Pichel´s Tradingthread
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wünsche allen good trades
trinker
schade Pichel, dass Du den thread aufgeben willst, kann ich aber verstehen. Hat sich etwas anders entwickelt. Werde jetzt wohl wieder verstärkt im DOW-thread posten. Sorry, dass ich Deinen thread mit "beschmutzt" habe (wie in posting 1 benannt, dass dies nicht geschehen soll). Ist alles etwas ausgeartet :-( Freue mich aber weiterhin, Deine Meinung zu lesen ;-) Können ja unsere trade-Meinungen ja auch über BM mal austauschen ;-)
Beste Grüße vom Gesellen
Nokia delivers another strong quarter of growth, with net sales up
22%
The complete press release with tables is available at:
http://www.nokia.com/Q206_PR_ENG.pdf
+-------------------------------------------------
| | NOKIA IN THE SECOND QUARTER 2006 |
|----------------------------+---------------------|
| EUR million | Q2/2006* | Q2/2005** | Change |
|----------------------------+-----------+---------|
| Net sales | 9 813 | 8 059 | 22% |
|----------------------------+-----------+---------|
| Mobile Phones | 5 875 | 4 864 | 21% |
|----------------------------+-----------+---------|
| Multimedia | 1 891 | 1 377 | 37% |
|----------------------------+-----------+---------|
| Enterprise Solutions | 283 | 198 | 43% |
|----------------------------+-----------+---------|
| Networks | 1 766 | 1 620 | 9% |
|----------------------------+-----------+---------|
| Operating profit | 1 502 | 1 004 | 50% |
|----------------------------+-----------+---------|
| Mobile Phones | 979 | 789 | 24% |
|----------------------------+-----------+---------|
| Multimedia | 304 | 126 | 141% |
|----------------------------+-----------+---------|
| Enterprise Solutions | -63 | -76 | |
|----------------------------+-----------+---------|
| Networks | 399 | 209 | 91% |
|----------------------------+-----------+---------|
| Common Group Expenses | -117 | -44 | |
|----------------------------+-----------+---------|
| Operating margin (%) | 15.3% | 12.5% | |
|----------------------------+-----------+---------|
| Mobile Phones (%) | 16.7% | 16.2% | |
|----------------------------+-----------+---------|
| Multimedia (%) | 16.1% | 9.2% | |
|----------------------------+-----------+---------|
| Enterprise Solutions (%) | -22.3% | -38.4% | |
|----------------------------+-----------+---------|
| Networks (%) | 22.6% | 12.9% | |
|----------------------------+-----------+---------|
| Net profit | 1 140 | 799 | 43% |
|----------------------------+-----------+---------|
| EPS, EUR | | | |
|----------------------------+-----------+---------|
| Basic | 0.28 | 0.18 | 56% |
|----------------------------+-----------+---------|
| Diluted | 0.28 | 0.18 | 56% |
+-------------------------------------------------
*Q2 2006 special items:
- Networks operating profit includes a gain of EUR 276 million
representing Nokia's share of the proceeds from the Telsim sale
- Excluding this special item, diluted EPS was EUR 0.23.
**Q2 2005 special items:
- Nokia's operating profit includes a gain of EUR 37 million relate
to real estate sales booked in the group common other income.
- Nokia's financial income was positively affected by a gain of EU
17 million representing the sale of the remaining portion of the
France Telecom bond.
- Excluding these special items, diluted EPS was EUR 0.17.
SECOND QUARTER 2006 HIGHLIGHTS
- Estimated industry device volumes of 230 million units, up 7%
sequentially and up 26% year on year.
- Nokia device volumes of 78.4 million units, up 4% sequentially and
up 29% year on year.
- Nokia estimated device market share 34%, down from 35% in Q1 2006
and up from 33% in Q2 2005.
- Nokia device ASP of EUR 102, down from EUR 103 in Q1 2006.
- Nokia diluted EPS was EUR 0.28, and excluding the EUR 276 million
Telsim gain was EUR 0.23.
- Nokia Nseries multimedia computer volumes up almost 60%
sequentially to more than 3 million units.
- Nokia Q2 WCDMA global device market share up significantly to over
30%.
OLLI-PEKKA KALLASVUO, NOKIA CEO:
"In the second quarter, Nokia delivered strong year-on-year growth i
net sales, operating profit and EPS. At an industry level, the
markets for both mobile devices and mobile infrastructure continued
to show healthy growth.
