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$小米集团-W(01810)$ My readers would know that I have written about Xiaomi as well as doing a couple of youtube videos on Xiaomi analysis on my youtube channel. Before we go further in this article, why not I just show you the chart of Xiaomi...

Xiaomi price chart

To set the tone right, Xiaomi is not the type of stocks like $快手-W(01024)$ Kuaishou Tech that one can expect a 8% return in a single day in recent time period. (I have done a couple of videos on Kueaishou Tech as well and if you would like to watch, can watch it as well)

For Xiaomi, there have been enough bulls and bears in it. Bulls such as me like the long term story growth outlook of Xiaomi given that Xiaomi has recently been crowned the world's 2nd largest mobile handset seller, outbeating apple. Naysayers aka the bears say that Xiaomi's price has reflected optimism that incorporates the market share that it has gotten from Huawei. What if Huawei gets around sanctions and then reclaims the market share? This is the thing that one has to think through. Naturally, I have my own view otherwise I wouldnt have bought Xiaomi for the long run and building more into my Xiaomi position when I had mentioned that Xiaomi on 13 October 2021

https://youtu.be/6DDyFIwvYE8 (Updates on Xiaomi. Has Xiaomi's price found bottom?) - Youtube link

However, there is no certainty that even the near term positivity of the general markets can propel Xiaomi to great heights into the 30s HKD region unless there is something fundamentally strong about the Company.

So what am I looking for in the to-be-released 3Q2021 results to be announced in November 2021? Chip worries are something that analysts and bears are saying that might impact on 3Q2021 results since revenue from mobile handsets make up a substantial portion of Group's revenue. You know that I believe that Xiaomi's management has the execution ability to deliver the handsets thereby not impacting on its sales. We shall see if this delivers. People who got in just before the 3Q results may have to take this risk, which one should be comfortable with. For me, whether immediate timeframe or going into long duration timeframe, I believe Xiaomi can deliver on its mobile handset strategy and chip development which is a key of its mobile handset strategy should not pose a problem to Xiaomi in the medium to longer timeframe.

In upcoming 3Q results, I am also looking for other positivities coming out of the internet and IOT businesses. I will not elaborate here further but will likely do a youtube video on this in the near future. If you are interested to be kept updated, do subscribe to my youtube channel for notifications.

Price movement wise.... People would know that I am more positive about its price movement now than before 13 October 2021. Nevertheless, like what I have said in one of my videos, one should not only think of the potential returns without considering the risks aka downside.

STAY SAFE ALL... 

My youtube channel: https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw/about

As always, this should not be construed as any investment or trading advice.

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