《大行报告》瑞银升小米(01810.HK)目标价至30元 指手机、广告业务及毛利亮丽
瑞银发表报告表示,维持对小米(01810.HK)「中性」投资评级,上调对其目标价由28元升至30元,此相当於预测明年市盈率28倍。该行指,小米首季收入769亿人民币按年升55%略低於该行原预期,、经调整盈利录61亿人民币按年升164%,高於预期。
该行指,小米首季手机业务、广告业务及毛利亮丽,毛利率达18.4%,高於该原预期15%水平,相信主要受到智能手机、物联网产品及互联网服务业务所推动。该行引述小米管理层指透过其供应链管理,对下半年智能手机业务具信心。
瑞银表示,上调对小米2021年至2023年每股摊薄盈利预测各13%、12%及10%,分别至0.74、0.89及1.01元人民币。
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