《大行報告》中金:聯想集團(00992.HK)短期受疫情困擾 長期關注數據中心業務
中金發表研究報告,指聯想集團(00992.HK)截至去年底止第三財季收入按年升0.5%,純利升11.1%,個人電腦與智能設備業務表現優異,令純利高於該行預期15.9%。
該行指,公司第三財季業績會上的訊息,有助於清晰化投資者對疫情影響的認知,發現聯想集團與其他港股科技公司之間存在較為明顯的估值折讓,認為聯想集團需要證明其有能力通過數據中心業務再次驅動公司整體發展,從而帶動公司重新估值。
中金表示,疫情將短期影響聯想集團第四財季業績,下調2020/21財年(截至各年3月底止)之純利預測分別15.1%及7%,認為疫情不改公司長期發展趨勢,維持「中性」評級,目標價6.2元。
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