《大行報告》裏昂降聯想集團(00992.HK)評級至「跑贏大市」 目標價下調至9.7元
裏昂發表研究報告指出,聯想集團(00992.HK)2022財年第三季業績表現強勁,大致符合市場預期,公司收入按年增長17%,純利升62%,所有業務都取得可觀的成果,方案服務業務集團業務自併購IBM後首次實現盈利。管理層預期個人電腦市場將於快速增長後趨於穩定,渠道庫存仍低。
該行指出,由於受行業下行週期影響,將聯想集團評級由「買入」降至「跑贏大市」,目標價由16.3元下調至9.7元,相當於預測2023財年市盈率7倍。
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