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《大行報告》匯豐研究下調小米-W(01810.HK)目標價至9.9元 評級「持有」
阿思達克 08-24 10:05
匯豐研究發表報告指,小米-W(01810.HK)次季經常性淨利潤21億元人民幣,按年跌67%,主要受累智能手機出貨量低迷及毛利率收縮,該行表示,即使季節性呈正面影響,因內地市場競爭更激烈及海外市場需求低迷,故對於公司下半年展望持更保守看法。 該行指,公司次季營運利潤17億元人民幣,遠低於該行預測,主要受到研發支出上升的拖累,該行相信,小米將會繼續大力投資在汽車業務,並將小米今明兩年經常性淨利潤預測下調分別9%及1%,2024年預測則上調2%,以反映更高的營運支出假設。 該行表示,將其目標價由10.1元下調9.9元,維持其評級爲「持有」。
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