《大行報告》大和降小米(01810.HK)目標價至25元 憂網遊業務令互聯網收人增長受壓
大和發表報告表示,擔心小米(01810.HK)旗下互聯網收人增長表現,會拖累今年盈利增長,指公司去年第四季網遊收入增長放緩,或會令公司今年上半年互聯網收人增長受壓,指市場有潛在下調小米今明兩年盈利預測的風險。
該行指,對小米智能手機而言,今年仍是強勁的一年,惟供應鏈存在風險。維持對小米「持有」投資評級,下調對其目標價由27元降至25元,此相當測今年市盈率33倍,並下調對其今明兩年收入預測1至2%,降盈利預測5%,反映互聯網收入增長及物聯網銷售疲弱。
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