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《大行》麥格理把小米(01810.HK)剔出亞洲區推薦股名單 目標價降至61元
阿思達克 08-20 14:20
麥格理發表報告表示,下調對小米(01810.HK)目標價,由69.32元降至61元,維持「跑贏大市」評級,但把該股剔出該行亞洲區推薦股份名單,預期公司下半年盈利較上半年減少,料今年第三季毛利率承壓,因手機競爭加劇、成本趨升及IoT產品季節性放緩。 該行指,小米第二季毛利勝預期1%,受惠毛利率擴張,但經營開支上升導致經營溢利遜預期15%。 麥格理料小米智能手機及電動車銷售增長被物聯網季節性疲弱抵銷,季度收入將按季持平。該行下調對小米電動車銷量預測2.4萬輛,反映新廠房投產慢於預期。該行料小米季度毛利率按季收縮0.7個百分點,受智能手機競爭加劇及記憶體加價影響。電動車毛利率料按季跌0.5個百分點,受YU7交付影響。
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