《大行報告》大和上調聯想集團(00992.HK)目標價至5.8元 料良好勢頭於本財季持續
大和發表報告表示,聯想集團(00992.HK)2021財年第二財季表現勝預期,主因來自個人電腦及手機業務見強勁增長,相信與過去「在家工作」有關,維持對公司業務展望正面看法,料良好勢頭於本財季持續。
該行指,聯想集團第二財季純利為3.1億美元勝預期,收入按年增7%至145億美元,高於預期5%。毛利率大致維持在15.5%,經營溢利為3.9%高於預期。
大和指,因應部份公司「在家工作」安排仍然持續,相信對今年個人電腦需求仍有正面作用,同時智能電話收入亦預期持平,因產品組合更利好。而數據中心方面,今年收入方在疫情下有溫和增長。
該行稱,升聯想集團2021財年至2023財年度每股盈利預測3至15%,以反映第二財季業績表現,目標價由5.4元升至5.8元,重申「跑贏大市」評級。
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