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大和:上調聯想(0992.HK)目標價至5.4港元 首季度業績勝預期
格隆匯 08-14 15:39

大和發表研究報告表示,聯想(0992.HK)首季度業績勝預期,各項分部業務均有改善,基於在家工作帶動需求、移動電話收入持續復甦,對第二季度前景看法正面,將其目標價由5港元上調至5.4港元,並維持“優於大市”評級。

該行指,佔集團總收入80%的個人電腦及智能設備業務,首季度收入按年上升10%,高於該行預期的增長7%,亦預期第二季收入按季可錄得低單位數增長。另外,聯想對個人電腦需求看法正面,預期在家工作趨勢將可帶動全球個人電腦付運量於2021年達到3億部。

該行將聯想2021至2022年度每股盈利預測上調6至16%,以反映高於預期的收入及利潤率假設。

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