大行評級|里昂:上調小米目標價至24.5港元 上調今明兩年經調整淨利潤預測
里昂發表報吿指出,小米第二季業績各業務表現均勝預期,期內總收入按年增長32%至890億元,高過該行預期2%;經調整淨利潤增長20%至62億元,較該行預期高20%。受全球出貨量增長和中國高端市場份額不斷增長的推動,小米的智能手機業務收入按年增長27%。物聯網業務收入按年增長20%,主要受惠於大型家電、平板電腦和穿戴式裝置的推動。電動車交付量達2.7萬輛,公司預期至12月將高達12萬輛。如剔除電動車業務,小米次季的核心盈利達80億元。
該行預期,隨着電動車銷售,小米第三季收入預測按年增長20%。該利將今明兩年小米的經調整淨利潤預測各上調15%及12%,里昂將小米目標價由23.5港元上調至24.5港元,維持“跑贏大市”評級。
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