Report

联想集团有限公司(992.HK)- 提出购买推荐

​AMC万海提出对联想集团有限公司(992.HK)的买入,目标价格为港币5.8元。

我们认为该公司的业务转型及开发新增长业务方面都在正确的轨道上运作及推进。公司继续在移动业务及企业业务中获得提高,同时也保持其在PC业务市场上的优势。公司的转型将由PC业务提供坚实的基础继续支持公司移动和企业业务的发展,促使它们都能可持续增长并发展成新的高增长利润版块。

公司的股价在过去一年中已经修正了27%以上。我们认为负面消息对其的影响已经在价位上得到了显现,之后下跌的风险将会是有限的。我们对该公司看法积极是基于其基本面的改善及合理的估值。我们认为公司会有更好的前景,并相信它有望在即将到来的相当长的一段时间里领跑整个市场。

Underlying
Lenovo Group Limited

Lenovo Group is an investment holding company. Through its subsidiaries, Co. is engaged in: manufacturing and distribution of IT products and provision of IT services; manufacturing of computers and peripheral equipment; provision of business planning, management, global supply chain, finance, and administration support services; R&D of mobile software; and distribution of IT products as well as mobile phone, smart phone and tablet, server and storage. Co. also provides a full complement of ENERGY STAR® qualified notebooks, desktops, workstations, monitors, and servers. As of Mar. 31, 2015, Co. oeprated four geographical segments, China, Asia Pacific, Europe-Middle East-Africa and Americas.

Provider
AMC Wanhai Securities Ltd.
AMC Wanhai Securities Ltd.

AMC Wanhai Securities is an independent boutique brokerage covering Hong Kong & Asian listed equities for global institutional cilents. The company focuses on equity sales & trading, equity research, asset management and corporate finance.

AMC Wanhai Securities will give you a snapshot of stocks from across a range of sectors, with ratings and recommendations that will help you make tactical investment decisions. Additionally, we issue sector / thematic report providing deeper insights into wider trends and business drivers.

Other Reports on these Companies
Other Reports from AMC Wanhai Securities Ltd.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch