《大行報告》高盛:聯想集團(00992.HK)上季業績勝預期 評級「中性」
高盛發表研究報告指,聯想集團(00992.HK)截至去年底止第三財季淨利潤按年增長62%,較該行及市場預期高出24%及19%;收入增長近17%,毛利率達16.7%,令營業收入按年增長33%,較該行及市場預期高13%及9%。
期內IDG業務收入增長16%,當中受美國、歐洲、中東以及非洲市場所帶動,智能手機收入升46%;ISG業務收入增長19%,SSG業務收入增長25%。高盛表示,給予聯想「中性」評級,目標價爲9.48元,對應2023年預測市盈率約13.6倍。
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