In devices, we started initial shipments of several new products -
including important ones in Mobile Phones' mid-range, the Noki
Nseries and the Nokia Eseries - further strengthening our product
portfolio. In the WCDMA device market Nokia continued to build on its
excellent position, with our volumes growing almost 50 percent from
the first quarter, yielding a considerable increase in our WCDMA
global market share to well over 30 percent. In infrastructure,
Networks has continued with its focused strategy of building scale by
taking market share and increasing its footprint in the high growth
geographies.
During the second quarter Nokia made two significant strategic
announcements. We stated our intention to restructure our CDMA
business, following the decision not to proceed with the proposed
CDMA company with Sanyo. Once completed, this restructuring is
expected to have a positive impact on Nokia's operating margin. I
addition, Nokia and Siemens announced a definitive agreement to merge
Nokia's Networks business group and Siemens' carrier-relat
operations into a new company, creating a powerful leader in the
wireless and wireline carrier market."
INDUSTRY AND NOKIA OUTLOOK FOR THE THIRD QUARTER AND FULL YEAR 2006
- Nokia expects industry mobile device volumes in the third quarter
2006 to be up sequentially, although to be less than the second
quarter 2006 sequential increase.
- We expect Nokia's device market share in the third quarter 2006 t
be approximately at the same level sequentially.
- Sales in our networks business are expected to develop according to
normal seasonality in the third quarter.
- Nokia continues to expect the mobile device market volume to grow
by 15% or more in 2006, from our estimate of approximately 795
million units in 2005.
- We continue to expect the device industry to experience value
growth in 2006, but expect some decline in industry ASPs, primarily
reflecting the increasing impact of the emerging markets and
competitive factors in general.
- Nokia continues to expect moderate growth in the mobile
infrastructure market in euro terms in 2006.
- Nokia continues to target an increase in its 2006 market share in
mobile devices and infrastructure.
Q2 2006 FINANCIAL HIGHLIGHTS
(Comparisons are given to the second quarter 2005 results, unless
otherwise indicated.)
Nokia Group
Nokia's second quarter 2006 net sales increased 22% to EUR 9.
billion, compared with EUR 8.1 billion in the second quarter 2005. At
constant currency, group net sales would have increased 17%.
Nokia's second quarter 2006 operating profit grew 50% to EUR 1.
billion (including the positive impact of the EUR 276 million special
item), compared with EUR 1.0 billion in the second quarter 2005
(including the positive impact of a EUR 37 million special item).
Nokia's second quarter 2006 operating margin was 15.3% (12.5%)
including the positive impact of the respective special items.
Operating cash flow for the second quarter 2006 was EUR 0.9 billion,
compared with EUR 510 million for the second quarter 2005, and total
combined cash and other liquid assets were EUR 7.9 billion, compared
with EUR 9.9 billion at December 31, 2005. As of June 30, 2006, our
net debt-equity ratio (gearing) was -67%, compared with -77% at
December 31, 2005.
Mobile devices
In the second quarter 2006, the total mobile device volume achieved
by our Mobile Phones, Multimedia and Enterprise Solutions business
groups reached 78.4 million units, representing 29% year-on-year
growth and a 4% sequential increase. The overall industry volume for
the same period reached an estimated 230 million units, representing
26% year-on-year growth and a 7% sequential increase.
Converged device (smartphone) industry volumes increased to an
estimated 18.3 million units, compared with 12 million units in Q2
2005. Nokia's own converged device volume rose to 9.0 million units
compared with 6.7 million units in Q2 2005. The converged device
segment continued to be the fastest growing area in mobile device
volumes globally.
The following chart sets out Nokia's mobile device volumes for th
periods indicated, as well as the year-on-year and sequential growth
rates by geographic area.
