联想控股涨逾6%,今年以来股价累计涨幅达1.8倍,潜在出售卢森堡国际银行90%股权

新浪港股
Sep 23

9月23日,联想控股涨逾6%,今年以来股价累计涨幅达1.8倍。截至发稿,股价上涨6.14%,现报25.22港元,成交额3.51亿港元。

联想控股据报正寻求出售其持有的卢森堡国际银行(Banque Internationale à Luxembourg,BIL)的90%股权,首轮竞标预计将在9月底前后截止,估值或达25亿欧元(约225亿港元)或更高。花旗认为,此次潜在出售或为联想控股出售非核心投资、转型为更聚焦科技控股公司的第一步;若交易落实,有望收窄该行估计联想控股高达约75%的NAV折让。

今年上半年,联想控股实现收入3629.35亿元,同比增长29%,主要受益于旗下联想集团、联泓新科收入大幅增长;归母净利润22.30亿元,同比增长219%,由产业孵化与投资板块投资组合价值回升带动。国投证券称,公司核心资产经营改善,产业投资盈利修复。联想集团ISG盈利改善、联泓新科新增产能投放以及产业孵化与投资板块扭亏,共同支撑业绩增长。

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