Der Tiger setzt zum Sprung an !
Das kann ich mir nicht vorstellen . Üblich wäre nach Börsenschluss ab . 10 Uhr unserer Zeit .
Nun , Morgen werden wir schlauer sein
https://www.reuters.com/article/lenovo-results/...trend-idUSL1N2HP0DZ
Ich hatte ein großzügiges Bonusprogramm ausgerufen.
Meine Tochter hat mich abgezockt.
Sport 2 - alles andere 1...
Jetzt muss mich Lenovo morgen raushauen...
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Second consecutive record-breaking quarter, with revenue, pre-tax income, and net income all reporting record highs
Group revenue up by 22% year-on-year to US$17.2 billion
Quarterly pre-tax income (PTI) of US$591 million up 52% year-on-year
Net income up 53% year-on-year to US$395 million
All core businesses delivered both topline and bottom-line year-on-year growth
Announces Group organizational changes to drive services-led growth strategy and
transformation
HONG KONG, February 3, 2021 – Lenovo Group (HKSE: 992) (ADR: LNVGY) today announced record Group revenue in the third quarter of US$17.2 billion, up 22% year-on-year. This was the second consecutive record-breaking quarter, driven by strong growth across all core business groups as well as the company’s transformation businesses. Profits also set new records, with Q3 pre-tax income up 52% year-on-year to US$591 million, while net income also increased by 53% year-on-year to US$395 million. Lenovo’s sustained growth has been boosted by the company’s innovative product portfolio adapting quickly to meet the work-, learn- and play-from-home culture of a rapidly changing world, while transformation investments continue to drive new long-term growth opportunities.
Basic earnings per share for the third quarter were 3.31 US cents or 25.66 HK cents.
“The delivery of yet another record-breaking quarter is a reflection of our innovative prod
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Alles andere sind TOP-Zahlen und ich glaube, das wir 2021 noch weiter viel Freude mit Lenovo haben werden.
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Business Outlook
The challenges of 2020 continue, in varying degrees, into the new year. These include ongoing geopolitical uncertainties, component supply shortages resulting from strong demand, and the global COVID-19 pandemic. Nevertheless, as a global company operating in 180 markets and with more than 30 manufacturing sites around the world, the outlook for 2021 remains positive. The new global norm of work-, study- and play-from-home will continue to drive long-term and sustainable growth trends in device demand and cloud/infrastructure requirements.
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Second consecutive record-breaking quarter, with revenue, pre-tax income, and net income all reporting record highs
Group revenue up by 22% year-on-year to US$17.2 billion
Quarterly pre-tax income (PTI) of US$591 million up 52% year-on-year
Net income up 53% year-on-year to US$395 million
All core businesses delivered both topline and bottom-line year-on-year growth
Announces Group organizational changes to drive services-led growth strategy and
transformation
HONG KONG, February 3, 2021 – Lenovo Group (HKSE: 992) (ADR: LNVGY) today announced record Group revenue in the third quarter of US$17.2 billion, up 22% year-on-year. This was the second consecutive record-breaking quarter, driven by strong growth across all core business groups as well as the company’s transformation businesses. Profits also set new records, with Q3 pre-tax income up 52% year-on-year to US$591 million, while net income also increased by 53% year-on-year to US$395 million. Lenovo’s sustained growth has been boosted by the company’s innovative product portfolio adapting quickly to meet the work-, learn- and play-from-home culture of a rapidly changing world, while transformation investments continue to drive new long-term growth opportunities.
Basic earnings per share for the third quarter were 3.31 US cents or 25.66 HK cents.
“The delivery of yet another record-breaking quarter is a reflection of our innovative product portfolio and operational excellence, which drove growth across all businesses,” said Yuanqing Yang, Lenovo Chairman and CEO. “Clearly, 2020 was a challenging year that brought remarkable changes to our world, yet Lenovo quickly responded to the changing market driven by new work and lifestyle trends and delivered strong results. Now, as we begin to see the results of our transformation investments, we will further invest in technology and innovation, drive intelligent transformation across industries, and create sustainable growth.”
