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《大行》里昂料聯想集團(00992.HK)首財季盈利遠勝市場預期 上調目標價至12元
阿思達克 08-06 12:02
里昂研究報告指,預期聯想集團(00992.HK)在6月底止首財季將錄4.8億美元盈利,較市場預期的3.26億美元高出達47%,而撇除可換股債及權證影響的非通用會計準則淨利潤則為4億美元,較該行先前預測提升11%。另外,該行料期內智能設備業務(IDG)收入按季升14%,受美國市場需求推動。集團於年初完成發行認股權證,由於股價在6月份止季度下跌,該行料集團將入帳1.2億美元收益。 基於PC收入及利潤率預測較高,加上權證收益,該行將6月份止季度的通用會計準則(GAAP)及非通用會計準則(non-GAAP)盈測分別上調至4.8億及4億美元,並將26財年的GAAP盈測及non-GAAP盈測上調13%及4%,至16.87億及17.29億美元,再將2027及28財年的GAAP盈測上調9%。因此,目標價由11元升至12元,重申「跑贏大市」評級。
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