《大行报告》花旗上调联想集团(00992.HK)目标价至12.1元 评级「买入」
花旗发表报告指,联想集团(00992.HK)公布2021财年第三年季业绩,表现远优於预期,主因所有业务板块在终端需求稳固下毛利均有改善。
该行表示,联想集团指引要有可持续的收入增长、稳定的毛利及增加对服务/解决方案的关注,此等指引应被视为有利长期盈利增长。
花旗上调联想集团股份目标价,由11.8元升至12.1元,此相当预测2022财年市盈率15倍,维持「买入」评级,并调升集团2021至2023财年盈利预测分别4%、3%及3%,以反映最新业绩及指引。该行预期,市场对集团的盈利预测调升将会是正面催化剂。
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