知名私募股权投资公司凯雷(CG.US)今日股价盘中下跌5.22%,引发市场关注。这与该公司近期季绩报告反映的业绩分化情况或许有关。
凯雷第三季度财报显示,公司整体营收和净利润同比出现大幅增长,分别实现268%和633%的同比增长。其中,与费用相关的稳定收益同比增长36%,利润率提高10个百分点至47%。但另一方面,旗舰私募股权业务的营收和利润同比却下滑了19%,成为拖累业绩的主因。
尽管凯雷的新任CEO正着手控制成本和提高基金回报,但是截至目前,公司在股价表现方面仍落后于其他大型私募股权公司。显然,市场对凯雷私募股权业务的疲软仍存一定担忧,从而可能在一定程度上影响了投资情绪,使该股出现盘中回调。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.