Business Outlook
The challenges of 2020 continue, in varying degrees, into the new year. These include ongoing geopolitical uncertainties, component supply shortages resulting from strong demand, and the global COVID-19 pandemic. Nevertheless, as a global company operating in 180 markets and with more than 30 manufacturing sites around the world, the outlook for 2021 remains positive. The new global norm of work-, study- and play-from-home will continue to drive long-term and sustainable growth trends in device demand and cloud/infrastructure requirements.
1
Business Group Overview
Lenovo’s Intelligent Devices Group (IDG) continues to lead the Group’s growth with the PC and Smart Devices Group (PCSD) delivering another historic quarter. Revenues of US$14 billion, up 27% year-on- year, were accompanied by PTI up 35% year-on-year to US$925 million and a record profit margin of 6.6%. The quarter’s results were fueled by Lenovo’s operational excellence that captured the growing demand around the world and an innovative product portfolio that quickly adapted to meet the changing needs of customer working, learning, and playing from home. A focus on innovation and high-growth segments helped extend Lenovo’s lead as #1 in PCs, with a record 25.3% market share globally. All geographies performed strongly – with North America achieving 60% volume growth year-on-year, EMEA becoming #1 by market share for the first time, Asia Pacific improving profitability to a new record, and China growing shipments 30% year-on-year. The Group sees the year-on-year growth for the PC market as a long-term shift in the technology sector that is sustainable well beyond the pandemic. IDC’s latest data confirmed the total market surpassed 300 million units in 2020, driven by a strong calendar year Q4. This further reinforces Lenovo’s view that the lifestyle trends of work-, study-, and play-from-home will drive one device per person and continue to drive the demand for PCs, tablets and smart devices for the long term. Lenovo will continue to focus on a combination of innovating to capture customers’ new needs and operational excellence to capture this future strong demand.
IDG’s second business unit, the Mobile Business Group (MBG), delivered double-digit revenue growth year-on-year, and recovered from the impact of COVID-19 by not only resuming profitability, but also achieving its highest profitability since the Motorola business was acquired. Solid performance in Latin and North America underpinned rapid expansion in Europe and Asia, where there was strong double- and triple-digit growth thanks to expanded carrier relationships and a stronger product mix. The business will continue to leverage its strong product portfolio and 5G innovation to drive future profitable growth.
The Data Center Group (DCG) achieved record revenue of US$1.63 billion thanks to across-the-board growth while improving profitability by almost a point year-on-year. The Cloud Service Providers and Enterprise/SMB segments delivered year-on-year growth at a premium to the market. Enterprise/SMB reached US$1 billion in revenue, the highest amount in over three years, while Storage had record revenue and outgrew the market by 11 points. Revenue in Software Defined Infrastructure and Services reached a new record too. Lenovo’s TruScale Private Cloud Infrastructure-as-a-Service combined with SAP’s HANA Enterprise Cloud has been well received and is generating a strong pipeline of demand, while the business extended its #1 position in TOP500 supercomputers. Looking forward, we will capture growing Hybrid Cloud and IT Infrastructure demand and continue to grow at a premium to the market while improving profitability.
Lenovo’s Intelligent Transformation businesses continued to make strong progress as total Software and Services revenue* grew almost 36% to a new record of almost US$1.4 billion – over 8% of total group revenue. Revenue* of Attached Services, Managed Services and Solution Services achieved year-on-year growth of nearly 26%, 73% and 49% respectively, while Device-as-a-Service delivered high double-digit 2
growth (74%) year-on-year. In addition, E-commerce revenue grew almost 45% year-on-year and continued to set new records. These outstanding results demonstrate the significance of Intelligent Transformation as a long-term growth catalyst for the Group. Looking ahead the Group sees opportunities to leverage its experience and capabilities to build smart manufacturing, smart education, and smart healthcare solutions.
New Organizational Structure for FY21/22
Lenovo is also today announcing a new organizational structure designed to capitalize on the Group’s service-led transformation growth opportunities. Effective 1st April 2021, Lenovo will bring together services and solutions teams and capabilities from across the company to form a dedicated organization - the new Solutions & Services Group (SSG). SSG will further drive the company’s transformation by delivering incremental business across smart verticals, attached services, managed services and our ‘as a service offerings’ including DaaS and TruscaleTM.
