NOK Stock Recommendation: Why Nokia Deserves A Price Target of $5.30

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • I reiterate the buy rating I gave Nokia’s stock last May 11. The stock has since risen +20% but I’m highly confident it still has more upside potential.
  • Recent 5G contract wins convinced me that NOK deserves a 1-year price target of $5.30.
  • NOK’s 1-month price return is +17.34%. This is thanks to the new U.S. sanctions against Huawei. Going forward, I expect this stock to have a YTD gain of +30% or more.
  • Analysis of weekly technical indicators and recent moving averages produced a buy endorsement for Nokia’s stock.
  • Cloud computing giants Tencent and Baidu recently chose Nokia as their supplier for optical data center interconnect or DCI networks.

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TSM Stock: Why You Should Still Go Long On Taiwan Semiconductor

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • The new sanctions against Huawei means Taiwan Semiconductor was forced to stopped taking new foundry orders from it.
  • This is a near-term headwind. Huawei is the no. 2 largest foundry customer of Taiwan Semiconductor. Huawei accounts for 15% to 20% of Taiwan Semiconductor’s revenue.
  • TSM is still a buy because other Chinese phone vendors like Xiaomi, Oppo, and Lenovo can eventually make up for the lost business from Huawei.
  • • TSM also touts lower valuation ratios than its foundry customers Advanced Micro Devices and Nvidia. This is just wrong because TSM operates on a higher net income margin.
  • Taiwan Semiconductor boasts an excellent balance sheet. Its total cash is $18.86 billion while its total debt is only $7.3 billion.

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Apple Stock Forecast: AAPL Looking Ahead to the Calm After the ‘Storm’

Whitney
The article was written by Whitney Su, a Financial Analyst at I Know First.

Summary:

  • Despite concerns over the ongoing Trump-Xi trade war, we can expect Apple to operate as usual in Greater China (Mainland China, Hong Kong, and Taiwan), which accounts for nearly 20 percent Apple's total revenue.
  • Stock prices went up by more than 1% on 11 June 2019, closing at $194.99, after Foxconn's statement that it was capable of relocating iPhone production outside of China, if necessary. Stock prices have seen an upward trend since that announcement.
  • I give AAPL stock a bullish one-year forecast. No longer relying on iPhone sales to hold up the company, Apple is turning towards services instead, projecting increased service sector revenue of $14 billion per quarter by 2020.
  • Widespread popularity of the Apple Watch and AirPods spearheads revenue increases in Apple's "Other Products" sector. Innovative product development will continue to drive up AAPL stock prices.

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Nokia Stock Forecast: 2 Strong Reasons To Go Long Nokia

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Nokia’s stock has a 6-month price return of 10.22%. I am still endorsing it as a buy.
  • Like Ericsson and Cisco, Nokia is also an obvious beneficiary of the US-led anti-Huawei campaign. Discrimination against Huawei is a tailwind for Nokia.
  • Nokia and Alcatel-Lucent has 5G infrastructure solutions and network routers and Ethernet switches. Huawei has been growing at the expense of Nokia.
  • The other tailwind for Nokia is HMD Global’s recent unveiling of new smartphones. The Nokia 9 PureView is the world’s first penta-camera handset.
  • The Nokia 9 PureView is a flagship handset raised the global brand power of Nokia phones.

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Cisco Stock Forecast: The Anti-Huawei Witch Hunt Is A Global Tailwind For Cisco

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • The anti-Huawei position of the CIA and the United States is a tailwind for Cisco.
  • The elimination of low-pricing specialist Huawei means Cisco can sell more of its network routers & switches.
  • Cisco and Huawei are also fierce global rivals in server computers. The United States and its allies can also disrupt Huawei’s server sales.
  • Cisco’s Artificial Intelligence and Deep Learning business can also benefit if Huawei doesn’t win any non-China customers.
  • I Know First has a slightly bullish algorithmic 12-month forecast for CSCO. Monthly technical indicators and moving averages trends also rate CSCO as a buy.

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Do Nvidia’s New Competitors Pose a Threat?

This article was written by Moe Chabot, a Financial Analyst at I Know First

Source: Shutterstock

Summary

  • Nvidia’s Q2 FY2019 was outstanding showing great growth in Gaming, Professional Visualization, and Data center
  • The rise in GPU sales from Gaming, Professional Visualization, and Data center offset the sudden drop in cryptocurrency GPU sales
  • Tesla recently terminated use of Nvidia’s self-driving car platform
  • Huawei a Chinese tech company released an AI chip to compete with Nvidia’s Data center business


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AMD Stock Forecast: What success looks like and why it’s unstoppable

  The article was written by Isabelle Tao, a Financial Analyst at I Know First.

 

 

 

    Highlights

    • Strong Radeon, Ryzen, EPYC, and Semi-custom Sales Contributed to a Strong AMD Q2 2018

    • Continue Holding to AMD Stocks

    • Technical Analysis Confirms AMD Stock Forecast Bullish Trends

    • I Know First’s Algorithm is Bullish for AMD in the Long Run

     

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