《大行報告》匯豐研究上調聯想集團(00992.HK)目標價至12.6元 評級「買入」
匯豐研究預計,聯想集團(00992.HK)今年手提電腦出貨量與去年持平,但預計今年手提電腦收入按年增長5%,主要是2022財年上半年商務需求較穩固,而商務銷售佔聯想出貨量60%,更好的產品組合支持有利收入增加。
匯豐稱,伺服器業務取得積極進展,預計伺服器2022年財年下半年將滲透以Microsoft Eagle-Stream伺服器作基礎的客戶羣,預計其服務器業務的規模將隨着業務持續改善,擴大盈利能力。
該行上調聯想2022財年及2023財年每股盈利預測上調 9%及6%,將目標價由11.9元調高至12.6元,維持評級「買入」。
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