热股观察：RIM第四季度盈利增长一倍以上（上）

 

 

热股观察：RIM第四季度盈利增长一倍以上

译/王易见 

 

    在参与周四的股票交易中，有如下公司的股票有望取得活跃的交易，这几家公司是RIMM、CSCO、STZ、CCU和SGP。

 

    根据RIM的相关披露，即使是在经济形势出现疲软信号的情况下，其四季度利润和收入增长率也双双达一倍以上。滑铁卢，安大略，黑莓制造商透露，在3月一日结束的第一季度，又新增了220万新的黑莓手机客户。使得整体的客户数量突破了1400万。公司预测，第一季度收入将居于22.3亿美元和23亿美元之间，而每股净收益约为82美分到86美分之间。一季度用户数有望增加220万。

 

    瑞士联合银行将思科的股票从“买入”下调到“中性”，瑞银称在七月季，行业检查将对公司状况产生影响。这些检查暗示了除了美国公司趋于疲软之外，欧洲企业也是略有减缓，同时，市场增幅也趋于25%至30%之间，并非30%至40%。

 

    清晰频道曝光了这家公司早期的一个成功事件，在周三法官做出裁决之后，他同时向私募股本购买者建议，这个有关销售争端的案子应当交由德克萨斯地方法院审理。上周列档的德克萨斯案件只是清晰频道和其拟议买家（托马斯资产管理有限公司和贝恩资本）关心的众多诉讼中的一两个，这个案件是起诉六家银行在一桩195亿美元交易中背信弃义的行为。

 

    根据华尔街日报的报道，援引熟悉业界情况的人士的话说，通用汽车正在考虑承担德尔福公司更多的退休基金负债帮助其   。德尔福是通用汽车早期拆分出来的公司，它试图融资61亿美元以摆脱11章中最近信贷市场爆发的金融危机。

 

    先灵公司启动了一个削减开支的计划，其中包括管理层裁员、设备流水线和更深入的研究以每年降低15亿美元的开支，相当于公司2007年总开支的10%。这个制药巨头披露自从十一月份收购欧加农生物科技后为公司节约了5亿美元的开支。开支的压缩来自所有部门，这是该公司首次对最高管理层进行瘦身调整。

 

    美光科技第二季度的财政显示，财年第二季度其商誉价值亏损加大，在持续的过剩的市场环境下，其记忆体晶片价格下跌。根据公司财报，第二季度亏损7.77亿美元，每股亏损1.01美元。收益下降4.9%至13.6亿美元。分析师预测，在14.3亿美元收益的情况下，每股损失约36美分。

 

    周二，红宝石披露第三财季收入下降59%，这是因为餐饮连锁削减了他们本财年的开支，这种因素影响到仓储销售。对于三月四日结束的这个季度，酒吧和烧烤连锁披露的信息显示，从最新的这一季度来看，其净收入下跌了59%至1170万美元，每股跌23美分，同时公司持续进行的重组减少了6美分的下跌。

 

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HOT STOCKS TO WATCH: RIM 4Q Profit More Than Doubles

Among the companies whose shares are expected to see active trade in Thursday's session are Research In Motion Ltd. (RIMM), Cisco Systems Inc. (CSCO) , Constellation Brands Inc. (STZ), Clear Channel Communications Inc. (CCU) and Schering-Plough Corp. (SGP).

 

Research In Motion ($115.79, -$1.69, -1.4%) said its fourth-quarter profit and revenue more than doubled even as the economy showed signs of a slowdown. The Waterloo, Ontario, BlackBerry maker said it added 2.2 million net new BlackBerry subscribers in the quarter ended March 1, bringing its total subscriber base to more than 14 million. The company said it expects to report first-quarter net of 82 cents to 86 cents a share on revenue of $2.23 billion to $2.30 billion. It expects to add 2.2 million subscribers in the first quarter.

 

Cisco ($24.96, -$0.02, -0.1%) was downgraded to neutral from buy at UBS, which said industry checks are giving the firm concerns about the July quarter. UBS said these checks indicate that in addition to softness in U.S. Enterprise, European Enterprise is slowing slightly, while Emerging Markets are growing in the 25% to 30% range, not the 30% to 40% target.

 

Clear Channel ($28.24, -$0.26, -0.9%) notched an early win for the company and its proposed private-equity buyers after a federal judge ruled Wednesday that a lawsuit over the disputed sale of the company should be heard by a Texas state court. The Texas case is one of two lawsuits filed last week in which Clear Channel and its proposed buyers, Thomas H. Lee Partners LP and Bain Capital Partners LLC, accuse six banks of reneging on commitments to fund the $19.5 billion deal.

 

General Motors Corp. (GM, $20.97, $0.82, 4.1%) is considering taking on more of Delphi Corp.'s (DPHIQ, $0.07, $0, 0%) pension liabilities to help its struggling parts supplier exit bankruptcy protection, The Wall Street Journal reported, citing people familiar with the situation.

 

Delphi, a former division of GM, has struggled to line up the $6.1 billion in financing it needs to exit Chapter 11 amid a financing crisis that has crippled the credit markets.

 

Schering-Plough (SGP, $13.86, -$0.89, -6%) launched a cost-cutting（削减开支） plan involving management cuts（管理裁员）, facility streamlining（设备流水线） and more focused research to generate $1.5 billion in annual savings, equivalent to 10% of the company's 2007 cost base. The pharmaceutical giant said the $500 million savings from the November acquisition of Organon BioSciences of the Netherlands is included in the new figure. Savings will come from all departments, with the company making its first moves in slimming top management levels.

 

Micron Technology Inc.'s (MU, $6.39, $0.39, 6.5%) fiscal second-quarter net loss widened on a write-down of its goodwill value amid a continuing supply glut and dropping prices for memory chips. The company reported a second-quarter loss of $777 million, or $1.01 a share, as revenue fell 4.9% to $1.36 billion. Analysts had expected, on average, a loss of 36 cents a share on revenue of $ 1.43 billion.

 

Ruby Tuesday Inc. (RT, $7.88, $0.06, 0.8%) posted a 59% decline in fiscal third-quarter net income amid tumbling same-store sales as the restaurant chain cut the high end of its fiscal-year earnings outlook.

 

For the quarter ended Mar. 4, the bar and grill chain said net income fell 59% year over year to $11.7 million, or 23 cents a share, with the company's ongoing remodeling effort cutting 6 cents from the latest quarter's profits.

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