-- 标普全球评级在近期发布的一份报告中指出，未来几年，日本多元化电子产品制造商将通过拓展和多元化业务板块，与海外同行展开竞争，从而实现强劲的盈利增长。 该评级机构表示，过去10到15年间，各细分领域的八大主要企业调整了业务重心，从而实现了更稳定、更盈利的业务组合。 这些调整包括从传统电子产品转向非电子产品领域，例如娱乐、服务解决方案、IT服务和品牌消费家电。 标普指出，这些非传统业务板块能够带来稳定的收入，包括订阅、长期合同、售后服务和客户忠诚度。 标普还表示，这些领域技术创新风险较低，也使得企业更容易保持竞争优势。 主要公司包括索尼集团（TYO:6758）、日立（TYO:6501）、三菱电机（TYO:6503）、松下控股（TYO:6752）、NEC（TYO:6701）、富士通（TYO:6702）、东芝（TYO:6588）和夏普（TYO:6753）。 标普表示，在海外竞争加剧和商业环境快速变化的背景下，进一步的投资组合审查和强化对于提升这些公司的信用质量至关重要。 标普指出，后续的增长投资可能会影响这些公司的财务指标，但稳健的财务管理应能起到缓解作用。 该评级机构预计，这些公司将基本依靠经营现金流来覆盖支出，并通过潜在的资产出售来缓解财务负担的显著增加。
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Asia
Hanwha Systems Swings to Loss in Q1
South Korean shipbuilder Hanwha Systems (KRX:272210) posted first-quarter net loss attributable to shareholders of 55 billion won, swinging from an attributable net income of 27.9 billion won a year earlier, according to a Monday filing with the Korea Exchange.Sales were up 17% year over year to 807.1 billion won from 690.1 billion won.Shares of Hanwha Systems fell over 3% at market close.
$KRX:272210
Asia
SG Micro's Attributable Profit Soars 107% in Q1
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