大行評級|麥格理:上調小米目標價至30.9港元 上調今明兩年經調淨利潤預測
麥格理髮表報吿,上調小米今年及明年非國際財務報吿準則淨利潤預測12.1%及2.4%,以反映經營開支節省及非經營收益減少的假設。該行將其目標價由30.07港元上調至30.9港元,核心業務市盈率按2025年經調整每股盈利計目標為19倍,電動車業務目標2025年預測市銷售為1倍,總計市盈率目標為按2025年經調整每股盈利25.5倍。電動車方面,該行料第三季銷售按季升54%,主要是受到產量增長及平均售價穩定支撐。受推廣贈品減少、供應鏈及成本管理改善等因素影響,公司亦預計電動車毛利率按季改善。
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