contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


elisa-oyj-elisa-notification-of-the-managers-transactions-120

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Elisa is active in the telecom industry. The company offers services within communication with a focus on solutions that involve fixed telephony, mobile, and internet services. The customers are found among private individuals, corporate customers, and public organizations. The largest activity is in the Finnish and Baltic markets. In addition to the main business, the company also offers various digitization services, mainly to its larger corporate customers.

Elisa reduced its investments in Q3. If it continues the same, it will be able to distribute a larger dividend than its earnings without taking on additional debt. Competition still seems quite fierce. I would estimate that the current price level in the consumer segment will reduce Elisa’s EBITDA by approximately 1% (\~6M€) over the next 12 months per month of intensifying competition. The benefit of the co-determination negotiations could thus melt away in just over half a year if one assumes they have no significant adverse effects.

Elisa on jakanut ainakin kymmenen vuoden ajan lähes koko tuloksen osinkona. Normaalisti tällainen olisi huolestuttavaa, mutta Elisa onnistuu tässä pahemmin velkaantumatta. Mikä on Elisan salaisuus?

This spring it was indeed slightly over 100%, when EPS was 2.34 and the dividend 2.35, I hadn’t even remembered that. That is undeniably an unhealthy situation and makes one wonder with even greater reason why the dividend was raised so much for this year, when less would have been enough to continue the streak of increases. But previously the payout ratio has been slightly lower, and it will continue to be so according to Inderes’ forecasts. On the other hand, the stock price has fallen so low that the dividend yield percentage is already quite high in absolute terms, even if the dividend were to stagnate or even slightly decrease in the coming years. I myself am holding onto my Elisa ownership (approx. 3% of the portfolio) with peace of mind.

The market indeed seems to be pricing in a dividend cut. The dividend payout ratio has already been over 100%, which is not healthy. I have been considering adding more, but I would like a bit more safety margin. I don’t expect Elisa to grow much.

Elisa’s spearhead in the software business is the radio network analytics/optimization software offered to other operators. As I understand it, a truly competitive product/service. They have invested significantly in this, on their own scale, and if successful, it should scale nicely. I was left wondering what would happen to this business if Nvidia also built a similar cooperation with Ericsson as it has with Nokia…?

Inderes              Elisa Oyj: Elisa: Ilmoitus johtohenkilöiden liiketoimista - Kristian Pullola...    ELISA OYJ JOHDON LIIKETOIMET -TIEDOTE 3.11.2025 KLO 20.00Elisa Oyj - Johdon liiketoimet____________________________________________IlmoitusvelvollinenNimi: Kristian PullolaAsema: Talousjohtaja...                             Talousjohtaja kävi sipaisemassa dipistä.

Thanks, that’s an important addition. I was indeed thinking about the possibility of a loan, but I wrote about the matter too narrowly, only mentioning balance sheet unwinding.

Elisa

ELISA MANAGERS' TRANSACTIONS RELEASE 2 FEBRUARY 2021 AT 3:00 PMThe following notification is made according to Article 19 of the Market Abuse Regulation.ELISA OYJ - Managers' Transactions ____________...

ELISA MANAGERS' TRANSACTIONS RELEASE 2 FEBRUARY 2021 AT 3:00 PMThe following notification is made according to Article 19 of the Market Abuse Regulation.ELISA OYJ - Managers' Transactions ____________________________________________Person subject to the notification requirement Name: Mäenpää, Pasi Position: Other senior manager Issuer: ELISA OYJ LEI: 743700TU2S3DXWGU7H32Notification type: INITIAL NOTIFICATION Reference number: 743700TU2S3DXWGU7H32_20210202140243_4 ____________________________________________Transaction date: 2021-02-02 Venue not applicable Instrument type: SHARE ISIN: FI0009007884 Nature of the transaction: RECEIPT OF A SHARE-BASED INCENTIVE OR REMUNERATION Transaction details (1): Volume: 3,415 Unit price:  EUR 0Aggregated transactions (1): Volume: 3,415 Volume weighted average price:  EUR 0 Elisa's Management holdings: <a href="https://elisa.com/corporate/governance/management-holdings/">https://elisa.com/corporate/governance/management-holdings/</a> ELISA CORPORATIONVesa Sahivirta  IR Director tel. +358 50 520 5555Distribution:Nasdaq Helsinki  Principal media  elisa.com