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Earnings Call Summary | MITSUBISHI CORP(MSBHF.US) Q3 2023 Earnings Conference

Earnings Call Summary | MITSUBISHI CORP(MSBHF.US) Q3 2023 Earnings Conference

财报电话会议摘要 | 三菱商事 (MSBHF.US) 2023 年第三季度财报发布会
moomoo AI ·  02/06 12:32  · 电话会议

The following is a summary of the Mitsubishi Corporation (MSBHF) Q3 2023 Earnings Call Transcript:

以下是三菱商事(MSBHF)2023年第三季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Mitsubishi Corporation reported a consolidated net income of ¥696.6 billion for the first nine months of FY2023, marking it the second highest ever.

  • Despite a decrease of ¥259.2 billions in profits due to soaring resource prices, the company continues to accumulate profits across its businesses.

  • With the upcoming implementation of up to ¥500 billion in additional share buybacks, a total payout of about ¥890 billion is expected for FY2023, increasing the total payout ratio to a record 94%.

  • Mitsubishi achieved ¥904.9 billion underlying operating cash flow and ¥644.1 billion cash flow from divestments in the first nine months of their Cash Flow Allocation Plan under the Midterm Corporate Strategy 2024.

  • 三菱公司报告称,FY2023 前九个月的合并净收入为6,966亿日元,创有史以来第二高。

  • 尽管由于资源价格飙升,利润减少了2592亿日元,但该公司继续在其业务中积累利润。

  • 随着即将实施高达5000亿日元的额外股票回购,预计 FY2023 的总派息额约为8,900亿日元,将总派息率提高到创纪录的94%。

  • 三菱在《2024年中期企业战略》下的现金流分配计划的前九个月实现了9,049亿日元的基础运营现金流和6,441亿日元的撤资现金流。

Business Progress:

业务进展:

  • Mitsubishi Corporation announced a significant share buyback program and a strategic business partnership with Lawson and KDDI.

  • Mitsubishi's strategic focus includes growth of Lawson's business, its corporate value, and the establishment of the SLC Group to build a value-creating platform in the midstream and downstream domains.

  • The company is considering strategic M&A's in regions such as Europe and the U.S to further their growth strategy.

  • Despite an impairment loss in Q3 due to a change in the enterprise value and re-evaluation of the asset value in its overseas food business, the impact of this has been factored into their annual guidance and will have minimal effect on full year results.

  • Mitsubishi Corporation continues to strive for improvement in the profitability of its investments, including Lawson, in alignment with its value-added cyclical growth model.

  • 三菱商事宣布了一项重大的股票回购计划,并与劳森和KDDI建立了战略业务合作伙伴关系。

  • 三菱的战略重点包括劳森业务的增长、企业价值的增长,以及成立SLC集团以在中游和下游领域建立价值创造平台。

  • 该公司正在考虑在欧洲和美国等地区进行战略并购,以推进其增长战略。

  • 尽管由于企业价值的变化及其海外食品业务资产价值的重新评估,第三季度出现了减值损失,但其影响已纳入其年度指引,对全年业绩的影响微乎其微。

  • 三菱商事继续努力提高包括劳森在内的投资的盈利能力,以符合其增值周期性增长模式。

More details: MITSUBISHI CORP IR

更多详情: 三菱公司红外

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