《大行報告》里昂升聯想集團(00992.HK)評級至「買入」 目標價上調至7.2元
里昂發表報告表示,今年至今聯想集團(00992.HK)股價跑輸大市,反映市場預期2021年度每股盈利下跌的因素,但其潛在的伺務器份額增長和強勁的服務增長可能會推動2022財年每股盈利反彈。
該行認為,由於對更敏捷的IT基建需求,在疫情期間及之後,企業可能會更快地採用「裝置即服務」(DaaS),將會帶動聯想盈利增長,而市場很大程度上忽視了上述因素,因此該行一舉將聯想集團評級由「跑輸大市」升至「買入」,且上調其2021至2022財年每股盈利預測13%及26%,目標價相應由4.5元大幅上調至7.2元。
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