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大和:重申阿里巴巴(9988.HK)“買入”評級 目標價350港元
格隆匯 11-13 15:52

大和發表研究報告指,阿里巴巴(9988.HK)第12屆“11商品總成交金額(GMV)達4982億元人民幣,按年增長26%,優於該行預期的23%。大和認為,“淘寶直播”在刺激消費方面非常有效,將有利於未來變現;同時“聚划算亦成功吸引新客户,列阿里巴巴為首選股,並重申對其“買入”評級,目標價為350港元。

大和表示,今年“雙11”有500萬商家參加、超過25萬個品牌參與,並提供200萬個新產品。而當日全球活躍客户逾8億人,尤其“聚划算”年活躍用户更超過1億人,對比9月份其月度活躍用户僅7000萬人。另外,今年“雙11”消費者有更多時間可瀏覽及購買產品,有利於小型商家提早進行廣告推廣,料可帶動截至12月底止季度的客户管理收入取得可觀的增長。

該行又估計,“淘寶直播”貢獻整體GMV至少中單位數,而參與直播的商家按年增加2.2倍,其中超過30個直播間銷售額破1億元人民幣。

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