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<Research>HSBC Global Research Raises XIAOMI-W TP to HK$76.6, Hikes 2025-27 NP Forecasts by 6% Each
HSBC Global Research's report mentioned that XIAOMI-W (01810.HK) beat forecast in its 1Q25 earnings, recording a net profit of RMB10.7 billion, remarkably higher than the broke...
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<Research>HSBC Global Research Raises XIAOMI-W TP to HK$76.6, Hikes 2025-27 NP Forecasts by 6% Each
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HSBC Global Research's report mentioned that XIAOMI-W (01810.HK)  -0.750 (-1.451%)    Short selling $1.62B; Ratio 15.488%   beat forecast in its 1Q25 earnings, recording a net profit of RMB10.7 billion, remarkably higher than the broker's forecast of RMB10 billion and the market consensus of RMB9.1 billion. This was believed to be mainly driven by robust growth in IoT business, a record-high GM, and improved GM and ASP in the EV business.

The GM expansion in the group's IoT and EV is sustainable, the broker said, considering the typical 12-to-24-month product lifecycle of SoC chips and high R&D investment.

Related NewsDaiwa Raises XIAOMI-W TP to HKD70, Rating Buy
It was expected that the group will start integrating its self-developed XringO1 chip into mid-range mobile products from 2026, hugely reducing costs. HSBC Global Research revised Xiaomi's net profit forecasts for 2025-27 upwards by 6%, maintaining a Buy rating and raising the target price from HK$73.5 to HK$76.6.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-05-30 16:25.)

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