《大行報告》花旗下調聯想集團(00992.HK)目標價至10.8元 評級「買入」
花旗發表報告指,雖然因內地疫情封城導致銷售放緩,但聯想集團(00992.HK)於今年1月至3月的第四財季業績優於市場預期,主要由於毛利率改善,及少數股東權益和稅率較低。
該行表示,集團2023財年首季的收入指引料反映與封城相關供應鏈中斷的影響持續,但料純利按年增長,意味手機、伺服器和服務的增長或有助於舒緩電腦業務的放慢。
花旗下調聯想集團股份目標價,由14.2元降至10.8元,評級維持「買入」,認為集團目前估值相當於2023財年市盈率5.3倍及股息收益率5.2%,現時股價水平已反映大部分負面因素。
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