es kommt Stimmung auf

Datum Time National # Veränderung (%)
14-03-2012 10:01:34 -
0.06 (3.38 %)
Volumen Vortag Eröffnung Letzter
8'973'118 1.776 1.80 1.836 EUR

 

Grund:
(Andere werden folgen, denke ich)


BMO raises ALU to Outperform

Alcatel-Lucent wins 2.6% to 1.82 Euro shortly after the opening of Paris. Reportedly, the New York broker BMO Capital Markets raised to "outperform" recommendation on the matter.

http://www.boursier.com/actions/actualites/news/alcatel-luce…

 

das Andere folgen werden.

Seit dem 10. Februar sind hier satte 68% der Aktien gehandelt worden (Paris + New York) und es scheint mir das auf diese Kursniveaus kaum noch weiter abgegrast werden kann.

Zudem rückt Q1 allmählich näher.

1.5 Mrd Abschluss möglich ! :dance:

Singh-Molares  is president of telecommunications provider Alcatel Lucent  Asia Pacific, so he has a clear interest in advancing the cause of the  NBN. The company holds a contract worth up to $1.5 billion to provide  equipment for the rollout.
Good find,thanks


steht in der Mitte des Artikels
http://afr.com/p/technology/...demand_soaring_across_asia_dEk9Qeqw...

und ebenso
http://next-generation-communications.tmcnet.com/...xtgen-voice/ar...

 

neue zusätzliche Funktionen werden angeboten

http://www.4-traders.com/ALCATEL-LUCENT-4606/news/ALCATEL-LU…

ALCATEL-LUCENT : weaves together voice, video and online collaboration tools for businesses and extends them to employees’ personal devices
03/26/2012 | 11:44am

 

Seems that ALU is a leader in Optical:

AlcaLu's 100G Boast

12:15 PM -- There's no doubt that Alcatel-Lucent (NYSE: ALU) is making  significant headway in gaining traction for its 100Gbit/s transport  equipment, having announced numerous deployments in recent months.

There's also no doubt that the vendor is an optical transport innovator  and one of the leaders in the market. But when the company claims, as it  did in its most recent 100Gbit/s customer win announcement in Austria,  that it "led the way in the introduction of 100G, [and] remains the only  vendor delivering this level of speed and capacity on existing  networks," what does it mean exactly? (See H3G Deploys AlcaLu's 100G.)

Certainly, other optical systems vendors with 100Gbit/s offerings,  including Ciena Corp. (Nasdaq: CIEN), Huawei Technologies Co. Ltd. and  Nokia Siemens Networks , might like to know. (See BT Heads for 400G With  Ciena, Unknown Document 205930 and NSN Makes Optical Advances.)

Well, here's the answer, as supplied by Harald Himmer, head of the  Alcatel-Lucent business in Austria, in an email to Light Reading.

Alcatel-Lucent's 100G solution provides the most efficient use of  spectrum on existing networks, enabling optimum speed and capacity, as  it eliminates the need for guard bands when deployed side by side with  10G and 40G wavelengths.
Alcatel-Lucent is the only vendor that has been commercially shipping a  single carrier solution in volume with 45+ references and numerous  publicly announced wins such as H3G, which are mostly network-wide  upgrades to 100G, and not selective, highly-engineered routes as claimed  in most competitors' announcements.

Alcatel-Lucent is a recognized leader in 100G research and 100G  single-carrier coherent commercialization resulting in the (live,  revenue-generating) deployment of 100G on any fiber, any route, any  network.

All credit to Himmer for providing that detail, but is that the same as  "the only vendor delivering this level of speed and capacity on existing  networks"?

Any thoughts welcome on the message boards below.

In the meantime, here's a rundown of AlcaLu's most recent 100Gbit/s news:

http://www.lightreading.com/blog.asp?doc...

