Nokia as an investment (Part 3)

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Interesting, GS & Duval is now updating its analysis quite frequently, even though the content of the analysis doesn’t seem to have many changes, or at least the target remained unchanged. This apparently came out already on Friday, so perhaps it won’t have a very big impact today. But usually, with Goldman’s sell recommendations and low targets, a significant daily decline is achieved. Didn’t Goldman have significant options trading in Nokia shares, or more precisely, it seems to be the biggest options player in Nokia shares - hmm.. is there such a thing as a Chinese wall? :thinking: Friday was generally an important options day.

The previous update came after the results, when they raised the target price from €3.50 to €3.70.

Usually, Ericsson’s update has come at the same time, but it doesn’t seem to be available now. But it has also been very negative regarding Ericsson. The previous recommendation is sell and the target is 62 kronor.

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Yep, but with hook-nosed GS, you never know where its own interests lie; that has been seen many times throughout history. But there’s a big chance of hope that Justin Hotard will still win over his audience – that’s how those Americans usually earn their salary – let’s eliminate the undervaluation, if there is any💎

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Nokia’s new platform speeds up fiber network construction

Published: 24.03.202

Nokia has unveiled its new Broadband Easy platform, which enables operators to accelerate and enhance fiber optic network construction by up to 20 percent

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24 March 2025
Montreal, Quebec – Nokia and Honeywell Aerospace Technologies today announced a strategic partnership with Numana to advance Quantum-Safe Networks (QSN) in Montreal, Canada, and worldwide.

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The Natural Disaster Management market is estimated to be USD 63.95 billion in 2024 to USD 114.04 billion in 2029 at a CAGR of 12.3% from 2024 to 2029

https://www.globenewswire.com/news-release/2025/03/24/3047930/0/en/Natural-Disaster-Management-Market-Global-Outlook-to-2029-with-NEC-Hexagon-Nokia-Xylem-ESRI-Everbridge-SuperMap-Sadeem-Technology-Lumineye-Nanometrics-OroraTech-Kinemetrics-and-Sei.html

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Some hyperscaler wizardry is helping TelefĂłnica Germany to shift customers from an Ericsson 5G cloud core to one provided by AWS and Nokia.

https://www.lightreading.com/mobile-core/telef-nica-to-go-deeper-into-public-cloud-after-aws-5G-core-fix

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Press Release

POST Luxembourg becomes first European operator to migrate to an autonomous, AI-ready fiber network

  • POST Luxembourg (POST) uses Nokia’s Lightspan access nodes and Altiplano automation platform to establish Europe’s first nation-wide autonomous fiber network.
  • Nokia Altiplano Access Controller readies POST for the autonomous network era, helping to improve and streamline network operations, lower costs and enhance service delivery.
  • Nokia Lightspan is a high-capacity fiber platform designed to meet operators’ increasing broadband demand.

TekoÀly -yhteenveto.

POST Luxembourg siirtyy tÀysin ohjelmisto-ohjattuun laajakaistaverkkoon vuoden 2025 loppuun mennessÀ kÀyttÀmÀllÀ Nokian Altiplano Access Controlleria ja Lightspan-kuituyhteyssolmuja. TÀmÀ parantaa verkon toimintaa, kapasiteettia ja tehokkuutta. Nokian ratkaisut vÀhentÀvÀt virheitÀ, parantavat asiakaskokemusta, ennakoivat ongelmia ja tukevat tekoÀlypohjaisia sovelluksia. POST voi myös tarkkailla enemmÀn datapisteitÀ, optimoida energiankulutusta ja nopeuttaa uusien palveluiden kÀyttöönottoa. SiirtymÀ tukee POST:n tavoitetta rakentaa tÀysin kuitupohjainen infrastruktuuri vuoteen 2030 mennessÀ.

https://www.globenewswire.com/news-release/2025/03/25/3048458/0/en/POST-Luxembourg-becomes-first-European-operator-to-migrate-to-an-autonomous-AI-ready-fiber-network.html

