Deutsche Bank tocmai a anuntat cea mai mare pierdere trimestriala din ultimii patru ani, dar si cel mai ambitios plan de restructurare din istoria sa. Nokia estimeaza o crestere a cererii globale pentru noile retele 5G, insa Ericsson avertizeaza ca marjele de profit ale companiilor specializate ar putea suferi intr-o prima etapa. Principalii parteneri ai Apple din Asia de Sud-Est se asteapta la o crestere a activitatii in a doua jumatate a acestui an. Ce lucruri interesante anunta companiile de "cloud" si cele din sectorul de aparare?
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Analiza si prezentare: Mihai Nichisoiu si Adrian Marin
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Despre cum s-a decis cel mai recent plan de restructurare la Deutsche Bank:
https://www.ft.com/content/2e7f3f22-a99d-11e9-984c-fac8325aaa04
Beyond Meat anunta ca ar putea deveni profitabila in 2019:
https://www.wsj.com/articles/beyond-meat-boosts-profit-outlook-despite-bigger-loss-11564433636
Cele mai importante companii din sectorul de aparare din SUA au publicat rezultate financiare peste asteptari:
https://www.wsj.com/articles/northrop-grumman-general-dynamics-bolster-full-year-profit-forecasts-11563985832
https://www.cnbc.com/2019/07/23/lockheed-martin-earnings-q2-2019.html
Despre perspectivele "cybersecurity cloud" si 5G:
https://www.canalys.com/newsroom/cybersecurity-market-q1-2019
https://www.canalys.com/newsroom/5G-forecasts-five-year
Despre companiile listate care ofera servicii de "cloud" si inteligenta artificiala altor companii:
https://www.marketwatch.com/story/crowdstrike-stock-rallies-on-strong-outlook-2019-07-18
https://www.wsj.com/articles/enterprise-tech-ipos-spark-gold-rush-11564092204
Video – De la Deutsche Bank la Nokia
Sursa: Tradeville
