大行評級 | 花旗:維持阿裏巴巴(9988.HK)買入評級 目標價降至288港元
格隆匯8月6日丨花旗發表的研究報告指,雖然阿裏巴巴(9988.HK)整體收入遜預期,而雲服務及客戶管理收入增長減慢,不過經調整EBITA及淨利均好過預期。此外,花旗對阿裏擴大回購計劃至150億美元看法正面,意味管理層對長遠增長前景有信心,亦反映阿裏現金流生產能力強勁。該行將阿裏目標價由297港元降至288港元,維持買入評級,相信公司可再一次證明,其經營經驗可助應對趨緊的監管環境和行業增長減慢的影響。
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