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《大行報告》瑞信下調小米(01810.HK)目標價至27元 評級「跑贏大市」
阿思達克 11-24 09:58
小米集團(01810.HK)今年第三季非國際財務報告準則下,經調整淨利潤為51.76億元,按年升25.4%。瑞信發表報告,指小米(01810.HK)第三季整體業績大致符合預期,不過由於其渠道擴張及電動車業務令營運開支增加,將小米2022至2023年的每股盈利預測下調6%至7%,將目標價削減5%至27元,維持評級「跑贏大市」。 瑞信預計,在出貨量和平均售價增長下,小米今年第四季智能手機收入將按年增長22%,互聯網業務收入按年增長24%,物聯網業務按年增長13%。 瑞信認為,供應鏈限制預計將會持續,並在明年下半年紓緩,將今明兩年智能手機出貨量預測分別下調300萬和200萬,不過由於智能手機高端化,平均單價上升,收入預測大致保持不變。
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