COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRUPO CATALANA OCCIDENTE, IBERDROLA. EUROPA: AIRBUS, LVMH. China sigue animando los mercados Nueva jornada de rebote tras las caídas del día anterior y con los estímulos de China como principal protagonista. El Ibex por su parte superó los 11.900 puntos marcando máximos de 2010. En el STOXX 600 los mejores sectores fueron B. Consumo y R. Básicos frente a Energía que fue el peor con caídas superiores al -3,0%. Por el lado macro, en la Eurozona la M...
NEWS SUMMARY: GRUPO CATALANA OCCIDENTE, IBERDROLA. China continues to spur the markets Another rally following the previous day’s drops, and with stimulus measures in China in the spotlight, where in addition to those already known, there could be capital injections in the country’s main banks over the coming days. The IBEX rose above 11,900 points, hitting a high since 2010. In the STOXX 600, the best-performing sectors were Consumer Goods and Basic Materials vs. Energy, which was the worst pe...
Japan and Europe Holding Below Resistance Our outlook remains neutral on global equities (MSCI ACWI) as of our August 8, 2024 Int'l Compass, after being bullish since early-November 2023. In late-July (7/25/24 Int'l Compass) we discussed expectations for a 1- to 4-month pullback/consolidation period on MSCI ACWI (ACWI-US), and we believe it seems likely to last closer to four months, and potentially 4- to 6-months from our selected 7/17/24 starting point, until the market decides which way this...
Nokia Bell Labs and e& announce R&D collaboration to innovate for strategic industrial sectors Press ReleaseNokia Bell Labs and e& announce R&D collaboration to innovate for strategic industrial sectors Collaboration is expected to develop AI-based use cases for strategic industrial sectors. Responsible AI solutions aim for sustainable enterprise and industrial automation applications. 26 September 2024Espoo, Finland – Nokia’s research arm, Nokia Bell Labs, and e&, a global technology group, announced today that they have signed a year-long, non-binding memorandum of understanding (“MoU”)...
NEWS SUMMARY: ECOENER, GREENING, GRIFOLS, TELEFÓNICA. Optimism wanes It was a negative session on European stock markets after the gains from the past few days that had brought the IBEX above 11,800 points and a high since 2015. In the STOXX 600, the best-performing sectors were Consumer Goods and Household Goods, with Energy and Autos suffering the biggest losses. On the macro side, in the US, new home sales fell less than expected. The Congress approved a measure to a avoid the shutdown until...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ECOENER, GREENING, GRIFOLS, TELEFÓNICA. EUROPA: BASF, UNICREDIT. Freno al optimismo en bolsa Jornada negativa en Europa después de las ganancias de las últimas sesiones que habían lanzado al Ibex por encima de los 11.800 puntos y máximos de 2015. Así, en el STOXX 600 los mejores sectores fueron B. Consumo y Hogar frente a Energía y Autos que sufrieron las mayores caídas. Por el lado macro, en EE.UU. la venta de viviendas nuevas cayó menos de lo prev...
Nokia joins the AI Pact, a new framework to prepare for the European Union’s AI Act Press ReleaseNokia joins the AI Pact, a new framework to prepare for the European Union’s AI Act AI Pact initiative is aimed at facilitating companies’ early preparation for compliance with the new EU AI Act covering the use of AI systems.Nokia’s AI Pact pledges demonstrate an ongoing commitment to the responsible, innovative and business-oriented implementation of AI.Nokia has built up strong expertise in trustworthy AI and governance, and actively contributes to the creation of European standards that ena...
‘Soft landing’... the term is in vogue and we think it aptly describes the current situation in the energy market. After a period of “excess profits”, the fundamentals are back in favour and prompt us to revise down our estimates for energy prices. - Alongside renewable energies, pockets of sustainable value creation are emerging for players capable of capitalising on the structural growth in volatility on the electricity markets but which are nonetheless trading at a discount In ...
