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招銀國際:推薦買入聯想集團(0992.HK) 目標價6.3港元
格隆匯 02-21 17:58

招銀國際發佈報告稱,聯想集團(0992.HK)第三財季業績勝市場預期,推薦“買入”,買入價5.7港元,目標價6.3港元,止損5.3港元。

報告指出聯想期內業績勝於預期,税前溢利創新高,純利同比升11%,毛利率升1.5個百分點至16.1%,個人電腦於全球市場份額24.8%,繼續位居第一,移動業務連續第五個季度出現盈利。

管理層預計,本月底主要生產電腦、服務器等產品的深圳及合肥廠房復工率將分別達100%及70%,預期3月底前全部內地工廠,包括武漢及成都,均可恢復100%產能。

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