I’ve been a believer in Xiaomi since it was trading around HKD 10, and I’ve held through the ups and downs — now sitting on 25,000 shares. After patiently waiting for the right correction, I’m adding more at HKD 51.50. In my view, this is just the start of the next big run that could take it to HKD 80–100 in the coming years.
Why I’m Bullish Long-Term:
1. Smartphone Leadership with Strong Margins
• Xiaomi has climbed into the top tier globally, challenging Apple and Samsung. Its premium segment “Xiaomi 14” series is showing strong ASP growth and margin expansion. The brand is no longer just a budget player — it’s gaining a premium image in China, Europe, and other key markets.
2. AI + IoT Ecosystem Advantage
• With one of the largest connected device ecosystems in the world, Xiaomi’s “AIoT” network is a hidden goldmine. Over 700M devices are already linked — from smart home appliances to wearables — and every new device strengthens the stickiness of the ecosystem.
3. EV & Smart Mobility Expansion
• The Xiaomi SU7 EV launch marks the start of a new chapter. They are building EVs with the same philosophy that made them strong in electronics — high specs, competitive pricing, and ecosystem integration. The EV arm has the potential to become a multi-billion revenue stream within 5 years.
4. Services & Software Monetisation
• Xiaomi’s internet services — ads, cloud, app store, financial services — are high-margin cash cows that will scale as its user base grows. This recurring revenue will smooth out hardware cyclicality and boost profitability.
5. Global Growth & Market Diversification
• Strong presence in Asia, Europe, and emerging markets gives them geographic resilience. With geopolitical diversification, they’re less exposed to single-market risks.
6. R&D Firepower
• Xiaomi is investing heavily in AI, robotics, EV tech, and next-gen semiconductors. These aren’t just side projects — they’re planting seeds for future multi-sector dominance.
7. Valuation & Upside
• Even after the rally, valuation is reasonable compared to peers when factoring in the EV business potential, AIoT monetisation, and premium smartphone growth. A re-rating to reflect these could justify HKD 80–100 in the long run.
📈 My View
The next few years will be about Xiaomi evolving from a consumer electronics brand into a multi-industry technology powerhouse. I’m not just holding — I’m adding. Corrections like this are rare chances to position for the next wave.
Target: HKD 80–100 in the next 3–5 years, if execution stays on track.
Long-term conviction, strong fundamentals, diversified growth engines — this is why I’m bullish. 🚀
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- Valerie Archibald·08-09Xiaomi is a nascent Apple in the making. Their maiden entry into EV's (with such design style and confidence) speaks volumes of mgmt quality. Been a sh/r for two years and already a 4XLikeReport
- Merle Ted·08-09It's quite strange to see that in the West, there's less focus on Xiaomi breaking records than on Nio, which consumers are almost forgetting aboutLikeReport
- JackQuant·08-11Great analysis! And I like its ecosystem among different products.LikeReport
- Astrid Stephen·08-09Nervous but hopeful. That EV play could make or break it, huh?LikeReport
- keke006·08-08Your conviction is inspiringLikeReport
- EmilyMark·08-08Bullish long-term! 🚀LikeReport
- AuntieAaA·08-09GoodLikeReport