《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)本周三(26日)公布今年中期業績業績,新冠疫情在全球蔓延,對中國內地及海外智能手機及物聯網產品(如小米手環和TWS耳機)銷售帶來負面影響,綜合4間券商預測,小米今年上半年非通用會計準則的經調整淨利潤料介乎46.97億至48.39億元人民幣,較2019年同期57.16億元人民幣,按年減少15.3%至17.8%,中位數為46.97億元人民幣,按年跌17.8%。
綜合5間券商預測,小米今年上半年純利料介乎32.27億至45.85億元人民幣,較2019年同期50.78億元人民幣,按年跌9.7%至跌36.6%,中位數為38.8億元人民幣,按年下滑23.6%。
此外,綜合4間券商預測小米今年第二季非通用會計準則經調整淨利潤介乎23.13億至25.38億元人民幣,較2019年同期36.35億元人民幣,按年下跌30.2%至36.4%,中位數為24.575億元人民幣,按年跌32.4%。
下表列出23間券商對其港股評級及目標價:
券商│投資評級│目標價(港元)
摩根大通│增持│21元
摩根士丹利│增持│20元
美銀證券│買入│20元
交銀國際│買入│19元
華泰金融│買入│18.5元
花旗│買入│18元
野村│買入│18元
招商證券國際│買入│18元
匯豐環球研究│持有│12.1->17.9元
銀河聯昌│增持│17.8元
建銀國際│跑贏大市│17.7元
國泰君安│中性│17元
招銀國際│買入│16.3元
星展│買入│16元
海通國際│買入│16元
中信証券│買入│15.6元
瑞銀│中性│15.5元
瑞信│跑贏大市│15.3元
光大証券│買入│15.1元
中金│跑贏行業│15元
里昂│跑贏大市│14.2元
國泰君安│中性│12.8元
法巴│減持│10元
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