《大行報告》小米集團(01810.HK)投資評級及目標價(表)
小米集團(01810.HK)將於本周三(20日)公布今年首季業績,受惠內地智能手機銷售恢復快於預期、互聯網服務業務表現、取得華為在國際市場所流失的市場份額所帶動下,本網綜合9間券商料小米於2020年首季非國際財務報告準則經調整淨利潤預測介乎16.93億元至27.32億人民幣,按年跌18.6%至升31.3%,中位數22.34億人民幣,按年升7.4%。
本網綜合4間券商料小米於今年首季首季利潤預測介乎16.79億元至19.34億人民幣,按年下跌39.4至47.4%,中位數18.805億人民幣,按年跌41.1%,由於新冠疫情蔓延令全球股市波動,市場預期公司首季利潤下滑,受到按公允價值計入損益之投資公允價值變動所影響。市場將關注小米最新業務及5G前景指引,公司自第二季海外市場所面臨的挑戰、及美國上周五升級對華為出口限制潛在對公司所帶來影響等。
表列出26間券商對其評級及目標價:
券商│投資評級│目標價(港元)
東吳証券│買入│16.45元
第一上海│買入│16.3元
太平洋証券│買入│16元
中信証券│買入│15.6元
瑞信│中性->跑贏大市│11.6->15元
招商證券國際│買入│15元
興業証券│買入│14.7元
摩根士丹利│增持│14元
美銀證券│買入│14元
國泰君安│增持│13.97元
瑞銀│買入│13.8元
高盛│買入│13.5元
麥格理│跑贏大市│13.5元
中金│跑贏行業│13.5元
星展│買入│13.3元
東方証券│買入│13.2元
光大証券│買入│13元
花旗│買入│12.6元
野村│買入│12.5元
匯豐環球研究│持有│12.4元
建銀國際│跑贏大市│12元
摩根大通│減持->中性│9->12元
里昂│跑贏大市│12元
大和│跑贏大市│11.5元
招銀國際│持有│10.7元
中銀國際│持有│9.68元
(ta/w)
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