lawrencegb
2021-12-09
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Nokia, ASML Holding are Morgan Stanley's top picks for 2022
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Nokia shares have gained more than 50% year-to-date, while ASML is up more than 60% year-to-date.</p>\n<p>Analyst Dominik Olszewski said Nokia (NOK) shares are likely to benefit as the company continues to improve its margins, continued momentum in network infrastructure spending and a \"simpler play on continued 5G spending.\"</p>\n<p>ASML (ASML) could generate $34.05 billion in revenue, or 30.2 billion euros, next year, with the potential to have as much $36.08 billion, or 32 billion euros, as the European Union continues to build out its 5G networks.</p>\n<p>Separately, Olszewski downgraded Infineon Technologies(OTCQX:IFNNY)and STMicroelectronics(NYSE:STM)to equal-weight as he believes there is \"reduced scope\" for outperformance, citing the challenging backdrop for automotive chips.</p>\n<p>Last month, Nokia (NOK) signed an agreement with Ooredoo Group to bring multiple technologies and services, including 5G, to customers in Middle East, North Africa and South-east Asia as part of amulti-country, five-year deal.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNokia, ASML Holding are Morgan Stanley's top picks for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 15:28 GMT+8 <a href=https://seekingalpha.com/news/3778180-nokia-asml-holding-are-morgan-stanleys-top-picks-for-2022><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nokia(NYSE:NOK)and ASML Holding(NASDAQ:ASML)are Morgan Stanley's top picks in the European semiconductor and tech hardware spaces, going into 2022, citing Nokia's continued recovery and ASML ...</p>\n\n<a href=\"https://seekingalpha.com/news/3778180-nokia-asml-holding-are-morgan-stanleys-top-picks-for-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOK":"诺基亚","ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/news/3778180-nokia-asml-holding-are-morgan-stanleys-top-picks-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1197261333","content_text":"Nokia(NYSE:NOK)and ASML Holding(NASDAQ:ASML)are Morgan Stanley's top picks in the European semiconductor and tech hardware spaces, going into 2022, citing Nokia's continued recovery and ASML benefiting from the chip shortage.\nNokia (NOK) shares were not active in early Wednesday trade, while ASML Holding (ASML)tacked on 0.4% to $809. 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