高盛:維持阿里(9988.HK)“買入”評級 予目標價245港元
阿里巴巴(9988.HK)將於下週四(18日)公佈2022財年第二季業績。高盛發研報指,中國的整體和網上零售銷售由8月時的按年分別增長2.5%和5.1%,復甦至9月時按年增長4.4%和10.1%。但或因“雙11”購物節的消費滯後,相信10月的網上零售銷售增長將相對偏軟。該行維持阿里“買入”評級,12個月目標價則輕微由246港元下調0.4%至245港元。
高盛維持阿里第二財季的收入預測為按年增長33%,或撇除旗下的高鑫零售(6808.HK)後按年增長19%。此外,隨着阿里投資並建立更多元化的應用程序和業務包括淘寶特賣、淘菜菜、盒馬鮮生社區、本地服務等,該行期待相關業務有更多進展。

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.