《大行報告》瑞銀下調小米(01810.HK)首季經調整純利預測至28億人幣 收入預測升至699億人幣
瑞銀髮表報告,將小米(01810.HK)首季收入預測由695億元人民幣上調至699億元人民幣,經調整純利預測由41億元人民幣下調至28億元人民幣。智能手機出貨量預測亦由4,080萬部微調至4,000萬部。
瑞銀認爲,首季業績會反映出全球或國內智能手機終端需求放緩、持續的供應鏈短缺,以及近期部分內地地市封城的初步影響。
瑞銀指,小米的互聯網服務和IoT及家庭生活消費業務將會是業績亮點,並提高了營業費用預測,以反映更高的物流成本。另將今年經調整每股盈利預測削減5.6%。
小米估值已跌至紀錄新低,但瑞銀認爲需要更清晰的潛在催化劑,維持「中性」評級,目標價15港元。
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