k********n
发帖数: 18523 | | o*******n
发帖数: 2035 | 2 油工加油，连续挑战韩国日本朝鲜mm，这是新世纪石油工人的铁人三项 | a******7
发帖数: 65 | | b*******e
发帖数: 6389 | 4 油工pick一向都不错，NOK的买点在哪啊？
【在 k********n 的大作中提到】
: 大家捧场啊。
| k********n
发帖数: 18523 | | c****2
发帖数: 1076 | | j****4
发帖数: 604 | | k********n
发帖数: 18523 | 8 每三个月就发一次。。。季度性的。年利润是4%，远高于狗屁银行利息。 | k********n
发帖数: 18523 | 9 Nokia's (NOK_) stock price has slumped from near $40
in 2007 to around $10 recently. While we realize that comparisons with 2007
are not entirely fair, we still find it worthwhile to evaluate what drivers
could lead to a significant move higher in Nokia's stock price. The answer
lies in Nokia's emerging market advantage and smartphone strategy.
Nokia remains the dominant global handset vendor given its high exposure to
emerging markets, which includes the Middle East & Africa, Asia-Pacific,
Greater China and Latin America. With this global footprint and given its
smartphone push, we see a scenario where profit margins could tick higher.
Price estimate of $12.44 compares to a market price of around $10.50, and
our estimate could nearly double to $24.50 if Nokia can improve its profit
margins to 20% in emerging markets (+$9.00) and 22% in developed markets (+$
3.00) by 2016.
想赚 serious big money的，miss了飞机没关系，懦鸡鸭会帮你补上。 | l******s
发帖数: 1276 | 10 油工我跟了。。。 MTK山寨最近有点问题，SPRD也没填上，低端EDGE手机市场NOK不错。
2007
drivers
answer
to
【在 k********n 的大作中提到】
: Nokia's (NOK_) stock price has slumped from near $40
: in 2007 to around $10 recently. While we realize that comparisons with 2007
: are not entirely fair, we still find it worthwhile to evaluate what drivers
: could lead to a significant move higher in Nokia's stock price. The answer
: lies in Nokia's emerging market advantage and smartphone strategy.
: Nokia remains the dominant global handset vendor given its high exposure to
: emerging markets, which includes the Middle East & Africa, Asia-Pacific,
: Greater China and Latin America. With this global footprint and given its
: smartphone push, we see a scenario where profit margins could tick higher.
: Price estimate of $12.44 compares to a market price of around $10.50, and
| | | k********n
发帖数: 18523 | 11 Nokia is still the undisputed handset vendor globally. Recent IDC data on
third-quarter shipments reported that Nokia holds 32% global market share,
11 percentage points ahead of next placed Samsung, giving it an edge in
distribution versus peers like Samsung which supports Google's (GOOG)
Android OS in many of its smartphones, and other established smartphone
players like RIM(RIMM), Motorola(MOT) and Apple(AAPL).
IDC expects the smartphone segment to grow +55% for 2010. In the third
quarter, Nokia's smartphones shipments grew 61% year-on-year showing its
focus on this segment. We believe that a large share of these smartphones is
destined for emerging markets, implying potential upside potential for
profit margins.
We currently estimate that emerging markets account for 53% of Nokia's value
based on expectations of a gradual decline in emerging markets EBIT margins
(a measure of profitability). However, if EBIT margins can reverse on the
higher mix of smartphones and reach 20% by 2016, this adds +$9 to our price
estimate.
+$3 Developed Markets
While developed markets do not possess the same growth rates as its
developing peers, these markets are experiencing the same trends toward
smartphones. In addition, these markets also carry a higher mix of post-paid
subscribers, which tend to carry higher average revenue per user. Both
could improve profit margins.
