野村:維持小米(1810.HK)目標價11港元 評級“買入”
野村發表研究報告指,小米(1810.HK)管理層在出席投資者論壇時表示,維持今年銷售增長目標為按年升約17%,網上銷售亦將按年錄雙位數增長,儘管小米在印度線上市場遇到Samsung和Oppo的競爭,小米仍然在印度市場居於首位,亦將在線下業務反擊它的對手,維持目標價11港元和“買入”投資評級。
野村續指,小米管理層認為小米在5G時代將會佔優,因小米在線上業務的市佔率較大,毛利表現亦較好,而且小米在智能手機業務方面,於中國的主要城市市佔率較於三四五線城市高。
野村提及小米電視現正從其他中國同業,如海信集團,創維集團(0751.HK)等,搶佔市佔率,而在網絡業務方面,約40%小米的網絡業務並不與中國智能手機業務有關,亦是小米較其他同業優勝的地方。

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