Elisa - In the wake of 5G?

Elisa has an unusual stone in its shoe. Greenland-style cold winds usually favor operators. This happened globally; major operators are performing strongly today, e.g., Deutsche Telekom up over +3%.

However, Elisa has drivers leading up to 2026:

+€40m from staff reductions

+€8m from corporate tax reduction

+€2m from the slump in electricity futures (though I don’t know how savvy Elisa’s electricity buyers have been regarding the market and whether they managed to take advantage of the situation. But that would normally be a saving)

And the company could quietly explore a merger/sale of its International Digital Services. It’s hot stuff right now, but with Elisa’s bureaucratic organization, it will only result in losses.

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