PHILIPS: MENSAJES DE LA CONFERENCE CALL RDOS. 3T’21 (ANÁLISIS BANCO SABADELL)
De la conference call de sus Rdos. 3T’21 destacamos: En relación al ajuste del guidance sobre el margen ahora PHIA espera “una mejora modesta” vs 2020 (vs +60pbs antes) lo que compararía con -20 pbs BS(e) y +20 pbs consenso. Esto se debe a “la incertidumbre que genera el Covid-19 y los problemas en la cadena de suministros”. En todo caso, señalan que la clave estará en 2022 ante los elevados niveles de pedidos (que señalan que estarían en máximos). En este sentido, han señalado que la evolución en su principal división D&T (50% ventas), la evolución en 2022 debería ser razonablemente positiva (LfL +5/+6%).
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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