《大行報告》小米(01810.HK)投資評級及目標價(表)
小米-W(01810.HK)將於下周二(19日)公布去年第四季業績,受益於手機物料成本下滑、毛利率改善及小米14銷情,本網綜合13間券商預測,小米2023年第四季非國際財務報告準則計量經調整淨利潤介乎38億元至40.96億人民幣,較2022年同期的14.61億人民幣,按年升1.6倍至1.8倍,中位數為40億人民幣,按年升1.74倍。
投資者將關注小米管理層最新業務指引,包括手機業務付運、毛利率及華為等同業帶來競爭、造車投入支出、小米汽車銷售策略及指引等。就公司3月28日首款電動車將上市,摩根士丹利指小米電動車於先進駕駛輔助系統(ADAS)領域創新及領先,未來或可能成為行業顛覆者,並成為僅次於智慧型手機出貨量後的公司第二重要的庫存驅動因素。
下表列出20間券商對小米-W(01810.HK)投資評級及目標價:
券商│評級│目標價(港元)
麥格理│跑贏大市│24.94元
大華繼顯│買入│21.6元
中銀國際│買入│21.49元
華泰証券│買入│20元
匯豐環球研究│買入│19.7元
里昂│買入│19.7元
花旗│買入│19.6元
招銀國際│買入│19.54元
建銀國際│跑贏大市│19.5元
野村│中性│18.6元
高盛│買入│18.1元
瑞銀│買入│18元
中信証券│買入│18元
摩根士丹利│增持│17.5元
中信建投証券│買入│17.3元
海通國際│跑贏大市│17元
東方証券│買入│16.91元
中金│跑贏行業│15.8元
美銀證券│中性│13.8元
大和│跑贏大市│13.5元
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