《大行報告》大摩:聯想集團(00992.HK)季績略勝預期
摩根士丹利發表報告指出,聯想集團(00992.HK)去年12月底止第三財季業績略勝預期,錄得收入157億美元,按季增長9%,按年升3%,較該行及市場預期高出3%。經營溢利6.13億美元,按季升19%,按年則跌18%,分別較該行及市場預期高出3%及6%。淨利潤3.37億美元,按季升35%,按年則跌23%,較該行及市場預期各高出4%及7%。
該行認為,聯想集團季績勝預期主要由於個人電腦銷售的改善,但這引發對今年3月止第四財季的擔憂,因意味著去年底前庫存增加,有機會需時消化。該行對聯想集團2024年個人電腦業務預測由原預期的按年增長4.3%,下調至按年增長2.6%。該行對聯想集團目標價9.7元,評級「與大市同步」。
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