You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》瑞銀下調阿里(09988.HK)目標價至146元 評級「買入」
瑞銀發表報告,預期阿里巴巴(09988.HK)新業務錄得之虧損有望於未來幾個季度有所收窄,主因目前的投資周期即將結束,利潤率跌幅將會放緩;加上最近幾季因疫情限制和監管所帶來的影響,在未來幾個季度料會紓緩。 報告又提到,過去幾季阿里強調需要投資低線城市和生鮮食品,以把握新的潛在可接觸市場並追趕競爭對手。於本季該行指感覺到了這一點變化,而管理層正在談論提高單位經濟效益,而且吸納用戶方面基本完成,尤其是在Deals、Taocaicai和Ele.me等方面。該行估計,目前該三項業務每季度錄得EBITA虧損約為200億元人民幣,與競爭對手及政策等方向一致。 瑞銀將阿里2023財年的收入預測降低1.3%,但將經調整息稅前利潤預測上調12.1%,以反映更好的成本控制,目標價由161元降至146元;維持「買入」評級,指看好其長期的風險回報,認為投資者需要有耐心等待。
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.
uSMART
Wealth Growth Made Easy
Open Account