Xiaomi 1810

Re: Xiaomi 1810

Postby winston » Fri Dec 06, 2019 3:45 pm

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<Research Report>Nomura Cites XIAOMI-W: Keeps 2019 Revenue Growth Guidance at 17%; Sees 5G Advantages

XIAOMI-W (01810.HK) kept its 2019 guidance for a sales growth of around 17% YoY, and smartphone shipment of about 120 million units.

Equally, the company expected IoT equipment sales to burgeon by around 36-39%, while internet sales will post a high double digit growth.

Thus, Nomura rated XIAOMI-W at Buy, with a target of $11.

XIAOMI-W will likely benefit from the 5G era for its greater online market share and better GM.

The firm shares about 20% of the Chinese e-commerce market, with roughly 4-5% share in the offline market.

Source: AAStocks Financial News
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Re: Xiaomi 1810

Postby winston » Wed Dec 11, 2019 1:14 pm

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The Chinese electronics giant's Redmi released the first 5G smartphone in Beijing.

The latest Redmi K30 series is born to be a "5G Pioneer" with an emphasis on price-performance ratio.

The selling price for a Redmi K30 4G cellphone starts from RMB1,599, while the 5G version is priced from RMB1,999.

Source: AAstocks.com
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Re: Xiaomi 1810

Postby winston » Fri Dec 13, 2019 12:25 pm

XIAOMI(1810)

Analysis:

Xiaomi Group announced the third quarter 2019 performance report, with total revenue of 53.7 billion in the third quarter, an increase of 5.5% year-on-year.

Adjusted net profit was 3.5 billion yuan, a year-on-year increase of 20.3%.

So far, Xiaomi achieved a net profit of 9.2 billion yuan in the first three quarters of 2019, exceeding total revenue of last year.

Among them, the revenue of the smart phone segment reached 32.3 billion yuan, and smart phone sales reached 32.1 million.

According to Canalys statistics, the company`s global smartphone shipments market share in the third quarter of 2019 was 9.2%, ranking fourth.

Revenue from IoT and consumer products was 15.6 billion yuan, a year-on-year increase of 44.4%.

Global shipments of smart TVs reached 3.1 million units in the third quarter, a year-on-year increase of 59.8%.

Internet service revenue reached 5.3 billion yuan, a year-on-year increase of 12.3%.

Advertising business revenue reached 2.9 billion yuan, a year-on-year decrease of 9.0%.

Fintech business revenue reached 1 billion yuan, a year-on-year increase of 91.2%.

In addition, Xiaomi`s overseas market revenue in the third quarter was 26.1 billion yuan, a year-on-year increase of 17.2%.

Revenue from overseas markets accounted for 48.7% of Xiaomi`s total revenue.

Xiaomi introduced the 5G mobile phone Redmi K30 with a retail price of 1,999 yuan (RMB) on December 10, and at least 10 5G mobile phones will be introduced next year.

Strategy:
Buy-in Price: $9.90, Target Price: $11.25, Cut Loss Price: $8.85

Source: Phillips
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Re: Xiaomi 1810

Postby winston » Fri Dec 13, 2019 1:12 pm

<Research Report>Citi: XIAOMI-W (01810.HK) Underestimated by Mkt; to Launch Over 10 5G Phones Next Yr

Citigroup believed Redmi K30 5G phones, recently launched by XIAOMI-W (01810.HK) from RMB1,999 each, could generate earnings.

XIAOMI-W also aimed to roll out more than ten 5G smartphone models next year, with the Redmi brand focusing on price performance and the Xiaomi brand centering on new features for the high-end market.

The stock is trading at a 13x 2020E P/E, being undervalued by the market in Citigroup's opinion.

Overall, XIAOMI-W was kept at Buy, with a target of $13.

Source: AAStocks Financial News
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Re: Xiaomi 1810

Postby winston » Wed Dec 18, 2019 8:37 am

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Morningside Venture Dumps 240M Shrs in XIAOMI-W (01810.HK) for Over $2.2B


On 12 December, XIAOMI-W (01810.HK)'s major shareholder Morningside Venture disposed of 240 million shares in the over-the-counter market and cashed in approximately $2.258 billion, according to shareholding disclosures at the Stock Exchange.

Following the share disposal, Morningside Venture's shareholding in the Chinese electronics giant reduced to 1.82 billion from 2.06 billion shares, i.e. to 10.43% from 11.81% of the total shares in issue.

Source: AAstocks.com
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Re: Xiaomi 1810

Postby winston » Fri Dec 20, 2019 1:31 pm

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<Research Report>JPM Stays Cautious on XIAOMI-W (01810.HK), Rated Neutral

The market was upbeat on XIAOMI-W (01810.HK)'s 5G share gain after its Redmi K30 5G launch.

The stock's price rallied 14% over the past two weeks.

However, JPMorgan restated a cautious view on XIAOMI-W, whose margins may be severely undermined on its aggressive pricing in face of keen competition.

XIAOMI-W was kept at Neutral, with a target of $8.4.

Source: AAStocks Financial News
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Re: Xiaomi 1810

Postby winston » Wed Dec 25, 2019 6:45 am

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IDC: XIAOMI-W (01810.HK) Retains 1st Position in PRC Wearable Device Mkt in 3Q

China's wearable device market recorded shipments of 27.15 million sets for 3Q19, up 45.2% year-on-year, according to an IDC report.

Source: AAstocks.com
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Re: Xiaomi 1810

Postby winston » Fri Jan 17, 2020 7:36 am

Xiaomi rolls out data plan

Source: SCMP

https://www.scmp.com/tech/gear/article/ ... smartphone
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Re: Xiaomi 1810

Postby winston » Fri Feb 14, 2020 8:45 am

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Virus causes disruptions on the Xiaomi line

by Avery Chen

"This year's first-quarter smartphone sales will face an impact, but we believe that in the second and third quarters they will come back," chief executive Lei Jun said.


Source: The Standard

https://www.thestandard.com.hk/section- ... iaomi-line
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Re: Xiaomi 1810

Postby winston » Fri Feb 14, 2020 12:13 pm

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XIAOMI(1810)

Analysis:

The company announces that the revenue of the company for the year ended December 31, 2019 is expected to exceed RMB200 billion.

The company's research and development expenses for the year ended December 31, 2019 are expected to be approximately RMB7 billion.

The company has always strived for excellence in technology and will continue to invest in research and development.

It will continue to focus on its “5G+AIoT” strategy in order to continue to expand its leading edge in the space of internet of things.

The research and development expenses for the year ending December 31, 2020, based on the company's current expectation as at the date of this announcement, are expected to exceed approximately RMB10 billion.

Xiaomi continues to adhere to its cost-effective strategy and actively deploys 5G and IoT fields.

We are optimistic about Xiaomi's subsequent performance.

Strategy:
Buy-in Price: $12.50, Target Price: $14.70, Cut Loss Price: $12.00

Source: Phillips
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