share_log

Earnings Call Summary | MITSUBISHI CORP(MSBHF.US) Q4 2023 Earnings Conference

Earnings Call Summary | MITSUBISHI CORP(MSBHF.US) Q4 2023 Earnings Conference

财报电话会议摘要 | 三菱商事 (MSBHF.US) 2023 年第四季度财报发布会
富途资讯 ·  05/04 22:30  · 电话会议

The following is a summary of the Mitsubishi Corporation (MSBHF) Q4 2023 Earnings Call Transcript:

以下是三菱商事(MSBHF)2023年第四季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Mitsubishi's consolidated net income for FY 2023 was CNY 964 billion.

  • The company expects consolidated net income for FY 2024 to be around CNY 950 billion, slightly lower than FY 2023.

  • The company announced a dividend for FY 2024 of CNY 100 per share, a significant increase from FY 2023.

  • There has been a steady increase in profit levels over the past years despite challenges.

  • Mitsubishi expects to exceed CNY 1 trillion profit levels through a value-added cyclical growth model beyond FY 2024.

  • For FY 2024, the company forecasts a consolidated net income of CNY 950 billion, the same level as FY 2023.

  • Metallurgical coal operation and the Lawson's business are expected to generate substantial profits in FY 2024.

  • Mitsubishi Corporation expects profit decline for FY'24 primarily due to reduced sales volume in its auto business in ASEAN countries and one-off losses absent in the food industry segment.

  • 三菱2023财年的合并净收入为9640亿元人民币。

  • 该公司预计,2024财年的合并净收入约为9,500亿元人民币,略低于2023财年。

  • 该公司宣布2024财年的股息为每股100元人民币,较2023财年大幅增加。

  • 尽管面临挑战,但在过去几年中,利润水平稳步增长。

  • 三菱预计,在2024财年之后,通过增值周期性增长模式,利润水平将超过1万亿元人民币。

  • 该公司预计2024财年的合并净收入为9,500亿元人民币,与2023财年持平。

  • 冶金煤业务和劳森的业务预计将在2024财年产生可观的利润。

  • 三菱商事预计,24财年利润下降的主要原因是其汽车业务在东盟国家的销量减少以及食品行业中没有一次性亏损。

Business Progress:

业务进展:

  • Mitsubishi aims to reinforce current operations, enhance underway investments, and accelerate growth by developing new investment opportunities.

  • The sale of two metallurgical coal mines in FY 2023 resulted in the remaining mines being consolidated into high-grade assets.

  • Mitsubishi is accelerating investments in mineral resources for electrification, urban development, and the creation of MC Shared Value.

  • A strategic rebalancing led to the consolidation of high-grade metallurgical coal operations with the divestment of two mines in FY 24.

  • The company forecasts reduced demand in its auto business in the ASEAN region for FY'24 and is planning accordingly.

  • Improvements in the metallurgical coal and environmental energy segments are expected from FY'25 due to the launch of LNG Canada.

  • Mitsubishi is developing three offshore wind projects from the first round of bidding, despite initial challenges faced from European and U.S. projects.

  • 三菱旨在通过开发新的投资机会来加强目前的业务,增加正在进行的投资,并加速增长。

  • 2023财年出售了两个冶金煤矿,导致剩余的矿山合并为高等级资产。

  • 三菱正在加快对矿产资源的投资,用于电气化、城市发展和创造三菱共享价值。

  • 战略再平衡促成了高品位冶金煤炭业务的整合,在24财年撤资了两个矿山。

  • 该公司预测,24财年其在东盟地区的汽车业务需求将减少,并正在做出相应的计划。

  • 由于加拿大液化天然气的推出,预计从25财年起,冶金煤和环境能源领域将有所改善。

  • 尽管欧洲和美国的项目最初面临挑战,但三菱仍在开发第一轮竞标中的三个海上风电项目。

More details: MITSUBISHI CORP IR

更多详情: 三菱公司红外

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多详情,请访问投资者关系网站。本文仅供投资者参考,不构成任何投资建议。

译文内容由第三方软件翻译。


以上内容仅用作资讯或教育之目的,不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
    抢沙发