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wer ist die quelle? dein Frisör?  

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War natürlich sein Frisör, John Dumbo!

 

French telecommunications equipment maker Alcatel-Lucent SA (ALU) reported an improvement in its published net income (group share) to 868 million euros or 0.29 euros per share from 340 million euros or 0.13 euros per share last year, with earnings per ADS rising to $0.38 from $0.17 a year ago.

Quarterly adjusted net profit (group share) was 572 million euros or 0.19 euros per share versus prior year's 385 million euros or 0.14 euros per share. On an adjusted basis, earnings per ADS rose to $0.25 from $0.19 in the previous year.

Revenues for the recent quarter amounted to 4.15 billion euros, compared with 4.76 billion euros in the comparable period.

In addition, the board has recommended not to pay a dividend for fiscal 2011. Further, the company aims for 2012 adjusted operating margin to be higher than the 2011 level, and to reach a strong positive net cash position at the end of 2012.  

Bei ein Börsenwert von etwa 4 Milliarde und de facto Schuldenfrei finde ich ALU erstaunlich günstig.
Beim Börsenwert / Free Cash flow (auf Basis Q4) nicht mal ein zweier!
Da müsste eine Erholung drin sein.


Free cash-flow of € 541 million in Q4 2011

Published net income (group share) of Euro 868 million or Euro 0.29 per share. This includes an Euro 353 million benefit associated with the increase of the deferred tax assets in the USA and Purchase Price Adjustments to Euro (69) million pre-tax or Euro (42) million after tax.

Net (debt)/cash of Euro (31)million, versus Euro (620) million of net debt as of September 30, 2011.The sequential decrease in net debt of Euro 589 million primarily reflects the positive operating cash-flow of Euro 863 million, interest expenses of Euro (10) million, restructuring cash outlays of Euro (84) million, contribution to pensions and OPEB of Euro (45) million and capital expenditures of Euro (167) million. The positive operating cash-flow results from the level of adjusted operating income and a positive contribution from the operating working capital requirements of Euro 278 million.

http://www.alcatel-lucent.com/wps/portal/!ut/p/..._Article_002586.xml

Trotz slechtem Sentiment riesiger kaufdruck.

Aber zu eon KGV unter drei so wie ein Kurs / Freier Cashflow unter 3 finde ich das nicht ganz verwunderlich.

Alcatel-Lucent delivers full-year 2011 results in line with guidance, strong Q4 2011 cash-flow generation and well positioned for a better year in 2012

Free cash-flow of € 541 million in Q4 2011
Significant sequential improvement to cash and costs position
Higher margin and strong positive net cash position targeted for 2012
Strategic decision to leverage the strength of Alcatel-Lucent’s patent portfolio
Key numbers for the fourth quarter 2011
Revenues of Euro 4,256 million, up 9.5% sequentially and down 11.2% year-over-year at constant currency Adjusted2 gross profit of Euro 1,514 million or 35.6% of revenues
Adjusted2 operating income1 of Euro 316 million or 7.4% of revenues
Published net profit of Euro 868 million or Euro 0.29 per share
Operating cash-flow3 of Euro 863 million
Net (debt)/cash of Euro (31) million as of December 31,2011

einfach frech

BUYS sind oft als SELLS zu verstehen, und ebenso umgekehrt.. dann wollen die Großkunden selber wider rein.

ich habe kein kz, aber der aktuelle Kurs finde ich bei solche Zahlen ein Witz.
Alles unter 3 euro verstehe ich als sehr moderat bewertet.
Offenbar haben ANALysten hier ein faules Spiel getrieben und ich glaube das Alcatel sich bald erholen müsste, sei es der Gesamtmarkt geht im Keller.

Hier wird offenbar versucht jegliche Kursphantasie entgegen zu wirken :)


ARD Börse schrieb:

Analysten auf dem falschen Fuß erwischt

Dennoch: Aktionäre bejubeln am Freitag den ersten Jahresgewinn des kombinierten Unternehmens seit dem Zusammenschluss von Alcatel und Lucent im Jahr 2006. Unter dem Strich blieben 868 Millionen Euro in der Kasse, ein Ergebnis, das fünf Mal so hoch liegt wie von Analysten erwartet.

