《大行報告》里昂下調小米(01810.HK)目標價至20元 評級「買入」
里昂發表報告,指受地緣政治風險和內地疫情封控影響,預計小米(01810.HK)首季業績將令人失望。總收入料將按年下降5%至727億元人民幣(下同),主因消費者情緒疲軟,以及供應和物流挑戰導致全球智能手機出貨量和海外物聯網銷售下滑。因此將其目標價由23.5元下調至20元,維持「買入」評級。
該行預測,由於小米收入下降和對電動車投資,經調整純利將按年下降54%至28億元。考慮到宏觀因素可能會延續到次季,將2022和2023年經調整純利將預測分別下調21%和13%。
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