《大行報告》瑞信升聯想集團(00992.HK)評級至「跑贏大市」 目標價上調至9.6元
瑞信發表研究報告,指出根據其渠道調查及會議上的反饋,認為個人電腦的發展勢頭會更好,並會在今年錄增長。該行預期今年的手提電腦出貨量按年增長2至3%至2.2億部,雖然多個品牌的目標是按年增長20%以上,但料會受制於組件限制。
另外,筆記型電腦的增長亦會見更強勁增長,相信今年筆記型電腦的出貨量增長,會繼續表現好過手提電腦,達4,000萬至4,500萬部,而去年則錄3,100至3,300萬部。該行相信,聯想集團(00992.HK)利用其規模及購買能力,今年的筆記型電腦市佔率會進一步增長。該行又相信,聯想的服務銷售會在2023財年翻倍,佔總銷售額的4%,因為公司會增加更多來自全球頂級企業帳戶的訂閱,長遠而言可能會達到總銷售額的10%。
該行將聯想集團2021財年的每股盈利預測上調6%,2022至2023財年的每股盈利預測則上調35至36%,主要是基於更佳的個人電腦付運量及服務。投資評級由原來的「中性」上調至「跑贏大市」,目標價由原來的5.2元上調至9.6元。
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