LMエリクソンに関するコメント

The EIB funding agreements provide Ericsson with the flexibility to enhance their R&D, making their products more competitive and energy efficient. This is anticipated to positively impact their operator customers and other industrial sectors.

Ericsson anticipates a recovery in mobile infrastructure investment due to rising data traffic and 5G demand, despite current low levels. However, the timing remains uncertain. The company plans to capitalize on this potential increase by enhancing efficiency and reducing costs. Barclays' analysts, however, have downgraded Ericsson and Nokia, predicting subdued investment globally, except in China, for the next three years.

JPMorgan analysts express concerns over Ericsson's revenue growth and restructuring effectiveness. Despite the recent AT&T deal, they remain bearish due to potential revenue downgrades.