《大行報告》麥格理升聯想集團(00992.HK)評級至「跑贏大市」 目標價上調44%至8.67元
麥格理發表報告指,聯想集團(00992.HK)截至去年底止第三財季收入按年大幅下降24%,但毛利率穩定在17%,營業利潤率保持在4.5%,受惠產品組合、組件成本和營運支出控制,利潤率亦勝於預期。該行預計,營運利潤將自截至今年9月底止下財年次財季開始續步復甦。該行將集團評級由「中性」上調至「跑贏大市」,目標價上調44%至8.67元。
該行下調集團截至今年3月底止2023財年收入預測2%,純利預測則上調3%,又將其2024財年的營運利潤及純利預測分別提高6%及8%。
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