You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大和:目前估值具吸引力 维持阿里巴巴(9988.HK)买入评级
格隆汇 02-03 13:34

大和总研发表研究报告表示,阿里巴巴(9988.HK)2021财年第三季收入按年增长37%,符市场预期。该行认为,该股目前的估值具吸引力,认为任何回调都会提供一个良好的购买机会,潜在纳入港股通将成为阿里未来股价的关键催化剂。该行维持其买入评级,目标价325港元。

大和指,阿里的核心商务再投资将驱动未来发展,第三季佣金及CMR收入按年升20%;核心商务EBITA率按年跌7个百分点;又预期第四季的佣金及CMR收入将扩大50%至680亿元人民币。

大和指,阿里云录得经调整EBITA2400万元人民币,主要由于更大的收入规模。该行认为,阿里会继续投资新业务以扩大其潜在市场,以支持强劲的收入增长。该行将2021-23年的盈利预测略微上调1%

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account