Short Interest Decreased 40% In This Stock: So What Happened To These Other Telecom Stocks? [View article]
For a summary on Nokia's short interest (including both NYSE and Helsinki shares), please see here: http://seekingalpha.co...
Check out also the replies for the latest updates in the short interest. In April alone the total short interest dropped 5% points of the total float: http://seekingalpha.co...
And yes, I am very long $NOK and the plan is to at least 2x-3x this sucker.
Nokia Will See No More Mercy From Apple [View article]
@wiesje No Apple, I just do not see the upside potential to a degree that I see it w/ my current picks.
I also rather focus on limited number of stocks, and understand them better (e.g. keeping on top of $NOK takes a lot of time :) ), than allocate my funds over a lot of stocks. I have monies in index funds for that :)
Nokia Will See No More Mercy From Apple [View article]
@wiesje I do not know about the details, and have not really tracked the HK performance vs the Pink performance. I buy the shares using my Fidelity account, and simply track it on Google: http://bit.ly/11jMaue
Nokia Will See No More Mercy From Apple [View article]
@wiesje
I am long $LNVGY.PK in Nyse/NASDAQ. In addition to what you mentioned, I really like the build quality of the Thinkpad series, combined w/ their innovation in ultrabook-tablet hybrids (I believe x86 based W8 ecosystem as a whole will be big in future). I have Lenovo Twist hybrid, a great all-in-one machine. Lenovo is also bubling under in smartphones, in China in particular.
For links to some good reading IMO on Lenovo, see my Stocktalks: http://bit.ly/11jDKTL
On that note, I am long $NOK, $MSFT, $INTC, and $LNVGY.PK.
Regarding the production capacity of the new Vietnam factory, a number of 180k devices annually has been floating around a lot recently. This number, although commonly cited, is obviously wrong.
Looking at some older articles in the InterWebs I found the following:
Around March-April 2012: "...Earlier in March 2010, Nokia had said that the plant would be operational in 2012 and at first it would operate with 80 per cent of the designed capacity of about nearly 50 million products per year..." http://bit.ly/12DBB6U
April 16th 2012: "...When finally up and running Nokia expects the Vietnamese plant to produce upwards of 45 million handsets per year by 2014...." http://bit.ly/12DBCaQ
June 24th 2012 (a very good read and excellent info on this facility): "...The factory is expected to have the capacity of 30 million products in the first year of operation, slated for 2013. Meanwhile, the capacity would rise to 180 million products when it enters the stable production period by 2016..."
Based on the above (and several other stories I found) my take is that initially in 2013-14 the Vietnam facility will produce ~30M-45M devices annually, while the full capacity of ~180M devices will be reached several years from now, around 2016 or so.
Nokia (NOK +4.2%) rallies after the WSJ reportsSiemens (SI -0.5%) is talking to P-E firms, including TPG, KKR, and Blackstone, to "gauge their interest" in buying its 50% stake in Nokia Siemens, and that Nokia itself is thinking of buying Siemens out (possibly with the help of Finnish sovereign wealth fund Solidium). Analysts have pegged the value of NSN, which has turned profitable following a huge restructuring, at above €7B ($9.4B) after factoring debt. Bloomberg reported in February Nokia and Siemens had "intensified talks" to end Siemens' involvement in NSN. [View news story]
Windows Stores Will Be Bullish For Windows Phone [View article]
Just as an interesting side note, Best Buy Canada owns Future Shop. These two are by far the largest electronics retailers in Canada.
That is, nice little near monopoly here up north, people check out both stores, and think they are comparison shopping. The only difference is that Future Shop sales people are commission driven, whereas the sales people in the neighboring BB are not.
Nokia (NOK +4.2%) rallies after the WSJ reportsSiemens (SI -0.5%) is talking to P-E firms, including TPG, KKR, and Blackstone, to "gauge their interest" in buying its 50% stake in Nokia Siemens, and that Nokia itself is thinking of buying Siemens out (possibly with the help of Finnish sovereign wealth fund Solidium). Analysts have pegged the value of NSN, which has turned profitable following a huge restructuring, at above €7B ($9.4B) after factoring debt. Bloomberg reported in February Nokia and Siemens had "intensified talks" to end Siemens' involvement in NSN. [View news story]
"[Nokia] has held discussions with Solidium, the Finnish sovereign-wealth fund, which could help it pay for such a deal, people familiar with the matter said.
