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观点:诺基亚的一顿饭华为免费的午餐

“Lundmark的真正问题是美国。尽管华为的效果,现在失去的市场份额。吸收新业务,它最近输给了韩国三星电子在与国内集团Verizon公司一份价值66亿美元的合同。”

观点:诺基亚的一顿饭华为免费的午餐
由艾米唐纳兰

伦敦:佩Lundmark他的一顿免费的午餐。新的首席执行官诺基亚知道他应该利用中国竞争对手华为技术有限公司“头痛,因为美国正在推行禁止在不同的司法管辖区。相反,他的公司是做次非受迫性失误。

周四Lundmark充满了承诺。模仿前欧洲央行行长马里奥•德拉吉(Mario Draghi)他承诺“尽一切努力”率先5 g技术至关重要的市场。但他也降低了诺基亚的2020年的营运利润率从9.5%降至9%,令人担忧的是广泛的明年的7%到10%。投资者从股票价格下调了16%。

诺基亚已经落后爱立信,其他欧洲集团良好的获利华为的困难。瑞典公司上周透露,毛利率达到了自2006年以来的最高水平由于成功推出5克。相比之下,诺基亚并没有赢得任何5 g无线合同在中华人民共和国。

Lundmark的真正问题是美国。尽管华为的效果,现在失去的市场份额。吸收新业务,它最近输给了韩国三星电子产品与国内集团价值66亿美元的合同威瑞森。瑞银(UBS)分析师认为,新营业利润率反映了整个池塘表现不佳。

事情会变得更糟。华为在法国和英国禁止不踢了七年,和欧洲投资5 g仍然很小。如果乔•拜登(Joe Biden)赢得美国总统大选,他可能会花更少的时间对其他国家施加压力来阻止华为的扩张。Lundmark可以创建更多的竞争压力。

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\"View:<\/figure>By Aimee Donnellan
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LONDON: Pekka Lundmark<\/a> is making a meal of his free lunch. The new chief executive of Nokia<\/a> knows that he should be capitalising on Chinese rival Huawei Technologies<\/a>' headaches as the United States pushes for bans in various jurisdictions. Instead, his company is making unforced errors.

Lundmark was full of promises on Thursday. Aping former European Central Bank President Mario Draghi, he pledged to do \"whatever it takes\" to take the lead in the all-important market for 5G technology. But he also lowered Nokia's 2020's operating margin from 9.5% to 9% and set a worryingly wide range of 7% to 10% for next year. Unimpressed investors lopped 16% off the share price.

Nokia is already lagging Ericsson, the one other European group well-placed to profit from
Huawei<\/a>'s difficulties. The Swedish company revealed last week that its gross profit margin had reached its highest level since 2006 thanks to a successful rollout of 5G in China. Nokia, by contrast, has not won any 5G radio contracts in the People's Republic.