《大行報告》大華繼顯下調小米(01810.HK)目標價至11.3元 評級「買入」
大華繼顯下調對小米(1810.HK)目標價,由12.3元下調至11.3元,並下調小米今年至2024年經調整盈利預測4.1%至10.7%,至介乎88.2億至159.06億元人民幣,反映削減交付及毛利率假設,配合於經濟展望轉弱下,對未來三年智能手機終端需求的審慎看法。
該行預測小米第三季收入按年跌10%至702.26億元人民幣,按季則持平。經調整淨利潤料按年跌62%至19.58億元人民幣,按季亦跌6%,相信市場已預期按年出現較大跌幅,跌勢已經穩定,而產品庫存自第二季末以來已在改善,維持「買入」評級。
該行相信市場留意到小米的風險,對其預期已達致最低點,小米業務亦料於今年第四季至明年首季見底,因此對小米看法轉向樂觀。
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.