– When it comes to a company like Ericsson is all important! But should I choose so that is how it goes with the 5G, the new generation of telecommunications and data networks. Ericsson is in the forefront, and 2019 has been described as the year when the will to break through on a broad front. It will be interesting to see what Ericsson has to say about the pace of the roll-out of 5G and costs.
" Hmmm, that's a double-edged sword. Particular, Ericsson will benefit, but at the same time, the chinese market is important for the group. And there is an obvious risk that the chinese regime strikes back, which, in turn, can hit Ericsson hard.
– In the last week were in addition, Ericsson's head office in China raided by the country's konkurrensvårdande authorities. It was after complaints to the licensing of the patent on the new 5G-enabled phones and other devices. It is assumed to lead to an increase in royalty payments, the manufacturer must pay to Ericsson.
" But the raid can also be seen as a warning from China against the western countries who want to stop Huawei.
– It is also interesting to hear how Ericsson ducking questions about the Huawei and a possible stop for the company in Sweden. ”We do not speculate on any political decision” was Ericsson's response when the SVT News asked the question in the winter. So everything that the management says about China and Huawei will the analysts take an interest in.
" of Course, but the crisis that Ericsson was inside in only a couple of years ago is largely overcome. Storstädningen Börje Ekholm launched when he took office in January 2017, continue, certainly, but in a different tempo. And the results have improved quarter-over-quarter.
" She was also clearly satisfied when, in January of this year presented the financial statement for the fourth quarter of last year and was able to conclude that the group is growing – for the first time since 2013.
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