高盛：Lenovo Group收益的研究报告

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Below expectations: Core earnings weaker, but MIDH stronger
What surprised us

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Lenovo reported 3QFY13 sales of US$9.4bn vs. GSe US$9.3bn and
Bloomberg consensus US$9.1bn. However, net earnings of US$205mn
were 5% below GSe mainly due to lower OPM (2.4% vs. GSe 2.8%).
Lenovo recognised a one-off gain of US$20mn and subsidy of US$77mn,
partially offsetting the weak OPM. 2013 guidance: 1) smartphone and
tablet businesses are running at a profitable level and management
expects these businesses to remain profitable; 2) OPM to grow due to
better efficiency and product mix; 3) maintain balanced ratio between inhouse
manufacturing and outsourcing.

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Goldman Sachs-Lenovo Group (0992.HK)Belowexpectations_Coreearningsweaker，butMID.pdf (204.27 KB, 需要: 2 个论坛币)

2013-2-1 09:36:15 上传

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