【花旗：联想控股潜在出售BIL或收窄高达75%资产净值折让 评级买入】花旗发表研究报告指，联想控股据报正寻求出售其于卢森堡私人银行Banque Internationale a Luxembourg约90%权益，该业务目前约占该行估计联想控股资产净值约9%。该行指出，据报道，初步出价意味BIL估值至少25亿欧元，较该行最新估值约218亿港元高出约3%。BIL过去多年一直是联想控股稳定的盈利贡献来源；但该行预期，受联想集团强劲增长动能带动，BIL于2027至2028财年对联想控股的盈利贡献将降至总纯利的10%至13%。该行认为，本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。该行予联想控股买入评级，目标价21.5港元，按估计2027年NAV约76.81港元折让72%。
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