《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
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.