《大行報告》麥格理下調聯想集團(00992.HK)目標價至6.01元 評級「中性」
麥格理髮表報告指,今年第一季全球電腦需求按年下跌5%,第二季更下跌15%,其中聯想集團(00992.HK)首季以美元計收入持平,第二季爲下跌7%,表現跑贏市場。
不過,該行相信受到本地貨幣貶值影響,匯兌問題開始損害區域需求,預期將主要影響消費者需求,但中小企隨後亦可能受影響。而聯想約26%電腦收入來自中國、22%來自歐洲、19%來自美國、6%來自日本及6%來自南美,換句話說匯率貶值最少10%,料將影響30%至40%的需求。
麥格理下調聯想集團股份目標價,由8.01元降至6.01元,評級維持「中性」,並預測集團2023及2024財年的收入將分別按年下跌10%及6%,經營利潤則料按年倒退16%及5%。
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