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《大行報告》中金預計小米-W(01810.HK)首季經調整淨利潤增6.8%至30.52億人幣
阿思達克 05-08 09:54
中金發表報告指,預計小米-W(01810.HK)首季經調整淨利潤按年增6.8%至30.52億元人民幣。 報告預計,首季智能手機收入按年跌25%至343.34億元人民幣;在毛利率方面,考慮上游儲存等元器件降價,中金預計首季手機毛利率按年升1.1個百分點至11%。 中金預計,小米首季綜合毛利率按年升2.4個百分點至19.7%,主要系各項業務毛利率均有提升,同時高毛利的互聯網業務佔比提升,中金認為這體現了公司提升盈利能力的策略初顯成效。 報告維持公司今年及明年經調整淨利潤預測不變,並維持其目標價為14.5元,評級「跑贏行業」。
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