 Herr WestLB Analyst 

Sein Statement NACH den Zahlen: 

DÜSSELDORF (dpa-AFX Broker) - Die WestLB hat die Einstufung für Alcatel-Lucent nach Zahlen auf 'Neutral' belassen. Die Ergebnisse des Netzwerkausrüsters für das vierte Quartal hätten die Markterwartungen erfüllt, die Genesys als fortgeführtes Geschäft berücksichtigt hatten, schrieb Analyst Thomas Langer in einer Studie vom Freitag. Aus seiner Sicht haben Umsatz und bereinigtes Geschäft jedoch enttäuscht, da er bereits ohne das Call-Center-Geschäft gerechnet hatte. Er hob vor allem das schwache Netzwerkgeschäft hervor. 'Schönheit liegt im Auge des Betrachters', schrieb Langer zusammenfassend. Er bleibt vorsichtig, auch wenn die Aktie kurzfristig von Übertreibungen profitieren könnte. 
 

Wer die Zahlen lesen kann und sich den Call anhört,  für den ist solch ein Statement ein Schlag ins Gesicht. Da kommt Alcatel mit dem ersten Gewinn seit dem Merger daher, kündigt einen Strategiewechsel in Sachen Patent Lizenzierung an, welche an die $1 Milliarde in 2012 an Cash einbrigen kann, kündigt höhere Margen an und verspricht auch noch einen leicht höheren Umsatz bei einem schwierigen Marktumfeld und dieser Herr Langer von der WestLB traut sich mit solchen einem Statement an die Öffentlichkeit.  

Naja, es werden wahrscheinlich wieder genug Schaafe drauf reinfallen und die Aktien an die Wölfe zu diesen Billigpreisen hergeben. 

Die Zahlen sind ein "GameChanger", zudem kommt jetzt Newsflow in Sachen Patente und LightRadio und Ende April wird der Kurs bei mindestens 2.5-3.0€ stehen, die Großen sich die Hände reiben und die kleinen Depotinhaber, welche nur die Headlines und Analysten Empfehlungen lesen, sich die Haare raufen.... 

 

 

 

 Für all diejenigen die sich ihr eigenes Bild machen wollen ein "Must Read"

 

Alcatel-Lucent, S.A.'s CEO Discusses Q4 2011 Results - Earnings Call Transcript

 

http://seekingalpha.com/article/...arnings-call-transcript?part=qanda

 

 

 

ich bin nicht der Überzeugung das holl. CEOs generell ihr Unternehmen sehr gut führen (im Gegenteil) aber an Herr Verwaayen glaube ich definitiv.
Dieser ehemaligen KPN Mann hat schon als CEO bei British Telecom ein Turnaround geschafft und ich denke dies wird ihm auch bei Alcatel gelingen.
kurzes Interview:
http://www.eurobusinessmedia.com/...e=ceo-direct&utm_medium=email

ich glaube das hier Shorters über Analysten noch mal versucht haben den Kurs massiv zu drücken .. habe das als Chance gesehen und nachgelegt.

Deutlich noch jemand der bzg. ALU die Analysten nicht so ganz traut.
Analysten scheinen hier, nachdem die Zahlen so unerwartet hervorragend gewesen sind,  ein bischen überfordert.. aber von daher sind die Teile natürlich ziemlich günstig zu haben.


ALU is not only one of the cheapest stocks in term of revenue within the industry, but it's one of the cheapest in the entire market. There are very few companies that even come close.
..
Conclusion:

The value of ALU is obvious; it's the cheapest in terms of all fundamental measures and is now trading higher. I believe the upside potential for this stock is unprecedented and that its future is now brighter than ever.The stock's lost 85% of its value over the last five years, and with so many problems in Europe, investors have been reluctant to invest in the company. Yet, some would suggest that the company is much better positioned for growth and is trading with better fundamentals than in 2007, when it traded with a $30 billion market cap.

http://seekingalpha.com/article/...lcatel-lucent-vs-cisco?source=feed

wird gekauft wie verrückt :)

Feb 14, 2012 6:01 AM

Sprint Nextel Corp. (S) is in talks to use new Alcatel-Lucent (ALU) telecommunications gear designed to help wireless networks handle more calls. The discussions reflect the industry’s race to avert a capacity crunch for mobile service.

Alcatel-Lucent (ALU)’s lightRadio, introduced a year ago, is a Rubik’s Cube-sized device that contains radios and antennae and can be mounted on rooftops, phone poles and bus shelters to expand a network’s capacity in a given spot. LightRadio is one of several new technologies created to help the mobile-phone industry cope with the rising tide of calling and data that’s putting a strain on mobile networks just as the wireless airwaves -- or spectrum -- used to carry traffic grow scarce.

As consumers do more Web surfing and application downloading on devices such as Apple Inc. (AAPL)’s iPhone and tablets using Google Inc. (GOOG) Android software, mobile-data traffic will surge 26-fold in the five years through 2015, Cisco Systems Inc. (CSCO) estimates. And with limited spectrum available, mobile-service providers are looking for ways to squeeze more from existing capacity. That has Alcatel-Lucent and other gear makers racing for part of the $36 billion that Ovum predicts U.S. phone companies will devote to capital spending in 2012.

