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《大行報告》里昂上調小米(01810.HK)目標價至19元 復甦持續
阿思達克 11-10 10:56
里昂發表研究報告指,小米(01810.HK)業務正在穩步復甦,預計其第三季總收入將停止下跌並按年穩定在704億元人民幣。由於海外大眾市場手機銷量增加,綜合平均售價下降,但全球智能手機出貨量增2.4%至4,000萬部,而中國高階智能手機銷量強勁,均價持續上升,該行預期小米智能手機收入按年減3%。 該行預計,隨著海外需求的復甦,物聯網收入或按年增8%,而當內地廣告和遊戲市場錄得改善,網路收入或按年增6%。受毛利率上升和營運開支下降推動,經調整淨利潤料較去年同期升150%至53億元人民幣。該行相信集團會持續復甦,將其2023及24年經調整淨利潤上調14%及9%,目標價由12.6元升至19元,維持「跑贏大市」評級。
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