the other popular features are not needed either.

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Thanks if you've read this far and now I'm looking forward to one or two smartphone recommendations.

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over

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$1810 (+5,18 %)

$GOOGL (-3,48 %)

$AAPL (-6,21 %)

$NOKIA (-8,2 %)

$MSI (-1,8 %)

$005930

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Additional question:

I have already noticed that certain apps and subscriptions have different prices between Germany and Austria. It should be even cheaper with countries like Poland, Turkey or Brazil...

The new smartphone would be the chance to set up everything with the cheapest country... Which countries would be a good choice for getting apps and subscriptions at a good price and what should I bear in mind?

Thanks again

09.12.2024

Robinhood in the fast lane with expansion into Asia + Stabilus to pay lower dividend and sales could grow + JPMorgan raises Nokia to 'Overweight' - target up to EUR 6.05

• Analysts bullish after investor day at $HOOD (-7,25 %)

After the investor day of Robinhood analysts are bullish for the broker. Robinhood (HOOD) has shot an arrow in the direction of investors - and hit it! At the company's investor day this week, CEO Vlad Tenev said that his clients are interested in sports betting. There is no concrete information yet, but the direction is clear: expansion; not only geographically, but also into new areas. The company recently successfully entered the UK market and is set to enter the Asian market next year. Goldman's strategists are now sniffing the morning air. In a recent press release, the bank explained that Robinhood has a "growing ...

https://www.wallstreet-online.de/nachricht/18792765-expansion-asien-robinhood-ueberholspur-analysten-bullish

• New buy signal for Stabilus $STM (-6,8 %)?

Automotive supplier Stabilus aims to generate at least as much revenue in the 2024/25 fiscal year, which runs until the end of September, as in the previous year. The company is targeting sales of EUR 1.3 to 1.45 billion, Stabilus announced on Monday when presenting its final annual figures for 2023/24. Analysts already have the upper end of the range on their notes. This should leave 11 to 13 percent as operating profit (adjusted EBIT). In the worst case scenario, this would mean that the specialist for luggage compartment gas springs would be less profitable than in the past financial year with a margin of 12%. The Stabilus management intends to pay a dividend of EUR 1.15 per share for the past fiscal year. This compares to EUR 1.75 a year earlier. The company confirmed its key figures for 2023/24 from November, according to which earnings before interest and taxes (EBIT) adjusted for special effects fell slightly year-on-year to EUR 157 million. Below the line, the Group generated a profit of 72 million euros - compared to 103 million euros a year ago. Thanks in part to the US acquisition of Destaco, a supplier of automation and clamping technology products, turnover increased by 7.5 percent to 1.31 billion euros.

• Nokia $NOKIA (-8,2 %)back on track?

The US bank JPMorgan has upgraded Nokia from "Neutral" to "Overweight" and raised its target price from 4.00 to 6.05 euros. Analyst Sandeep Deshpande wrote in his outlook published on Monday that the earnings estimates for the network equipment provider are beatable, meaning that the share price, which has already performed well in 2024, should continue to rise in 2025. In the coming year, he is primarily counting on growth in the weak investments made by telecom companies in 2023 and 2024.

Monday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks

Verbio EUR 0.20

Analog Devices 0.92 US

Alphabet 0.20 USD

• Quarterly figures / company dates USA / Asia

17:00 Cisco AGM

22:05 Oracle quarterly figures

• Quarterly figures / Company dates Europe

07:00 Stabilus detailed annual results and annual report

10:30 Stabilus analyst conference

15:00 Vivendi AGM

16:00 Novartis Impact & Sustainability investor event

• Economic data

08:00 DE: Labor Cost Index | Truck Toll Performance Index June

10:30 DE: Sentix Economic Index Germany | Sentix Economic Index Germany and Euro Area

11:30 DE: Government Pk, Berlin

17:00 EU: Eurogroup meeting

17:00 DE: Event on the new perspectives for IFRS in Germany, Berlin

29.11.2024

Delivery Hero: Talabat offer price at the upper end of the range + Telekom awards major contract to Nokia and Fujitsu

The food delivery service Delivery Hero $DHER (-1,8 %) has set the offer price for the IPO of its lucrative Middle East subsidiary Talabat at the upper end of the range, as expected. The issue price is 1.60 dirhams (0.41 euros), the MDax-listed company announced in Berlin on Friday morning. A few days earlier, Delivery Hero had already increased the size of its offering due to strong investor demand. Overall, the competitor of Just Eat Takeaway expects the Talabat initial listing to generate gross proceeds of around 1.9 billion euros. The Talabat shares are to be traded on the Dubai Stock Exchange from December 10. In the long term, Delivery Hero intends to indirectly hold a majority stake in the business, which bundles activities in the United Arab Emirates, the Middle East and North Africa. According to earlier statements, the Berlin-based company wants to be represented on the Board of Directors with half of the members and consolidate Talabat in the consolidated financial statements even after the IPO. Talabat intends to pay its shareholders at least one dividend totaling 100 million US dollars for the current fourth quarter next April. For the full year 2025, no less than USD 400 million is then to be distributed. The dividends are then to be paid in two stages per year in October and the following April.

