bullish
Deep Dive: Xiaomi (XIACY, 1810 HKG)
SUMMARY
- Xiaomi has an ambitious goal to surpass Samsung to become the #1 smartphone brand in the world (shipment basis) by 2024.
- We believe Xiaomi is less like the “Apple of China” and more like the “Costco of smartphones”. We explore the key aspects of this business model, including services monetization and an ecosystem strategy leveraging an “investment + incubation” model.
- Most investors seems to understand Xiaomi’s market share growth story, but may yet be underappreciating its monetization potential
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