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《大行報告》花旗下調小米(01810.HK)目標價至32元 評級「買入」
阿思達克 11-11 10:45
花旗發表研究報告,指小米集團(01810.HK)將於11月23日公布第三季業績,預期收入和經調整盈利大致符市場預期。 該行指出,小米第三季表現將受累零部件短缺,但利潤率仍見支持,未來公司硬件銷售會因客戶需求減慢而見下跌;受惠月活躍用戶增加及去年低基數,互聯網收入增長料逐步加快。雖然來自榮耀品牌的競爭壓力加劇,以及市場憂慮智能手機市場放緩,但相信市場已過度憂慮。目前股價已反映該行悲觀情境預期。 花旗表示,小米備有多元化業務,有助紓緩在下行周期的波動,以及提供廣闊增長空間,維持「買入」評級,目標價由35元降至32元。
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