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《大行報告》花旗下調小米(01810.HK)目標價至19元 評級「買入」
花旗發表研究報告指出,小米(01810.HK)將於下週四(19日)公佈首季業績,預期將弱於該行早前預測,主要由於受通脹、地緣政治及疫情因素影響而導致消費者信心下降。該行料小米首季收入爲724億元人民幣,按年跌6%,按季跌15%,經調整純利290億元人民幣,按年跌53%,按季跌36%。 該行預測,監於加息、新興市場貨幣貶值、通脹升溫及經濟衰退的憂慮下,相信小米的前景仍將面臨挑戰。基於宏觀不利因素,該行下調對小米的2022及2023財年盈利預測,分別較目前市場預期低31%及24%。如公司沒有出現深度衰退,估計將於今年下半年出現季節性復甦。維持對其「買入」評級,目標價由27元降至19元。
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