《大行報告》花旗上調聯想集團(00992.HK)目標價至12.1元 評級「買入」
花旗發表報告指,聯想集團(00992.HK)公布2021財年第三年季業績,表現遠優於預期,主因所有業務板塊在終端需求穩固下毛利均有改善。
該行表示,聯想集團指引要有可持續的收入增長、穩定的毛利及增加對服務/解決方案的關注,此等指引應被視為有利長期盈利增長。
花旗上調聯想集團股份目標價,由11.8元升至12.1元,此相當預測2022財年市盈率15倍,維持「買入」評級,並調升集團2021至2023財年盈利預測分別4%、3%及3%,以反映最新業績及指引。該行預期,市場對集團的盈利預測調升將會是正面催化劑。
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