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《大行报告》麦格理首予联想集团(00992.HK)「跑赢大市」评级 目标价7.5元
阿思达克 09-10 10:07

麦格理报告指联想集团(00992.HK)企业个人电脑(PC)业务相当於整体PC收入的70%,终端需求每年增长3%,公司正渐渐增加市占率,经营利润率处於5.1%稳定水平。该行预期,PC业务每年可以轻易有4%纯利增长;而该业务经营利润已相当於公司EBIT超过100%,为公司提供稳固的下行保护。

此外,该行认为公司数据中心业务盈利前景清晰,因为公司正在获得美国超大规模客户。该行认为联想集团估值吸引,首予「跑赢大市」评级,目标价7.5元,并预期公司2020至2021年每股盈利增长可达26%及28%。

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