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《大行報告》高盛升小米(01810.HK)目標價至30.5元 上季經調整淨利潤勝預期
阿思達克 11-25 08:41
高盛發表報告示,小米(01810.HK)公布今年第三季收入錄722億人民幣按年升34%符預期,溢利錄101.7億人民幣按年升23%,高該行原預期2%,非國際財務報告準則經調整淨利潤錄41億人民幣按年升19%,高於該行及市場原預期各18%及6%,因營運槓桿持續改善及錄34億人民幣的公允價值收益。

該行表示,重申對小米「買入」投資評級,上調對其目標價由29.4元升至30.5元,潛在升幅12.3%,決定調高對其2022年收入預測1%,反映來自物聯網產品收入較高,抵銷了互聯網服務收入增長放緩的影響。

高盛指,小米今年第三季智能手機及物聯網產品業務強勁,上季智能手機業務收入按年升47.5%(增速錄史上新高)至476億人民幣,對比今年首季及第二季按年跌1%及升12%,期內付運量按年升45.3%至4,660萬部,據Canalys預測其在上季錄全球第三名,小米在內地市場產品平均售價按年升14.7%。(wl/k)

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