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《大行报告》高盛上调小米(01810.HK)目标价至29.4元 评级「买入」
阿思达克 09-07 10:20
高盛发表研究报告,指出在小米(01810.HK)公布第二季业绩後,曾与公司管理层召开电话会议。对於管理层的回应感到鼓舞,及相信公司的中国市场占有率会在2021年提升,这是因为公司能通过利用双品牌策略来满足更广泛的客户群;以及加强线上及线下渠道,预期公司在中国及全球的智能手机市占率将分别提升4.9个百分点及1.8个百分点至15.2%及12.2%。

该行认为,公司业务之间的协同效应能推动其中国互联网服务及智能手机业务同步增长,将其2021及2022年的收入预测分别上调5%及8%,每股盈利预测则分别上调5%及14%。在基本预测情景下,目标价由22.5元上调至29.4元,维持「买入」投资评级。

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