With this, Lenovo’s business will be structured into three main business groups aligned to the company’s 3S strategy of Smart IoT, Smart Infrastructure and Smart Verticals, namely IDG (Intelligent Devices Group) – focused on Smart IoT; ISG (Infrastructure Solutions Group, renamed from DCG, Data Center Group) – focused on Smart Infrastructure; and SSG – focused on Smart Verticals & Services. IDG will be led globally by Luca Rossi (currently SVP & President of PCSD in EMEA and Latin America). ISG will continue to be led globally by Kirk Skaugen. And the newly formed global Lenovo Solutions & Services Group (SSG) will be led by Ken Wong (currently SVP & President of PCSD in Asia Pacific).
In addition, Lenovo’s sales organizations in markets around the world will split into a China GEO and an International Sales Organization, led respectively by Liu Jun (currently EVP & President of IDG in China) and Matt Zielinski (currently SVP & President of PCSD in North America), to drive greater synergies and efficiencies between business groups. All above five leaders will report directly to Yuanqing Yang and sit on the Lenovo Executive Committee (LEC).
Gianfranco Lanci, Lenovo’s Corporate President and COO has also announced his plans to retire from the company in September 2021. Until then, he will continue to serve in his role as President and Chief Operating Officer of Lenovo Group and be responsible for Lenovo’s global business operations across all Business Groups and Sales.
* invoiced revenue
About Lenovo
Lenovo (HKSE: 992) (ADR: LNVGY) is a US$50 billion Fortune Global 500 company, with 63,000 employees and operating in 180 markets around the world. Focused on a bold vision to deliver smarter technology for all, we are developing world-changing technologies that create a more inclusive, trustworthy and sustainable digital society. By designing, engineering and building the world’s most complete portfolio of smart devices and infrastructure, we are also leading an Intelligent Transformation – to create better experiences and opportunities for millions of customers around the world. To find out more visit https://www.lenovo.com, follow us on LinkedIn, Facebook, Twitter, YouTube, Instagram, Weibo and read about the latest news via our StoryHub.
3
IR Contacts
Jenny Lai
(852) 2516 4815 jennylai@lenovo.com
Bryan Hsu
(852) 2516 4843 bryanhsu@lenovo.com
Cathy Wu
(852) 2516 4811 ywu14@lenovo.com
Chris Chang (852) 2516 3703
dchang5@lenovo.com
LENOVO GROUP
FINANCIAL SUMMARY
For the third quarter ended December 31, 2020 (in US$ millions, except per share data)
Revenue
Gross profit
Gross profit margin
Operating expenses Expenses-to-revenue ratio Operating profit
Other non-operating expenses - net Pre-tax income
Taxation
Profit for the period Non-controlling interests
Profit attributable to equity holders
Q3 20/21
17,245 2,786 16.2% (2,085) 12.1% 701 (110) 591 (160) 431 (36) 395
Q3 19/20
14,103 2,265 16.1% (1,777) 12.6% 488 (98) 390 (85) 305 (47) 258
Y/Y CHG
22% 23%
0.1 pts 17% (0.5) pts 44% 12% 52% 89% 41% (23)% 53%
3.31 3.08
2.16 2.07
1.15 1.01
EPS (US cents) Basic
Diluted
4
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52-Wochen-Spanne§ 3,540 - 10,500
:::::::::::::::::::::::::::::::::::::::::::::::: L E N O V O !
In March 2017, the Group issued a total of US$850 million perpetual securities through its wholly owned subsidiary, Lenovo Perpetual Securities Limited (“the issuer”). The net proceeds amounted to approximately US$842 million. The securities are perpetual, non-callable in the first 5 years and entitle the holders to receive distributions at a distribution rate of 5.375% per annum in the first 5 years, floating thereafter and with a fixed step up margin, payable semi-annually in arrears, cumulative and compounding. As the perpetual securities do not contain any contractual obligation to pay cash or other financial assets pursuant to the terms and conditions of the issue; in accordance with HKAS 32, they are classified as equity and for accounting purpose regarded as part of non - controlling interests.
In April 2017, the Group issued an additional US$150 million perpetual securities under the same terms, which are fungible with and form a single series with the aforementioned US$850 million perpetual securities.
