bearish
Xiaomi(1810.HK): Huawei’s Restrictions (Another) Signal of More to Come
312 Views02 Feb 2023 16:48
Likely new 4G restrictions will delay Huawei’s ability to launch mid-range offerings at volume. The impact will likely prove net negative, we re-iterate our SELL rating and HK$7.3 TP.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 12-minute read)
Discussions
(Paid Plans Only)
Top Quartile
Blue Lotus Research Institute
China growth and global non-US Internet equities
Price Chart(Sign Up to Access)
- [Xiaomi (1810 HK, SELL, TP HK$8.2) Company Update]: EV Expense Acceleration at the Starting Line25 Apr 2023
- [Xiaomi Inc. (1810 HK) Target Price Change]: Picking Both Earnings and Scale, but Obtaining Neither28 Mar 2023
- [Xiaomi (1810 HK) Company Update]: JD Funds Distributors, but No Clear Benefit for Xiaomi08 Mar 2023
- Xiaomi: Massive Layoffs to Rescue Falling Margins21 Dec 2022
- Xiaomi (1810 HK) – Corp Day Takeaways: smartphone destocking to continue into 4Q22E01 Dec 2022
- Xiaomi (1810 HK) – Weak 3Q22 as Anticipated; Expect Sequential Recovery Ahead25 Nov 2022
x