《大行報告》匯豐研究下調小米(01810.HK)目標價至9.3元 評級「持有」
匯豐研究發表報告指,小米(01810.HK)智能手機出貨量趨於穩定,但平均售價面臨壓力。而不斷增加的營運成本仍然障礙盈利能力恢復,維持「持有」評級,目標價由9.9元降至9.3元。
報告指,行業數據顯示,小米第三季智能手機出貨量為4,050萬部,按季上升3%。小米在印度的智能手機出貨量為920萬部,按季增長約31%,高於該行預期。該行上調對小米全年出貨量預測4%至4.56億部。
不過,考慮到持續的宏觀環境不確定性和海外的高通脹率,該行下調小米2023年至2024年的出貨量預測2%和5%分別至1.65億和1.8億部。同時將今年至後年的經常性淨利潤預測下調19%至29%,以反映新業務的研發費用和毛利率壓力。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.