《大行報告》大摩下調聯想集團(00992.HK)目標價至6.5元 評級「與大市同步」
大摩發表報告指,據IDC數據顯示,聯想集團(00992.HK)去年第四季付運約1,550萬部個人電腦(包括工作站),按年跌28.5%,較該行預測低約9%;即使上游芯片供應商早於兩至三個月前,開始下調其指引,但集團早前樂觀情緒正為其股票帶來逆風,該行相信,管理層將被迫下調其展望,以及今年電腦總可用場(TAM)更符合市場按年料跌5%至10%的預期。
該行預料,集團去年第四季智能手機出貨量或略遜該行預測,但相信其基礎設施方案業務(ISG)以及方案服務業務(SSG)有望達至該行早前預測,故對兩大業務預測大致上維持不變。
該行預料,集團去年12月底止第三財季收入達156.5億美元,按年跌22%,按季跌8%,而稅前收入約5.29億美元,按年跌38%,以致其純利料約4.03億美元,按年跌37%。該行將其目標價由6.7元下調至6.5元,維持其評級為「與大市同步」。
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