《大行報告》瑞信下調阿里(09988.HK)首季客戶管理收入預測4% 另降拼多多(PDD.US)目標價
瑞信發表報告,指即使目前對比2020年趨向正常化,但鑑於宏觀條件疲弱,互聯網平台商家對復甦的信心較低,最近原材料通脹帶動的價格上漲也削弱了需求,商家正在縮減廣告預算。
瑞信將阿里巴巴(09988.HK)首季客戶管理收入預測下調4%,京東(09618.HK)首季和次季零售下調2%。考慮到近期封鎖的影響,瑞信將拼多多(PDD.US)今年第一季和第二季的在線營銷服務收入預測分別下調4%和8%,目標價下調15.1%至62美元,並將唯品會(VIPS.US)第一季和第二季的收入預測分別下調7%和16.5%,目標價下調10.7%至7.5美元。
瑞信認為,受疫情影響最多的為唯品會,其後依次為阿里巴巴旗下天貓淘寶、拼多多和京東。
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