《大行報告》瑞銀降聯想集團(00992.HK)評級至「中性」 下調目標價至8元
瑞銀發表評級報告指,由於商用電腦業務在市場佔比較高,預料聯想集團(00992.HK)今年銷售增長較同行好,惟料相關業務將於明年進入下行週期,較零售市場遲一年,以致其增長放緩,該行預料公司明年電腦銷量按年增1.6%,隨後在2024年按年跌6.2%。
該行料公司2023年每股盈餘增長1%、2024年每股盈利則下跌8%,並將聯想集團的目標價由12元下調至8元,相當於公司明年預測市盈率6倍及2024年6.5倍,將其評級由「買入」降至「中性」。(ca/u)
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