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瑞信降阿裏目標價至245港元,認同公司面對激烈競爭

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1.瑞信維持阿裏巴巴-SW(09988)“跑贏大市”評級,目標價由251港元降至245港元,以反映增長放緩。該行表示,關注公司核心電商增長勢頭及競爭格局,還有社區團購、淘寶特價版及餓了麼等新業務進展。該行根據渠道調查顯示,公司在加大對中小企支持及快速擴張社區團購,銷量相當於市場領導的三分之一。

2.裏昂維持雅生活服務(03319)“買入”評級,目標價由57.2港元降至52.1港元。該行相信,綠地控股協議中的管理面積下降並不影響實質,有望因上半年純利增長或超四成,以及併購等利好因素所抵銷。

3.花旗重申比亞迪股份(01211)“買入”評級,目標價287港元。該行稱,公司6月新能源車銷量符預期或略高於市場預期,而且,行業重估處於早期階段,最近廣東推行的新能源車補貼將利好公司發展。

【阿裏巴巴-SW支持20倍槓桿日內交易】

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