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《大行報告》小米(01810.HK)投資評級及目標價(表)
阿思達克 08-22 14:37
小米集團-W(01810.HK)將於下周二(29日)公布今年中期業績,受惠於推動高端手機策略及相關部件成本下降(令毛利率改善),抵銷了硬件業務收入疲弱影響,本網綜合7間券商預測,小米2023年中期非國際財務報告準則經調整淨利潤料介乎70.91億至76.26億元人民幣,對比去年中期49.42億元人民幣,按年上升43.5%至54.4%;中位數72.69億元人民幣,按年升47.1%。 綜合6間券商預測,小米2023年中期純利料介乎65.22億至80.03億元人民幣,對比2022年中期的7.99億元人民幣,按年增加7.16至9.02倍;中位數75.43億元人民幣,按年增加8.44倍。綜合14間券商預測,小米2023年中期收入料介乎1,230.5億至1,259.49億元人民幣,對比2022年中期的1,435.22億元人民幣,按年下跌12.2%至14.3%;中位數1,246.5億元人民幣,按年跌13.1%。由於內地宏觀經面臨挑戰及印度市的制約,投資者將關注小米管理層對中國智能手機市場表現及競爭、海外市場及電動車投入的最新指引。 下表列出19間券商對其評級及目標價: 券商│投資評級│目標價(港元) 華泰證券│買入│20元 招銀國際│買入│16.41元 中銀國際│買入│16.3元 瑞銀│買入│16元 中信証券│買入│16元 中金│跑贏行業│15.8元 摩根士丹利│增持│15元 花旗│買入│15元 建銀國際│跑贏大市│15元 高盛│中性│14.7元 大華繼顯│持有│13.6元 大和│跑贏大市│13.5元 海通國際│優於大市│13.2元 摩根大通│中性│13元 星展│買入│13元 里昂│跑贏大市│12.6元 美銀證券│中性│12.5元 法國巴黎銀行│持有│12.4元 匯豐環球研究│持有│11.2元
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