《大行報告》阿里巴巴(09988.HK)投資評級及目標價(表)
阿思達克 07-26 15:07
阿里巴巴-SW(09988.HK)將於下周四(8月4日)公布截至今年6月底止首財季業績，受新冠疫情影響其於內地的商業業務(商家端投放意願減弱)，料商品交易總額(GMV)下降及影響佣金到款率、本地生活服務旗下餓了麼及雲服務項目交付拖累，以及預期「淘寶特價版」及「淘菜菜」虧損失所影響，本網綜合6間券商預測，阿里巴巴2023財年首財季(截至2022年6月底止季度)非公認會計準則淨利潤料介乎278.43億至316.12億元人民幣，較上財年同期434.41億元人民幣，按年下跌27.2%至35.9%；中位數288.63億元人民幣，按年跌33.6%。
綜合4間券商預測，阿里巴巴2023財年首財季純利料介乎167.22億至236.71億元人民幣，較上財年同期451.41億元人民幣，按年跌47.6%至63%；中位數219.46億元人民幣，按年減少51.4%。
綜合18間券商預測，阿里巴巴2023財年首財季收入料介乎1,988億至2,064.66億元人民幣，較上財年同期2,057.4億元人民幣，按年跌3.4%至上升0.4%；中位數2,018.1億元人民幣，按年跌1.9%。投資者將關注阿里巴巴旗下中國零售商業客戶管理(CMR)收入與商品交易總額(GMV)之間的增長差距、旗下「淘寶特價版」及「淘菜菜」、對淘寶天貓購前購後的環節投入、「盒馬」等最新指引。
下表列出21間券商對阿里巴巴(09988.HK)評級及目標價：
券商│投資評級│目標價(港元)
富瑞│買入│224元
花旗│買入│167元
瑞信│跑贏大市│161元
中信証券│買入│160元
美銀證券│買入│159元
星展│買入│157元
招商證券國際│買入│157元
交銀國際│買入│156元
高盛│買入│154元
安信証券│買入│154元
德銀│買入│151元
大和│買入│150元
中銀國際│買入│146元
麥格理│跑贏大市│145元
建銀國際│跑贏大市│140.6元
中金│跑贏行業│137元
匯豐環球研究│買入│137元
工銀國際│跑贏大市│135.4元
摩根大通│增持│135元
大華繼顯│買入│131元
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