《大行報告》瑞銀下調聯想集團(00992.HK)目標價至4.85元 評級「中性」
瑞銀發表研究報告,聯想集團(00992.HK)第四財季收入為105億美元,高於預期,主因個人電腦和智能裝置業務強勁,抵銷了手機業務轉弱的情況。經營利潤為1.6%,高於預期,但卻是自上季的3.5%下跌。純利達4,300萬美元,亦高於預期的1,200萬美元,但按季跌83%,相信盈利能力轉差是因為受新冠肺炎疫情影響。
該行預期,今年度首財季收入可錄14%的按季升幅至120億美元,而盈利可達1.22億美元,受惠在家工作需求增加,預期個人電腦和智能裝置收入升14%,稅前盈利率回復正常化於5.8%,而手機業務因低基數而收入錄雙位數升幅。而數據中心錄虧損。
該行指,降2021年度每股盈利預期,由0.061美元降至0.057美元,目標價由5.3元降至4.85元,維持「中性」評級,認為股價短期會持續整固。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.