《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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