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《大行報告》摩通:聯想集團(00992.HK)第三財季盈利勝預期 維持「增持」評級
阿思達克 02-20 14:20
摩根大通發表研究報告,指聯想集團(00992.HK)2020財年第三財季的盈利穩固,純利分別較該行及市場預期高出12%及14%。除稅前溢利率達2.8%,是自2015財年第二財季以來的最高水平,主要是受惠於個人電腦毛利率錄創紀錄的6.2%及數據中心的虧損收窄。 報告指,聯想集團的財務成本及稅率略低於預期。由於新型冠狀病毒在中國爆發,令市場憂慮生產暫停及消費者需求疲弱,公司股價今年來跑輸恆指3%。該行認為2020財年首季盈利疲弱的表現已有充分的預兆,並更傾向是一次性事件,相信公司的業務可在2020年第二季顯著復甦,維持「增持」投資評級,目標價7元。(jc/da)~ 阿思達克財經新聞 網址: www.aastocks.com
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