CALDEIRÃO DE BOLSA

A finlandesa Nokia anunciou hoje em conferência de imprensa que prevê que a sua rede de negócios atinja uma margem bruta acima dos 40% nos três primeiros meses do ano, com uma margem operacional nos dois dígitos.

Estas previsões foram divulgadas pelo director executivo da Nokia, Jorma Ollila, que adiantou que as ordens de encomenda foram fortes durante o primeiro trimestre de 2004, mas que não pode prometer que a margem se mantenha durante o resto do ano.

«[A margem] pode subir ou descer», referiu Ollila.

A Nokia baixou terça-feira as suas previsões de vendas do grupo para o primeiro trimestre, e anunciou o lucro por acção na tranche mais baixa das expectativas, prevendo ainda vendas em rede de 1,4 mil milhões de euros neste período.

então não foram estes tipos faz uns tempos disseram que isto estava a ser uma maravilha, o 1ºQ iria ser excelente... e na altura as bolsas até reagiram em alta?

e nem um profit warning fizeram nas últimas semanas?


hip hip hurra pela clareza de discurso e credibilidade das empresas.


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Acções da Nokia afundam 16% após resultados do primeiro trimestre falharem previsões
A finlandesa Nokia anunciou hoje que as vendas do primeiro trimestre desceram 2%, falhando as estimativas da maior produtora de telefones móveis do mundo.

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Nuno Carregueiro
nc@mediafin.pt



A finlandesa Nokia anunciou hoje que as vendas do primeiro trimestre desceram 2%, falhando as estimativas da maior produtora de telefones móveis do mundo.

As receitas da empresa desceram para 6,6 mil milhões de euros, quando antes a Nokia antevia uma subida entre 3% e 7%. Também os lucros decepcionaram os investidores, com a empresa a apresentar um resultado líquido por acção de 17 cêntimos, no limite inferior do intervalo estimado entre 17 e 19 cêntimos.

A Nokia registou uma queda de receitas apesar de as vendas do sector em geral terem aumentado 25% nos primeiros três meses deste ano. As vendas de telemóveis da Nokia cresceram 19%, pelo que a líder mundial na produção de telemóveis perdeu quota de mercado.

«A empresa não foi capaz de capitalizar os desenvolvimentos positivos do mercado», disse a Nokia num comunicado.

Este comunicado inesperado da Nokia provocou uma queda de 16,31% nas acções da empresa, para 14,53 euros, enquanto as bolsas europeias acentuavam as quedas. O HEX de Helsínquia, onde a Nokia tem um peso de 48%, descia mais de 8%.

Nokia expects its first quarter 2004 reported EPS to be EUR 0.17 (meets guidance) and net sales to decline 2% year over year (below guidance)




Helsinki, Finland - Nokia today announced that its first quarter 2004 net sales will be below guidance. Nokia's net sales for the first quarter 2004 are estimated to be EUR 6.6 billion, representing a decline of 2% compared to the first quarter 2003 (vs. guidance of up 3 - 7%). The company expects to meet its reported earnings per share (diluted) guidance with the EPS estimated to be EUR 0.17 (vs. guidance of EUR 0.17 - 0.19).

Sales of the Mobile Phones and Multimedia business groups were below expectations. Mobile Phones sales declined in Europe and Asia due to lower than expected volumes and a product mix weighted more towards the low end. Due to certain gaps in its product portfolio, mainly in the mid range, the company was not able to fully capitalize on positive market developments. Global mobile phone volume growth is estimated to have been in excess of 25% in the first quarter 2004 while Nokia volumes grew by 19%. Networks exceeded expectations with estimated sales of EUR 1.4 billion, which represents 16% growth compared to the sales in the first quarter 2003. Enterprise Solutions is expected to report sales slightly better than planned.

Mobile Phones profitability continued at an excellent level. However, lower than expected volumes and the product mix negatively impacted Mobile Phones' sales and operating profit. At the same time, the operating margin of Multimedia is expected to be above plan due to a favorable product mix. In addition to sales, the operating margin of Networks is expected to be healthy and to exceed the company's expectations. The operating margin of Enterprise Solutions is expected to be slightly better than planned.

"Obviously, we are not satisfied with our sales development during the first quarter, but I am pleased that once again we have managed to achieve good, solid profitability. We are particularly pleased with the sales and profitability development in the Networks' business. The overall Nokia sales were negatively impacted because we were not able to fully exploit the usual seasonal market pick up in March, and the Mobile Phones product mix was weighted towards the low end. Although we are already starting to see the long-term benefits of the new organization, in the short term its implementation slightly slowed down our reactions and operational effectiveness," said Jorma Ollila, Nokia Chairman and CEO. "With the new organization in place, we will continue to build on our core strengths of brand, demand-supply chain management and cost leadership - while driving further efficiencies in research and development. While our product portfolio in the first quarter was not at its strongest, we believe that during the year we will see improvement as we bring new products to market."

Nokia will announce the full first quarter results together with the second quarter outlook on April 16, 2004.

A conference call for investors is scheduled for 3:30 PM Helsinki time, 1:30 PM London time, 8:30 AM New York time on April 6, 2004.
Investors based in the US: +1 888 636 1561
Investors based outside of the US: +44 1452 560 299
Media: +1 706 634 5012

Vendas abaixo do esperado

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Pelo volume negociado, deve ter sido um MEGA DESPEJO... Porquê?

Que aconteceu?A Nokia cai 12%!!! alguem sabe algo?