In addition, we could see Nokia's Ovi launch stimulate demand for the
smartphone segment. This platform aims to provide apps and content to
smartphones users. We wrote about Ovi in a recent Nokia article. With a
higher smartphone mix and additional services to attract customers, this
could help turn around profit margins in developed markets. If developed
market EBIT margins can reach 22% by 2016, this adds +$3 to our price
estimate. | k********n
发帖数: 18523 | | b******r
发帖数: 16603 | | k********n
发帖数: 18523 | 14 TOTAL石油公司是很牛叉的能源公司，在韩国这里有很多他们的合资炼油厂。比如 韩国
的S-OIL,就是total的子公司。。。
可以拿着长期持有 | X*********r
发帖数: 11803 | 15 准备捧场
【在 k********n 的大作中提到】
: 大家捧场啊。
| l******s
发帖数: 1276 | 16 油工comment一下INTC/CSCO吧，都是大牌。。。
【在 k********n 的大作中提到】
: 抄价廉物美的大牌然后死捂，你想不赚钱都难。
| k********n
发帖数: 18523 | 17 太贵了。。。。。谈不上价廉物美。分红也不行。呵呵 | d***u
发帖数: 313 | 18 昨天无脑跟了100 nok, 收盘了，账面多了$15，兴奋，吃了lunch special. +30%的小
费（以往不给小费），还剩两块。心里由衷敬佩油工
刚才收盘一看，竟然亏了一块，郁闷，没吃lunch special, 心里暗骂油工
【在 k********n 的大作中提到】
: 大家捧场啊。
| k********n
发帖数: 18523 | 19 大哥，我劝你去卖保险或者当房屋代理。哈哈哈！
懦鸡鸭鱼绝对不是短线股。。。我赌他成功打翻身仗加分红。 | w****k
发帖数: 10542 | 20 去nok的公司里看看，你就知道Y没戏。就靠西方的政府赏口饭吃了。
huawei确实有前途，可惜不上市，又摊上一个软蛋买办政府。
【在 k********n 的大作中提到】
: 大哥，我劝你去卖保险或者当房屋代理。哈哈哈！
: 懦鸡鸭鱼绝对不是短线股。。。我赌他成功打翻身仗加分红。
| | | l******s
发帖数: 1276 | 21 买不来华为你可以买中兴。。。
【在 w****k 的大作中提到】
: 去nok的公司里看看，你就知道Y没戏。就靠西方的政府赏口饭吃了。
: huawei确实有前途，可惜不上市，又摊上一个软蛋买办政府。
| l******s
发帖数: 1276 | 22 nok的主要收入来自中国市场，可没靠西方政府。。。
【在 w****k 的大作中提到】
: 去nok的公司里看看，你就知道Y没戏。就靠西方的政府赏口饭吃了。
: huawei确实有前途，可惜不上市，又摊上一个软蛋买办政府。
| k********n
发帖数: 18523 | 23 我们不能被极端民族主义情绪蒙蔽和影响了我们的判断力和虚心好学的契机。真正的武
林高手从来都不会去贬低和不尊重自己的对手。。呵呵呵呵。
诺基亚坐头把交椅自有它的长处。呵呵 | w****k
发帖数: 10542 | 24 切，那是以前，现在天天靠，每次竞标都靠。
所以我说中国政府就应该直接把诺基亚和爱立信中国分公司查封，别让这两王八蛋再从
中国吸血。
【在 l******s 的大作中提到】
: nok的主要收入来自中国市场，可没靠西方政府。。。
| w****k
发帖数: 10542 | 25 nok凭啥做头把交椅啊，把中国市场给Y掐了，Y只能去吃shit。
【在 k********n 的大作中提到】
: 我们不能被极端民族主义情绪蒙蔽和影响了我们的判断力和虚心好学的契机。真正的武
: 林高手从来都不会去贬低和不尊重自己的对手。。呵呵呵呵。
: 诺基亚坐头把交椅自有它的长处。呵呵
| w****k
发帖数: 10542 | 26 中兴，其实不大行。。。。。
【在 l******s 的大作中提到】
: 买不来华为你可以买中兴。。。
| y*****l
发帖数: 5997 | 27 re,华为是老大,其他几个都不行.
【在 w****k 的大作中提到】
: 中兴，其实不大行。。。。。
| k********n
发帖数: 18523 | 28 大家都入住了吗？
More than 400 000 new developers in past 12 months; 92 developers each top 1 million download mark; 1.5 million downloads of Qt software development toolkits
Espoo, Finland - Nokia today announced that its Ovi Store has reached 3 million downloads per day, a milestone spurred by overall global demand and a recent update that gives users of Nokia's new Symbian smartphone family a friendlier look and feel as well as more popular apps and games. The company is also gaining significant software developer momentum with more than 400 000 new developers joining Forum Nokia in the past 12 months, and 92 surpassing the million download milestone for their apps.
In related news, the Nokia Qt Software Development Toolkit (SDK) and the Qt SDK combined have been downloaded 1.5 million times as developers discover this approach can improve the speed and efficiency of creating apps for mobile devices, including smartphones such as the new Nokia N8, Nokia C7 and Nokia C6-01, which are shipping, and the recently announced Nokia E7. In a strategic move last month, Nokia announced unified application development around the Qt framework to simplify creating apps for Symbian-based devices and products that will be powered by the new MeeGo operating system. Developer video testimonials for the Qt framework are available at Forum.Nokia.com.
Examples of popular and creative new Symbian smartphone content on Ovi Store include:
- Swype: With one continuous finger or stylus motion across the keyboard, Swype's technology enables users to input words faster and easier.
- NHL GameCenter(TM) Premium: Keep up with your favorite hockey team by listening to live radio, checking stats and scores, or by watching highlights and condensed games.
