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惠誉:联想集团(00992.HK)上季业绩强劲 强化其正面展望
阿思达克 11-10 16:09
评级机构惠誉发表报告指联想集团(00992.HK)截至9月底止次财季业绩强劲,强化其正面信贷展望,予「BBB-」评级,反映该行预期联想集团在2023财年经营现金流毛杠杆将降至2倍,经营EBIT利润率料达4%。而支持上财季业绩的因素料持续改善联想集团信贷状况。

报告称,联想集团收入按年升7%,利润率持续复苏。在疫情及主要元件供应受限下,其经营EBIT仍按年升15%。尽管疫情推高运输成本影响毛利率,其次财季经营EBIT利润率升至3.9%,按季改善1.1个百分点,亦高於去年同期0.2个百分点。

惠誉料联想集团盈利能力稳定改善,现金生成及进一步去杠杆,将推动未来数年财务表现。公司将专注快速增长及高端个人电脑(PC)板块,出售更多软体及服务,减少非PC业务亏损,及动用剩余现金减债。

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