“We use technologies to mine spectrum as much as possible,” Bob Azzi, senior vice president of network at Overland Park, Kansas-based Sprint, said in an interview. “That can give us some wiggle room along the way.”

‘Spectrum Crunch’
Multiple U.S. carriers are testing lightRadio and may begin deploying it this year, Marcus Weldon, chief technology officer at Paris-based Alcatel-Lucent, said in an interview. He declined to identify the carriers. Representatives of Dallas-based AT&T Inc. (T) and Verizon Communications Inc. (VZ), based in New York, declined to comment.
For the past two decades, the U.S. government has helped carriers meet increased demand by auctioning off large blocks of airwaves, used to carry calls and data. Freeing new spectrum has emerged as a “crucial challenge,” Federal Communications Commission Chairman Julius Genachowski said in a speech last year. Even after new auctions happen, it would take several more years for the buyers to deploy the spectrum.

As a result, U.S. carriers may grow more dependent on new technologies to keep up with escalating user demand.

‘Waiting’ for the FCC
“The No. 1 issue for us as we move forward, and for the industry, I believe, continues to be spectrum,” AT&T Chief Executive Officer Randall Stephenson said during a January earnings call. “This growth cannot continue without more spectrum being cleared and brought to market. And despite all the speeches from the FCC, we’re all still waiting.”

Qualcomm Inc. (QCOM), the biggest maker of mobile-phone chips, has developed its own software and chips for small cells -- these the size of a cigarette pack -- designed to boost network capacity.

New capacity-boosting cells augur an overhaul of the design of wireless networks, which now rely on placement of large, expensive cell towers that transmit signals between handsets and the vast underground fiber-optic cable networks that send calls instantly across the globe.

“It’s going to change the way that networks get deployed, and we’re going to get the data rates through the devices up pretty dramatically by using that,” Paul Jacobs, CEO of San Diego-based Qualcomm, said during a November conference call with investors.

weiter
http://www.bloomberg.com/news/2012-02-14/...-capacity-fight-tech.html

2012 eine good news show bringen möchte..

Zusammen mit Gigant Huawei ein großer Auftrag in den Philippinen.. keine CISCO, kein Juniper, kein Nokia-Siemens, kein Ericsson.


Globe to Sign $700 Million Deal With Huawei, Alcatel-Lucent

February 14, 2012, 3:32 AM EST

eb. 14 (Bloomberg) -- Globe Telecom Inc. will sign a $700 million agreement with Huawei Technologies Co. and Alcatel- Lucent to modernize its network, Philippine President Benigno Aquino’s communications office said in a statement today.

At least $570 million of the total amount will be spent this year and in 2013, Aquino’s communication office said. Aquino will witness the signing at the presidential palace tomorrow.
http://www.businessweek.com/news/2012-02-14/...ei-alcatel-lucent.html

habe gestern zu knapp limitiert,
nun heute Morgen rein !
hört sich ja alles sehr gut an.  

ich glaube das man heir wenig faslch machen kann, der Newsflow ist hervorragend


Feb. 14, 2012, 10:13 a.m. EST

Wi-Fi Goes Mobile With Alcatel-Lucent
lightRadio(TM) Wi-Fi® makes it easy for smartphones, tablets and other connected devices to move seamlessly between cellular networks and hotspots at home, in coffee shops and other locations

PARIS, February 14, 2012 /PRNewswire via COMTEX/ -- Alcatel-Lucent (euronext paris and nyse:ALU) is making it simpler for people to access the Internet - whether on smartphones, tablets or laptops - over secure Wi-Fi connections in homes or hotspot locations such as coffee shops and shopping centers. lightRadio™ Wi-Fi® sorts through the confusion of hotspots and cellular networks to find and connect with the best available wireless broadband network, while helping communications service providers extend their reach by integrating Wi-Fi directly into their service offerings

weiter
http://www.marketwatch.com/story/...-alcatel-lucent-2012-02-14-101300

miet ihre Analyse von gestern nur so recht


The value of ALU is obvious; it's the cheapest in terms of all fundamental measures and is now trading higher. I believe the upside potential for this stock is unprecedented and that its future is now brighter than ever. The stock's lost 85% of its value over the last five years, and with so many problems in Europe, investors have been reluctant to invest in the company. Yet, some would suggest that the company is much better positioned for growth and is trading with better fundamentals than in 2007, when it traded with a $30 billion market cap.  

wie an der Börse in Paris hier bei negatives Umfeld in großem Stil gekauft wird

heute wieder satte 44 Mio. Stück (sehe Bild)

in New York bereits wieder 15 Mio. Stück