 

einfach dabei bleiben

 

March 27, 2012 — 5:14pm ET | By Tammy Parker


The big four U.S. mobile  operators are ramping up their capital expenditures as they plunge headfirst  into LTE deployment and expansion, according to a research note from Jefferies  & Company.

"2012 could be the first year in recent memory where  all of the major operators in North America are spending aggressively at the  same time. We think that Q2 and Q3, in particular, look very strong,"  according to the note written by Jefferies equity analyst George Notter.
 

http://www.fiercebroadbandwireless.com/story/...apex-surge/2012-03-27

Mar 28, 2012

New Mexico and Texas to Get Superfast 4G LTE Services for the First Time Thanks to PVT Supported by Alcatel-Lucent

Internet access to be offered in areas of New Mexico and Texas along with new services to help increase efficiencies in local industries

ARTESIA, N.M. and PARIS, March 29, 2012 /PRNewswire/ -- Many people living in the southwestern U.S. states of New Mexico and Texas are for the first time to be offered high-speed Internet access, thanks to the launch of a new 4G LTE service by Penasco Valley Telecommunications (PVT) and supported by Alcatel-Lucent (Euronext Paris and NYSE: ALU). Operating under the Fuego Wireless brand, PVT will bring blazingly fast 4G LTE Internet to the areas it serves; including expansive diverse terrain, rural agricultural communities, and metropolitan areas such as Santa Fe and Las Cruces.

http://www.nasdaq.com/article/...ted-by-alcatel-lucent-20120329-00427

was sagen die technikprofis und zukunftsvisionäre. ist alcatel-lucent jetzt wieder kaufenswert. marktcapitalisierung bei knapp 4mrd hört sich reizvoll an. nur verschuldungsquote schreckt halt ab.

 

sehr eigenartiger Verlauf heute,
am Tiefpunkt gab es einen grösseren Umsatz

hier schöner Chart:
http://www.minyanville.com/trading-and-investing/...ls&from=yahoo  

 

hier das Ziel 3.9 € noch viel schöner


http://www.aktiencheck.de/analysen/Artikel-Alcatel_Lucent_Ak…

**************************************************

UBS raises Alcatel Lucent price target

UBS raises Alcatel Lucent SA price target to EUR 1.90 from EUR

1.70; rating neutral

http://www.cnbc.com/id/46922809

 

http://www.mspnews.com/news/2012/04/03/6231701.htm

Nicht verkaufen, Langzeitsicht notwendig !
(Tod des PC, alles Mobile)

http://beta.fool.com/johnmylant/2012/04/10/you-need-long-ter…

 

 

1,00 bis 3,90 wer nimmt Analysten dann überhaupt noch ernst

Zudem kz 1,00 € ... trotzdem neutral :)

 

12.04.12 Exane BNP Paribas - Alcatel-Lucent-Aktie: neutral

Paris (www.aktiencheck.de) - Alexander Peterc und Alexandre Faure, Analysten von Exane BNP Paribas, stufen die Aktie von Alcatel-Lucent (Alcatel-Lucent Aktie) weiterhin mit dem Rating "neutral" ein. Das Kursziel werde bei 1,00 EUR gesehen. (Analyse vom 10.04.2012)

02.04.12 Grupo Santander - Alcatel-Lucent-Aktie: "buy"

Madrid (www.aktiencheck.de) - Carlos Javier Trevino Peinador, Analyst von Grupo Santander, stufen die Aktie von Alcatel-Lucent (Alcatel-Lucent Aktie) unverändert mit "buy" ein. Das Kursziel werde bei 3,90 EUR gesehen.

03.04.12 Oddo Securities - Alcatel-Lucent-Aktie: "buy"

Paris (www.aktiencheck.de) - Vincent Maulay, Analyst von Oddo Securities, stuft die Aktie von Alcatel-Lucent (Alcatel-Lucent Aktie) unverändert mit "buy" ein. Das Kursziel werde bei 2,50 EUR gesehen. (Analyse vom 02.04.12)

Vermont  Telephone dramatically expands the availability of superfast broadband  and video services with the help of Alcatel-Lucent

New  network includes 100 gigabit per second (100G) optical transport  capabilities coupled with IP video and fiber-optic access technologies  to bring broadband Internet to traditionally underserved areas........

