《大行報告》阿裏巴巴(09988.HK)投資評級及目標價(表)
阿裏巴巴(09988.HK)將於下週四(24日)公佈截至去年12月底止財年(2022財年)第三財季業績,受累宏觀經濟疲軟令收入增長放緩、策略性投資錄較大虧損、毛利率走弱,本網綜合10間券商預測,阿裏巴巴截至2021年12月月底止(2022財年)第三財季非公認會計準則淨利潤料介乎380.64億至493.21億元人民幣,按年下跌16.7%至35.7%;中位數427.56億元人民幣,按年跌27.8%。
本網綜合6間券商預測,阿裏巴巴截至2021年12月月底止(2022財年)第三財季純利料介乎276.52億至455.95億元人民幣,按年下跌42.6%至65.2%;中位數346.84億元人民幣,按年跌56.3%。
投資者將關注阿裏對淘寶特價版對用戶羣擴張的拉動作用和淘菜菜提升消費者「錢包份額」取展、最新營運及監管指引,包括核心業務客戶管理收入(CMR)增速會否持續低於於商品交易總額(GMV)增速。
下表列出22間券商對阿裏巴巴(09988.HK)評級及目標價:
券商│投資評級│目標價(港元)
富瑞│買入│287元
星展│買入│211元
花旗│買入│210元
中信證券│買入│210元
美銀證券│買入│198元
德銀│買入│186元
招商證券國際│買入│193元
高盛│買入│192元
安信證券│買入│191元
大和│買入│188元
國海證券│買入│187元
中信建投│買入│184元
廣發證券│買入│181.33元
國泰君安│增持│181.2元
中金│跑贏行業│181元
摩根大通│增持│175元
中銀國際│買入│172元
建銀國際│跑贏大市│171.5元
瑞信│跑贏大市│170元
大華繼顯│買入│167元
匯豐環球研究│買入│166元
瑞銀│買入│161元
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