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《大行報告》里昂一舉降聯想集團(00992.HK)評級至「跑輸大市」 削目標價至6.2元
阿思達克 11-08 14:56
里昂發表研報,指出聯想集團(00992.HK)第二財季純利按年增長6%,較市場預期高出13%,個人電腦(PC)業務疲弱,惟被基礎設施方案集團(ISG)業務增長及有效成本控制所抵銷。 報告指出,面對宏觀經濟下行,聯想集團有刻意管理渠道庫存及控制PC出貨量,預期短期內可能對PC業務收入及毛利率帶來壓力,但同時ISG及方案服務業務集團(SSG)業務預期將維持穩健增長。 里昂降其估值基礎,由預測市盈率7倍降至5倍,目標價相應由9元下調至6.2元,以反映近期PC行業阻力及利率上升,壓抑行業估值;評級從「買入」一舉下調至「跑輸大市」。由於集團將在未來幾個季度繼續對出貨進行管理,預期將對毛利率造成壓力。
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