《大行報告》瑞銀上調聯想集團(00992.HK)目標價至11.5元 評級「買入」
瑞銀髮表研究報告指,聯想集團(00992.HK)公佈2022財年第二財季業績,收入、淨利潤及毛利率均高於瑞銀及市場普遍預期,主要來自電腦產品需求強勁。
聯想集團管理層透露仍然看好個人電腦市場需求,並預計未來幾年全球個人電腦市場總規模將繼續保持在3.4億至3.55億部,庫存水平則正逐漸恢復正常,但仍低於疫情前水平。
瑞銀將2022至2023財年每股盈利預測上調10%及5%,相應將目標價由11元提高至11.5元,預期公司撤回CDR的影響已反映在股價之上,考慮到個人電腦需求向好將提振股價,維持對聯想的「買入」評級。
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