$XIAOMI-W(01810)$ The Tug of W

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Jasongan
03-25

$XIAOMI-W(01810)$

The Tug of War

NEGATIVE — Algorithms Sell On:

Net profit down -23.7% YoY

Headline looks bad at first glance

Memory cost headwinds continue

POSITIVE — Value Investors Buy On:

Revenue BEAT estimates

Adjusted profit BEAT by 9.8%

EV PERMANENTLY profitable

Full year profit +44% — all time high

RMB 60B AI investment confirmed

Q4 EV deliveries 145,115 — record!

Initial selloff on headlines.

🔥 BUY aggressively

# Xiaomi Record Profit, But Stock Still Low: Would You Add at HK$30?

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