Korean enterprises major vomit blood: Samsung lost LG downturn-Samsung, LG-IT information
Towards the end of the third quarter, Samsung and LG Electronics are facing great difficulties because their smart-phone business challenges. Recall Galaxy Note 7 Samsung suffered irreparable losses, LG mobile phones businesses is still lacklustre. Two of the company's third-quarter results to the end, it depends on how big is the loss of mobile phone business. Electronics industry insiders estimate that Samsung's operating profit is estimated to be about US $ 6.34 billion in the third quarter, once Samsung hit a record of $ 7.25 billion.
Advice FN Guide think Samsung operating profit estimates averages about US $ 6.95 billion in the third quarter. However, this valuation does not subtract Note 7 of the recall costs.
Without a recall Note 7, Samsung Electronics Industry forecast operating profits will reach $ 7.43 billion in the third quarter. Samsung was a quarterly operating profit of more than $ 7.25 billion, and 9 quarters, originally considered operating profits in the third quarter of this year will hit a record high. Due to the recalls of Note 7, Samsung will definitely suffer. Industry estimates losses due to recall about 9.06 to $ 1.36 billion.
Kiwoom securities researcher Park Yoo-ak said: "considering the Galaxy Note 7 of the cost of a recall of about 906 million dollars, Samsung's operating profit in the third quarter are estimated at about $ 6.79 billion. ”
Despite the recall of mobile phone, Samsung's third-quarter performance was still not "worse", mainly because of the other performances , such as household appliances and components sectors. According to the forecast in the third quarter, semiconductor, displays, appliance unit's operating profit could be higher than the second quarter.
FN Guide also believes that the LG electronic's operating profit in the third quarter estimates averages about $ 337 million, US $ 530 million in the previous quarter, the chain reduce 35%. Korea Securities predicts that LG losses will further expand in the mobile sector, because of the poor sales of high-end mobile phone G5, it believed that LG Electronics operating profits of only $ 219 million in the third quarter.
However, LG home appliances business (for example, TV and air conditioning) to show signs of recovery, according to the forecast, LG family, and air conditioning sector, home entertainment business's operating profit and operating margin would rise.
Samsung and LG will recover in the four quarter. Brokers predicted that Samsung's four-quarter operating profit will once again exceed US $ 7.25 billion; LG, it has restructured Mobile Business Division, launched the V20, home appliance business will continue to grow, these factors contribute to the performance of the recovery.
韩企大吐血：
三星损失惨重，LG持续低迷 -
三星,LG - IT资讯
三季度即将结束，三星与LG电子面临很大的困难，因为它们的智能手机业务遭遇挑战。召回Galaxy Note 7让三星蒙受了不可挽回的损失，LG手机业务仍然表现低迷。两家公司三季度业绩到底如何，还要看手机业务的损失到底有多大。电子产业内部人士估计，三星电子三季度的营业利润预计约为63.4亿美元，曾经三星创下的最高纪录为72.5亿美元。
咨询机构FN Guide认为，三星电子三季度营业利润预估平均值约为69.5亿美元。不过，这一估值并没有减去Note 7的召回成本。
在没有召回Note 7之前，行业预测三星电子三季度营业利润将会达到74.3亿美元。曾经三星一个季度的营业利润超过72.5亿美元，9个季度之后，行业原本认为今年三季度的营业利润将会再创新高。由于Note 7的召回，三星肯定会蒙受损失。行业估计召回造成的损失约为9.06-13.6亿美元。
Kiwoom证券研究人员Park Yoo-ak表示：“考虑到Galaxy Note 7的召回成本约为9.06亿美元，三季度三星电子的营业利润估计约为67.9亿美元。”
尽管召回手机，三星三季度的业绩仍然算不上“糟糕”，主要是因为其它部门表现抢眼，比如家电和组件部门。照预测，三季度半导体、显示屏、家电部门的营业利润可能会比二季度高。
FN Guide还认为，三季度LG电子的营业利润预估平均值约为3.37亿美元，上一季度为5.3亿美元，环比减少35%。韩国大信证券预测，LG移动部门的亏损将会进一步扩大，因为高端手机G5销量不佳，它认为LG电子三季度营业利润只有2.19亿美元。
尽管如此，LG家电业务（比如电视和空调）出现复苏迹象，照预测，LG家庭和空调部门、家庭娱乐业务部门的营业利润和营业利润率都会上升。
四季度三星和LG将会复苏。券商预测，三星四季度营业利润将会再一次超过72.5亿美元；至于LG，它已经重组移动业务部，推出了V20手机，家电业务将会继续增长，这些因素都有助于业绩的复苏。