《大行報告》麥格理上調小米(01810.HK)目標價至9.77元 評級「跑輸大市」
麥格理發表研究報告指,小米(01810.HK)營運支出上調導致公司在去年第四季出現經營虧損。該行預計,今年集團的收入不會出現增長,但營運支出將因為更高的電動汽車支出而繼續上升,經營利潤率亦會按年進一步收窄。該行將其目標價上調84%至9.77元,但維持「跑輸大市」評級。
該行下調集團今年的非國際財務報告準則經調整淨利潤預測5%,以反映較低的智能手機收入,但由於智能手機毛利率前景改善,將2024財年預測上調20%。
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