[Xiaomi Inc. (1810 HK, BUY, TP HK$21) TP Change]: EV Traffic Is Augmenting Xiaomi’s Entire Business
Xiaomi's strong revenue and income results in Q1 driven by increased traffic from SU7 interest, expected to sustain higher margins and growth in...
271 Views
XM / Xiaomi (1810 HK): 1Q24, Revenue Up by 27%, Smartphone Shipments Ranked Global No. 3
Total revenue growth rate climbed up 27% YoY in 1Q24. Smartphone shipments grew by 34% YoY and achieved global No. 3. In 1Q24, the gross margins of...
336 Views
[Xiaomi (1810 HK, BUY, TP HK$20) Rating Change]: Xiaomi EV Came at the Right Time of Consolidation
Xiaomi surprised during the Investor Day by guiding SU7 gross margin of 5-10%. Delivery guidance also surprised to ship 100k units in 2024.
382 Views
China Consumption Weekly (22 Apr 2024): Xiaomi, Transsion, Tims China, Xpeng, Tesla
In 1Q24, Xiaomi and Transsion shipments grew rapidly. Tims China’s revenue expanded with new openings. In China, Tesla fired salespeople.
398 Views
[Blue Lotus Daily]:1810HK/1211HK/LI/NIO /XPEV/ATAT/2352CH/BEKE/2618HK/2352SZ/ZTO/1519HK/981HK/9699HK
EV sales surge in 25th week of 2024, Atour Hotel 4.0 opens in Xi'an, China raises tax-free allowance for resident travelers from Hong Kong and Macao.
135 Views