Xiaomi

What do you think is it still worth getting started with $1810 (+2,98 %) Xiaomi ?

Of Topic - Smartphone decision aid

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I don't know of any other place where there are as many people with an affinity for software and technology as in this forum. I would therefore like to ask you for advice on my first major purchase in 2024, namely a new Android smartphone. Indirectly, the whole thing even has to do with finances, because on the one hand the purchase will reduce my savings rate for December and on the other hand a smart purchase can represent an "investment" 🧐

In order to be able to make a specific recommendation, I will now describe my usage behavior:

I don't have WiFi at home. In the beginning, I had a little box where you could put the SIM card in and Wi-Fi came out. But now I prefer to have two cell phones, one is my iPhone, which I use for a lot of things but not everything, and the other is the Android cell phone I'm looking for, which I now want to replace and call a WLAN donor.

Why Android?

With the software versions I know, Android has the advantage that you can switch on the hotspot permanently and it remains active even when no devices are connected. I also have apps that are only available for the iPhone and only for Android.

Budget:

I'm aiming for around €200 if it makes sense, it could also be €250 🤭

Main tasks WLAN dispenser:

Hotspot, e-reader, telephone

It would be important to me:

The WLAN dispenser should have a powerful battery, as it supplies all my devices with WLAN 24/7.

The WLAN dispenser should have a relatively large and eye-friendly display, as I use it a lot for reading, but still fit in my handbag. (Smartphones of 6-7 inches are probably ideal here)

It would be great if the WLAN dispenser costs little, has a minimalist design, looks and feels good, doesn't have any huge structures or protruding lenses on the back and has advantageous software.

So am I looking for the jack of all trades and cheap to boot?

No, you can make compromises in many areas, for example, the quality of the camera/s is irrelevant, the speed and manufacturer of the chip are irrelevant, NFC is not needed, the charging speed is unimportant and all the other popular features are not needed either.

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Thanks if you've read this far and now I'm looking forward to one or two smartphone recommendations.

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$1810 (+2,98 %)

$GOOGL (+0,94 %)

$AAPL (+1,34 %)

$NOKIA (-0,2 %)

$MSI (+0,44 %)

$005930

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Additional question:

I have already noticed that certain apps and subscriptions have different prices between Germany and Austria. It should be even cheaper with countries like Poland, Turkey or Brazil...

The new smartphone would be the chance to set up everything with the cheapest country... Which countries would be a good choice for getting apps and subscriptions at a good price and what should I bear in mind?

Thanks again

Xiaomi officially unveils new e-car: but more Tesla than Ferrari. $1810 (+2,98 %)

Xiaomi follows up and presents its second electric car, the YU7. The electric SUV confidently takes on strong competition in the form of the Tesla Model Y.

Looks like a Ferrari! Pictures of the new electric car from Xiaomi published a few days ago caused a real storm of enthusiasm on the internet. Now the Chinese manufacturer is officially pulling the cloth off the car, providing a few key figures and the official name of the car: the Tesla Model Y competitor is called the Xiaomi YU7.

According to Xiaomi CEO Lei Jun, interested parties won't have to wait too long for the brand's second e-car. The YU7 is set to be launched in summer 2025, at least in its home country of China. While we are still waiting for official technical data on the range, battery capacity and price of the Xiaomi YU7, Jun has at least revealed the dimensions.

With a length of just under five meters, a height of 1.60 meters and a width of 1.99 meters, the electric car will have a wheelbase of 3.0 meters and weigh 2.4 tons. Visually, the station wagon stands out from Xiaomi's debut model, particularly at the rear. The top speed is expected to be 265 km/h.

https://www.netzwelt.de/news/236978-xiaomi-enthuellt-offiziell-neues-e-auto-eher-tesla-ferrari.html

https://www.netzwelt.de/news/236840-leak-zweites-e-auto-xiaomi-sieht-ferrari-innovatives-display.html

Purchase decision for electric cars

I would like to increase my position in EV companies from China. I currently already have $175 (-0,87 %) in the portfolio, but would like to diversify further. After looking around and reading up a bit, I have widened the circle to $1211 (-0,27 %) and $1810 (+2,98 %) narrow it down. I see BYD as a safer investment, while Xiaomi, despite its broad product range, looks more like a risky stock. What are your views on this? Which share would you prefer?

