《大行报告》汇丰研究上调小米(01810.HK)目标价至37.1元 评级「买入」
汇丰研究发表报告指小米(01810.HK)首季经常性利润增164%至60.69亿元人民币,远胜预期,相等於该行全年预期的35%,相信是由於智能电话毛利率在首季按年扩阔4.8个百分点至12.9%创纪录,及互联网服务毛利率达72.4%创新高所致。
该行指,公司前景仍然强劲,线下市场有很大的增长机会;同时短期智能手机风险影响有限,加上物联网正重拾增长动力,升2021至23年经常性盈利预期分别20%、6%及8%,目标价由27.8元升至37.1元,评级维持「买入」。
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