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国泰君安:阿里(09988.HK)扩股票回购可供支持 料股价逐步稳定
阿思达克 12-29 14:56
国泰君安发表报告表示,就阿里巴巴(09988.HK)宣布其董事会已授权将公司回购计划,从60亿美元扩大至100亿美元,该股票回购计划将在两年内生效,直至2022年年底,并已於本季度开始执行其股票回购计划。该行认为,由於内地反垄断调查和蚂蚁集团停止上市计划,阿里巴巴股价在最近一个月暴跌。这些消息引起了公众的关注,导致股价出现了较大幅度的回调。

该行认为,阿里巴巴扩大股票回购计划的规模可能会为公司的股价提供一些支持,这表明了管理层的信心。同时,内地官方报纸《人民日报》发表文章并解释说,反垄断调查是一种帮助行业健康发展而不是损害行业的举动,这声明可能是缓解市场对行业长远发展担忧的信号。尽管这些举动可能无法在短期内完全恢复市场的信心,但该行预计阿里股价将逐步稳定,尤其是在公司估值已达到相对较低水平的情况下。

国泰君安目前阿里巴巴的投资评级为「买入」,目标价为360元,相当於预测明年非通用会计准则市盈率34.8倍。

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