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《大行報告》星展下調阿里巴巴(09988.HK)目標價至157元 維持「買入」評級
星展發表報告指,阿里巴巴(09988.HK)截至2022年3月底止第四財季度營業收入按年增長9%至2,040億人民幣,經調整純利按年跌24%,好過市場預期,因投資虧損減少。 該行對阿里巴巴2023財年和2024財年經調整純利預測分別下調5%和2%,以反映受到新冠疫情影響,該行將阿里巴巴目標價由182元下調至157元,維持「買入」評級。 星展指,對阿里巴巴盈利增長看法樂觀,認為阿里將更加關注改善成本,並在宏觀經濟疲軟的情況下放緩投資步伐。該行對阿里巴巴2023財年和2024財年經調整純利預測比市場共識分別各高3%和1%。
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