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《大行報告》里昂上調小米(01810.HK)目標價至34元 評級「買入」
阿思達克 06-01 16:07
里昂發表研究報告,指小米(01810.HK)首季表現強勁,並勝預期,收入按年增55%,高於該行預期2%。智能手機業務收入按年增70%,主因付運量按年增69%至4,940萬部,物聯網收入亦按年反彈41%。基於供應短缺情況下,集團毛利率錄18.4%創新高,經調整EBIT率為8.7%,主因折扣減少所致,經調整純利按年大增164%至61億元人民幣。

該行預期,小米第二季全球智能手機付運量達5,000萬部,收入維持50%按年增長。該行上調集團今明兩年經調整純利預測分別50%及12%,目標價由32元升至34元,重申評級「買入」。

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