Xiaomi’s stock, currently trading around HK$52, has seen a significant recovery and upward trajectory — and this might just be the beginning.
🔍 Why I’m Bullish:
• I’ve personally seen a 135% growth in my Xiaomi holdings since my initial investment.
• With the current momentum, I project a target of HK$100 within the next 18 months, marking another potential +90–100% upside from here.
📈 What’s Fueling Xiaomi’s Growth:
1. EV Expansion (Xiaomi SU7):
Their bold entry into the electric vehicle market with the SU7 has already shaken up the tech-auto industry in China. Demand is strong, and the delivery pace is impressive for a first-generation EV maker.
2. AI & IoT Integration:
Xiaomi is not just a phone company. Their connected ecosystem of devices — smart TVs, home automation, wearables — is growing rapidly and supported by powerful in-house AI development.
3. Global Smartphone Recovery:
With the Android flagship market heating up again, Xiaomi is regaining market share in Europe, India, and SEA with competitive pricing and premium features.
4. Strong Financials & R&D Push:
Aggressive reinvestment into R&D and expansion into high-margin services (e.g., Mi Pay, ads, ecosystem services) are improving profitability.
📊 Valuation Still Attractive:
Despite the rally, Xiaomi is still undervalued when compared to peers in the AI and EV space. HK$52 feels like a floor, not a ceiling.
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📌 Disclaimer: Always do your own research or speak to a financial advisor. I’m simply sharing insights from my own portfolio, and Xiaomi remains one of the most promising long-term tech plays from Hong Kong.
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