《大行報告》瑞信上調聯想集團(00992.HK)目標價至9.5元 評級「中性」
瑞信發表研究報告,指聯想集團(00992.HK)經營溢利率4.6%,按季升0.2個百分點,與該行預測相若,而智能設備業務、解決方案業務分別按季升15%及10%較預期佳,可抵銷智能基礎設施方案業務按季跌2%。
瑞信上調聯想2022至2024財年預測每股盈利5%至12%,主要是基於稅率下降、手機及基礎設施方案業務好轉,將聯想目標價由9.2元上調至9.5元,評級「中性」。該行稱將監測電腦業務勢頭的可持續性,以及從解決方案業務及基礎設施方案的利潤增長前景中能否尋找切入點。
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