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《外資精點》摩通:聯想管理能力理想,目標價升至6﹒6元 @ 2011-11-03T18: Back Hot News
Keyword:聯想
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《外資精點》摩通:聯想管理能力理想,目標價升至6﹒6元
聯想2012年度第二財季的純利、營業額優於預期,多間大行發表報告唱好,並調升其目標價。聯想今早股價逆市走強,曾見6.04元,創一年新高;現報6元,漲7.14%,暫成交3.2億元。
泰國水患對PC供應鏈沖擊的疑慮開始發酵,摩根大通表示,目前已看到多數PC品牌可能因泰國水患造成HDD短缺的風險,因此將緯創從亞洲分析師焦點名單中移除,目標價從59元降至50元,緯創未來成長領域包括雲端伺服器與儲存設備,緯創近來拿下許多中國電信與網路客戶;在Ultrabook部分,緯創繼攻下台灣大廠訂單,明年兩大國際品牌Ultrabook也將出貨;至於筆記型電腦部分,明年緯創很有機會首度超越仁寶(2324),雖然仁寶與聯想有進一步的策略聯盟,緯創仍拿下聯想明年35%-40%的訂單。
花旗獨排眾議看好仁寶,給予目標價37元,預估仁寶明年從聯想拿到的訂單,可望增加20%至30%,而且聯想將把仁寶當成重要的戰略伙伴,進軍市占率。

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