《大行报告》瑞信上调小米(01810.HK)目标价至31元 评级「跑赢大市」
瑞信发表研究报告,降全球智能手机付运量预测,其中预期华为明年跌75%,并由其他主要品牌,包括Oppo、Vivo、小米、苹果及三星取代。
该行将小米(01810.HK)2021-22年付运量预测由1.63亿/1.88亿,上调至1.78亿/1.92亿。其中,本地付运量5500万/5700万,按年增长64%/4%;海外付运量1.23/1.35亿,按年增长19%/10%。同时将小米互联网服务收入分别上调31%及29%,以反映中国月活跃用户(MAU)改善。
该行升2020-22年每股盈利预测分别1%、4%及11%,目标价由22.1元升至31元,评级「跑赢大市」。
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