“Soft landing”… le terme est à la mode et nous pensons qu’il caractérise bien la situation du marché de l’énergie aujourd’hui. Après une parenthèse de « surprofits », les fondamentaux reprennent leur droit et nous conduisent à réviser en baisse nos hypothèses de prix de l’énergie. A côté du renouvelable, des poches pérennes de création de valeur apparaissent pour les acteurs capables de profiter de la croissance structurelle de la volatilité des marchés électriques et qui souffre...
Iberdrola is the strategic benchmark in the universe of integrated utilities. Since 2001, the group has pursued a resilient strategy of profitable growth (renewables and networks), geographic expansion and attractive shareholder returns (TSR average annual of 17.9%). But based on the strong share's performance and the low residual upside on our target price of € 15.30, we have lowered our rating to Neutral vs Outperform. - >Upside limited to around 10% - Iberdrola’s c...
Iberdrola est la référence stratégique dans le secteur des utilities intégrées. Depuis 2001, le groupe poursuit une stratégie résiliente de croissance rentable (renouvelable et réseaux), d’expansion géographique et de rémunération attractive des actionnaires (TSR annuel moyen 17.9%). Toutefois, la forte performance du titre et le faible potentiel résiduel à notre objectif de cours de 15.3 €, nous amènent à abaisser l’opinion à Neutre vs Surperformance. - >Un potentiel de r...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: OHLA, SACYR, SANTANDER, TALGO. EUROPA: DHL, PROSUS, SAP. China anima a parte del mercado Los sectores cíclicos de Europa reaccionaron con fuertes subidas al anuncio de estímulos por parte de la Autoridad Monetaria china (PBoC). Así, en el STOXX 600 los mejores sectores fueron R. Básicos y B. Consumo (lujo) frente a Inmobiliario y S. Financieros que sufrieron las mayores caídas. Por el lado macro, en Alemania el IFO de septiembre descendió algo más d...
Nokia and ZCorum collaborate to develop DOCSIS Provisioning Adapter for cable-to-fiber transition Press ReleaseNokia and ZCorum collaborate to develop DOCSIS Provisioning Adapter for cable-to-fiber transition Nokia entered into an agreement with ZCorum to develop a DOCSIS Provisioning Adapter (DPA) application to work with Nokia’s Altiplano platform.The DPA will enable cable operators to provision a PON ONT and subscriber services using their existing DOCSIS provisioning system, facilitating a transition to fiber-to-the-home.The DPA application will be offered through Nokia’s Altiplano Mar...
Nokia selected by Spark as majority 5G RAN partner in New Zealand Press ReleaseNokia selected by Spark as majority 5G RAN partner in New Zealand Nokia to partner with Spark to expand its 4G and 5G infrastructure in key cities across New Zealand.Partnership supports Spark’s goal to simplify and consolidate network operations. 24 September 2024Espoo, Finland – Nokia today announced that it has been selected by Spark New Zealand (Spark), to expand its existing 4G and 5G program in cities across New Zealand. Spark has chosen Nokia as its preferred 5G Radio Access Network partner to streamline...
Nokia wins 5G deal with Viettel Group in Vietnam Press ReleaseNokia wins 5G deal with Viettel Group in Vietnam Nokia to introduce 5G network to Vietnam for first time; including modernizing 4G infrastructure. Nokia to deploy first Vietnamese-made 5G solutions in country. Supports Viettel Group strategy of advancing 5G infrastructure and digital transformation in Vietnam. 23 September 2024Espoo, Finland – Nokia today announced that it has signed a major new deal with Viettel Group (Viettel) to deploy 5G equipment for the first time nationwide in Vietnam. The ambitious project will cover 2...
Nokia deploys high-performance cross-border DWDM network for IGC Press ReleaseNokia deploys high-performance cross-border DWDM network for IGC Nokia’s Dense Wavelength Division Multiplexing (DWDM) solution was used by IGC to overlay and enhance the existing infrastructure to more effectively manage the growing capacity demand. The new, improved network allows IGC’s customers, including hyperscalers, to benefit from a high capacity, low latency and highly available network. Based on Nokia’s latest photonic service engine (PSE) chipset, Nokia’s DWDM solution will allow IGC to improve its en...
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