大行評級|招銀國際:微升小米目標價至24.4港元 上調2024至26財年每股盈測
招銀國際發表研究報吿指,小米次季業績勝預期,當中經調整淨利潤分別高出該行及市場預測21%及27%。集團公佈首份電動車業務財務報吿,季度毛利率為15.7%,遠高於市場預期的5至10%,且管理層指引季度毛利率將持續於第三及第四季擴張。
招行國際表示,看好小米智能手機的全球市場份額提升、新零售策略、AIoT業務增長動力及電動車出貨量,相信可推動集團2024至25財年的盈利增長。該行上調集團2024至26財年的每股盈測6%至8%,目標價由24.29港元微升至24.4港元,重申“買入”評級。
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