小米(01810.HK)逆市四连涨越百天线 上季经调整净利润年增20%获里昂及大和重申「跑赢大市」评级
小米集团-W(01810.HK)上季经调整净利润按年增20%,里昂及大和绩後重申小米「跑赢大市」评级及看10元,该股四连升,今天举重升破50天及100天线(8.83元及8.92元),最高见9.16元,现造8.95元,逆市续升2.5%,成交急增至2.36亿股,创三个月高,涉资21.29亿元。
小米昨天收市後公布,今年第三季纯利按年升1%至25.25亿人民币(下同),毛利按年增长25%至82.36亿元;总收入按年升5.5%至536.61亿元,其中IoT与生活消费产品分部收入按年急升44.4%至156亿元,但智能手机收入按年降至323亿元。期内,经调整净利润按年增逾20%至34.72亿元。
里昂指小米上季经调整净利润较该行预测高5%,IoT业务表现也胜预期,重申其「跑赢大市」评级,但总收入较该行预测低4%,认为5G竞争仍是一大忧虑,轻微下调公司明後年盈测1%,以及将其目标价由11港元,降至10港元。大和也重申小米「跑赢大市」评级,但目标价由13港元,降至10港元,反映手机销量疲软。
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