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聯強 2024Q4 法人說明會
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聯強 2024Q4 法說會簡報重點與營運摘要

SYNNEX (聯強國際股份有限公司) - Q3 2024 Operating Results

Company Overview

SYNNEX (聯強國際股份有限公司) is a leading technology company that provides a range of services and products to its customers. The company has a strong presence in various regions, including India, Taiwan, METACIS, China, Southeast Asia, and Australia & New Zealand.

Financial Highlights

The company's financial performance for Q3 2024 is as follows:

  • Revenue: NT$108.8 billion, up 11% year-over-year (YoY)
  • Gross profit: NT$4.7 billion, up 4.33% YoY
  • Operating income: NT$2.6 billion, up 2.35% YoY
  • Net income: NT$2.3 billion, up 2.07% YoY
  • Earnings per share (EPS): NT$1.35

Business Segments

The company's business segments include:

  • Enterprise Solution: 29% of total revenue, with estimated revenue of NT$1,862 billion and 7% YoY growth
  • Device & Consumer: 32% of total revenue, with estimated revenue of NT$1,995 billion and 4% YoY growth
  • Mobile Device: 19% of total revenue, with estimated revenue of NT$1,225 billion and 12% YoY growth
  • Semicon & IC Module: 20% of total revenue, with estimated revenue of NT$1,249 billion and 21% YoY growth

Regional Performance

The company's regional performance is as follows:

  • India/SA: 21% of revenue, with 13% YoY growth
  • Taiwan: 24% of revenue, with 15% YoY growth
  • METACIS: 22% of revenue, with -1% YoY growth
  • China: 14% of revenue, with 1% YoY growth
  • Southeast Asia: 12% of revenue, with 12% YoY growth
  • Australia & New Zealand: 7% of revenue, with 3% YoY growth

Products and Services

The company offers a range of products and services, including:

  • Sales and marketing services
  • Logistics and distribution services
  • Financial services
  • Professional services

Sustainability Initiatives

The company has implemented various sustainability initiatives, including:

  • Establishment of a Sustainability Committee
  • Publication of a Sustainability Report
  • Implementation of a Greenhouse Gas Inventory Plan
  • Achievement of ISO 14001 and ISO 14064 certifications
  • Reduction of carbon emissions by 12% over two years

ESG Performance

The company's ESG performance is as follows:

  • Sustainalytics ESG Risk score: 10.7, indicating low risk
  • Carbon reduction achievements: 12% reduction over two years
  • Gender equality: 43% of female managers, higher than the industry average
  • Interest-free loans for employees: over NT$400 million in loans provided
  • Service innovation: Synnex APP with over 6,363 external service users

Outlook and Strategy

The company's outlook and strategy are focused on continuing to drive growth and innovation, while also prioritizing sustainability and social responsibility. However, no explicit future outlook or guidance statements are provided in the presentation beyond current year-to-date performance and historical trends.

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