You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|中銀國際:微升小米目標價至25.72港元 上調電動車銷售及盈利預測
格隆匯 07-23 10:49
中銀國際發表研究報吿指,團隊出席了小米上週五(19日)的年度活動,期間首席執行官雷軍展示了公司最新可折機系列MIX Fold4,其首款可折機MIX Flip、紅米K70 Ultra、可穿戴裝置、大型家電及SU7 Ultra原型。該行對小米走向高端化的進展感到鼓舞,因為新產品以更時尚及更豪華的設計語言,持續展示了具競爭力的表現,尤其看好小米有能力在未來的產品線中複製SU7的成功,因此上調2024年至2026年電動車銷量及利潤率預測。中銀國際認為,MIX Fold及Flip等可摺疊手機將會成為新的增長動力,並料電動車在2024年至2026年的銷售將分別達12萬輛、24萬輛及41萬輛,毛利率分別料10%、15%及18%。該行也上調公司2024年至2026年各年每股經調整盈測分別1%、4%及11%,以分類加總估值法(SOTP)計,予傳統業務預測15倍市盈率,以及電動車業務預測市銷率3倍計,將小米目標價由25.18港元微升至25.72港元,重申屬首選股,予“買入”評級。
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.
uSMART
Wealth Growth Made Easy
Open Account