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《大行報告》大摩:聯想集團(00992.HK)上季除稅前溢利較預期低3% 惟整體業績穩健
阿思達克 02-03 14:08
摩根士丹利發表研究報告,指出聯想集團(00992.HK)整體業績穩健,2021財年第三季收入172億美元,按年增長22%,較該行預期高4%,並較市場預期高10%。毛利率為16.2%,按年增加10個基點。稅前收入達到5.91億美元,較該行預期低3%,惟較市場預期高6%。純利為3.95億美元,按年增長53%,較該行預期低7%。

該行又指,智能設備業務集團收入按年增長27%至140億美元,較該行預期高出4%,主要是受到較高的平均售價所帶動;移動業務集團的收入錄15.21億美元,按年增長10%,較該行預期低5%;數據中心業務集團(DCG)收入16億美元,按年增長2%,較該行預期為高9%。稅前虧損3,300萬美元,較該行預期的4,000萬美元虧損為佳。

該行提到,公司將在今天(3日)下午舉行電話會議,將會關注其2022下半財年個人電腦需求的可見性;成本上升帶來的利潤壓力;數據中心業務的需求前景;服務附加率;以及中國預託憑證(CDR)的發行。

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