《大行报告》高盛升小米(01810.HK)目标价至30.5元 上季经调整净利润胜预期
高盛发表报告示,小米(01810.HK)公布今年第三季收入录722亿人民币按年升34%符预期,溢利录101.7亿人民币按年升23%,高该行原预期2%,非国际财务报告准则经调整净利润录41亿人民币按年升19%,高於该行及市场原预期各18%及6%,因营运杠杆持续改善及录34亿人民币的公允价值收益。
该行表示,重申对小米「买入」投资评级,上调对其目标价由29.4元升至30.5元,潜在升幅12.3%,决定调高对其2022年收入预测1%,反映来自物联网产品收入较高,抵销了互联网服务收入增长放缓的影响。
高盛指,小米今年第三季智能手机及物联网产品业务强劲,上季智能手机业务收入按年升47.5%(增速录史上新高)至476亿人民币,对比今年首季及第二季按年跌1%及升12%,期内付运量按年升45.3%至4,660万部,据Canalys预测其在上季录全球第三名,小米在内地市场产品平均售价按年升14.7%。(wl/k)
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