HPQ的ER比看上去要差

ByStander

HEADLINE是Net revenue down 3%. 在现如今这个数字应该不错.但看一下BREAK DOWN的数字
Revenue for the company's personal systems group fell 19% to $8.2 billion. Revenue from desktop computers fell 24% while laptop revenues fell 13%.式The printing and imaging business saw revenue fall 23% to $5.9 billion. software business saw revenue fall 15% to $880 million. H-P's services business saw revenue jump 99% to $8.5 billion.
也就是说它大部分BUSINESS UNIT的Revenue下跌都是双位数的.让总Revenue变好看的是services business的Revenue翻倍.但这是因为HP收购了EDS造成的,跟以往不具可比性.所以说,HPQ的ER比看上去要差,而且差很多.

soulvirus

偶都怕了，这要看mm的解读。很多时候很烂的可以解读成better than expected

ByStander

偶都怕了，这要看mm的解读。很多时候很烂的可以解读成better than expected
soulvirus 发表于 2009-5-19 17:08

是啊,不过这种事可以靠财大气粗糊弄一时,但出来混总是要还的.

Braveheart

HP down 5% AH

小亥

靠street吃饭的business unit,现在感到pain了吧。I predict Dow will outperform Qs in the next two quarters.

dara

Man, the headline really misleads a lot.
I did not read the detail and I thought it was good when I saw the revenue was up 3% if excluding currency.

dividend_growth

HPQ盘后跌了不少。

暖漾

Today, there has been a slight preference for puts, as 59% of the volume has crossed on the put side.

lite1067

very good analysis. indeed HP is not in good shape... actually the street has been very worried about HP's printing business (1/3 of HP's total profit). And ER just proved that worry is valid.

ultimate

实业都不好了。。。

acura

would HPQ drag dow down tomorrow?

银河金星

javamood

thanks for explanation!

winwise

Today, there has been a slight preference for puts, as 59% of the volume has crossed on the put side.
暖漾 发表于 2009-5-20 01:14

哈哈，it is for sure