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大行每日評級 | 阿里目標價遭下調,大和重申騰訊買入評級

今日看點

1. 大和維持阿里巴巴-SW(09988)“買入”評級,目標價降7.7%至300港元。該行稱投資者仍在關注監管不確定性,並降低其2022財年利潤率預測,因爲考慮到阿里巴巴對其社區團購業務投資200億元人民幣。麥格理維持阿裏巴巴-SW“跑贏大市”評級,目標價降至359港元,該行同樣認爲風險對盈利帶來影響,因此下調了該公司2022年非通用會計準則EBITA預測。

2. 大和重申騰訊控股(00700)“買入”評級,目標價870港元。該行預計,公司遭大股東減持會令股價短期受壓,但同時認爲給予投資者買入機會,相信公司只要較早推出令人期待的遊戲,旗下網遊業務收入仍可取得強勁表現。

3. 摩根士丹利維持友邦保險(01299)“增持”評級,目標價升46%至130港元。隨着內地當局開放市場,保險公司將可在內地採取更進取的發展計劃,預計該公司在內地的業務將大幅提高。

4. Wolfe Research上調ViacomCBS(VIAC)評級至“跑贏大盤”,目標價70美元。該公司穩健的廣告發展趨勢、合理的流媒體訂閱用戶目標、潛在的收購交易,以及在當前水平下隱含的約50億美元流媒體價值,使得該公司頗具吸引力。

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