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.
《大行报告》阿里巴巴(09988.HK)投资评级及目标价(表)(更新)
阿思达克 05-12 15:10
阿里巴巴(09988.HK)(BABA.US)将於明天(13日)公布截至今年3月底止全年度业绩,市场预期由於受惠总交易增长、并表高鑫零售及盒马鲜生销售增长令收入可升逾39%,但同时预期阿里因增加核心平台、社区团体及本地生活服务等投入,令利润率受压,本网综合17间券商预测,阿里巴巴截至今年3月底止全年度非公认会计准则净利润料介乎1,587.41亿至1,949.94亿元人民币,较2020年同期1,324.79亿元人民币,按年上升19.8%至47.2%;中位数1,745.04亿元人民币,按年上升31.7%。

综合19间券商预测,阿里巴巴截至今年3月底止全年度纯利(归属於普通股股东的净利润)料介乎1,374.24亿至1,848.7亿元人民币,较2020年同期1,492.63亿元人民币,按年下跌7.9%至上升23.9%;中位数1,634.02亿元人民币,按年增加9.5%。

就内地政府4月中因公司平台「二选一」行为处以182亿人民币罚款,市场关注罚款对公司净利润有一定影响,并会等待集团给予各业务的调整策略及步伐、未来下沉市场电商、社区团业务拓展指引等。而大摩估计阿里2022财年(截至2022年3月底止年度)旗下社区团购业务部份将录亏损300亿人民币。

本网综合19间券商列出对阿里巴巴港股的投资评级及目标价:

券商│投资评级│目标价(港元)

麦格理│跑赢大市│359元

星展│买入│348元

中国银河国际│增持│341元

高盛│买入(「确信买入」名单)│340元

浦银国际│买入│335元

杰富瑞│买入│328元

第一上海│买入│321.59元

农银国际│买入│320元

德银│买入│318元

招商证券国际│买入│317元

国泰君安证券│买入│310元

摩根大通│买入│310元

工银国际│跑赢大市│309元

中金│跑赢行业│304元

国盛证券│买入│303元

大和│买入│300元

安信证券│买入│299元

元大证券│买入│296元

美银证券│买入│293元

建银国际│跑赢大市│286.1元

----------------------------------

综合30间券商列出对阿里巴巴美股(BABA.US) 的投资评级及目标价:

券商│投资评级│目标价

麦格理│跑赢大市│388美元

星展│买入│358美元

交银国际│买入│358美元

高盛│买入(确信买入名单)│350美元

花旗│买入│338美元

杰富瑞│买入│336美元

瑞信│跑赢大市│334美元

农银国际│买入│330美元

巴克莱│增持│330美元

第一上海│买入│329.83美元

招商证券国际│买入│327美元

野村│买入│325美元

摩根大通│增持│320美元

里昂│买入│320美元

工银国际│跑赢大市│318美元

华泰│买入│317美元

招银国际│买入│314.2美元

法巴│买入│313美元

中金│跑赢行业│311美元

申万宏源│买入│311美元

安信证券│买入│307美元

KeyBanc│增持│305美元

华兴资本│买入│304美元

美银证券│买入│301美元

汇丰环球研究│买入│300美元

摩根士丹利│增持│300美元

瑞银│买入│300美元

中银国际│买入│297美元

建银国际│跑赢大市│295美元

海通国际│优於大市│275美元

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