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匯豐:維持聯想集團(0992.HK)買入評級 升目標價至12.5港元
格隆匯 02-04 12:40

匯豐環球研究發表研究報吿,調高聯想集團(0992.HK)目標價86.6%,由6.7港元調高至12.5港元,維持買入評級。

匯豐稱,集團2021財年第三季經營溢利7.01億美元,高於該行及市場預期30%及27%。集團管理層對今年個人電腦前景保持樂觀,並預計整體個人電腦出貨量按年增長5至10%,與該行對手提電腦銷量增長6%的預測一致。另外,管理層預計數據中心集團收入將繼續增長,並有能力獲得更多市場份額。而移動業務的市場需求正恢復,目標是2021財年第四季達盈虧平衡。

集團公佈成立方案服務業務集團,計劃在該領域進行更多投資,資金主要來自擬發行中國存託憑證(CDR)。該行認為,長遠而言該策略或有助加強品牌定位及垂直整合,可能需要2至3年才能看到明顯收入貢獻。上調對其2021及2022財年每股盈利預測15%及38%。

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