《大行報告》大摩下調聯想集團(00992.HK)目標價至6.4元 評級「與大市同步」
大摩發表報告指,聯想集團(00992.HK)管理層預期渠道庫存將於3月底前恢復正常,但該行認為這或需要更長時間,或於3月底後開始恢復正常,並直至4月、5月份完成;集團管理層下調今財年指引,將公司今年個人電腦總可用場(TAM)由按年持平降至跌約5%,達約2.75億部。
該行預料集團截至今年3月底止末財季收入按年跌25%、按季跌18%,至約125億美元,而財年全年收入預測料按年跌14%至約618億美元、純利則料按年跌15%至約17.27億美元。該行將其目標價由6.5元下調至6.4元,維持其評級為「與大市同步」。
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