《大行報告》匯豐研究上調小米(01810.HK)目標價至17.9元 評級「持有」
匯豐研究發表報告表示,由於美國政府對華為的限制越來越嚴格,預期小米(01810.HK)將從中受惠於潛在的智能手機市場整合,華為及小米業務在內地、印度、西班牙、意大利、俄羅斯及波蘭等市場均出現重疊,因此相信小米在內地及歐洲之市佔率有望增加,並推動業務增長。
報告補充,小米將於8月26日公布第二季業績,預料純利按年下跌12%至17.16億元人民幣,當中印度業務有所拖累。該行上調其2020至2022年度非公認會計準則(Non-GAAP)淨利潤3%至4%,以反映智能手機出貨量增加,以及互聯網附加增值服務收入上升,目標價由12.1元升至17.9元,維持「持有」評級。
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