The Deutsche Telekom $DTE (+0,31 %) wants to and must rely more heavily on Open RAN (Radio Access Network) in its mobile access network and has therefore acquired Nokia $NOKIA (-8,2 %) and Fujitsu $FUJ a major contract for the conversion of over 3,000 antenna sites by 2027. This will also fulfill the German government's requirements for management systems.

https://www.computerbase.de/news/internet/open-ran-telekom-vergibt-grossauftrag-an-nokia-und-fujitsu.90458/

Friday: Stock market dates, economic data, quarterly figures

ex-dividend of individual stocks

Coca-Cola USD 0.49

Tyson Foods (A) USD 0.49

Quarterly figures / company dates Europe

11:00 MTU Aero Engines Strategy Update 2025

Untimed: Delivery Hero - subsidiary Talabat: Expected publication of the final offer price

Economic data

• 08:00 DE: Retail sales October seasonally adjusted real FORECAST: -0.5% yoy previous: +1.3% yoy | Employment | Real Wages November
• 08:00 DE: Import/export prices October import prices FORECAST: n/a previous: -0.4% yoy/-1.3% yoy
• 08:45 FR: Private consumption October FORECAST: n/a previous: +0.1% yoy/-0.1% yoy
• 08:45 FR: Consumer prices (preliminary) November FORECAST: n/a previous: +0.2% yoy/+1.2% yoy HICP FORECAST: n/a/+1.7% yoy previous: +0.3% yoy/+1.6% yoy
• 09:00 CH: GDP FORECAST: n/a previous: +0.7% yoy/+1.8% yoy
• 09:55 DE: Labor market data November seasonally adjusted unemployment rate FORECAST: +20,000 yoy previous: +27,000 yoy Unemployment rate seasonally adjusted FORECAST: 6.2% previous: 6.1%
• 11:00 EU: Eurozone consumer prices (flash estimate) November Eurozone FORECAST: -0.2% yoy/+2.3% yoy PREV: +0.3% yoy/+2.0% yoy Core CPI (excluding energy, food, alcohol, tobacco) FORECAST: n.a./+2.8% yoy PREV: +0.2% yoy/+2.7% yoy
• 11:00 IT: Consumer prices (preliminary) November FORECAST: n/a/+1.3% yoy previous: +0.3% yoy/+1.0% yoy
• 20:00 US: Bond market shortened trading until 20:00

$NOKIA (-8,2 %) Nokia Oyj (HLSE:NOKIA) announces a share buyback program. Under the program, the company will buy back up to 150,000,000 shares, i.e. 3% of the share capital, for EUR 900 million. The aim of the program is to reduce Nokia's capital in order to offset the dilution by issuing additional shares.

The repurchased shares will be canceled. The buybacks will be financed from the company's funds in the invested free equity reserve and will reduce the company's total free equity. The program is valid until 31 December 2025.

Source:

https://de.marketscreener.com/kurs/aktie/NOKIA-OYJ-56358470/news/Nokia-Oyj-HLSE-NOKIA-kundigt-einen-Aktienruckkauf-von-150-000-000-Aktien-an-was-3-fur-900-Mil-48441764/

$NOKIA (-8,2 %) announces cooperation with $MSFT (-2,27 %) 💡⚠️

$NOKIA (-8,2 %) with multi-billion dollar deal 👍🚀🤑💡⚠️

$NOKIA (-8,2 %) in focus ✌️ Very good news ✈️

$NOKIA (-8,2 %) gets the day off to a good start 👌

The shares of Nokia$NOKIA (-8,2 %) rose in the USA after T-Mobile US announced that there are no plans to end the partnership with the Finnish company. Previously, speculation about possible changes in the business relationship had caused uncertainty. However, T-Mobile confirmed that Nokia will remain a key partner for the expansion and modernization of the 5G network.

This clarification strengthened investors' confidence in Nokia and underlines the importance of the cooperation with one of the leading mobile providers in the USA. Despite challenges in the industry, the company continues to see itself as a key player in the telecommunications infrastructure sector. Whether the run so far this year will continue is questionable, however, as the stock is already up 30% YTD, which is impressive.

You can find more information in the article on MarketScreener.

The news is based on what I personally consider to be reputable sources. However, I do not guarantee their accuracy. No advice.