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《大行報告》里昂升小米(01810.HK)目標價至32元 料首季經調整純利升87%
阿思達克 04-22 14:57
里昂發表報告表示,重申對小米集團(01810.HK)「買入」投資評級,上調對其目標價由30元升至32元,以反映其智能手機市場地位更強及長線毛利表現。

該行指,下調對小米於2021年至2023年經調整盈利預測各0.3%、5.3%及7%,各至173.35億、208.9億及263.43億元人民幣,但上調對其長期毛利率預期,以反映其智能手機市場地位更強及新能源汽車業務的投資潛力。

里昂估計小米今年首季業績強勁,估首季收入可按年升52%至755億元人民幣、料首季經調整純利升87%至43億元人民幣,估計小米首季智能手機業務收入按年增長69%至512億元人民幣,料其在全球可售出4,800萬部手機,料中國內地付運按年升82%、估計其在印度市場付運按年升10%,並料其產品平均售價按年上升3%。

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