《大行報告》高盛微降小米(01810.HK)目標價至18.1元 料上季經調整淨利潤按年升171%至39億人民幣
高盛發表研報指,小米(01810.HK)的股價在過去一年累計下跌17%,與大市跌勢基本一致,預期投資者關注中國智能手機需求、來自華為的競爭、小米核心產品利潤率前景,以及即將推出的新能源汽車SU7定價、盈利空間及銷量。
該行指,隨著產品組合及銷售渠道改善,小米智能手機出貨量去年第四季全球及中國市場份額持續增長,預測小米第四季全球智能手機收入將按年增長20%,中國智能手機收入則增長45%,預測持續高端化和海外市場拓展將令小米全年智能手機收入增長11%,出貨量及產品均價分別增長8%及3%。
高盛將小米去年第四季經調整淨利潤預測上調10%至39億元人民幣,即按年增長171%,總收入預測下調4%,料增長10%至728億元人民幣,維持「買入」評級,目標價由18.7元降至18.1元。高盛並將小米今明兩年收入預測下調1%至2%,經調整淨利潤預測下調2%至4%。(gc/k)
~
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.