Nokia sijoituskohteena (Osa 3)

American depositary receipts (ADRs) of Ericsson (ERIC) sank 11% Friday when the telecom equipment maker missed profit estimates and warned that potential tariffs from the Trump administration could seriously impact its future results.

The company explained in its fourth-quarter earnings report that “the incoming U.S. administration has indicated that it intends to impose a broad range of tariffs on imports to the U.S., which could have significant negative impacts throughout the information and telecommunications industry, including the Company’s international product development and global value and supply chains.”

KOMMENTTI: Olisi mielenkiintoista tietää, missä määrin Nokia on alttiina tälle riskille. Ainakin kuituverkkojen ja optisten verkkojen (Infineran kautta) pitäisi olla melko turvassa paikallisen tuotantokapasiteetin ansiosta.

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