《大行報告》高盛上調小米-W(01810.HK)目標價至14.2元 評級「中性」
高盛發表報告,預計小米-W(01810.HK)將在5月下旬公布首季業績。該行指觀察到在產品組合改善和持續控制營運費用下,今年毛利率和營業溢利率可能會改善,但智能手機出貨量和硬件銷售增長較慢。
該行預測,小米首季收入為590億人民幣,按年下降20%,經調整淨利潤為31.6億人民幣,按年增長13%。
高盛將小米今年的智能手機和物聯網收入預測分別降低10%和6%至1,600億和790億人民幣,即按年下跌4%和1%,但預計智能手機和物聯網毛利率將按年分別上升2.6個百分點和1個百分點,各至11.6%和15.4%。
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