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Open RAN has failed to inject new competition into the market, but Orange still sees interest in combining Ericsson with Nokia at the same mobile site.

https://www.lightreading.com/open-ran/in-open-ran-gloom-orange-would-love-to-pair-ericsson-and-nokia

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CHICAGO, March 25, 2025 (GLOBE NEWSWIRE) – SAC Wireless, a Nokia Company and leading provider of communication network infrastructure, today formally announced an expansion of professional services to include the deployment of fiber, commercial solar, and EV charging station projects.
https://www.globenewswire.com/news-release/2025/03/25/3048917/0/en/SAC-Wireless-Expands-Deployment-Services-into-EV-Charging-Fiber-and-Commercial-Solar.html

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Open RAN Has Been a Big Disappointment

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I just don’t get this. And at the same time, in China’s massive market, the share of Westerners, like Nokia, is limited to crumbs due to espionage concerns. Free trade thus doesn’t work in this regard, and still, for example, in Europe, there are many countries and companies, such as Germany and Deutsche Telekom, that buy almost everything from Chinese suppliers. In Germany’s 5G network, the share of Chinese companies, and above all Huawei, is about 60%. The motives are probably known - waiting for the day when it’s realized that we’ve hit a wall - once again.

And as a reminder, there’s an operator in Finland too that’s in the same boat. And yet, there are ads on the radio claiming that everything starts with security, or something similar. My ears bleed so badly at that point that I haven’t been able to listen to the ads carefully. Do all the celebrities hired for the ads know what kind of mess they’ve gotten themselves into - it’s kind of pathetic.

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Rankings changed outside of China. Initial estimates suggest Huawei passed Nokia to become the #1 supplier, followed by Nokia and Ericsson.

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And here’s a brief summary of the matter.

Nokia is expanding its Corteca Marketplace platform with new applications that help operators (CSPs) improve customer experiences and create new revenue streams. The platform supports prpl LCM and TR-369 standards, which facilitates application management and expansion. New additions include Ookla Speedtest, WTFast game traffic optimization, AdGuard and Blocky ad blocking, and a device theft prevention tool. Additionally, Nokia offers an open Corteca Developer Toolkit for application developers.

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Press Release

Deutsches Forschungsnetz selects Nokia to accelerate scientific research with a high-capacity green IP network

  • IP network upgrade allows Deutsches Forschungsnetz e.V. (DFN) to provide seamless access to critical resources and facilitate faster and more efficient collaboration.
  • Expansion delivers interface speeds up to 800 Gigabits per second to meet future capacity growth
  • Modernized IP core network offers higher bandwidth, increased capacity and up to 75% reduced power consumption

Nokia on uudistanut ja laajentanut Saksan kansallisen tutkimus- ja koulutusverkon (DFN) IP-ydinreititinverkkoa. PÀivitys kasvattaa kapasiteettia, nostaa yhteysnopeudet 100G:stÀ 400G:hen ja vÀhentÀÀ verkon energiankulutusta jopa 75 %. Nokia toimitti DFN:lle 7750 Service Router -reitittimet ja tarjosi kattavat palvelut kÀyttöönottoon. Ratkaisu mahdollistaa tulevaisuudessa skaalautuvuuden jopa 800G:hen.

https://www.globenewswire.com/news-release/2025/03/26/3049359/0/en/Deutsches-Forschungsnetz-selects-Nokia-to-accelerate-scientific-research-with-a-high-capacity-green-IP-network.html

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Huawei seems to have been replaced, although it’s a bit unclear, as it was already excluded from the tender in 2012 https://www.lightreading.com/optical-networking/huawei-denied-german-bid?utm_source=chatgpt.com?

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hopefully the China removal (and perhaps USA too :smiley: ) trend now continues in Germany and elsewhere in Europe..

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In 2008, Merkel had a Nokia 6131, with which she was reported to have sent at least 50 text messages a day.
At the end of 2009, Merkel was given a Secusmart-optimized Nokia 6260 Slide.

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