阿里巴巴(09988.HK)续升3%挑战50天线 获大和看好维持目标价260元
阿里巴巴(09988.HK)获大和视为首选股之一及重申「买入」评级看260元,该股今天长假後重开延续假前升势挑战50天线(197.6元),最高见198元,现造197.5元,续升3%,成交增至1,438万股,涉资28.2亿元。
大和表示,阿里巴巴可以从中国逐步取消旅行限制和经济活动复苏中受益,料旗下电子商务业务EBITDA的利润率将会扩大,从而带动阿里末季收入同比增长17%,该行又将阿里2020年财年调整後利润预测上调4%。受惠於核心业务增长,预计阿里股价可能有很大上升潜力。
另外,野村指,尽管新冠肺炎疫情带来一定负面影响,之前随着疫情於中国达到高峰,拖累阿里电商销售於2月可能锐减,但自3月以来情况一直在稳步好转,故预计阿里巴巴截至3月止末季业绩有望达到市场平均预期,主要受惠於网购活动增强,预计阿里末季收入同比增长15%至1,073.1亿人民币,期内非通用公认会计准则之EBITDA可能按年降14%至165亿元人民币,主因是市场波动导致其投资公允值损失所致。
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