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《大行報告》瑞銀升小米(01810.HK)目標價至30元 指手機、廣告業務及毛利亮麗
阿思達克 05-27 09:04
瑞銀發表報告表示,維持對小米(01810.HK)「中性」投資評級,上調對其目標價由28元升至30元,此相當於預測明年市盈率28倍。該行指,小米首季收入769億人民幣按年升55%略低於該行原預期,、經調整盈利錄61億人民幣按年升164%,高於預期。

該行指,小米首季手機業務、廣告業務及毛利亮麗,毛利率達18.4%,高於該原預期15%水平,相信主要受到智能手機、物聯網產品及互聯網服務業務所推動。該行引述小米管理層指透過其供應鏈管理,對下半年智能手機業務具信心。

瑞銀表示,上調對小米2021年至2023年每股攤薄盈利預測各13%、12%及10%,分別至0.74、0.89及1.01元人民幣。

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