Hisoft: Positioned for Japanese Rebound 海辉软件：将受益於日本重建

There’s some interesting information coming from software outsourcing up-and-comer HiSoft (Nasdaq: HSFT), which, after initially saying it suffered no significant impact from Japan’s earthquake, is now saying it did in fact take a small hit. (press release) In fact, the damage looks quite benign: Just over $1 million in additional costs and lost business from a market that accounts for nearly a quarter of its sales. Of course that’s $1 million that shareholders will have to swallow, which will mean a small hit to the bottom line in the current quarter. But there’s a more interesting picture here for the future, namely that this company is well positioned to reap big potential benefits when the Japanese reconstruction gets underway in earnest, which is likely to happen in the second half of the year.

Bottom line: HiSoft came through the Japan earthquake relatively intact, and stands to reap big benefits from reconstruction work later this year.

中 国软件外包行业的新锐海辉软件<HSFT.O>，传出了些有趣的新消息。日本市场的业务占海辉销售额的四分之一，此前该公司称自己并未因日本 的地震遭受重大损失，现在它又承认的确有些损失–数额看来并不大，只有100多万美元，包括成本上升以及失去业务造成的损失。当然，这100万美元将对 本季度的盈利有所冲击，但从长远看，海辉将从日本下半年的灾後重建中获益匪浅。

一句话：日本震灾对海辉的业务影响不大，而海辉的业务布局有助於它在今年下半年的日本灾後重建中大赚一笔。

Related postings 有关文章:

◙ China IT Most Exposed in Japan

◙ Mindray, HiSoft See Slowdown in 2011