(Forbes) 分析師:諾基亞已經開始復蘇

本帖最後由 Phil_123 於 2012-4-6 10:50 編輯

d 分析師真係十足牆頭草
http://7club.ithome.com.tw/article/10034471/1

諾基亞選擇了Windows Phone作他們的救命稻草,這個選擇是正確的。

最近,投資研究機構Town Hall的分析師Jamie Townsend將Nokia的評級從“回避”調整為“買入”。諾基亞的轉機已經出現。

Townsend在研究報告中寫道:“我們對諾基亞恢復了熱情,我們相信該公司的智慧手機業務在長期會逐漸復興,成為世界智慧手機市場舉足輕重的一員。”

我們也同樣對諾基亞表示樂觀。目前諾基亞是唯一引人矚目的Windows Phone手機制造商,三星和HTC(據說他們在等待Windows Phone Apollo)等其他手機制造商最近都沒有什麼動作。

Townsend認為,在2012年上半年,諾基亞還會處在Symbian到Windows Phone的艱難轉型期,其股價不會有什麼改觀。但他預計到第二和第三季度Windows Phone手機的銷量會達到不錯的數位,推動諾基亞的股票上漲。

對於諾基亞這家智慧手機巨頭來說,2012年將是浴火重生的一年。

“雖然還有一些不確定因素,我們相信微軟、諾基亞和黑莓的合作夥伴關係是可能的。”

最近有報導說RIM將採用Windows Phone作業系統,Townsend認為這很有可能實現,因為RIM現在的處境和一年以前的諾基亞一樣。Townsend認為諾基亞和微軟是RIM現在最佳的合作夥伴。

Forbes 原文:
http://www.forbes.com/sites/eric ... lyst-turns-bullish/

Nokia: The Recovery Begins; One Analyst Turns Bullish

On a morning in which the Street is grappling with what the future holds for the increasingly fragile looking Research in Motion, one analyst is stepping up with a more bullish stance on another troubled smartphone company. Town Hall Investment Research analyst Jamie Townsend this morning upped his rating on Nokia to Buy from Avoid.

His view: for Nokia, the turnaround has begun. And for that he credits the company’s still unfolding new relationship with Microsoft, and its decision to adopt Windows Phone 7 as the operating system for its high-end smartphones.

“Our renewed enthusiasm is primarily driven by Nokia’s smartphone business and our belief that long term the company is now poised to slowly reestablish itself as a meaningful player in smartphone markets around the world,” Townsend writes in a research note. “While we believe that Q1 and Q2 2012 will continue to show the struggle between the death of Symbian and the rise of WP7, we also believe the pieces are now in place for a gradual reversal in the market share losses experienced in the last three years. Specifically, we are expecting positive unit surprises in the U.S. and Western Europe over the next two quarters, albeit coming off a very low base and expectations. While only a wild card right now, we also believe that some sort of partnership between Microsoft, Nokia and RIM is now a real possibility.”

Townsend explains that he remains “both intrigued and concerned at the same time with Nokia.” He notes that the company, not all that long ago the dominant global handset vendor, has become a smartphone has-been in just a few years. “With Apple’s iPhone first, and then the Android ecosystem capturing the minds and wallets of consumers everywhere, Nokia seemed to be mired in a legacy born out of the handset markets that existed in the 1990s and early 2000s,” he writes.

But the analyst adds that after major management changes, the Microsoft alliance and early indications of success for the Lumia line of Windows-based phones, “we now believe that 2012 will mark the year when Nokia reverses the negative trends of the recent past.” Townsend isn’t looking for a rapid rebound, but assets that “consistent signs of improvement in the smartphone segment in particular, will bring investors back to the shares.”

He notes that the company’s devices and service segment were 60% of Nokia’s Q4 revenues. He’s not all that upbeat on the outlook for the company’s Nokia-Siemens Networks business, but adds that “investor expectations to be minimal here, leaving devices as the major swing factor in stock performance.”

Meanwhile, Townsend consider the situation at Research In Motion to be a wild card for the outlook for Nokia.

“We believe that there are two issues for RIM that relate to NOK,” he writes. “First, we believe that RIM is now where NOK was approximately a year ago. There was no longer any doubt as to the declining state of the smartphone business but also no clear path to recovery. As we know from Nokia’s last year, the recovery required bold action and the a long lead time to the actual point of product improvement. We believe investors should wait until the recovery is clear which in our view is not yet the case with RIM, but is now on the near horizon for NOK.”

“Second, RIM management on the quarterly conference call made it abundantly clear that the company is seeking a new partnership that will allow it to enhance its consumer appeal but allow it to focus its attention on its core historical strength with the enterprise,” he adds. “We believe that this strategy carries a number of risks, but also believe that Nokia/Microsoft represents the most likely candidate for such a partnership. We have no data points to support that this will happen or that Nokia/Microsoft would want it to, but believe it to be a real possibility over the next six months. Should it occur we believe it would be perceived as a meaningful positive for NOK shares.”

NOK this morning is up 7 cents, or 1.2%, to $5.49.

nokia成日出D廢機
唔死就奇

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回復 2# kululu1702


咁又唔係既...我之前用nokia 6300,用左勁耐都冇事,依家仲用到

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回復  kululu1702


咁又唔係既...我之前用nokia 6300,用左勁耐都冇事,依家仲用到 ...
tkc961127 發表於 2012-4-6 16:20

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nokia的機的確係超級耐用
tonychoi 發表於 2012-4-6 23:45



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超級耐用咪死罪囉, 買左十世都唔洗轉款, 間公司死得.
myricky 發表於 2012-4-7 02:06



    一個用家
點會想部機一跌就爛

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講真啦....NOKIA如果有技術又點會死呢..
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對NOKIA都係麻麻地~~~以前就好,,,,而家真係唔得

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回復 6# myricky


    E 個可能就係N記搞到今日咁既原因之一...
    唔壞換來做咩呢- -

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