 

http://www.boursier.com/actions/forum/...rfast-broadband-i190675.html

 

Ein Teilnehmer stellt die Frage nach der künftigen Ertrags- und Gewinnentwicklung.
Mehr wissen wir am 26. April um 7h (präsentation 1.Q)

Ich bin leider auch nicht Hellseher, sehe jedoch praktisch jeden Tag den Abschluss neuer Aufträge.

Einige Banken raten runter andere rauf ????

Hier eine sehr gute Aufstellung diverser Empfehlungen:
http://www.boursier.com/actions/forum/...eat-opportunity-i180811.html

Gestern neu:
http://www.fool.com/investing/general/2012/04/16/...these-stocks.aspx

Bei den künftigen Entwicklungen schaue ich auf die Werte von YahooFinance.
Die PE sind ausserordentlich tief :
http://finance.yahoo.com/q/ae?s=ALU+Analyst+Estimates  

Schätzung von Credit Suisse
(sind zwar vorsichtig, Kursziel jedoch 1.6)

[i](Boursier.com) -- Le Crédit Suisse est toujours négatif avant la publication des résultats trimestriels d'Alcatel-Lucent le 26 avril prochain. Il valorise le dossier 1,60 Euro par action. L'analyste anticipe 3,25 Milliards d'Euros de revenus (-13% en glissement annuel) et 34,4% de marge brute, pour 81 ME de perte opérationnelle. Ces attentes sont proches de celles du consensus.[/i]

 

Stocks on the Road to Greatness

...
There  is risk, however, because as the need for towers grows, so, too, does  resistance to their siting. It's one of the reasons I think  Alcatel-Lucent (NYS: ALU) will be a huge winner going forward, because  it makes low-profile antennas that can mounted on poles or even  unobtrusively on the side of a building. I think its small-cell wireless  technology will be key in helping telecoms meet the burgeoning demands being placed on their networks.

Yet  there will also remain a need for the towers erected by American Tower  and SBC Communications, so I can see a number of winners emerging from  the mobile-communications explosion to come as a result of 4G-LTE  technology.

While I've put my money on Alcatel, the analyst  community is unanimously behind American Tower's ascendancy, and even  the broader CAPS community, where more than 900 members have weighed in,  finds 90% of those rating the tower company to outperform the market  indexes.
...
Source : Stocks on the Road to Greatness

 

Alcatel-Lucent Swaps Signals Rating Promotion: Corporate Finance

Apr 23, 2012

Alcatel-Lucent (ALU) investors drove down the cost of insuring the phone-equipment maker’s debt by more than any other European technology company this year as its bonds imply a two-level credit-rating boost.

Credit-default swaps protecting the Paris-based company’s debt from default for five years have fallen 646 basis points, or 36 percent, compared with the 31 percent decline for second- best performer Cap Gemini SA (CAP), according to CMA in London. The contracts imply a Ba2 rating, according to Moody’s Analytics, higher than its current B1 grade.  

Alcatel-Lucent reported 2011 net income of 1.1 billion euros ($1.5 billion) in February, ending five years of losses amid a slowdown in customer orders in Europe’s crisis. It plans to cut about $660 million in costs this year, following the end of a three-year turnaround plan by Chief Executive Officer Ben Verwaayen who plans to use the company’s patents to generate free cash flow for the first time.

