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利好 | 業績超預期,小米集團漲超7%,機構上調目標價
uSMART友信智投 08-27 09:59

uSMART友信智投8月27日消息,受到業績超預期的刺激,小米集團今日股價逆市上升,重新站上20港元。

中金公司稱,小米集團二季度業績超出預期,考慮到公司在疫情後業績的復甦,上調目標價100%至30港元,維持跑贏行業評級。

分析師黃樂平等在報告中指出,受公司研發和渠道投資,以及華爲的疲弱態勢驅動,看到小米集團在地域和價格方面的強勁增長動能。將公司2020-2021年的出貨量分別調高4%和13%,預計公司在全球的市場份額將從去年的8.1%,提升至今年的9.2%,到2021年達到11.3%。   遊戲等互聯網業務也能爲公司提供增長動能,物聯網業務等預計將在下半年復甦。

招商證券預計小米將在2020-21年繼續擴大智能手機的市場份額,因其會奪得華爲留下的市場,考慮到小米具有價格競爭力的產品,其增長幅度將超過同業OPPO和vivo。小米的股價在6個月內飆升了50%以上,這得益於其被納入恆指以及南向資金注入。我們建議在任何股價回落的情況下買入小米,因爲我們預計隨着時間的流逝及其變現互聯網用戶,股票會重估。我們微調了預測,將目標價從18港元上調至22港元,目前基於30倍的2021年前瞻市盈率(此前爲25倍)。

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