Moat (2/5 imo too low): Xiaomi has more moat than shown here due to its IoT ecosystem and strong market position in emerging markets. Technological lead is visible e.g. in cameras and batteries. Rather 3/5 (3.5/5.
Growth (4/5 fits): Well positioned internationally, strong diversification (smartphones, wearables, household appliances, soon EVs). Profit margin remains weak, however.
Risk (3/5 fair): China risks (geopolitics, sanctions, regulation) are high. Balance sheet stable, dependence on Western technology present.
What is missing for me: The new EV offensive (SU7), profitability issue in the core business and a stronger focus on the China-specific environment.
I am a fan of Xiaomi. Would like to buy more if liquidity is available
Growth (4/5 fits): Well positioned internationally, strong diversification (smartphones, wearables, household appliances, soon EVs). Profit margin remains weak, however.
Risk (3/5 fair): China risks (geopolitics, sanctions, regulation) are high. Balance sheet stable, dependence on Western technology present.
What is missing for me: The new EV offensive (SU7), profitability issue in the core business and a stronger focus on the China-specific environment.
I am a fan of Xiaomi. Would like to buy more if liquidity is available
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6Mon
@GeldGenie EV offensive is only not mentioned in writing, but in the video.
In my opinion, the technological lead is not really there compared to Apple or the like.
But I'm happy to be convinced!
In my opinion, the technological lead is not really there compared to Apple or the like.
But I'm happy to be convinced!
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