“Alcatel-Lucent has an extensive patent portfolio that could be worth a significant sum of money,” said Matt Eagan, a Boston-based money manager at Loomis Sayles & Co., that owns Alcatel-Lucent bonds. “The Alcatel story looks attractive from a bondholder’s perspective.”
 

weiter:

http://www.bloomberg.com/news/2012-04-22/...on-corporate-finance.html

Alcatel-Lucent Set to Release Q1 Results, Bonds Appear Interesting to Analysts

April 24, 2012

As Alcatel-Lucent (News – Alert) (A-L) gets ready to announce Q1 results this week, there’s an increasing interest in the company’s bonds.
On Thursday, A-L will announce first quarter 2012 results. A conference call and statement will be available from the company for download.

“Alcatel-Lucent has an extensive patent portfolio that could be worth a significant sum of money,” Matt Eagan, a manager at Loomis Sayles & Co., said in a recent statement to Bloomberg News. “The Alcatel story looks attractive from a bondholder’s perspective.”

The company saw net income of 1.1 billion euros ($1.5 billion) for last year, Bloomberg (News – Alert) added. That reverses five years of losses.

“The company has continued to increase profitability since 2009 and had a strong cash-flow performance in the fourth quarter,” Yoann Dupin, a fund manager at Swan Capital Management, told Bloomberg. “It faces strong competitors but they’re making some good innovations, which could be very good for its future financial profile.”

A-L announced its plans to cut some $660 million from costs during 2012. A key focus relates to licensing company patents to generate cash. It has 29,000 patents.

Also, A-L has gotten rid of some of its assets, recently, such as the $1.5 billion deal to sell its Genesys (News – Alert) call-center software unit to Permira Advisers LLP, according to Bloomberg. A-L is hoping innovation, software and new wireless and fixed-line technology will improve its performance during 2012.

“The group’s liquidity position is now very healthy and cash burn has reduced and this will help Alcatel-Lucent meet its debt maturities through to 2015,” Andrei Pashko, a portfolio manager at Deka Investment GmbH in Germany, told Bloomberg.

Bloomberg also reports that A-L’s credit-default swaps dropped some 646 basis points, or 36 percent, according to CMA. That translates to a higher rating than what it now has: B1.
Credit-default swaps on the company’s bonds dropped to 1,138 basis points on Dec. 30 2011. They were 1,784 basis points, according to CMA.

http://expertsupportnj.com/2012/04/...appear-interesting-to-analysts/

von Alexander Paulus
Dienstag 08.05.2012, 10:35 Uhr Download -
+ Alcatel-Lucent - WKN: 873102 - ISIN: FR0000130007

Börse: Euronext in Euro / Kursstand: 1,17 Euro

Rückblick: Die Aktie von Alcatel Lucent erreichte nach einer starken Erholung im Mai 2011 ein Hoch bei 4,47 Euro. Danach setzte eine massive Abwärtsbewegung ein, die Aktie fiel auf ein Tief bei 1,11 Euro.  Nach diesem Tief erholte sich die Aktie und versuchte sogar den Ausbruch über den Widerstand bei 1,83 Euro. Zwar kam es zu einem Wochenschlusskurs über dieser Marke, aber die Aktie fiel schnell wieder darunter zurück. In dieser Woche setzt die Aktie auf der Unterstützung bei 1,11 Euro auf. Aktuell kann sie gehalten werden, es kommt sogar Nachfrage auf.

Charttechnischer Ausblick: Die Aktie von Alcatel könnte nun eine mittelfristig, volatile Seitwärtsbewegung etablieren. Sie hat nun nämlich die Chance auf eine Rally in Richtung 1,83 Euro.

Sollte sie aber per Wochenschlusskurs unter 1,81 Euro abfallen, droht eine Verkaufswelle in Richtung 0,87 Euro und damit an das tief aus dem Jahr 2009.

Kursverlauf vom 07.09.2007 bis 09.05.2012


http://www.godmode-trader.de/nachricht/...tel-Lucent,a2823264,b1.html  

wenn der newsflow läuft kann es 2€ geben

Heute kk 1,24