- WhatsApp Messenger: A smartphone messaging app that uses 3G or WiFi to connect with friends and family. Switch from SMS to WhatsApp to send and receive messages, pictures, audio notes, and video messages at no cost.
Since Nokia began shipments of its new Symbian smartphones, starting with the Nokia N8 on September 30 of this year, the top downloaded free app globally was Q Torch, a utility app that turns your device into a flashlight, by CellApp Technology of India (also among top three in Europe, India and Southeast Asia/Pacific); the top downloaded paid app was Angry Birds, the smash hit game, by Rovio Mobile of Finland (also among top three in North America, Southeast Asia/Pacific and Europe) and the third most popular item downloaded globally was Need for Speed Shift HD, a game that delivers the thrill of high-performance racing by EA Mobile of the U.S. (also among top three in Central and South America, and Southeast Asia/Pacific).
Break-out information on the most popular regional apps and their developers is available at Forum.Nokia.com.
Quotes
"The rapid growth on Ovi Store to pass the 1 billion annualized downloads mark demonstrates that Nokia is a competitor in both scale and size when it comes to its services," said Scott Ellison, Vice President of Mobile and Consumer Connected Platforms at IDC. "With Nokia's stronger focus on the Qt platform and improved developer ecosystem, Nokia should continue to see its developer numbers increase as developers see profit from new revenue shares, operator billings and the ever-growing user base around the world."
"Without any promotion or marketing dollars, in a few weeks we've hit 200 000 downloads in Ovi Store faster than we did with App Store," said Anton Gauffin, CEO of BLStream, creator of the game Crazy Hamster. "We're very positively surprised with what we've seen on Ovi, and we're on track to exceed our App Store performance even though we've been there longer."
"Ovi Store is on a strong trajectory fueled by new apps and games from a growing number of partners and more than 250,000 new consumers signing up for Ovi every day," said Tero Ojanperä, Executive Vice President, Services, Nokia. "The number of daily downloads has increased from about 2 million to 3 million since September. We anticipate our progress will continue as we have just begun shipping our new Symbian smartphones."
About Ovi
By combining Ovi by Nokia services with smartly designed Nokia devices, the result is a uniquely enriched mobile lifestyle. More than 250,000 new users sign up for Ovi every day, joining 165 million people in virtually every country worldwide who already experience Nokia services. Ovi comes to life with experiences such as: a rapidly growing content store for the easiest access to popular apps and games; the world's best maps; millions of music tracks; and great messaging capabilities to connect with people who matter most. A collection of health, education and agricultural information services called Ovi Life Tools are available in remote areas of China, India, Indonesia and Nigeria. In addition, Ovi Mail is popular among those without PC access, and a commercial mobile banking service, Nokia Money, has been created with India's Yes Bank.
About Nokia
At Nokia, we are committed to connecting people. We combine advanced technology with personalized services that enable people to stay close to what matters to them. Every day, more than 1.3 billion people connect to one another with a Nokia device - from mobile phones to advanced smartphones and high-performance mobile computers. Today, Nokia is integrating its devices with innovative services through Ovi (www.ovi.com), including music, maps, apps, email and more. Nokia's NAVTEQ is a leader in comprehensive digital mapping and navigation services, while Nokia Siemens Networks provides equipment, services and solutions for communications networks globally. | l***n
发帖数: 812 | 29 多谢油工的推荐。
我昨天细看了看这只股票，PE的水平比较低， 体现了您提到的价钱公道，而且公司派
息也不错，是不错的价值股票， 不过PEG偏高，体现了其在智能手机市场面临iOS和
Droid手机的竞争。所以也难怪很过分析师对其margin的担忧，不过个人认为其在发展
中国家市场优势会保持。
不过我还是对其PEG有些耿耿于怀，$10就偏高了一些。
请谈谈您的看法。
【在 k********n 的大作中提到】
: 大家捧场啊。
| H******i
发帖数: 4704 | 30 我早就进了, 一年一次股息, 挺爽的. 十五短期内到不了, Iphone现在比较猖狂. | | | d*******1
发帖数: 2253 | 31 跌个没完没了了！咋办呀！AD？
【在 H******i 的大作中提到】
: 我早就进了, 一年一次股息, 挺爽的. 十五短期内到不了, Iphone现在比较猖狂.
| Z****g
发帖数: 13731 | 32 死叉啊。还买？
【在 k********n 的大作中提到】
: 大家捧场啊。
| w***y
发帖数: 2537 | 33 他的皮克要反着做
嗯
【在 d*******1 的大作中提到】
: 跌个没完没了了！咋办呀！AD？
| P*B
发帖数: 2876 | |
|
