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《大行報告》小米(01810.HK)最新評級及目標價(表)
小米-W(01810.HK)將於下週一(20日)公佈今年第三季業績,市場調查機構IDC料小米第三季全球智能手機付運量達4,150萬部按年錄正增長2.4%(對比全行業跌0.1%)及按季更升25%,全球市場份額達13.7%(第二季爲12.5%),受益於手機物料成本下滑及毛利率改善,本網綜合10間券商預測小米2023年第三季非國際財務報告準則計量經調整淨利潤料介乎40.12億元至55.14億元人民幣,較2022年同期的21.17億人民幣,按年上升90%至161%。中位數50.9億人民幣,按年大升140%。 本網綜合8間券商預測小米2023年第三季錄得虧轉盈,淨利潤料介乎38.1億元至50.86億人民幣,中位數45.05億人民幣,對比2022年同期虧損14.74億人民幣。綜合12間券商預測,小米2023年第三季總收入料介乎686.79億元至727.46億元人民幣,較2022年同期的704.74億元人民幣,按年跌2.5%至升3.2%。中位數704.82億人民幣,按年微升0.01%。公司推出旗艦手機小米14銷售強勁,投資者將關注公司管理層給予最新營運及毛利率指引、手機高端化策略、造車業務相關進展等。 下表列出24間券商給予其評級及目標價: 券商│評級│目標價(港元) 摩根大通│增持│21元 匯豐環球研究│買入│20元 華泰證券│買入│20元 摩根士丹利│增持│19元 里昂│跑贏大市│19元 安信國際│買入│19元 招銀國際│買入│18.93元 中信證券│買入│18元 星展│買入│18元 中金│跑贏行業│17.5元 海通國際│跑贏大市│17.5元 花旗│買入│17.1元 大華繼顯│買入│16.8元 中銀國際│買入│16.4元 高盛│買入│16.3元 野村│中性│16元 建銀國際│優於大市│15.5元 美銀證券│中性│15元 法國巴黎銀行│持有│14.3元 東方證券│買入│14.03元 大和│優於大市│14元 海通國際│跑贏大市│13.4元 里昂│優於大市│12.6元 農銀國際│沽售│11元
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