Why the tech giant $1810 (+2,98 %) could be on the verge of a price explosion

$1810 (+2,98 %) is no longer just a smartphone manufacturer, but is developing into a broad-based technology group with enormous future potential. While the share is currently still flying under the radar of many investors, several factors point to a possible share price explosion in the near future.

1. entry into the electric car market

$1810 (+2,98 %) has ambitious plans in the electric vehicle market and is investing around 10 billion US dollars in the development of its own electric cars. The first models are set to be launched on the German market as early as 2025. The combination of software expertise, in-house hardware production and an established ecosystem for smart devices could make $1810 (+2,98 %) become a serious competitor for $TSLA (-4,58 %) , $1211 (-0,27 %) and other manufacturers.

Its expertise in electronics and smart technologies could give it a decisive advantage as modern electric cars increasingly rely on software, connectivity and smart features. If the company successfully taps into this market, it will open up huge new sales potential.

2. strong market position and global expansion

$1810 (+2,98 %) is already the third largest smartphone manufacturer in the world and is continuously expanding its market share. The company is recording strong growth in Europe and Latin America. Expansion into the US market could be a further share price driver.

3. diversification of the business model

In addition to smartphones and electric cars $1810 (+2,98 %) a huge ecosystem of smart home products, wearables and IoT devices. This diversification provides additional revenue streams and makes the company less susceptible to fluctuations in individual business areas.

4. innovation through high R&D investment

$1810 (+2,98 %) invests heavily in research and development, particularly in future technologies such as artificial intelligence, 5G, autonomous driving and smart devices. Combining these technologies with our own electric cars and existing product portfolio creates unique synergies.

5 Attractive valuation and growth opportunities

Despite impressive increases in sales and profits, the stock $1810 (+2,98 %) continues to be valued relatively favorably on the stock market. Compared to competitors such as Tesla or Apple, the price/earnings ratio (P/E ratio) appears moderate, which indicates considerable catch-up potential.

Conclusion:

With its expansion into the electric car market, a strong market position and a diversified product portfolio, the company is $1810 (+2,98 %) is ideally equipped for the future. The combination of innovative technology, global presence and an attractive valuation makes a share price explosion in the coming years very likely. Long-term investors could benefit early from an emerging tech superpower.

Apple's 5G modem is said to be worse than Qualcomm's.

It remains exciting with the eternal rivals $AAPL (+1,34 %) and $QCOM (+2,48 %)

Perhaps Qualcom should launch its own cell phone and notebook on the market. What is your opinion on this?

Also $1810 (+2,98 %) Xiaomi is focusing more and more on its own products, is Qualcomm still interesting for you?

Apple is to replace Qualcomm's 5G modems with its own from 2025. According to a report, Apple's modem will be slower, among other things.

According to a media report, Apple's self-developed 5G modem with the internal name Sinope will be less powerful in many functions than current top modems from Qualcomm. As the usually well-informed journalist Mark Gurman from Bloomberg reports, Sinope is said to achieve a downlink of 4 Gbps in laboratory tests.

For comparison: Qualcomm's X80 modem, which is installed in the new Snapdragon 8 Elite SoC, achieves a maximum downlink value of 10 Gbps.

Unlike Qualcomm's X80 modem, Sinope will also not support mmWave, but only the Sub-6 standard. This could lead to problems, especially in the USA, one of Apple's most important markets, as mmWave is often used in large cities there.

According to Gurman, Sinope will only use 4-carrier aggregation, as opposed to the 6- or 8-carrier aggregation used by Qualcomm. The higher the carrier aggregation, the higher the network capacity and correspondingly the higher the speed for users. In return, Apple's modem should achieve better radiation values and facilitate satellite communication. Dual SIM standby is also to be made possible.