+-------------------------------------------------
| NOKIA MOBILE DEVICE VOLUME BY GEOGRAPHIC AREA |
|--------------------------------------------------|
| | | | YoY | | QoQ |
| | Q2 | Q2 | Change | Q1 | Change |
| (million units) | 2006 | 2005 | (%) | 2006 | (%) |
|------------------+--------+--------+----------+--|
| Europe | 21.1 | 18.8 | 12.2 | 20.4 | 3.4 |
|------------------+--------+--------+----------+--|
| Middle East & | | | | | |
| Africa | 12.5 | 9.0 | 38.9 | 11.9 | 5.0 |
|------------------+--------+--------+----------+--|
| China | 11.7 | 7.4 | 58.1 | 10.9 | 7.3 |
|------------------+--------+--------+----------+--|
| Asia-Pacific | 18.8 | 10.5 | 79.0 | 16.4 | 14.6 |
|------------------+--------+--------+----------+--|
| North America | 5.2 | 6.0 | -13.3 | 8.4 | -38.1 |
|------------------+--------+--------+----------+--|
| Latin America | 9.1 | 9.1 | 0.0 | 7.1 | 28.2 |
|------------------+--------+--------+----------+--|
| Total | 78.4 | 60.8 | 28.9 | 75.1 | 4.4 |
+-------------------------------------------------
Based on our preliminary market estimate, Nokia's market share fo
the second quarter 2006 was 34%, compared with 33% in the second
quarter 2005 and 35% in the first quarter 2006. Nokia's year-on-yea
market share increase was driven primarily by strong gains in China
and Asia-Pacific. Sequential market share gains in Europe,
Asia-Pacific and China were more than offset by sequential market
share declines in North America, Latin America and Middle East &
Africa. The decline in Nokia's volumes in North America was impacte
by a significant order cancellation at one of our customers in the
pre-pay market. While Nokia experienced sequential volume growth in
Latin America, it was slower than the market growth. Nokia'
significant sequential market share growth in Europe was driven by
very strong gains in its European WCDMA market share.
Nokia's average selling price in the second quarter 2006 was EUR 102
down from EUR 105 in the second quarter 2005 and down from EUR 103 in
the first quarter 2006. Our ASP in the second quarter 2006 was driven
by a higher proportion of lower-priced devices and the ramp up of new
mid-range products only towards the end of the quarter, balanced by
strong sales of higher-priced products including WCDMA and Nokia
Nseries devices.
Business Groups
Mobile Phones: Second quarter 2006 net sales grew 21% to EUR 5.9
billion, compared with EUR 4.9 billion in the second quarter 2005,
driven by strong industry volumes and our competitive product
portfolio. Net sales increased in all regions year on year except
Middle East & Africa, with growth strongest in China, Asia-Pacific
and Latin America.
Mobile Phones operating profit grew 24% to EUR 979 million, compared
with EUR 789 million in the second quarter 2005, with an operating
margin of 16.7% (16.2%). Operating profit growth in the second
quarter 2006 was supported by strong net sales growth and improved
operating-cost management compared with the second quarter 2005.
Multimedia: Second quarter 2006 net sales increased 37% to EUR 1.9
billion, compared with EUR 1.4 billion in the second quarter 2005.
Net sales increased year on year in all regions expect for North
America and Latin America. Multimedia net sales more than doubled
year on year in Asia-Pacific and China.
Multimedia second quarter operating profit grew 141% to EUR 304
million, compared with EUR 126 million in the second quarter 2005,
with an operating margin of 16.1% (9.2%). Operating profit growth in
the second quarter 2006 was driven by strong net sales, particularly
sales of Nokia Nseries multimedia computers, and positive operating
leverage compared to the second quarter 2005.
Enterprise Solutions: Second quarter 2006 net sales increased 43% to
EUR 283 million, compared with EUR 198 million in the second quarter
2005. Net sales were up significantly year on year in all regions
except Latin America. Net sales were positively impacted by sales
across all units, including mobile devices, security and mobile
software.
In the second quarter 2006, Enterprise Solutions had an operating
loss of EUR 63 million, compared with an operating loss of EUR 76
million in the second quarter 2005.
Networks: Second quarter 2006 net sales increased 9% to EUR 1.8
billion, compared with EUR 1.6 billion in the second quarter 2005.
Net sales were positively impacted year on year by Nokia's improve
position in the emerging markets, and increased in all regions except
Latin America and Europe. Net sales more than doubled year on year in
Middle East & Africa.
Networks second quarter operating profit increased 91% to EUR 399
million, compared with EUR 209 million in the second quarter 2005,
with an operating margin of 22.6% (12.9%). Reported second quarter
2006 operating profit was positively impacted by a gain of EUR 276
million from Nokia's share of the proceeds of the Telsim sale
Operating profit excluding this gain for the second quarter 2006 was
EUR 123 million, with an operating margin of 7.0%. Lower year-on-year
profitability, excluding the special item, reflected concerted
efforts to gain market share, a greater proportion of sales from the
emerging markets, strong price competition, and a higher share of
services sales.
