大行评级丨瑞银:上调联想集团目标价至12港元 预计次财季销售维持健康

中金财经
Oct 21

  瑞银发表报告指,联想集团将于下月公布9月底止次财季业绩,预计销售维持健康。该行预计次财季销售及设备都录得低双位数(low-teens)按年升幅,基建板块(ISG)按年升约20%至23%左右,服务板块(SSG)录得高十位数(high teens)增长。   该行大致维持次财季列账盈测于4.4亿美元(原预期4.35亿美元),但由于按市值入账权证等影响,上调经调整纯利预测介乎1.5亿至2亿美元。该行延展估值基础至2027财年,大致维持2026及27财年每股盈测,以预测市盈率维持11倍计,目标价由11港元上调至12港元,评级“中性”。      【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱:news_center@staff.hexun.com   

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