Xiaomi 1810

Re: Xiaomi 1810

Postby winston » Thu Mar 28, 2019 3:58 pm

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March 21, 2019

<Research Report>M Stanley Lowers XIAOMI-W (01810.HK) TP to $15; Rated Overweight

Morgan Stanley trimmed XIAOMI-W (01810.HK)'s target from $20 to $15, reflecting weaker smartphone demand and macro impacts on ad revenue, which could suppress the stock price in near term.

The broker projected a 34% earnings CAGR for XIAOMI-W over 2018-21E.

The broker kept XIAOMI-W at Overweight, factoring in long-term internet service potentials if it reaps the fruits from diversified development.

Source: AAStocks Financial News
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Re: Xiaomi 1810

Postby winston » Thu Mar 28, 2019 4:00 pm

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March 21, 2019

<Research Report>JPM: XIAOMI-W (01810.HK) Kept Neutral with $10.5 TP; Results Roughly In Line

JPMorgan said in its report that XIAOMI-W (01810.HK)?s 4Q18 results came in slightly ahead of expectations owing to faster IoT growth and smartphone gross margin beat.

However, adjusted net income growth will likely moderate in 1H19 due to subdued internet service revenue and slowdown of the smartphone market.

The broker kept Neutral on XIAOMI-W at the target price $10.5.

Source: AAStocks Financial News
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Re: Xiaomi 1810

Postby winston » Thu Apr 11, 2019 7:36 am

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Xiaomi chief Lei Jun's shares worth HK$7.5b

Xiaomi Corporation (1810) Chairman Lei Jun still holds the 636.6 million shares granted to him last year as bonus, the company said today.

The shares are worth HK$7.52 billion and the share price increased by 0.51 percent to HK$11.78 as at 15:44pm.

Lei had promised last year to donate all the reward shares after deducting any tax payable for charitable purposes.

Save as share-based compensation, no other cash bonus has been granted to Lei Jun by Xiaomi in 2018,the company said.

Source: The Standard

http://www.thestandard.com.hk/breaking- ... 0410&sid=2
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Re: Xiaomi 1810

Postby winston » Tue Apr 23, 2019 1:47 pm

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<Research Report>Deutsche Lifts XIAOMI-W (01810.HK) TP to $16.5, Kept Buy

Deutsche Bank reaffirmed XIAOMI-W (01810.HK) at Buy.

The management is more optimistic in the latest business development than in early 2019, thanks to better operating trend in March.

XIAOMI-W's target was raised from $16.4 to $16.5, with 2019-20E non-IFRS EPS down 1% and 1%.

Source: AAStocks Financial News
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Re: Xiaomi 1810

Postby winston » Wed Apr 24, 2019 9:30 am

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Lei Jun: Large Appliances Part of Xiaomi's Future 10-Yr Core Buildout Blueprint

While XIAOMI-W (01810.HK) has rolled out three new products at a press conference in Beijing today, the Chairman Lei Jun declared via the official Weibo account that the group will deploy "cellphone + AIoT" dual catalyst as future 10-year strategy this year.

Large home appliances will constitute a major part of XIAOMI-W's 10-year ongoing core buildout blueprint, where the group anticipates to introduce more smart appliances, said Lei.

Source: AAStocks Financial News
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Re: Xiaomi 1810

Postby winston » Thu Apr 25, 2019 9:12 am

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Aiming for a decade of growth with AIoT

Xiaomi recently launched a new series of Mi TVs and said its TVs have recorded strong sales in the past two quarters.

We believe Xiaomi could benefit from a significant increase in the demand for smart electrical appliances going forward.

Maintain Add with a target price of HK$14.28, based on 18x FY20F P/E.

Source: CIMB

https://brokingrfs.cimb.com/pvVOK7qzQme ... Dvyxg2.pdf
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Re: Xiaomi 1810

Postby winston » Fri May 03, 2019 10:42 am

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XIAOMI-W 1Q Smartphone Shipment Exceeds 27.5M Units

XIAOMI-W (01810.HK) announced that it is aware that recently several media publications quoted some information from certain market research institutions about the company's estimated shipment of smartphones in the first quarter of 2019.

The information is inaccurate, and deviates from the actual performance in terms of shipment of smartphones.

The company hereby announces that the shipment of smartphones in the first quarter of 2019 exceeded 27.5 million.

Source: AAStocks Financial News
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Re: Xiaomi 1810

Postby winston » Tue May 21, 2019 7:10 am

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Xiaomi pushes global smartphone expansion as it monitors US trade ban

Source: SCMP

https://www.scmp.com/tech/gear/article/ ... -trade-ban
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Re: Xiaomi 1810

Postby winston » Tue May 21, 2019 1:07 pm

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<Research Report>BofAML: XIAOMI-W (01810.HK) Rated Underperform; QoQ Results Beat due to Non-cash Adjustment Items

XIAOMI-W (01810.HK)'s 1Q adjusted net profit rose 22% YoY to RMB2.1 billion, 28% and 12% topping the forecast of Bank of America Merrill Lynch and market, thanks to non-cash adjustment and so on.

The broker highlighted that smartphone shipment outside China beat.

The shipment to India in 1Q grew 8% YoY, according to IDC report.

The gross margin of smartphone yet dropped to 3.3% during the period, eaten away by destocking and overseas promotion.

The rating on the handset maker was reiterated at Underperform with target price of $9.

Source: AAStocks Financial News
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Re: Xiaomi 1810

Postby winston » Tue May 21, 2019 1:11 pm

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Internet services continue to drive growth

1Q19 core net profit fell 40% yoy, mainly due to lower smartphone GPM as a result of aggressive promotions for older models.

International business to be the key earnings driver in the next few years on robust smartphone, IoT sales and stronger monetisation of Internet services.

Maintain Add as we believe Xiaomi’s Internet services business will continue to drive business growth.

Maintain Add with a target price of HK$14.28

We maintain Add and keep our earnings forecasts as we expect GPM in smartphones to improve and stable growth across all business units (smartphone, IoT and Internet services) in FY19F.

Our target price of HK$14.28 is based on 18x FY20F P/E, a 20% discount to domestic peers (Baidu, Alibaba and Tencent).

Potential re-rating catalysts are strong smartphone and IoT sales and recovery in smartphone GPM.

Risks to our bullish call are poor smartphone shipments and monetisation of the MI User Interface (MIUI) ecosystem.


Source: CIMB

https://brokingrfs.cimb.com/Jlbr-XD667y ... BkmbA2.pdf
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