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《大行报告》摩通料小米(01810.HK)上季纯利按年升14% 可大致符合预期
阿思达克 11-12 11:27

摩根大通发表报告表示,料小米集团(01810.HK)今年第三季业绩可望大致符合预期,该行料小米上季纯利录28.56亿人民币,按年升14%(按季升46%),较市场同业预测的26.32亿元人民币,高出9%;该行估计小米上季经调整纯利28.56亿人民币,按年下滑2%(按季跌21%),较市场同业预测的29.67亿元人民币,低4%;料收入531.66亿人民币,按年增长5%(按季升2%),较市场同业预测的559.71亿元人民币,低5%。

该行估计小米上季旗下智能电话持续录按年下跌,但相关毛利率可望保持健康水平,而公司在内地後4G时期保持较不进取的取态,并料公司物联网业务增长保持强劲,但料在内地互联网服务增长持续放缓。

摩通维持对小米「中性」投资评级及目标价8.4元,此相当未来12个月市盈率15倍,将今年每股经调整盈利预测由0.48元降至0.45元人民币,明年每股经调整盈利预测由0.47元下调至0.46元人民币。

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