安隅小肖
2020-11-25
花旗你的分析报告呢?专业性可以多一些吗?吃像可以好看些吗?
一文综合大行於小米(01810.HK)公布季绩後最新目标价及观点
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老大不在家
2020-11-25
老大不在家
怪不得花旗的股票涨不起来。有这种垃圾的分析师,你说这个股票能涨起来吗?
风立的爸爸
:
这几天涨的还少吗[呆住]
什么也没有了~
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12:01","market":"us","language":"zh","title":"一文综合大行於小米(01810.HK)公布季绩後最新目标价及观点","url":"https://stock-news.laohu8.com/highlight/detail?id=2086228334","media":"AAFN","summary":"小米昨收市後公布今年首三季业绩,按非国际财务报告准则计纯利按年升51.8%至115.42亿元人民币,经调整净利润按年升6.7%至98.02亿元人民币,每股盈利0.483元人民币。单计小米第三季按非国际财务报告准则计,经调整净利润升18.9%至41.28亿元人民币胜预期,收入按年升34.5%至722亿元人民币。该行下调小米投资评级至「持有」,目标价则由25港元上调至27港元。该行维持对小米「与大市同步」评级及24港元目标价。","content":"<html><body><p><a href=\"https://laohu8.com/S/46816\">小米集团</a> 今早股价跌3.5%报26.2元,券商指上季非国际财务报告准则计纯利虽高於预期,但大和指其风险与回报率已转弱,下调评级至「持有」。小米昨(24日)收市後公布今年首三季业绩,按非国际财务报告准则计纯利按年升51.8%至115.42亿元人民币,经调整净利润按年升6.7%至98.02亿元人民币,每股盈利0.483元人民币。营业额按年升17.4%至1,754.03亿元人民币。单计小米第三季按非国际财务报告准则计,经调整净利润升18.9%至41.28亿元人民币胜预期,收入按年升34.5%至722亿元人民币。境外市场收入创单季度历史新高,按年增长52.1%至398亿元人民币。公司第三季<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机分部收入按季升50.5%升至476亿元人民币,售出约4,660万部智能手机,平均销售单价微跌至1,022.3元人民币;IoT分部收入按季升18.8%至181亿元人民币,智能电视及笔记本电脑收入亦按季升23.5%至59亿元人民币。互联网服第三季收入按季跌2.3%至58亿元人民币,其他收入按季跌10.9%至6.68亿元人民币。【季绩胜预期 大和降评级】大和指出,小米第三季业绩强劲,智能手机交付按年升45%,总收益亦高於该行预测5%,纵使该行预期市场短期对业绩反应正面,但相信目前股价已反映市场对小米从竞争对手取得市占的非常高的预期,导致股价的风险回报吸引力减少。该行建议投资者等待更佳买入时机,并在股价回吐时吸纳。该行下调小米投资评级至「持有」,目标价则由25港元上调至27港元。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>亦指,智能手机销售强劲增长已反映在小米的股价上,纵使华为出售荣耀品牌及供应链问题为明年业绩带来不确定性。该行亦预期小米的互联网服务有多项挑战,包括游戏收入瓜分及金融科技监管收紧。该行维持对小米「与大市同步」评级及24港元目标价。瑞信下调小米2020至2022年销售预测分别降7%、6%及6%以反映智能手机平均销售单价预测下降的影响,但把公司2020年至2022年每股盈测分别升6%、2%及1%,以反映非经营业务表现高过预期,目标价由31港元升至32.5港元,维持「跑赢大市」评级。瑞信认为小米可受惠华为的禁令,小米亦会继续扩张高至低端手机市场。该行指出,金融科技的风险管控及游戏收入减慢短期或会为互联网业务带来阴霾,但电视及海外互联网业务强劲增长,料IoT业务第四季有望持续复苏。------------------------------本网最新综合10间券商对其投资评级及目标价,5间券商上调目标价,1间券商下调投资评级,5间给予「买入」、「增持」或「跑赢大市」评级。券商│投资评级│目标价(港元)瑞信│跑赢大市│31元->32.5元<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>│增持│23元->32元<a href=\"https://laohu8.com/S/GS\">高盛</a>│买入│29.4元->30.5元美银证券│买入│26元->30元大和│买入->持有│25元->27元<a href=\"https://laohu8.com/S/00665\">海通国际</a>│跑赢大市│24.4元摩根士丹利│与大市同步│24元<a href=\"https://laohu8.com/S/UBS\">瑞银</a>│中性│23元野村│中性│23元<a href=\"https://laohu8.com/S/C\">花旗</a>│沽售│19.3元---------------券商│观点瑞信│季绩胜预期,受经营开支减少及投资收益增长支持摩根大通│季绩显着胜预期,增长料於明年持续高盛│智能手机及IoT销售强劲美银证券│智能手机销售扩张上轨道,推动互联网服务及盈利大和│风险回报吸引力降低,市场在现估值中有更高期望海通国际│对智能手机市占增长感乐观摩根士丹利│股价已反映强劲智能手机销售,互联网服务动力减弱瑞银│智能手机动力非常强劲,但互联网服务增长急速放缓野村│料第四季整体销售与第三季相若,但毛利率可能轻微下跌花旗│季绩胜预期,担心高预期风险(fc/w)~阿思达克财经新闻网址: