Xiaomi 1810

[behappyalways]

Market value drops by nearly 300 billion in one day!
There are many doubts about the Xiaomi SU7 self-driving car accident.
Lei Jun remained silent for 3 days before speaking out

市值一天噴近3千億! 小米SU7自撞車禍疑點多 雷軍沉默3天才發聲｜TVBS新聞 ‪@TVBSNEWS02

https://m.youtube.com/watch?v=lqeJ27vnf ... 0AaK0XXGki

[behappyalways]

Xiaomi car owner fell asleep on the highway with his hands off the steering wheel;
Safety of smart driving function in doubt;
Netizens: it's a moving coffin

小米車主公路雙手離軚酣睡　智駕功能安全成疑　網民：移動的棺材｜01新聞｜小米｜SU7｜電動車｜智駕｜NOA

https://m.youtube.com/watch?v=EeYZA-85qSg

[winston]

not vested

1Q25: Blended Margins At Historical High; IoT/EV Segments Driving Growth

Xiaomi’s 1Q25 net profit was a solid beat at Rmb10.7b, with an all-round beat for both revenue/margins across segments.

The IoT business had an outstanding quarter, with a historically high margin of 25.2% (+4.4ppt vs estimates) thanks to an improved product mix.

For the EV business, the continued increase in deliveries will help drive the segment towards profitability.

Maintain BUY and raise target price to HK$69.90.

Source: UOBKH

https://research.uobkayhian.com/content ... e=hs_email

[winston]

not vested

IoT in full swing, EV profits on track in 2025F

We expect IoT to sustain its strong growth momentum in FY25F, driven by the launch of new innovative home appliances and solid overseas expansion.

We expect EV business to turn profitable in 2H25F with a delivery of 350k units and Rmb251k ASP, amid higher production capacity and new launches.

Reiterate Add with a higher TP of HK$77.0, based on 35x FY26F P/E.

Source: CGS

https://rfs.cgsi.com/api/download?file= ... 6B6B700BAB

[behappyalways]

A Hundred Glasses War in China!
Xiaomi AI Glasses Debuts to Challenge Meta Ray-Ban

大陸百鏡大戰! 小米AI眼鏡亮相 叫陣Meta雷朋｜TVBS新聞 ‪@TVBSNEWS02‬

https://m.youtube.com/watch?v=5fbOMEld1lE

[behappyalways]

Xiaomi Outmaneuvered Silicon Valley With Launch Of New SUV, AI Glasses
https://www.zerohedge.com/technology/xi ... ai-glasses

[winston]

not vested

Xiaomi's second-quarter revenue up 30.5 percent, boosted by EV orders

30.5 percent jump in second-quarter revenue, helped by strong orders for its new YU7 electric SUV.

Adjusted net profit rose 75.4 percent year-on-year to 10.8 billion yuan, exceeding the average estimate of 10.1 billion yuan, accord

Source: The Standard

https://www.thestandard.com.hk/tech-and ... le/309348/

[winston]

not vested

G Sachs: XIAOMI-W Becomes Consensus Short Bet for Hedge Funds

Goldman Sachs said that hedge funds have turned bearish on XIAOMI-W (01810.HK) 's shares, and may maintain short positions until the earnings season, according to Bloomberg.

XIAOMI-W is set to announce its quarterly results on 18 November.

According to Goldman Sachs' report, short position on XIAOMI-W's shares by its major institutional brokerage clients increased by 53% over the past week.

Related NewsCiti: XIAOMI-W (01810.HK) Annual EV Shipments Expected to Approach 400K Units

Feedback from hedge funds suggests that XIAOMI-W has become a consensus short/sell at least in the short term, due to factors such as a lack of catalysts, safety concerns, delays in factory construction and the lack of uptake in EV business despite recent promotions.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN