《大行報告》瑞銀下調聯想集團(00992.HK)目標價至7.4元 評級「中性」
瑞銀發表報告指,聯想集團(00992.HK)首財季業績符合預期。但由於個人電腦需求疲軟,該行預計其次財季銷售將按季增長4%,但按年下降2%。
瑞銀認為,聯想集團無可避免地受個人電腦市場疲軟所拖累,因此首財季個人電腦銷售按年下降。雖然聯想集團將繼續多元化業務發展,但該行估計個人電腦仍將佔其2023財年銷售額的66%,佔其2023財年毛利的77%,並估計兩者佔比將在2023財年和2024財年下降。
該行料聯想集團2023財年的每股盈利將下降2%,2024財年將進一步下降8%,因為預計伺服器和服務增長未能抵銷個人電腦疲軟表現。目標價由8元下調至7.4元,但由於估值低,保持「中性」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.