Q2 2006 OPERATING HIGHLIGHTS
Mobile Phones
- Nokia announced that it will not be forming the proposed CDMA
device company with Sanyo. Moving forward, Nokia intends to
participate selectively in key CDMA markets, with a special focus on
North America. Nokia plans to ramp down its own CDMA R&D and
manufacturing by April 2007.
- Nokia introduced its lowest-cost camera phone, the Nokia 6080.
- There was strong initial demand for the stylish Nokia 6131
clamshell, which began shipping in Q2.
- Nokia introduced the Nokia 6151, its lowest-cost 3G model, adding
STF: ADE: Nokia verbucht Gewinnplus im zweiten Quartal
HELSINKI (dpa-AFX) - Der weltgrößte Handy-Hersteller Nokia
hat seinen Gewinn im zweiten Quartal deutlich erhöht. Der
Überschuss belaufe sich auf 1,14 Milliarden Euro und liege damit deutlich über
dem Vorjahreswert von 799 Millionen Euro, teilte die Gesellschaft am Donnerstag
in Helsinki mit. Der Umsatz wuchs um 22 Prozent auf 9,81 Milliarden Euro.
Mit einem Gewinn pro Aktie in Höhe von 0,28 (Vorjahr: 0,18) Euro übertraf
die Gesellschaft die Prognosen der von Kauppalehti/SME befragten Analysten, die
mit 0,24 Euro gerechnet hatten. Über den Erwartungen fiel auch der Umsatz
aus.(...)/mur/sk
NNNN
[NOKIA OYJ,NOK1V,FI,870737,FI0009000681]
2006-07-20 11:12:36
2N|STD PRD ERN STF|FND|CMP|
habe mir einen engen schein reingelegt!
gruss
tinchen
das pichel sich " verabschieden will,finde ich sehr sehr schade..
in freundschaft lacki
hihihih
gruss
tinchen
ps: bleibst du mir erhalten.? pichels antworten werde ich nach-wie -vor gern lesen. gruss lacki
und ich gestern nicht da war. Wurde aber von der Meistergilde nicht als ausreichend bewertet. Werde also weiterhin der Geselle bleiben ;-)
Beste Grüße vom Gesellen
achso:
STF: ADL: AKTIE IM FOKUS: Nokia schwächer - Berg- und Talfahrt nach Zahlen
HELSINKI (dpa-AFX) - Aktien des weltgrößten Handy-Herstellers Nokia
haben am Donnerstag nach Vorlage von Zahlen um
den Vortagesschluss gependelt. Nach zwischenzeitlichen Kursgewinnen drehte der
Nokia-Titel ins Minus und verlor gegen 12.40 Uhr um 0,77 Prozent auf 15,44 Euro
zu. Dagegen stieg der EuroSTOXX 50 um 0,43 Prozent auf 3.601,19
Punkte.
Zurückhaltend äußerte sich ein Händler mit Blick auf die Nokia-Bilanz: "Der
Gewinn pro Aktie und Umsatz fielen zwar höher als erwartet aus, allerdings ging
der Marktanteil leicht zurück. Zudem hat die Netzwerk-Sparte enttäuscht."
Zugleich verwies er auf Aussagen von Nokia, wonach der durchschnittliche
Verkaufspreis pro Gerät (ASP) weiter unter Druck bleiben werde, da die Nachfrage
vor allem aus Schwellenländern komme. Positiv sei wiederum zu bewerten, dass die
Finnen für das Gesamtjahr weiterhin mit einem branchenweiten Absatz von 915
Millionen Handys rechnen.
Ein anderer Marktteilnehmer sagte: "Vielleicht hatten einige Investoren nach
den starken Motorola-Zahlen mit noch besseren Daten
gerechnet." Am Vorabend hatte der US-Konkurrent seine Quartalsergebnisse
unerwartet stark gesteigert. Der Handy-Absatz erreichte nach Angaben von
Motorola ein Rekordniveau. Im laufenden dritten Quartal will die Gesellschaft
ihre Erlöse stärker erhöhen, als Branchenexperten bisher gedacht hatten.
Es gab aber auch lobende Worte für die Zahlen der Finnen. "Die Daten waren
gut und klar besser als erwartet", sagte ein Händler. Die Kursschwankungen nach
Vorlage von Zahlen seien bei Nokia üblich./tw/ag
NNNN
[NOKIA OYJ,NOK1V,FI,870737,FI0009000681]
2006-07-20 11:52:46
2N|STD STW STF|FND|CMP|