花旗:小米集團(1810.HK)被移出美國黑名單有利股價 重申買入評級
花旗發表研究報吿指,小米集團(1810.HK)將被移出美國黑名單的消息減輕了投資者對不確定性的擔憂,能夠增強投資者的信心並驅動股價上漲,同時印度疫情對公司影響有限,予目標價30港元,重申買入評級。
花旗表示,小米被移出黑名單還可能增加公司自6月21日起被重新納入富時羅素指數的機會,相信市場對智慧手機市場疲軟的擔心過度,預計小米能夠在第二季度實現強勁增長,因市場佔有率擴張。
花旗續指,零組件的短缺對小米的影響弱於其他較小品牌,小米強大的供應鏈將能更好的進行市場整合,在晶片整體供不應求的環境下,小米能夠將晶片分配給更高利潤率的地區,以優化供應緩解衝擊,預計印度智慧手機銷量約佔公司今年總收入的10%以及總利潤的5%。

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