《大行報告》小米(01810.HK)投資評級及目標價(表)
小米-W(01810.HK)將於下周五(19日)公布今年中期業績,由於市場對Android智能手機需求疲弱,及同業榮耀在內地市場的競爭(榮耀次季在內地市場出貨按年升近89%至1,310萬部,對比小米僅1,050萬部按年跌22%),Strategy Analysis數據,小米次季全球交付3,950萬部智能手機按年跌25%(按季持平)。市場預期受手機銷量下跌及清理庫存等因素影響,本網綜合14間券商預測,小米2022年上半年非國際財務報告準則經調整淨利潤料介乎47.81億至58.76億元人民幣,較2021年上半年123.91億元人民幣,按年下跌52.6%至61.4%;中位數48.63億元人民幣,按年跌60.8%。
市場將憂慮小米今年下半年銷售前景,關注管理層就未來智能手機的去庫存、相關產品毛利率、以及印度市場地緣政治風險的指引,投資者亦關注小米電動車業務監管及審批等問題。
下表列出22間券商對小米(01810.HK)評級及目標價:
券商│投資評級│目標價(港元)
中信建投│買入│22.1元
法國巴黎銀行│買入│19元
銀河聯昌│收集│18.34元
花旗│買入│17元
中金│跑贏行業│17元
高盛│買入│16.8元
華泰證券│買入│16元
野村│中性│16元
海通國際│跑贏大市│15.7元
招銀國際│買入│14.81元
里昂│買入│14.6元
星展│買入│14.5元
瑞信│跑贏大市│14.2元
瑞銀│買入│14元
國泰君安│收集│13.5元
摩根士丹利│增持│13.4元
大華繼顯│買入│13.4元
建銀國際│跑贏大市│13.2元
中銀國際│持有│11.7元
摩通大通│中性│12.5元->11.5元
大和│持有│11元
匯豐環球研究│持有│10.1元
美銀證券│跑輸大市│9.1元
麥格理│跑輸大市│8.4元
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