www.aastocks.com\t\t\t\t\t\t\t\t\t </p></body></html>","source":"aastocks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一文综合大行於小米(01810.HK)公布季绩後最新目标价及观点</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一文综合大行於小米(01810.HK)公布季绩後最新目标价及观点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-25 12:01 北京时间 <a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1058709&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米集团 今早股价跌3.5%报26.2元,券商指上季非国际财务报告准则计纯利虽高於预期,但大和指其风险与回报率已转弱,下调评级至「持有」。小米昨(24日)收市後公布今年首三季业绩,按非国际财务报告准则计纯利按年升51.8%至115.42亿元人民币,经调整净利润按年升6.7%至98.02亿元人民币,每股盈利0.483元人民币。营业额按年升17.4%至1,754.03亿元人民币。单计小米第三季按非...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1058709&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b398ea1f2d08ca1e4e42df41f1132c6c","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1058709&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2086228334","content_text":"小米集团 今早股价跌3.5%报26.2元,券商指上季非国际财务报告准则计纯利虽高於预期,但大和指其风险与回报率已转弱,下调评级至「持有」。小米昨(24日)收市後公布今年首三季业绩,按非国际财务报告准则计纯利按年升51.8%至115.42亿元人民币,经调整净利润按年升6.7%至98.02亿元人民币,每股盈利0.483元人民币。营业额按年升17.4%至1,754.03亿元人民币。单计小米第三季按非国际财务报告准则计,经调整净利润升18.9%至41.28亿元人民币胜预期,收入按年升34.5%至722亿元人民币。境外市场收入创单季度历史新高,按年增长52.1%至398亿元人民币。公司第三季智能手机分部收入按季升50.5%升至476亿元人民币,售出约4,660万部智能手机,平均销售单价微跌至1,022.3元人民币;IoT分部收入按季升18.8%至181亿元人民币,智能电视及笔记本电脑收入亦按季升23.5%至59亿元人民币。互联网服第三季收入按季跌2.3%至58亿元人民币,其他收入按季跌10.9%至6.68亿元人民币。【季绩胜预期 大和降评级】大和指出,小米第三季业绩强劲,智能手机交付按年升45%,总收益亦高於该行预测5%,纵使该行预期市场短期对业绩反应正面,但相信目前股价已反映市场对小米从竞争对手取得市占的非常高的预期,导致股价的风险回报吸引力减少。该行建议投资者等待更佳买入时机,并在股价回吐时吸纳。该行下调小米投资评级至「持有」,目标价则由25港元上调至27港元。摩根士丹利亦指,智能手机销售强劲增长已反映在小米的股价上,纵使华为出售荣耀品牌及供应链问题为明年业绩带来不确定性。该行亦预期小米的互联网服务有多项挑战,包括游戏收入瓜分及金融科技监管收紧。该行维持对小米「与大市同步」评级及24港元目标价。瑞信下调小米2020至2022年销售预测分别降7%、6%及6%以反映智能手机平均销售单价预测下降的影响,但把公司2020年至2022年每股盈测分别升6%、2%及1%,以反映非经营业务表现高过预期,目标价由31港元升至32.5港元,维持「跑赢大市」评级。瑞信认为小米可受惠华为的禁令,小米亦会继续扩张高至低端手机市场。该行指出,金融科技的风险管控及游戏收入减慢短期或会为互联网业务带来阴霾,但电视及海外互联网业务强劲增长,料IoT业务第四季有望持续复苏。------------------------------本网最新综合10间券商对其投资评级及目标价,5间券商上调目标价,1间券商下调投资评级,5间给予「买入」、「增持」或「跑赢大市」评级。券商│投资评级│目标价(港元)瑞信│跑赢大市│31元->32.5元摩根大通│增持│23元->32元高盛│买入│29.4元->30.5元美银证券│买入│26元->30元大和│买入->持有│25元->27元海通国际│跑赢大市│24.4元摩根士丹利│与大市同步│24元瑞银│中性│23元野村│中性│23元花旗│沽售│19.3元---------------券商│观点瑞信│季绩胜预期,受经营开支减少及投资收益增长支持摩根大通│季绩显着胜预期,增长料於明年持续高盛│智能手机及IoT销售强劲美银证券│智能手机销售扩张上轨道,推动互联网服务及盈利大和│风险回报吸引力降低,市场在现估值中有更高期望海通国际│对智能手机市占增长感乐观摩根士丹利│股价已反映强劲智能手机销售,互联网服务动力减弱瑞银│智能手机动力非常强劲,但互联网服务增长急速放缓野村│料第四季整体销售与第三季相若,但毛利率可能轻微下跌花旗│季绩胜预期,担心高预期风险(fc/w)~阿思达克财经新闻网址: 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