On November 3, 2020, approximately US$819 million in principal amount of the perpetual securities were purchased and cancelled by the issuer pursuant to a tender offer made by the issuer on October 22, 2020, and the remaining approximately US$181 million in principal amount of the perpetual securities were redeemed and cancelled on December 10, 2020.
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Der Konzernumsatz stieg gegenüber dem Vorjahr um 7% auf 14,5 Mrd. USD
Das Vorsteuerergebnis (PTI) im zweiten Quartal von 470 Mio. USD lag um 52% über dem Vorjahreswert
Der Nettogewinn stieg gegenüber dem Vorjahr um 53% auf 310 Mio. USD
Der Konzern sieht bedeutende zukünftige Wachstumschancen, die weit über den Prognosen der Analysten liegen
Nettogewinn gegenüber dem Vorjahr um 53% auf einen Rekordwert von 310 Mio. USD
Zwischendividende von 6,6 HK Cent
Insbesondere erwartet der Konzern, dass der gesamte PC-Markt im Kalenderjahr 2020 weit über die aktuellen Analystenprognosen hinaus auf fast 300 Millionen Einheiten wachsen wird, rund 25 Millionen mehr als der gesamte verfügbare Markt im letzten Jahr.
Lenovo ist mit einem Marktanteil von 23,6% weltweit führend auf dem PC-Markt.
usw usw usw ........................ GIGANTISCH !
https://news.lenovo.com/pressroom/press-releases/...-business-groups/
https://news.lenovo.com/pressroom/press-releases/...-business-groups/
Q2 2020/2021
evt :
Freitag, 12. Februar
Chinesisches Neujahrsfest 2021
MfG
Ps.
Ich bin mega gespannt auf die Zahlen von Medion .
Die Q3 Zahlen sind ja noch besser als Q2...
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Nach Veröffentlichung der Zahlen ging es kurz nochmal zum Test der 10HKD.
Aktuell geht es schon wieder nach oben.
Die meisten haben also die Zahlen gerade erst gelesen.
Europa und Amerika schlafen ja noch - da geht die nächsten Tage noch etwas
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HKSE - HKSE Verzögerter Preis. Währung in HKD
10,160+0,450 (+4,63%)
Börsenschluss: 4:09PM HKT
Kurs Vortag 9,710
Tagesspanne§ 9,620 - 10,500
52-Wochen-Spanne§ 3,540 - 10,500
Volumen§ 185.967.050
Durchschn. Volumen 74.639.716
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Das ist das erste mal das die 10 HKD gehalten haben , seit sehr sehr langer Zeit .
Brillante Quartalszahlen Zahlen , sehr hoher Umsatz , neues 52 Week ATH
Ich habe schon oft geschrieben das wenn die 10 da ist und , ganz wichtig , bleibt wird LENOVO
nochmal einen kräftigen Schub bekommen . Warum ? Schaut selber auf die Macht der Zahlen :
https://de.finance.yahoo.com/quote/0992.HK/history?p=0992.HK
Trotzdem mal ne Frage an alle die hier schon länger am Ball sind:
Hab ich das richtig gelesen das die Citigroup den TP auf 11,80 $ erhöht hat ?
Ist das in irgendeiner Form denn auch realistisch in den kommenden, sagen wir mal, 24 Monaten ?
Ich meine damit nicht ob die Firma das wirklich wert ist, sondern ob es aufgrund der Nachfrage der Aktie realistisch ist solche Werte zu sehen ?
Was sind denn eure Kursziele für 2021, 2022 ? und bitte realistisch bleiben ;-)
Vg aus Hessen
der Zielkurs ist mit Sicherheit 11,8 Hongkong-Dollar (aktuell stehen wir bei 10,4). Das ist durchaus realistisch.
Mein persönliches Kursziel in Euro sind 1,50 .
LG
Ich per. habe keine Kursziele . Was ich gut finde kaufe ich& ziehe den SL nach .
LENOVO ist ein schlafender Drache an dem die Zündschnur brennt .
Ps.
11,80 US$ sind 91,46 HKD ....................... ganz einfach mal Nachdenken