《大行報告》高盛:阿里(09988.HK)即將舉行投資者日 維持確信買入看306元
高盛發表研究報告指,阿里巴巴(09988.HK)將於下周(9月28日至30日)舉行投資者日,預期公司將重申其五年目標,包括最近的新興產業,如在線房地產(2024年之前投資24萬億元人民幣)和數碼化工作,加上多個分類,如快速消費品、雜貨和健康等發展迅速,預期公司的商品成交金額(GMV)和總成交額(GTV)可達14.2萬億元,相當於預期在2024年整體客戶網上消費的25%。
該行相信公司將在投資者日中提到中至長期展望,預期GMV可於2021年度增1.2萬億元人民幣,而2023年總GMV達10.4萬億元人民幣,料公司亦會交代新產品進展,包括Taobao Deal和淘寶手機APP的版面轉變。
該行又指公司將繼續專注於進一步釋放協同效應,並推出更多創新產品,公司正朝著五年目標邁進,維持「買入」評級(確信明單),目標價306元。
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