reports
- Alvaro del Pozo
- Pierre FerraguÊ
- Pierre FerraguÊ
Tariffs & Semicap equipment: the baseline & what’s next.
Evaluating the consequences of tariffs is challenging. As we strengthen our understanding of the tech supply chain, we follow-up on our initial analysis to evaluate the impact on semicap equipment with more precision. This follows our recent deep dives on the impact on Nvidia, Broadcom, and AMD/Intel. Read also our broader notes on tariffs: our baseline thesis for an overall perspective, and our assessment of the macro risk.
- 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 ...
ASML discloses 2025 AGM results
ASML discloses 2025 AGM results ASML discloses 2025 AGM results Veldhoven, the Netherlands, April 23, 2025 – ASML Holding N.V. (ASML) today announces the results of its Annual General Meeting (AGM) held on April 23, 2025. At the AGM, ASML’s statutory financial statements for the 2024 financial year were adopted. In addition, the following items were approved: Proposal to adopt a final dividend payment of €1.84 per ordinary share, which, together with the two interim dividends paid through the 2024 financial year and the interim dividend paid in February 2025, each €1.52 per ordinary s...
- Carole Braudeau
- Carole Braudeau
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
Disclosure of transactions in own shares from April 14th to April 18th...
Disclosure of transactions in own shares from April 14th to April 18th 2025 Disclosure of transactions in on shares from April 14th to April 18th, 2025 Within the framework of the authorization granted by the General Meeting of VINCI SA of April 09th 2024 and then April 17th 2025, to trade in its shares and in accordance with the regulations relating to share buybacks, VINCI SA (LEI:213800WFQ334R8UXUG83) declares the purchases of treasury shares below (FR0000125486), carried out from April 14th to April 18th, 2025: I - Aggregate presentation by day and by market Issuer’s name Date of t...
Déclaration des transactions sur actions propres du 14 avril au 18 avr...
Déclaration des transactions sur actions propres du 14 avril au 18 avril 2025 Déclaration des transactions sur actions propres Du 14 Avril au 18 Avril 2025 Dans le cadre de l’autorisation consentie par l’Assemblée générale de VINCI SA du 9 avril 2024 puis le 17 avril 2025 pour opérer sur ses actions et conformément à la réglementation relative aux rachats d’action, VINCI SA (LEI: 213800WFQ334R8UXUG83) déclare ci-après les achats d’actions propres (FR0000125486) réalisés du 14 avril au 18 avril 2025 : I - Présentation agrégée par jour et par marché Nom de l'émetteur Jour de la transacti...
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