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

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?

Xiaomi reported its annual results, with adjusted net profit reaching RMB 39.166 billion, up 43.8% year-over-year, marking a record high. However, despite the strong earnings, Xiaomi’s current share price is HK$32, and it has been continuously breaking down after reaching its peak. The company plans to invest RMB 60 billion in AI over the next three years. If memory prices rise beyond expectations, the company may consider raising product prices Can Xiaomi hold HK$30, or will it continue to break down and repeat the “halving curse”? With record-high net profit, would you buy Xiaomi on dips?

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