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A LU não tem neste momento nenhuma tendencia definida, mas se as tem em carteira é de manter pois ela, segundo a generalidade dos analistas, encontra-se a cotar muito abaixo do seu justo valor (3,5).
Fica aqui uma analise fundamental:
Analyst Note 07-11-2006
Lucent LU announced on Monday evening preliminary results for its second quarter that were significantly lower than its forecasted results. The company pinned the blame for its shortfall on a weak wireless equipment spending environment in North America and China. In conjunction with the earnings miss, Lucent's merger partner Alcatel ALA reaffirmed its commitment to the merger, and it remained confident that the firms will meet the anticipated cost savings targets, with the transaction likely closing ahead of schedule by year-end.
Lucent's struggles as a stand-alone company come as little surprise to us. The company's reliance on North American wireless operators--which have been reining in infrastructure spending--for nearly 40% of its sales has left the firm vulnerable to further shortfalls. Despite this near-term weakness, our favorable view of the shares stems from our belief that the considerable opportunities for cost savings in the merged company should lead to margin improvements down the road. In addition, the scale and geographic breadth of the merged company should help insulate it somewhat from the spending whims of a handful of carriers. Our fair value estimate for the combined company remains unchanged at $18 per Alcatel share, which implies a Lucent fair value estimate of $3.50 per share.
Fica aqui uma analise fundamental:
Analyst Note 07-11-2006
Lucent LU announced on Monday evening preliminary results for its second quarter that were significantly lower than its forecasted results. The company pinned the blame for its shortfall on a weak wireless equipment spending environment in North America and China. In conjunction with the earnings miss, Lucent's merger partner Alcatel ALA reaffirmed its commitment to the merger, and it remained confident that the firms will meet the anticipated cost savings targets, with the transaction likely closing ahead of schedule by year-end.
Lucent's struggles as a stand-alone company come as little surprise to us. The company's reliance on North American wireless operators--which have been reining in infrastructure spending--for nearly 40% of its sales has left the firm vulnerable to further shortfalls. Despite this near-term weakness, our favorable view of the shares stems from our belief that the considerable opportunities for cost savings in the merged company should lead to margin improvements down the road. In addition, the scale and geographic breadth of the merged company should help insulate it somewhat from the spending whims of a handful of carriers. Our fair value estimate for the combined company remains unchanged at $18 per Alcatel share, which implies a Lucent fair value estimate of $3.50 per share.
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JN
JN
Ajuda sobre Lucent!
Boa Noite
Gostaria de saber as espectativas desta acção, porque eu estou a desvalorizar perto dos 26%, e gostava de ver melhores dias, hoje ela chegou 2,34€ com uma resistência nos 2,35£ e fechou nos inalteradas 2,31€, gostava de ter mais informações sobre esta acção porque tenho capital a desvalorizar e não o que fazer, se continuo e espero pela Fusão da Alcatel ou vendo e parto para outros rumos.
Agradecia respostas sinceras.
BN
Gostaria de saber as espectativas desta acção, porque eu estou a desvalorizar perto dos 26%, e gostava de ver melhores dias, hoje ela chegou 2,34€ com uma resistência nos 2,35£ e fechou nos inalteradas 2,31€, gostava de ter mais informações sobre esta acção porque tenho capital a desvalorizar e não o que fazer, se continuo e espero pela Fusão da Alcatel ou vendo e parto para outros rumos.
Agradecia respostas sinceras.
BN
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