Apple's modem development is said to be plagued by problems

Apple has been trying for years to develop its own 5G modem in order to become less dependent on Qualcomm. With its own SoCs, Apple has been setting standards in the smartphone market for years (and now also in the PC market), but the company is still dependent on its long-standing partner Qualcomm for modems.

There are said to have been numerous problems in the development of the modem. Among other things, the prototypes developed so far are said to have been too slow or too inefficient.

However, Apple does not appear to be deviating from its plan to install its own modem in its devices. The first version is to appear in the iPhone SE 4, a smartphone that is not one of the top iPhones.

https://www.golem.de/news/sinope-apples-5g-modem-soll-schlechter-sein-als-qualcomms-2412-191515.html

$1810 (+2,98 %)
Xiaomi

Launch of a new EV model in Q1

Xiaomi Corp, which launched its first electric vehicle model SU7 this year, plans to launch its second EV model in February or March next year to compete with Tesla's Model Y, Chinese magazine Caijing reported, citing an insider close to the company

Xiaomi said on Monday it aims to deliver 130,000 electric cars this year, raising its forecast for the third time, while the automaker reported a 30.5 percent jump in third-quarter sales

Xiaomi shares rise 80.5%, YTD

The stock is the second-biggest gainer in the Hang Seng China Enterprises Index and the third-biggest gainer in the Hang Seng Index and Hang Seng Tech Index , falling 1.4%, 1.3% and 1.2% respectively

Xiaomi Q3 2024 $1810 (+2,98 %)

Financial performance:

Revenue: The company generated revenue of RMB 92.5 billionwhich represents an increase of 30,5 % compared to the previous year.

Net profit: Net profit for the quarter rose to RMB 5.3 billion in Q3 2024, compared to RMB 5.1 billion in Q2 2024.

Adjusted net profitSlightly increased by 1,2 % from RMB 6.2 billion in Q2 2024 to RMB 6.3 billion in Q3 2024.

Cash flow: The available financial resources increased to RMB 151.6 billionan increase of 18.7% YoY.

Balance sheet overview:

AssetsTotal assets amounted to RMB 350.9 billion (September 30, 2024).

Liabilities : Total liabilities amounted toTotal liabilities amounted to RMB 173.1 billion.

Shareholders' equityEquity amounted to RMB 177.8 billion.

Liquidity: Cash and cash equivalents at the end of the period amounted to RMB 39.7 billion.

Cash flow overview:

Operating activities: RMB 15.4 billion Net cash inflow.

Investing activities: RMB 29.3 billion Net cash outflow.

Financing activities: RMB 548 million Net cash outflow.

Key figures:

Gross margin: 20,4 %.

Operating expense ratio: Decrease to 11,7 %.

Net margin: Adjusted net margin of 6,8 %.

Segment information:

Smartphones: RMB 47.5 billion Sales (+13.9% YoY).

IoT and lifestyle products: RMB 26.1 billion sales (+26.3% YoY).

Smart EV and new initiatives: RMB 9.7 billion revenue (+52.3% QoQ).

Competitive position:

• Maintaining the 3rd place in global smartphone shipments with a market share of 13,8 %.

Forecasts and comments from management:

• Focus on R&D: Planned investments for a leading role in cutting-edge technologies.
• Growth potential: Smart home appliances, especially air conditioning systems, whose deliveries will increase by 55 % YoY have increased.

Risks and opportunities:

Risks:

• Currency risks due to exchange rate fluctuations.
• High investment costs for new initiatives.

Opportunities:

• Strong growth in smart EVs.
• Positive momentum for IoT and lifestyle products.

Positive aspects:

Sales growth: +30.5% YoY.

Cash position: +18.7 % YoY.

Smart EV growthSales increase of 52.3 % QoQ.

R&D investments: +19.9 % YoY.

Market position: Maintain 3rd place in the global smartphone market.

Negative aspects:

Currency risks due to global markets.

High investment costs in new business areas.

Decline in the smartphone ASP (average selling price).

Operating expenses remain substantial.

Value adjustments on inventories increased.

Overall : Expectations beaten

Revenue

92.5B

+1.5%

EBITDA

7.74B

+22.5%

EBIT

6.04B

+14.9%

EPS

0.25

+17.1%