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小米(01810.HK)逆市四連漲越百天線 上季經調整淨利潤年增20%獲里昂及大和重申「跑贏大市」評級
阿思達克 11-28 15:11
小米集團-W(01810.HK)上季經調整淨利潤按年增20%,里昂及大和績後重申小米「跑贏大市」評級及看10元,該股四連升,今天舉重升破50天及100天線(8.83元及8.92元),最高見9.16元,現造8.95元,逆市續升2.5%,成交急增至2.36億股,創三個月高,涉資21.29億元。 小米昨天收市後公布,今年第三季純利按年升1%至25.25億人民幣(下同),毛利按年增長25%至82.36億元;總收入按年升5.5%至536.61億元,其中IoT與生活消費產品分部收入按年急升44.4%至156億元,但智能手機收入按年降至323億元。期內,經調整淨利潤按年增逾20%至34.72億元。 里昂指小米上季經調整淨利潤較該行預測高5%,IoT業務表現也勝預期,重申其「跑贏大市」評級,但總收入較該行預測低4%,認為5G競爭仍是一大憂慮,輕微下調公司明後年盈測1%,以及將其目標價由11港元,降至10港元。大和也重申小米「跑贏大市」評級,但目標價由13港元,降至10港元,反映手機銷量疲軟。(sz/t)~ 阿思達克財經新聞 網址: www.aastocks.com
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