《大行報告》高盛:阿裏(09988.HK)首財季非公認會計準則股盈勝預期 加大股份回購顯長期增長信心
高盛發表報告表示,阿裏巴巴(09988.HK)公佈2022財年首財季業績,非公認會計準則每股盈利按年升12%,高於該行及市場原先預期各4%及15%,期內收入2,057億人民幣按年升34%,低於該行及市場原先預期各5%及4%,主要是來自旗下高鑫零售(06808.HK)收入較弱所致,指高鑫零售貢獻集團總收入佔比2%,低於預期。
該行指,阿裏巴巴重申2022財年收入指引9,300億元人民幣,並宣佈將股票回購計劃從100億美元提高50%,至150億美元,這是其歷史上最大的回購計劃,該行認爲這顯示了管理層對公司長期增長的信心。
高盛表示,維持阿裏巴巴「買入」評級及「確信買入」名單,維持目標價321港元。(wl/k)
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