reports
- Maissa Keskes
- Stephane Houri
- Felix Fischer
- Filipe Botelho
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Ahlstrom, Huhtamaki, Azelis, MasOrange, Nokia, NewDay, Nemak, Lottomatica (formerly Gamenet), Ineos Quattro, Kem One, Casino Guichard-Perrachon, CEMEX, Versuni (formerly Philips Domestic Appliances), Ardagh Metal Beverage Packaging, Axactor, Ardagh, Oriflame, Cerba, Polynt
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
- Joachim Gunell
Nokia (Buy, TP: EUR5.10) - One-off blew momentum off course
Nokia’s stock traded down 11% despite fairly in-line underlying Q1 results. We do not believe its repeated 2025 EBIT guidance looks conservative, as we have lowered our 2025e EBIT by 9% and have cut our target price to EUR5.1 (5.5). We reiterate our BUY, as we see: 1) accelerated earnings momentum, with adj. EBIT growth of 14% YOY for its core divisions in 2025e; 2) the data centre story should accelerate under its new CEO, potentially shifting the investor base from value- to growth-oriented, p...
- Alvaro del Pozo
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
AI AIR LIQUIDE SA
GET GETLINK SE
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
LI KLEPIERRE SA
KPN ROYAL KPN NV
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
RI PERNOD RICARD SA
HO THALES SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
SZG SALZGITTER AG
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
SAN SANOFI
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASSA B ASSA ABLOY AB CLASS B
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
AMAG AMAG AUSTRIA METALL AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
AI AIR LIQUIDE SA
GET GETLINK SE
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
LI KLEPIERRE SA
KPN ROYAL KPN NV
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
RI PERNOD RICARD SA
HO THALES SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
GYC GRAND CITY PROPERTIES SA
SZG SALZGITTER AG
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
KER KERING SA
VNA VONOVIA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
SAN SANOFI
ERA ERAMET SA
NDA AURUBIS AG
TEG TAG IMMOBILIEN AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
AMAG AMAG AUSTRIA METALL AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
- Maissa Keskes
- Stephane Houri
- Maissa Keskes
- Stephane Houri
- Alvaro del Pozo
- Ben Harwood
- Pierre FerraguÊ
- Research Department
INFORME DIARIO 24 ABRIL + RDOS. ESPAÑA Y EUROPA 1T'25. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, INDRA, SECTOR ELÉCTRICO. EUROPA: ADIDAS, AIR LIQUIDE, BNP, ENI, ESSILORLUXOTTICA, KERING, NOKIA. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’25 que se publicarán en España y Europa en los próximos días. El optimismo vuelve a las bolsas europeas Fuerte rebote de las bolsas europeas, impulsad...
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
Nokia Oyj:n vuoden 2025 ensimmäisen neljänneksen osavuosikatsaus
Nokia Oyj:n vuoden 2025 ensimmäisen neljänneksen osavuosikatsaus Nokia Oyj Osavuosikatsaus24.4.2025 klo 8.00Nokia Oyj:n vuoden 2025 ensimmäisen neljänneksen osavuosikatsausVerkkoinfrastruktuuri-liiketoimintaryhmä aloitti vuoden 2025 vahvalla liikevaihdon kasvulla Saimme Infinera-hankinnan päätökseen ensimmäisellä neljänneksellä. Hankinta vahvistaa Nokian asemaa Optical Networks -liiketoiminnassa ja hyperscale-toimijoiden keskuudessa. Olemme aloittaneet Infineran integraation ja tehneet monia tuoteportfolioon liittyviä päätöksiä. Näimme myönteistä kehitystä asiakkaiden keskuudessa, ja hyp...
Nokia Corporation Interim Report for Q1 2025
Nokia Corporation Interim Report for Q1 2025 Nokia Corporation Interim report24 April 2025 at 08:00 EESTNokia Corporation Interim Report for Q1 2025Network Infrastructure delivers strong net sales growth to start 2025 Infinera acquisition completed during Q1, increasing Nokia's scale in Optical Networks and with hyperscalers. Integration underway with many portfolio decisions already taken. Positive momentum with customers, with Q1 seeing strong order intake for Infinera driven by growth in hyperscalers.Q1 net sales declined 3% y-o-y on a constant currency and portfolio basis (-1% reporte...
Nokia lands strategic 5G RAN deal with T-Mobile US to enhance nationwi...
Nokia lands strategic 5G RAN deal with T-Mobile US to enhance nationwide connectivity Press ReleaseNokia lands strategic 5G RAN deal with T-Mobile US to enhance nationwide connectivity Nokia boosts T-Mobile US’s award-winning 5G network with network footprint expansion and site modernization.Partnership brings enhanced 5G connectivity to additional T-Mobile subscribers across the country.Nokia to supply equipment from industry-leading AirScale portfolio. 24 April 2025Espoo, Finland – Nokia today announced a significant multi-year extension of its strategic partnership with T-Mobile US, f...
Nokia cancels repurchased shares
Nokia cancels repurchased shares Nokia CorporationStock Exchange Release 23 April 2025 at 16:00 EESTNokia cancels repurchased shares Nokia Corporation has today cancelled 150 000 000 Nokia shares held by the company in line with the decision by the Board of Directors. The shares were repurchased during the period between 25 November 2024 and 2 April 2025 under the share buyback program announced in November 2024. The cancellation of the treasury shares was registered with the Finnish Trade Register on 23 April 2025. The cancellation of the shares does not affect the company’s share c...
Nokia mitätöi takaisinostettuja osakkeita
Nokia mitätöi takaisinostettuja osakkeita Nokia OyjPörssitiedote 23.4.2025 klo 16.00 Nokia mitätöi takaisinostettuja osakkeita Nokia Oyj on tänään mitätöinyt 150 000 000 yhtiön hallussa olevaa Nokian osaketta hallituksen tekemän päätöksen mukaisesti. Osakkeet hankittiin marraskuussa 2024 aloitetun omien osakkeiden takaisinosto-ohjelman aikana ajanjaksolla 25.11.2024–2.4.2025. Omien osakkeiden mitätöinti on merkitty kaupparekisteriin 23. huhtikuuta 2025. Osakkeiden mitätöinti ei vaikuta yhtiön osakepääomaan tai oman pääoman kokonaismäärään. Nokia Oyj:n kaikkien osakkeiden lukumäärä ...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
Changes in Nokia Corporation's own shares
Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release17 April 2025 at 13:30 EESTChanges in Nokia Corporation's own sharesEspoo, Finland – A total of 383 402 Nokia shares (NOKIA) held by the company were transferred today without consideration to participants of Nokia's equity-based incentive plans in accordance with the rules of the plans. The transfer is based on the resolution of the Board of Directors to issue shares held by the company to settle its commitments to participants of the plans as announced on 11 November 2024.The number of own shares held by Noki...
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