Xiaomi - preliminary smartphone stats show resilient demand for smartphones
📊Last week, IDC's preliminary data showed that global smartphone sell-in shipments in the third quarter of this year (3Q25) increased 2.6% year-on-year (YoY) to 322.7 million units, the ninth consecutive quarter of YoY growth, and ahead of analysts' estimates
🐌The China market in 3Q25 was flattish at -0.6% YoY to 68.4 million units due to a slow season with fewer product launches
🔝The top three selling brands in 3Q25 were:
🥇#1: Samsung's shipments increased 6.3% YoY to 61.4 million units, with 0.6% market share gain YoY, with Galaxy Z Fold 7 and Z Flip 7 models out-selling their predecessors.
🥈#2: Apple's shipments increased by 2.9% YoY to 58.6 million units; Apple's China volume grew 0.6% YoY to 10.8 million units, after declining for 8 consecutive orders, driven by the strong iPhone 17 series.
🥉#3: Xiaomi's shipments increased 1.8% YoY to 43.5 million units, in line with analysts' consensus, driven by strengthening presence in Europe and Latin America through its popular Redmi Note and Poco series. However, China demand declined by 1.7% YoY to 10 million units
🗓IDC will release the finalised dataset numbers over the next 3-4 weeks
📉 $XIAOMI-W(01810)$ ‘s share price which was up as much as 74.4% year to date to a record high of HKD 60.15 on 2 July 2025, has since pulled back 22% as of last Friday's closing price at HKD 48.30
🆕Macquarie listed a new Xiaomi call warrant $XIAOMI MBeCW260402(UURW.SI)$ (https://warrants.com.sg/tools/livematrix/UURW) which costs SGD 0.049 with Xiaomi trading at HKD 48.30, and an effective gearing level of 4.9x, meaning it will move approximately 4.9% for a 1% move in Xiaomi shares
✴Trending Xiaomi put warrant $XIAOMI MBePW260105(XW6W.SI)$ (https://warrants.com.sg/tools/livematrix/XW6W), suited for those who wish to hedge against further pullbacks in Xiaomi shares in the short-term, costs SGD 0.056 with Xiaomi shares trading at HKD 48.30 today, and has an effective gearing of 5x
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