《大行報告》花旗上調聯想集團(00992.HK)目標價至13.6元 評級「買入」
花旗發表報告表示,聯想集團(00992.HK)第四財季純利2.6億美元,按年大升509%、按季下跌34%,高於該行及市場預期各42%及22%,主因期內銷售及毛利率較佳。
報告又指,即使在零部件供應短缺下,公司管理層預料在渠道庫存不足下個人電腦需求仍強勁,又預期手機業務持續盈利增長勢頭。該行相信,正面的業績及公司指引會對股價帶來刺激,重申其「買入」評級,基於將其2021至2023年度每股盈利預測上調7%/12%/9%,目標價由12.1元升至13.6元。
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