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《大行報告》瑞信上調聯想集團(00992.HK)目標價至13元 評級「跑贏大市」
阿思達克 05-28 09:44
瑞信發表研究報告指,聯想集團(00992.HK)去年度第四季表現符預期,同時高於其他券商預期,各核心業務取得較好增長,毛利率亦按季增1個百分點至17.2%,然而因收入規模細少,經營溢利按季跌0.6個百分點至3.1%。

該行指,個人電腦需求維持強勁,管理層預期需求增長會於今年度持續,同時庫存亦見降至2-3星期(正常6-8星期)。數據中心與移動業務表現亦有好表現。

該行升2022至23年度每股盈利預期4至7%,以反映對個人電腦需求和利潤改善預期,目標價由12.2元升至13元,評級維持「跑贏大市」。

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