《大行報告》小米(01810.HK)投資評級及目標價(表)
小米集團-W(01810.HK)將下周五(24日)公布去年業績,受手機需求低迷影響(據Canalys小米去年智能手機出貨量按年跌20%至1.53億部)、行業處於清理庫存階段,及內地新冠疫情等拖累下,本網綜合17間券商預測,小米2022年非國際財務報告準則經調整淨利潤料介乎82億至84.17億元人民幣,較2021年220.4億元人民幣,按年下跌61.8%至62.8%;中位數83.54億元人民幣,按年下
綜合12間券商預測,小米2022年錄虧損16.63億至錄淨利潤17.28億元人民幣,對比2021年淨利潤192.83億元人民幣;中位數為錄淨利潤4.06億元人民幣,按年跌97.9%。摩根士丹利指,小米去年手機出貨量疲弱已為市場知悉,投資者將關注公司今年業務展望。市場將聚焦管理層給予今年智能手機出貨量、手機庫存出清及毛利率指引,包括如何提升手機業務盈利能力,並關注造車業務推進情況。
下表列出22間券商對其評級及目標價:
券商│投資評級│目標價(港元)
華泰証券│買入│20元
星展│買入│18.5元
瑞信│跑贏大市│17元
中銀國際│買入│16.5元
瑞銀│買入│16元
野村│中性│16元
花旗│買入│15.8元
中信証券│買入│15元
摩根士丹利│增持│15元
大和│跑贏大市│15元
建銀國際│跑贏大市│15元
招銀國際│買入│14.73元
里昂│跑贏大市│14.6元
中金│跑贏行業│14.5元
法國巴黎銀行│買入│14.5元
東方証券│買入│14.35元
海通國際│優於大市│13.7元
高盛│中性│13.2元
大華繼顯│持有│12.7元
匯豐環球研究│持有│11.7元
摩根大通│中性│11.5元
美銀證券│跑輸大市│8.6元
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