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惠譽:聯想集團(00992.HK)個人電腦出貨量雖跌但信用狀況不變
阿思達克 06-10 15:57
惠譽表示,聯想集團(00992.HK)的個人電腦出貨量在上一季度按年下降9%後,在截至6月季度可能會錄得11%-16%跌幅,不過認為聯想的信用狀況應保持不變,這得益於其穩健的業務狀況以及不斷增長的解決方案和服務收入。 惠譽預計2023財政年度將是盈利壓力較大的過渡年,但營業EBIT應會從2024財政年度恢復穩定增長,收入將在2023財年第一季觸底,並從2023財年第2季回升,原因是其基礎設施解決方案集團(ISG)的超大規模客戶大量積壓、海外市場的商用電腦需求堅挺、軟件和服務收入強勁增長,以及強勁的供應鏈的執行能力。 整體而言,惠譽預期聯想收入將在2023財年以低單位數的幅度下降,然後從2024財年恢復適度增長。
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