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《大行報告》麥格理降聯想集團(00992.HK)評級至「中性」 目標價下調至8.02元
阿思達克 05-19 10:14
麥格理發表報告指,該行分析員下調今年市場電腦銷售預測,由原來預測跌6%,降至跌11%,估計商業需求最具韌性,但消費者需求料會進一步減少至接近疫情前水平。 該行又下調對聯想集團(00992.HK)今年的銷售預測,由原來料按年下跌6%至7,720萬部,調低至按年跌8%至7,510萬部;明年亦由原來估計按年跌3%至7,490萬部,降至按年跌5%至7,120萬部。 麥格理將聯想集團股份評級由「跑贏大市」降至「中性」,目標價由9.19元下調至8.02元,並調低集團截至3月底的2023及2024財年盈利預測分別9%及13%,反映電腦及平板銷售及毛利預測下降。
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