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》麥格理上調阿里-SW(09988.HK)目標價至148元 評級「跑贏大市」
麥格理發表報告,阿里-SW(09988.HK)首財季業績強勁,為持續的盈利復甦做好準備。該行預計阿里2022年下半年經調整EBITA將按年增長26%,對其目標價上調2%至148港元,重申「跑贏大市」評級。 報告指出,阿里首財季有好開始,經調整淨利潤比市場預期高12%。自去年底以來,平台集體縮減開支,阿里在未來幾個季度致力於成本優化和恢復利潤率,對整個行業而言是一個積極的啟示,料2022年下半年盈利有機會重回正軌。 麥格理稱,在穩步復甦的趨勢下,季內天貓實物商品成交金額按年跌中單位數,略好過市場預期的10%跌幅。管理層強調公司核心資產是強大的用戶心智份額(User Mindshare),在宏觀環境疲軟和供應鏈中斷,仍能支持穩定的有機流量表現。阿里首財季經調整EBITA達到340億人民幣,遠勝該行及市場預期,並留意到關鍵領域的有效成本節約。不過,由於內地和全球宏觀環境疲軟,雲計算和國際業務部門季內增長放緩,近期前景可見度較低。
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