Before such a deal can be struck, however, significant obstacles must be overcome. For one, if the European Commission viewed Solidium involvement as a form of state aid, that conclusion could complicate or possibly derail any such deal, according to one of the people."
Nokia (NOK +4.2%) rallies after the WSJ reportsSiemens (SI -0.5%) is talking to P-E firms, including TPG, KKR, and Blackstone, to "gauge their interest" in buying its 50% stake in Nokia Siemens, and that Nokia itself is thinking of buying Siemens out (possibly with the help of Finnish sovereign wealth fund Solidium). Analysts have pegged the value of NSN, which has turned profitable following a huge restructuring, at above €7B ($9.4B) after factoring debt. Bloomberg reported in February Nokia and Siemens had "intensified talks" to end Siemens' involvement in NSN. [View news story]
Thanks, I am pretty excited. Still a rumor though, but is a plausible one.
Nokia (NOK +4.2%) rallies after the WSJ reportsSiemens (SI -0.5%) is talking to P-E firms, including TPG, KKR, and Blackstone, to "gauge their interest" in buying its 50% stake in Nokia Siemens, and that Nokia itself is thinking of buying Siemens out (possibly with the help of Finnish sovereign wealth fund Solidium). Analysts have pegged the value of NSN, which has turned profitable following a huge restructuring, at above €7B ($9.4B) after factoring debt. Bloomberg reported in February Nokia and Siemens had "intensified talks" to end Siemens' involvement in NSN. [View news story]
"Direct State holdings in listed companies plus Solidium’s market capitalisation account for 10 per cent of the market capitalisation of the Nasdaq OMX Helsinki Stock Exchange. All in all, the market capitalisation of the listed companies with direct State holdings or indirect holdings through Solidium amounted to nearly EUR 68 billion at the end of 2011. Accordingly, one of the characteristics of State ownership in Finland is that the State is directly or indirectly involved as an owner in a relative large number of listed companies.
Following the establishment of Solidium, the administration of non-controlling interests and ownership restructuring became more flexible because Solidium is in a position both to finance its affiliated companies and to buy equities without any specific budget appropriations. Solidium plays a key part as the State’s seeks to serve as an ‘anchor’ in its capacity as a committed shareholder in companies of national importance that often operate globally. Such commitment to long-term ownership helps to keep the head offices of major State-held corporations in Finland and – by working hand in hand with other large Finnish shareholders – boost the Finnish capital market. The State’s corporate assets are of great significance to society in this respect as well. Recently, the international competitiveness of the Finnish business and industry has been successfully reinforced through participation in ownership and sectoral restructuring, particularly in the case of Solidium companies."
Nokia (NOK +4.2%) rallies after the WSJ reportsSiemens (SI -0.5%) is talking to P-E firms, including TPG, KKR, and Blackstone, to "gauge their interest" in buying its 50% stake in Nokia Siemens, and that Nokia itself is thinking of buying Siemens out (possibly with the help of Finnish sovereign wealth fund Solidium). Analysts have pegged the value of NSN, which has turned profitable following a huge restructuring, at above €7B ($9.4B) after factoring debt. Bloomberg reported in February Nokia and Siemens had "intensified talks" to end Siemens' involvement in NSN. [View news story]
This is actually brilliant. It is politically much easier for the gov to buy part of NSN, NSN being profitable, than buy Nokia directly, which is still a questionable investment (see Solidium's mission statement).
"Nokia itself is thinking of buying Siemens out (possibly with the help of Finnish sovereign wealth fund Solidium)"!!
This could be really big, Finnish gov stepping in to help Nokia out, giving Nokia still full control of NSN and NSN in friendly hands.
"Solidium is a limited company fully owned by the State of Finland. Its mission is to strengthen and stabilise Finnish ownership in nationally important companies and increase the value of its holdings in the long run. Investment activities are based on financial analysis. The core of Solidium’s investment strategy is proper, value-enhancing asset management of the current holdings. Solidium is a minority owner through its stakes in ten listed companies."
"Zoom. Reinvented." That's the headline given by Nokia (NOK +0.3%) for an invite to a July 11 NYC event. There's a good chance Nokia's rumored EOS Lumia phone (expected to sport a 41MP image sensor and be sold by AT&T) will be the star of the show. [View news story]
Short Interest Decreased 40% In This Stock: So What Happened To These Other Telecom Stocks? [View article]
http://seekingalpha.co...
