PHILIPS: MENSAJES DE LA CONFERENCE CALL RDOS. 2T’21 (ANÁLISIS BANCO SABADELL)
De la conference call de sus Rdos. 2T’21 destacamos: En relación al ajuste del guidance de mejora de margen que supone que ahora se quedarán +60 pbs (vs +60/+80 pbs antes) y que compararía con +80 pbs BS(e) y +50 pbs consenso este se debe a “la incertidumbre que genera el Covid-19 y la escasez de componentes electrónicos”. PHIA ha resaltado que también habría cierto efecto negativo a nivel mix, así como algo de inflación a nivel de componentes electrónicos, algo que en su opinión no cambia la dinámica de la compañía a largo plazo.
Koninklijke Philips Electronics is active in the markets of healthcare, consumer lifestyle and lighting. Co.'s activities can be divided into three segments: Healthcare (Co. provides Imaging Systems, Patient Care and Clinical Informatics, Home Healthcare Solutions and Customer Services), Consumer Lifestyle (Co.'s products are divided into the following: Health and Wellness; Domestic Appliances; and Lifestyle Entertainment), Lighting (Co. provides lighting solutions for homes, shops, offices, schools, hotels, factories and hospitals; Co. also offers solutions for roads (street lighting and car lights) and for public spaces, residential areas and sports arenas).
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