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《大行報告》高盛升小米(01810.HK)目標價至18.9元 季績大致符預期
阿思達克 03-20 11:30
高盛報告指,小米(01810.HK)上季業績大致符預期,自2021年末季起,收入首次恢復雙位數增長,按年增11%,毛利率及經調整核心經營利潤率亦處於高水平,分別達21.3%及8.3%。 該行指,小米目標手機出貨量高於行業水平,今年可收窄與三星及蘋果出貨量的差距。該行預期今年小米出貨量按年增11%至1.62億部,首季出貨量4,020萬部,按年升32%。 該行上調小米2024-26年經調整核心純利3%至5%,主因物聯網(IoT)及互聯網毛利率改善,及相信集團於下週四(28日)公佈旗下智能電動車SU7價格將成潛在催化劑。目標價相應由18.1元微升至18.9元,維持「買入」評級。
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