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TapaniP

TapaniP
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  • What If Nokia Acquires Alcatel-Lucent's Wireless Unit? [View article]
    I fully agree Mat-Man. Nokia remembers well the burden of harmonizing Siemens portfolio with its own. If we look at the sales of Nokia today and compare it with the sales of old Nokia Networks before the merger of Siemens Networks the figures are almost the same. The merger did accumate the sales only marginally. The chinese competitors are very hungry.
    Apr 8, 2015. 09:32 AM | 4 Likes Like |Link to Comment
  • Nokia (NOK) confirms it's buying Siemens' (SI) 50% stake in Nokia Siemens. The price is €1.7B ($2.21B); Nokia will pay €1.2B in cash (via bank loans), and a €500M loan from Siemens due a year after the deal's closing (expected to be in Q3). NSN's current management/governance structure will be maintained. Also: Nokia estimates it closed Q2 with gross cash of €9.2B-€9.7B and net cash of €3.7B-€4.2B, down from €10.1B and €4.5B at the end of Q1; if the deal were to have closed in Q2, net cash would be at €2B-€2.5B. (Bloomberg report[View news story]
    I think this is a very good move from Nokia. In electronic sector Nokia started in telecommunications about 50 years ago and now they are strengthening their roots and long term core competencies.

    From competition point of view this is also a good move. In networks the entrance barrier to business is much more higher than in mobile phones and there are much less players than in mobile phone sector.

    After the deal Nokia ´s position is solid. The decision making inside the company is easier and the direction is clearly in Nokia `s hands.

    The price sounds also very reasonable compared on the value of NSN that the analysts have lately indicated.

    In addition there are always some synergies between the networks and the terminal devices. Nokia is for sure closely following and contributing the future standards and regulations that drive the way of new networks and new device technologies. Nokia has a research function, which is capable to do this job from both perspective.
    Jul 1, 2013. 02:16 AM | 2 Likes Like |Link to Comment
  • Nokia's About To Have A Blockbuster Week [View article]
    Hi Abu!

    I enjoyed your article very much. There was argumentation and vision in a good balance.

    Nokia introduced also new Asha 501 quite recently and in some markets, like China and India, it has a good chance to become a popular device.

    I also share the view that there is hardly any RT device Nokia is launching. It seems that RT is not a success for Microsoft either and so there is no reason to continue on that path.

    I was also attending Nokia share holders meeting last week and my impression was that Steven Elop was quite confident on his presentation and also in Q&A session. Nokia seems to be recovering, which is a good thing for long time Nokians.
    May 13, 2013. 03:38 AM | 2 Likes Like |Link to Comment
  • Ericsson And Nokia: Erokia? [View article]
    I very much agree with you.
    Feb 20, 2013. 02:20 AM | 1 Like Like |Link to Comment
  • Ericsson And Nokia: Erokia? [View article]
    From time to time in past there has been this discussion on going at least in Scandinavia. As we know Ericsson was not successful in phone business with Sony in the past and Ericsson decided to quit this business after heavy losses. Why they would come there again with Nokia, who is in problems.

    Secondly Ericsson and Nokia via Nokia Siemens Networks are competing in the telecom networks business mainly against Chinese Huawei and ZTE. If Ericsson and Nokia would merge there would be only one credible competitor against Chinese vendors and my feeling is that the network operators would not like this situation.
    Feb 19, 2013. 12:35 PM | Likes Like |Link to Comment
  • Nokia's Shares Are Benefiting From Irrational Exuberance [View article]
    I repeat my earlier comment that this analyst is quite pessimistic on Nokia in general. I think that Nokia has now a good position to make a real come back. The organization is now slim and the variable cost structure has always been one of Nokia´s strengths (logistics, materials). In addition the daughter company Nokia Siemens Networks is also coming back and the network operators want a strong competitor to Ericsson. NSN is already number two in LTE technology. Operators are also an important channel to mobile phone business. This is an additional synergy that Nokia can use in the marketing of mobile devices.

    In many technical evaluations of smart phones Nokia´s Lumia 920 has got very good results, fully comparable with Apple or Samsung hit models. Nokia was a bit cautious on the first production quantities of the new 920 and that is one reason why the sales of Q4 did not reach the level it could have done.

    It starts to be a good time to take a fresh view on Nokia´s potential.
    Jan 11, 2013. 06:23 AM | 13 Likes Like |Link to Comment
  • Will Nokia's Recent Asset Sales Pay Dividends For Investors? [View article]
    Dividend is an issue for shares where the share value development is small. In my opinion the dividend is not the most crucial issue for the Nokia share holders at the moment. I would pay more attention and care on how the new businesses are accepted by the markets. With the non core asset sales Nokia assures the solid liquidity of the company and cuts the speculation on the sufficiency of funding in the short term business.

    The most crucial and actual issue is the global sales volumes of the new Lumia phone family. If that turns out to be a success the growth in share value "compensate" the payment or non payment of the dividend.

    There are quite sensible reasoning e.g. for the sales of some parts of Nokia Siemens Networks (Nsn). Nsn wants to focus on LTE network technology, where the company has a good position in the market and which is the future network technology operators are investing in and in which technology some synergies can be found between the current prevailing technologies to upgrade them further. I would expect some elaboration in this issue in future.
    Dec 28, 2012. 03:00 AM | 6 Likes Like |Link to Comment
  • Will Nokia's New Lumia Phones Live Up To Investor Hopes And Hype? [View article]
    I think this report is a bit out of date in some respect. Nokia´s CEO has reported that there has not been any purpose to limit the supply due to some marketing trick.

    At the moment the company is manufacturing new 920 devices at full speed and many distributors world wide have got additional quantities for their Christmas sale.

    This report gives quite a pessimistic view on Nokia´s potential. The company is on the way back profitable and in my view a good candidate for a long term investment
    Dec 19, 2012. 02:11 AM | 15 Likes Like |Link to Comment
  • Nokia (NOK) +5.1% premarket, adding to yesterday's gains (I, II). CNET has published an interview with CEO Stephen Elop in which he says Nokia is "planning a lot of exciting things with Verizon." Verizon (VZ) currently offers the mid-range Lumia 822, but the flagship Lumia 920 is for now an AT&T exclusive in the U.S. [View news story]
    In Finland Stephen Elop gave an interview to Finnish Broadcasting Company at about 13 o´clock, where he thanks finnish investors on loyalty towards Nokia. Now this loyalty starts to pay off

    I have a perception that the share of finnish investors has grown dramatically during this year.
    Dec 18, 2012. 12:19 PM | 2 Likes Like |Link to Comment
  • Nokia Is A Win-Win for Investors [View article]
    I think Nokia´s new phones (Lumia 920, 820 and 620) have got quite good reception in the early opinions of the markets. In addition Nokia´s network company, Nokia Siemens Networks, did a positive result in the 3Q, and has been quite successful in 4G networks (LTE) having number 2 or 3 position in global market share. There has been a cut reduction program going on in the network side and it will still continue. So positive contribution can be expected also from networks business.

    Dec 15, 2012. 03:32 AM | 1 Like Like |Link to Comment
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