大行評級|里昂:上調聯想集團目標價至11.8港元 上調2025至27財年盈測
里昂發表報告,聯想集團截至去年12月底止第三財季業績勝市場預期,PC及智能手機增長穩固,基礎設施解決方案集團(ISG)達到收支平衡。因此,將公司目標價從11港元上調至11.8港元,但因公司估值已近合理,評級“持有”。里昂將聯想2025至2027財年的盈利預測,分別上調25%、8%及8%,至15.3億美元、15.6億美元及17.9億美元,主要反映一次性稅收減免,以及智能設備集團(IDG)與ISG的收入增長。
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