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《大行报告》大摩:联想集团(00992.HK)上季除税前溢利较预期低3% 惟整体业绩稳健
阿思达克 02-03 14:08
摩根士丹利发表研究报告,指出联想集团(00992.HK)整体业绩稳健,2021财年第三季收入172亿美元,按年增长22%,较该行预期高4%,并较市场预期高10%。毛利率为16.2%,按年增加10个基点。税前收入达到5.91亿美元,较该行预期低3%,惟较市场预期高6%。纯利为3.95亿美元,按年增长53%,较该行预期低7%。

该行又指,智能设备业务集团收入按年增长27%至140亿美元,较该行预期高出4%,主要是受到较高的平均售价所带动;移动业务集团的收入录15.21亿美元,按年增长10%,较该行预期低5%;数据中心业务集团(DCG)收入16亿美元,按年增长2%,较该行预期为高9%。税前亏损3,300万美元,较该行预期的4,000万美元亏损为佳。

该行提到,公司将在今天(3日)下午举行电话会议,将会关注其2022下半财年个人电脑需求的可见性;成本上升带来的利润压力;数据中心业务的需求前景;服务附加率;以及中国预托凭证(CDR)的发行。

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