You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
Kellanova(K.US)第二季淨銷售微增 併購Mars交易待批
阿思達克 08-01 17:14
Kellanova(K.US)公佈第二季業績。該公司與全球寵物護理、零食及食品領導企業Mars, Incorporated達成最終協議,Mars將以每股83.5美元現金收購Kellanova,交易已獲股東批准,待監管機構審批,預計年底完成。 第二季亮點:雖然整體市場需求疲軟影響淨銷售額,但在新興市場帶動下,公司持續自然增長。受市場估值波動及成本上升影響,營運利潤及每股盈利按調整後基準跌幅低於預期。由於與Mars的併購交易,公司不提供前瞻指引。 第二季報表淨銷售額按年微增,非洲麵食業務量增長抵銷其他類別需求疲軟及業務組合轉變影響。因匯率換算影響中性,自然增長表現相同。年內至今,報表淨銷售額下跌2%,匯率負面影響僅部分被非洲麵食業務量增長抵銷;按有機基準,淨銷售額微增。 第二季報表營運利潤按年跌11%,因市場估值波動及非洲以外淨銷售額下降影響。按調整後基準(剔除市場估值及一次性費用),營運利潤跌5%,剔除匯率影響跌6%。上半年,報表營運利潤跌2%,受市場估值波動、匯率負面影響及非洲以外淨銷售額下降影響。按調整後基準,營運利潤跌9%,剔除匯率影響跌8%。 第二季報表每股盈利按年跌15%,反映市場估值波動、非洲以外淨銷售額下降及其他收入減少。按調整後基準,每股盈餘跌7%,剔除匯率影響跌8%。上半年,報表每股盈餘跌3%,原因同上。按調整後基準,每股盈餘跌8%,剔除匯率影響同樣跌8%。 年內至今,經營活動提供的淨現金流為2.85億美元,按年減少,主要因去年退休後分配1.75億美元的正面影響轉為今年養老金供款1.45億美元的負面影響。資本支出3.24億美元,因時間差異高於去年。自由現金流(經營活動淨現金流減資本支出)為負3,900萬美元,按年減少,但符合內部預測。 Kellanova主席、總裁兼行政總裁Steve Cahillane表示,儘管業務環境具挑戰性,公司憑藉團隊實力、產品組合及計劃繼續有效應對。雖然多數產品類別需求未如預期改善,但第二季盈利超預期,得益於創新、商業及營運執行力,以及新興市場增長,特別是非洲的麵食業務。公司將於下半年專注執行,同時推進與Mars的交易,迎接新篇章。 ~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account