1Settimana·

Xiaomi

📉 Xiaomi $1810 (-0,6%) delivers strong figures - but the share still falls. What do you think?


Xiaomi presented really strong quarterly figures yesterday and clearly exceeded expectations:


  • Earnings per share: RMB 0.47 (previous year: RMB 0.22) - only RMB 0.36 was expected
  • Turnover: RMB 113.12 billion - +22% compared to the previous year
  • Consensus was far below this (105.84 billion RMB)



Nevertheless, the stock market reacted negatively:

In Hong Kong, the share closed down -2.81% at HKD 40.78 on Tuesday.


A rather paradoxical signal for such a strong quarter.


👉 What do you think?

Why is the share price falling even though Xiaomi is clearly beating expectations?

Valuation issues? Profit taking? Macro uncertainty? Or is there something deeper behind it?

delivers strong figures - but the share still falls. What do you think?


Xiaomi presented really strong quarterly figures yesterday and clearly exceeded expectations:


  • Earnings per share: RMB 0.47 (previous year: RMB 0.22) - only RMB 0.36 was expected
  • Turnover: RMB 113.12 billion - +22% compared to the previous year
  • Consensus was far below this (105.84 billion RMB)



Nevertheless, the stock market reacted negatively:

In Hong Kong, the share closed down -2.81% at HKD 40.78 on Tuesday.


A rather paradoxical signal for such a strong quarter.


👉 What do you think?

Why is the share price falling even though Xiaomi is clearly beating expectations?

Valuation issues? Profit taking? Macro uncertainty? Or is there something deeper behind it?

4
5 Commenti

immagine del profilo
1Settimana
iPhone 17 started well in China, possibly also an important parameter. All in all, however, there was very little movement for XiaoMi, which was otherwise much more volatile. The valuation will now be corrected slowly over time and I expect a new upward impulse afterwards.
4
immagine del profilo
1Settimana
Obviously, the stock market had / priced in different expectations than the analysts.
2
immagine del profilo
1Settimana
Why fall? 1 year +30%
Utente eliminato
1Settimana
Il commento è stato cancellato
immagine del profilo
@lawinvest That's right, they should have said that the entire engineering and marketing will be controlled by AI from now on, that humanoid robots will be used in production and that they are thinking about entering the defense industry.
2
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