Nokia

Hat hier jemand eine vernünftige Analyse zu NOK?

What Is NOK Stock Worth?
Let's assume that the increases in the Q4 FCF can continue. Based on this, I expect that there will be a 75% increase in FCF by the end of 2020. That would mean that full-year 2020 FCF would be estimated at $2.664 billion.
That would give NOK stock a very high FCF yield at today's market value of $24.2 billion. I estimate that the FCF is now 11%.

Source: Hake
This is extremely high especially compared with its competitor Ericsson, which has a 4.15% FCF yield.
The difference in the FCF yield is over 6%. I decided to use only half of that difference to be conservative. Based on this, I estimate that NOK stock is worth $6.28, or 45% higher than today's price:

Source: Hake estimates
What Should Investors Do With NOK Stock?
So far it seems pretty clear that Nokia's board is not going to make a decision about paying a dividend until the end of 2020. But if Nokia produces solid earnings, free cash flow, and net cash balance rise, watch out.

The stock will likely rise in anticipation of the resumption in dividend payments if that occurs. So at some point, investors will have to decide if Nokia is cheap enough as it stands if they want to benefit.

https://seekingalpha.com/article/4324659...d-dividend

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