《大行報告》瑞銀上調小米(01810.HK)今明年兩年智能手機付運預測 料上季純利33億人幣
瑞銀發表報告,上調對小米集團(01810.HK)今年第三季智能手機付運預測,由原來3,800萬部升至4,300萬部、調高公司今明兩年智能手機預測由原來各1.32億部及1.6億部,上調至各1.39億及1.65億部,考慮了小米旗下拉美業務增長,就公司將於下周二(24日)公布今年第三季業績,料小米上季收入及列帳純利預測各為760億及33億人民幣,對比市場預測各690億及33億人民幣。
該行下調小米2020至2022年每股盈測介乎4%至5%。瑞銀維持對小米「中性」評級及目標價23元,此相當預測未來一年市盈率27倍。
據瑞銀證據實驗室的調查結果,該行得出三個結論。在中國消費者中,小米的排名正在提升為「理想/高端品牌」,並排名第二位,僅次於華為。而將小米視為「我堅守的品牌」的中國消費者比例,從2020年3月的25%上升最新至37%(歷史最高)。
最後,將小米視為「物有所值」品牌的受訪者急劇下降,該行認為上述觀察結果可能是小米針對中高端機型,積極的5G產品組合過渡而採取的「高端化」戰略的結果,並且在較小程度上暗示該公司可能會從華為的情況中受益。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.