研報掘金|華泰證券:上調小米目標價至71.2港元 汽車及大家電業務爲未來股價主要動力
華泰證券發表研究報告指,小米旗下大家電和汽車業務強勁增長推動利潤超預期,認爲汽車及大家電業務仍處於市佔率擴張的早期,是未來股價主要動力。該行將目標價由55.1港元上調至71.2港元,維持“買入”評級。
該行將公司今明兩年的非通用會計準則純利預測上調5%及9%至405億元及546億元。該行列舉公司去年第四季的亮點,當中包括大家電業務投入發力,推動IoT業務收入實現按年增51.7%、汽車毛利率再創新高,虧損進一步收窄,以及手機業務平均售價上升,顯示公司整體品牌力提升。
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.