大行每日評級 | 業績超預期,瑞信升聯想目標價
今日看點
1.瑞信將聯想集團(00992)目標價由12.2港元升6.6%至13港元,維持“跑贏大市”評級,該行表示,由於個人電腦需求和更好的組合令公司利潤率提高,包括提高服務滲透;該行將其2022-23財年每股盈利提高4-7%。相信在零部件緊缺的情況下,公司有望取得超越同業表現。
2.摩根大通維持長實集團(01113)“增持”評級,目標價由54.9港元升22%至67港元,該行在完全接受公司以每股51港元回購3.8億股的計劃下,相信對其股份的最新威脅已消除。同時該行表示,股東接受水平顯示主要投資者相信公司股價多於51港元的回購價,相信重啓的故事仍然完好。而李嘉誠增持9%也可視爲對公司盈利、現金水平及派息投下信心一票。
3.Evercore ISI 重申亞馬遜(AMZN)“跑贏大市”評級,目標價4500美元,分析師稱,在該行向2400名美國網絡消費者的調查中發現,64%的美國網絡消費者認爲新冠疫情永久性地提高了他們的網上購物意願,這個數字高於去年夏季的54%。該分析師還補充道,調查結果顯示,受訪者對亞馬遜的評價有了實質性的改善。

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