Report
Maissa Keskes ...
  • Stephane Houri

Nokia : Aucune perspective de reprise, alors Nokia réduit (encore) les coûts

>Opinion Neutre réitérée, OC abaissé à 3.3 € vs 4 € - Suite à la publication des résultats T3 2023, nous abaissons nos BPA de 10% en moyenne sur 2023 et 2024, ainsi que notre OC à 3.3 € vs 4 €. Le ralentissement du marché mondial des équipementiers télécoms va durer plus longtemps que prévu. Les plans d’investissements des opérateurs sont impactés par les perspectives macroéconomiques dégradées, notamment en Amérique du Nord où le marché s’effondre (entre -50 et-60%)....
Underlying
Nokia Oyj

Nokia is an Internet and communications technology company based in Finland. Co.'s operations are focused on three businesses: network infrastructure software, hardware and services, which Co. offers through Networks; location intelligence, which Co. provides through HERE; and advanced technology development and licensing, which Co. pursues through Technologies. Co. maintains a global presence with operations and Researh & Development facilities located in Europe, North America and Asia, and sales in approximately 130 countries. Co. has an installed base of around 600 customers worldwide and these operators serve over 4 billion subscribers.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Maissa Keskes

Stephane Houri

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