Check out also the replies for the latest updates in the short interest. In April alone the total short interest dropped 5% points of the total float:
http://seekingalpha.co...
And yes, I am very long $NOK and the plan is to at least 2x-3x this sucker.
Nokia Will See No More Mercy From Apple [View article]
I also rather focus on limited number of stocks, and understand them better (e.g. keeping on top of $NOK takes a lot of time :) ), than allocate my funds over a lot of stocks. I have monies in index funds for that :)
Nokia Will See No More Mercy From Apple [View article]
http://lnv.gy/11jMgBZ
Nokia Will See No More Mercy From Apple [View article]
http://bit.ly/11jMaue
Nokia Will See No More Mercy From Apple [View article]
I am long $LNVGY.PK in Nyse/NASDAQ. In addition to what you mentioned, I really like the build quality of the Thinkpad series, combined w/ their innovation in ultrabook-tablet hybrids (I believe x86 based W8 ecosystem as a whole will be big in future). I have Lenovo Twist hybrid, a great all-in-one machine. Lenovo is also bubling under in smartphones, in China in particular.
For links to some good reading IMO on Lenovo, see my Stocktalks:
http://bit.ly/11jDKTL
On that note, I am long $NOK, $MSFT, $INTC, and $LNVGY.PK.
Forum On Nokia's Mobile Devices [View instapost]
Regarding the production capacity of the new Vietnam factory, a number of 180k devices annually has been floating around a lot recently. This number, although commonly cited, is obviously wrong.
Looking at some older articles in the InterWebs I found the following:
Around March-April 2012:
"...Earlier in March 2010, Nokia had said that the plant would be operational in 2012 and at first it would operate with 80 per cent of the designed capacity of about nearly 50 million products per year..."
http://bit.ly/12DBB6U
April 16th 2012:
"...When finally up and running Nokia expects the Vietnamese plant to produce upwards of 45 million handsets per year by 2014...."
http://bit.ly/12DBCaQ
June 24th 2012 (a very good read and excellent info on this facility):
"...The factory is expected to have the capacity of 30 million products in the first year of operation, slated for 2013. Meanwhile, the capacity would rise to 180 million products when it enters the stable production period by 2016..."
http://bit.ly/12DBCaT
Based on the above (and several other stories I found) my take is that initially in 2013-14 the Vietnam facility will produce ~30M-45M devices annually, while the full capacity of ~180M devices will be reached several years from now, around 2016 or so.
Nokia Finds Itself A Real Contender Once Again [View article]
Nokia (NOK +4.2%) rallies after the WSJ reports Siemens (SI -0.5%) is talking to P-E firms, including TPG, KKR, and Blackstone, to "gauge their interest" in buying its 50% stake in Nokia Siemens, and that Nokia itself is thinking of buying Siemens out (possibly with the help of Finnish sovereign wealth fund Solidium). Analysts have pegged the value of NSN, which has turned profitable following a huge restructuring, at above €7B ($9.4B) after factoring debt. Bloomberg reported in February Nokia and Siemens had "intensified talks" to end Siemens' involvement in NSN. [View news story]
Windows Stores Will Be Bullish For Windows Phone [View article]
That is, nice little near monopoly here up north, people check out both stores, and think they are comparison shopping. The only difference is that Future Shop sales people are commission driven, whereas the sales people in the neighboring BB are not.
Nokia (NOK +4.2%) rallies after the WSJ reports Siemens (SI -0.5%) is talking to P-E firms, including TPG, KKR, and Blackstone, to "gauge their interest" in buying its 50% stake in Nokia Siemens, and that Nokia itself is thinking of buying Siemens out (possibly with the help of Finnish sovereign wealth fund Solidium). Analysts have pegged the value of NSN, which has turned profitable following a huge restructuring, at above €7B ($9.4B) after factoring debt. Bloomberg reported in February Nokia and Siemens had "intensified talks" to end Siemens' involvement in NSN. [View news story]
http://on.wsj.com/12LBo2J
Notably:
"[Nokia] has held discussions with Solidium, the Finnish sovereign-wealth fund, which could help it pay for such a deal, people familiar with the matter said.
Before such a deal can be struck, however, significant obstacles must be overcome. For one, if the European Commission viewed Solidium involvement as a form of state aid, that conclusion could complicate or possibly derail any such deal, according to one of the people."
