You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》中信証券:小米-W(01810.HK)外部環境壓力仍在 市場份額相對穩定
中信証券發表報告,指今年第三季疫情反覆、全球宏觀經濟環境波動等因素,令小米-W(01810.HK)全球智能手機出貨量按年跌8.4%,令當季整體業績承壓;相反公司的智能手機市場份額依然相對穩定,高端手機市場份額持續提升;IoT業務中智能電視、平板電腦、空冰洗等大品類產品持續增長,IoT業務毛利率按年上升;MIUI全球以及內地每月活躍用戶(MAU)均延續增長,海外互聯網業務按年繼續增長。 該行指,綜合考慮外部環境對於公司各項業務的壓力猶存,以及汽車業務前期投入對整車的利潤影響,故調整公司今年、明年及2024年收入預測分別下調至2,864億元人民幣(下同)、3,146億元以及3,434億元,非國際財務報告準則淨利潤預測則分別下調至87億元、121億元、136億元。 該行表示,繼續看好公司「手機×AIoT」的長期戰略以及公司中長期的投資價值,予目標價13港元,維持其評級為「買入」。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account