ketchup of catch-up schreef op 9 januari 2018 18:03:
update naar aanleiding CC this mng
- the balance sheet will increase significantly because of the lease accounting and higher def revenue positions on the balance sheet
- going forward net result is lower def revenue and hence accounting will have positive impact
- P/L based multiples will look bit better as def revenue will be lower proportionally going forward
TT states 2017FY adj net profit will be positively impacted by 5-25mio
tis is significant delata vs 64 mio we forecast for 2017FYE
ydays announcements can be perceived as positive
extentions with Baidu on Apollo autonomous driving platform with new product auto stream confirms our view that TT is still well attached to these important players
Nvidia, Baidu and Qualcomm also announced an extention of their cooperation with TT.
orders:
TT remains tight lipped on orders, so this is extremely difficult to track
HERE adding Bosch and Continental to their ecosystem makes us somewhat cautious, but yesterdays news is a boost
TOMTOM SHOULD HAVE LOCKED IN STRATEGIC PARTNERS THROUGH EQUITY
in our view, TT has to act
zie dat er net van een ander een update binnenkomt, zal dat later nog wel even samenvatten.