《大行報告》大摩相信小米(01810.HK)股價60日內將跑贏行業 評級「增持」
摩根士丹利發表技術研究報告,相信小米集團(01810.HK)股價將於未來60日內跑贏行業,發生的可能性料有七至八成,主要因為隨著內地市場復甦,估計市場將聚焦於海外市場復甦,而小米則是主要受益者。該行的調查顯示公司在歐洲、中東及非洲(EMEA)出貨逐步復甦,而市場份額續有結構性提升,雖然印度市場表現沉寂,但估計隨著國家重新開放,將有類似「V型」復甦,予目標價14元,評級「增持」。
該行將小米2021年非國際財務報告準則(Non-IFRS)每股盈測提升7%,以反映公司在EMEA市場份額提升,認為未來的催化劑包括海外市場智能手機銷售理想、內地大家電需求逐步復甦及華為潛在出現問題或帶動小米內地市場份額提升等。
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