Nokia (NOK +4.2%) rallies after the WSJ reports Siemens (SI -0.5%) is talking to P-E firms, including TPG, KKR, and Blackstone, to "gauge their interest" in buying its 50% stake in Nokia Siemens, and that Nokia itself is thinking of buying Siemens out (possibly with the help of Finnish sovereign wealth fund Solidium). Analysts have pegged the value of NSN, which has turned profitable following a huge restructuring, at above €7B ($9.4B) after factoring debt. Bloomberg reported in February Nokia and Siemens had "intensified talks" to end Siemens' involvement in NSN. [View news story]
Nokia (NOK +4.2%) rallies after the WSJ reports Siemens (SI -0.5%) is talking to P-E firms, including TPG, KKR, and Blackstone, to "gauge their interest" in buying its 50% stake in Nokia Siemens, and that Nokia itself is thinking of buying Siemens out (possibly with the help of Finnish sovereign wealth fund Solidium). Analysts have pegged the value of NSN, which has turned profitable following a huge restructuring, at above €7B ($9.4B) after factoring debt. Bloomberg reported in February Nokia and Siemens had "intensified talks" to end Siemens' involvement in NSN. [View news story]
http://bit.ly/11elYkO
"Direct State holdings in listed companies plus Solidium’s market capitalisation account for 10
per cent of the market capitalisation of the Nasdaq OMX Helsinki Stock Exchange. All in all,
the market capitalisation of the listed companies with direct State holdings or indirect holdings
through Solidium amounted to nearly EUR 68 billion at the end of 2011. Accordingly, one of the
characteristics of State ownership in Finland is that the State is directly or indirectly involved
as an owner in a relative large number of listed companies.
Following the establishment of
Solidium, the administration of non-controlling interests and ownership restructuring became
more flexible because Solidium is in a position both to finance its affiliated companies and to
buy equities without any specific budget appropriations.
Solidium plays a key part as the State’s seeks to serve as an ‘anchor’ in its capacity as a committed
shareholder in companies of national importance that often operate globally. Such commitment
to long-term ownership helps to keep the head offices of major State-held corporations in
Finland and – by working hand in hand with other large Finnish shareholders – boost the Finnish
capital market. The State’s corporate assets are of great significance to society in this respect
as well. Recently, the international competitiveness of the Finnish business and industry has
been successfully reinforced through participation in ownership and sectoral restructuring,
particularly in the case of Solidium companies."
Nokia (NOK +4.2%) rallies after the WSJ reports Siemens (SI -0.5%) is talking to P-E firms, including TPG, KKR, and Blackstone, to "gauge their interest" in buying its 50% stake in Nokia Siemens, and that Nokia itself is thinking of buying Siemens out (possibly with the help of Finnish sovereign wealth fund Solidium). Analysts have pegged the value of NSN, which has turned profitable following a huge restructuring, at above €7B ($9.4B) after factoring debt. Bloomberg reported in February Nokia and Siemens had "intensified talks" to end Siemens' involvement in NSN. [View news story]
Forum On Nokia, Covering NSN, HERE, IP, And General Discussion. [View instapost]
http://seekingalpha.co...
"Nokia itself is thinking of buying Siemens out (possibly with the help of Finnish sovereign wealth fund Solidium)"!!
This could be really big, Finnish gov stepping in to help Nokia out, giving Nokia still full control of NSN and NSN in friendly hands.
"Solidium is a limited company fully owned by the State of Finland. Its mission is to strengthen and stabilise Finnish ownership in nationally important companies and increase the value of its holdings in the long run. Investment activities are based on financial analysis. The core of Solidium’s investment strategy is proper, value-enhancing asset management of the current holdings. Solidium is a minority owner through its stakes in ten listed companies."
http://bit.ly/11F4Fpx
Solidium's current holdings:
http://bit.ly/11F4FFO
Full list here:
http://bit.ly/11ejt1U
Notice that (contrary to what many people think), currently Finnish gov does not have any direct stake/ownership in Nokia.
"Zoom. Reinvented." That's the headline given by Nokia (NOK +0.3%) for an invite to a July 11 NYC event. There's a good chance Nokia's rumored EOS Lumia phone (expected to sport a 41MP image sensor and be sold by AT&T) will be the star of the show. [View news story]