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《大行报告》瑞信上调小米(01810.HK)目标价至35元 评级「跑赢大市」
阿思达克 05-27 09:52
瑞信发表研究报告指,小米(01810.HK)首季收入按年增长54.7%,较该行及市场预测高6%及3%;经调整净利润按年升164%,亦比预期分别高出8%及54%。期内毛利率按年提升3.2个百分点至18.4%,较该行预测高2.9个百分点。

报告指出,小米於全球智能手机市场份额有所提升,达到14.1%;透过减少推广及产品组合改变,期内智能手机毛利率增至12.9%。瑞信将全年手机出货量预测维持在1.95亿部,并预测毛利率可改善2.5个百分点至11.2%。

瑞信维持小米「跑赢大市」评级,将今年每股盈利预测上调3%,并将2022至2023年预测各上调2%,以反映毛利率及其他业务收入胜预期,目标价上调至35元。

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