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《大行報告》摩通料小米(01810.HK)上季純利按年升14% 可大致符合預期
阿思達克 11-12 11:27

摩根大通發表報告表示,料小米集團(01810.HK)今年第三季業績可望大致符合預期,該行料小米上季純利錄28.56億人民幣,按年升14%(按季升46%),較市場同業預測的26.32億元人民幣,高出9%;該行估計小米上季經調整純利28.56億人民幣,按年下滑2%(按季跌21%),較市場同業預測的29.67億元人民幣,低4%;料收入531.66億人民幣,按年增長5%(按季升2%),較市場同業預測的559.71億元人民幣,低5%。

該行估計小米上季旗下智能電話持續錄按年下跌,但相關毛利率可望保持健康水平,而公司在內地後4G時期保持較不進取的取態,並料公司物聯網業務增長保持強勁,但料在內地互聯網服務增長持續放緩。

摩通維持對小米「中性」投資評級及目標價8.4元,此相當未來12個月市盈率15倍,將今年每股經調整盈利預測由0.48元降至0.45元人民幣,明年每股經調整盈利預測由0.47元下調至0.46元人民幣。

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