I am most optimistic about $XI-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I am most optimistic about $XIAOMI-W(01810)$ , primarily due to its dual-engine growth in the EV business and high-end smartphones. The EV segment is expected to grow 171% in 2025, reaching RMB 88 billion, accounting for 19% of total revenue, making it a key driver of Xiaomi's future growth. With the launch of the SU7 model and the second factory going into production, Xiaomi is well-positioned to capture a larger share of the EV market. Meanwhile, its smartphone business is benefiting from a higher proportion of high-end models and government subsidies, further enhancing profitability.

Additionally, Xiaomi’s internet services business maintains a high gross margin of 70-80%, providing stable profit support. In terms of valuation, Xiaomi appears more attractive compared to Tencent and Meituan, as the market has yet to fully price in its EV growth potential. Therefore, I believe Xiaomi has the greatest growth potential.

@Tiger_comments @Tiger_Earnings @TigerStars @TigerGPT

Xiaomi $5.3B Stock Placement: Will You Buy The Dip Under 50?

Xiaomi Group will raise up to $5.3 billion through an "old to new" share placement method. The placement price ranges from HKD 52.80 to HKD 54.60 per share. The "old to new" placement typically involves major shareholders temporarily lending existing shares to the allottee, followed by the company issuing an equivalent number of new shares to replenish the major shareholder's stake. The stock placement new generally may trigger follow-up selling in the secondary market. ------------------ How will market react to Xiaomi's new stock placement? At what price would you buy the dip?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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The placement price ranges from HKD 52.80 to HKD 54.60 per share.\nThe \"old to new\" placement typically involves major shareholders temporarily lending existing shares to the allottee, followed by the company issuing an equivalent number of new shares to replenish the major shareholder's stake.\nThe stock placement new generally may trigger follow-up selling in the secondary market.\n------------------\nHow will market react to Xiaomi's new stock placement?\nAt what price would you buy the dip?","image":"https://community-static.tradeup.com/news/8ad601495e0a34d94eed240137b9709f"}],"images":[{"img":"https://community-static.tradeup.com/news/811b664b6462318c04ac5f45abaabfbc"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/811b664b6462318c04ac5f45abaabfbc"}],"html":"<html><head></head><body>I am most optimistic about <a href=\"https://ttm.financial/S/01810\"> $XIAOMI-W(01810)$ </a>, primarily due to its dual-engine growth in the EV business and high-end smartphones. The EV segment is expected to grow 171% in 2025, reaching RMB 88 billion, accounting for 19% of total revenue, making it a key driver of Xiaomi's future growth. With the launch of the SU7 model and the second factory going into production, Xiaomi is well-positioned to capture a larger share of the EV market. Meanwhile, its smartphone business is benefiting from a higher proportion of high-end models and government subsidies, further enhancing profitability.<p></p>\n<p dir=\"ltr\">Additionally, Xiaomi’s internet services business maintains a high gross margin of 70-80%, providing stable profit support. In terms of valuation, Xiaomi appears more attractive compared to Tencent and Meituan, as the market has yet to fully price in its EV growth potential. Therefore, I believe Xiaomi has the greatest growth potential.</p>\n<p dir=\"ltr\"><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4141429963588842\"> @TigerGPT </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/811b664b6462318c04ac5f45abaabfbc\"></t-t></p></body></html>","htmlText":"<html><head></head><body>I am most optimistic about <a href=\"https://ttm.financial/S/01810\"> $XIAOMI-W(01810)$ </a>, primarily due to its dual-engine growth in the EV business and high-end smartphones. The EV segment is expected to grow 171% in 2025, reaching RMB 88 billion, accounting for 19% of total revenue, making it a key driver of Xiaomi's future growth. With the launch of the SU7 model and the second factory going into production, Xiaomi is well-positioned to capture a larger share of the EV market. Meanwhile, its smartphone business is benefiting from a higher proportion of high-end models and government subsidies, further enhancing profitability.<p></p>\n<p dir=\"ltr\">Additionally, Xiaomi’s internet services business maintains a high gross margin of 70-80%, providing stable profit support. In terms of valuation, Xiaomi appears more attractive compared to Tencent and Meituan, as the market has yet to fully price in its EV growth potential. Therefore, I believe Xiaomi has the greatest growth potential.</p>\n<p dir=\"ltr\"><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4141429963588842\"> @TigerGPT </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/811b664b6462318c04ac5f45abaabfbc\"></t-t></p></body></html>","text":"I am most optimistic about $XIAOMI-W(01810)$ , primarily due to its dual-engine growth in the EV business and high-end smartphones. The EV segment is expected to grow 171% in 2025, reaching RMB 88 billion, accounting for 19% of total revenue, making it a key driver of Xiaomi's future growth. With the launch of the SU7 model and the second factory going into production, Xiaomi is well-positioned to capture a larger share of the EV market. Meanwhile, its smartphone business is benefiting from a higher proportion of high-end models and government subsidies, further enhancing profitability. Additionally, Xiaomi’s internet services business maintains a high gross margin of 70-80%, providing stable profit support. In terms of valuation, Xiaomi appears more attractive compared to Tencent and Meituan, as the market has yet to fully price in its EV growth potential. Therefore, I believe Xiaomi has the greatest growth potential. @Tiger_comments @Tiger_Earnings @TigerStars @TigerGPT","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/414434798223872","repostId":0,"isVote":1,"tweetType":1,"viewCount":190,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["01810","XIACY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":838,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/414434798223872"}