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《大行报告》瑞信上调联想集团(00992.HK)目标价至13元 评级「跑赢大市」
阿思达克 05-28 09:44
瑞信发表研究报告指,联想集团(00992.HK)去年度第四季表现符预期,同时高於其他券商预期,各核心业务取得较好增长,毛利率亦按季增1个百分点至17.2%,然而因收入规模细少,经营溢利按季跌0.6个百分点至3.1%。

该行指,个人电脑需求维持强劲,管理层预期需求增长会於今年度持续,同时库存亦见降至2-3星期(正常6-8星期)。数据中心与移动业务表现亦有好表现。

该行升2022至23年度每股盈利预期4至7%,以反映对个人电脑需求和利润改善预期,目标价由12.2元升至13元,评级维持「跑赢大市」。

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