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《大行報告》花旗下調聯想集團(00992.HK)目標價至5.7元 評級「買入」
阿思達克 05-21 09:56
花旗發表報告指,雖然供應鏈因新型肺炎疫情而受到破壞,但聯想集團(00992.HK)在2020財年第四季的業績優於該行及市場預期,主要是受到中國復產情況較預期為快,及個人電腦及智能設備(PCSD)業務表現較預期更佳所推動。

該行表示,由於美國及拉丁美洲封城,聯想手機業務在2021財年首季估計仍會受壓,但多個垂直領域的數字化轉型,可推動個人電腦及智能設備與數據中心業務的長期增長,抵銷手機業務的疲弱。

花旗維持聯想集團的「買入」評級,目標價由7元下調至5.7元,並下調集團2021及2022財年的每股盈利預測分別17%及14%,以反映其手機業務的虧損指引提高等因素。

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