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交银国际:重申联想集团“买入”评级,维持目标价6.20港元

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交银国际:重申联想集团“买入”评级,维持目标价6.20港元 交银国际:重申联想集团(00992)“买入”评级,维持目标价6.20港元

智通财经APP获悉,交银国际发布报告,该行预计联想集团 (HK:0992)未来2-3个季度的盈利将保持强劲,因为在大量订单积压和中国PC市场(联想约占35%)复苏的预期下,PC前景乐观,加上主要市场(拉丁美洲/美国)的智能手机总体需求上升,以及关键DCG客户的订单表现强劲。基于目前的可见性,该行预计即将到来的2021财年4季度(3月结)将表现强劲且优于季节平均水平,带动盈利同比大幅增长。

该行预计,2020/2021年全球PC出货量将同比增长5%/2%,动力来自在家工作/学习(Chromebook)的持续增长、中国PC前景向好、政府推动数字化的计划(例如日本GIGA学校) 和GPU刷新周期。

基于13倍2021财年市盈率,该行维持6.20港元的目标价,重申“买入”评级。

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