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三星电子第四季度盈利创历史新高
该公司将于周二发布盈利指引,1月晚些时候将公布业绩的完整细节。
该公司将于周二发布盈利指引,1月晚些时候将公布业绩的完整细节。
虽然韩圜走强和NAND芯片价格下跌可能会令三星业绩失色,但多数分析师预计,这家全球领先的半导体、智能手机和电视制造商将迎来一个强劲的季度。
根据汤森路透对16位分析师的调查,这家韩国科技巨头预计在10月至12月期间营业利润同比增长74%,达到16万亿韩元(150亿美元)。
该公司将于周二发布盈利指引,1月晚些时候将公布业绩的完整细节。
"三星微软第四季度盈利预期低于最初预期,但这主要是由于一次性成本。我们仍持乐观态度,因为DRAM市场动态没有明显变化,”三星电子分析师Lee Soon-hak表示韩华投资与证券。
24日,三星电子股价以255.4万韩元收盘,比11月初的历史最高值287.6万韩元下跌了11%。
去年11月底,在摩根士丹利(Morgan Stanley)预测NAND闪存芯片已经开始下降周期,结束了长期的繁荣之后,该股大幅下跌。
然而,分析师们表示,第四季度DRAM芯片价格的持续上涨已经完全弥补了这一点,许多人预测,随着企业扩大数据中心,DRAM供应在2018年全年将保持紧张。
根据研究提供商TrendForce的DRAMeXchange的数据,服务器DRAM和移动DRAM的平均价格在2017年分别上涨了45%和20%,预计第一季度还会进一步上涨。
三星显示器业务预计将录得约1.7兆(万亿)韩圆的季度利润,较上年同期增长27%,因为苹果(aapl . o:行情)销售有机发光二极管(OLED)屏幕iPhone分析人士称,三星X智能手机以及三星自己的手机。
HMC Investment & Securities分析师Greg Roh表示,尽管与苹果在高端市场展开竞争,但自9月份开始销售以来,三星预计已售出1,000万部Galaxy Note 8手机。
尽管如此,由于市场营销成本的影响,移动业务预计将公布与上一季度2.5万亿韩元相近的利润。
韩国出口商正艰难应对韩元走强,周四韩元兑美元汇率接近三年来的高点1062.2韩元。(1美元= 1067.5300韩元)
(乔伊斯·李报道;辛西娅·金(Cynthia Kim)补充报道;斯蒂芬·科茨编辑)
SEOUL: Samsung Electronics<\/a> Co Ltd is expected on Tuesday to forecast a record quarterly profit in the fourth quarter, as a world hungry for processing power and high-tech smartphones snaps up its semiconductors and screens.<\/p> While a stronger won and falling NAND chip prices could take some shine off the performance, most analysts are tipping a strong quarter for the world's leading maker of semiconductors, smartphones and televisions.<\/p> The South Korean technology giant is expected to forecast a 74 percent year-on-year jump in operating profit in the October-December period to 16 trillion won ($15 billion), according to a Thomson Reuters survey of 16 analysts.<\/p> The company will issue earnings guidance on Tuesday ahead of full details on its performance later in January.<\/p> \"Samsung<\/a>'s fourth-quarter earnings outlook is lower than initially expected, but it's mainly due to one-off costs. We remain positive as there's no notable change in DRAM market dynamics,\" said Lee Soon-hak, analyst at Hanwha<\/a> Investment & Securities.<\/p> Samsung Electronics shares closed at 2.554 million won on Thursday, a 11 percent drop from its all-time high of 2.876 million won in early November.<\/p> The stock fell sharply in late November after Morgan Stanley forecast that a down-cycle in NAND flash chips had started, ending a prolonged boom.<\/p> However, analysts say the continued rise of DRAM chip prices in the fourth quarter has more than made up for that, and many are forecasting DRAM supply to remain tight throughout 2018 as companies expand data centres.<\/p> Average prices of server DRAM and mobile DRAM surged 45 percent and 20 percent respectively over 2017, with further gains expected in the first quarter, according to DRAMeXchange, part of research provider TrendForce.<\/p> Samsung's display business is seen reporting a quarterly profit of about 1.7 trillion won, up 27 percent from a year ago, on sales of organic light-emitting diode (OLED) screens for Apple Inc's iPhone<\/a> X smartphones as well as Samsung's own handsets, according to analysts.<\/p> The company is expected to have sold a healthy 10 million Galaxy Note 8 phones since sales began in September, despite high-end segment competition with Apple, HMC Investment & Securities analyst Greg Roh said.<\/p> Even so, the mobile business is expected to report profit similar to the previous corresponding quarter's 2.5 trillion won, as marketing costs weighed.<\/p> South Korean exporters are struggling with the stronger won which traded near a three-year high at 1,062.2 per dollar on Thursday. ($1 = 1,067.5300 won)<\/p> (Reporting by Joyce Lee; Additional reporting by Cynthia Kim; Editing by Stephen Coates)<\/p> <\/div><\/div>