《大行報告》阿里巴巴(09988.HK)投資評級及目標價(表)
阿思達克 11-08 12:43
阿里巴巴(09988.HK)將於下周四(18日)公布截至今年9月底止第二財季業績，受到新冠疫情及洪災影響下，內地宏觀經濟疲軟，令消費增長放緩、集團對新業務投資影響下，本網綜合9間券商預測，阿里巴巴2022財年第二財季非公認會計準則淨利潤，料介乎265.3億至403.66億元人民幣，較上年同期470.88億元人民幣，按年下跌14.3%至43.7%；中位數340.33億元人民幣，按年跌27.7%。
綜合7間券商預測，阿里巴巴2022財年第二財季純利料介乎200.04億至350.89億元人民幣，較上年度純利287.69億元人民幣，按年下滑30.5%至增加22%；中位數242.12億元人民幣，按年，跌15.8%。券商普遍關注內地監管政策對公司影響，如阿里未來如何響應互聯網平台經濟相關政策、新業務(如淘寶特價版、淘菜菜(整合「盒馬集市」與「淘寶買菜」)、本地生活等業務)投入進展及目標、電商業務競爭、以及就阿里多款產品接入微信及其小程式進展及潛在影響的管理層指引等。
下表列出27間券商對其港股評級及目標價：
券商│投資評級│目標價
傑富瑞│買入│328元
交銀國際│買入│296元
星展│買入│293元
中國銀河國際│增持│287元
第一上海│買入│286.61元
招商証券國際│買入│273元
德銀│買入│262元
國泰君安│買入│260元
廣發証券│買入│251.62元
摩根大通│增持│250元
美銀證券│買入│248元
高盛│買入(「確信買入」名單)│246元
浦銀國際│買入│245元
中信証券│買入│238元
工銀國際│買入│238元
花旗│買入│232元
瑞銀│買入│229元
匯豐環球研究│買入│221元
大和│買入│220元
國盛証券│買入│219元
建銀國際│跑贏大市│218.3元
大華繼顯│買入│214元
凱基證券│持有│205元
中銀國際│買入│204元
中金│跑贏行業│203元
瑞信│跑贏行業│186元
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