《大行報告》大摩上調聯想集團(00992.HK)目標價至9.5元 評級「與大市同步」
摩根士丹利發表研究報告指,隨著電腦產品渠道庫存現在逐漸恢復到正常水平,認為需求未必會像市場預期強勁,回顧過去幾個季度表現,對2022年的個人電腦需求保持謹慎,由於聯想集團(00992.HK)於商業市場風險相對較高,因此對其保持謹慎看法。
大摩表示,由於供應部件緊張,聯想電腦產品出貨量連續三個季度在下降,但管理層表示正在專注於改善其組合,向高端發展,從而帶動平均售價增長。手機業務方面,該行指公司已企穩拉美及北美市場,因前正向歐洲市場發展,預期損失可持續改善。
該行指,隨著企業需求增強,聯想集團旗下基礎設施方案業務(ISG)未來很有可能扭虧為盈。大摩預測聯想集團第三財季收入將按年增長10%至189億美元,料淨利潤達到約5.33億美元,按年增長35%。大摩將聯想集團目標價由9元升至9.5元,此相當預測2023財年市盈率10倍,維持「與大市同步」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.