《大行報告》富瑞上調阿裏(09988.HK)目標價至214元 評級「買入」
富瑞發表報告,重申對阿裏巴巴(09988.HK)的積極看法,指其致力於通過全面的產品選擇、服務質量和以有競爭力的價格將產品與消費者匹配,帶來長期良好的客戶體驗。展望公司今年關鍵詞是進步和創新。
該行上調對阿裏巴巴目標價由212元升至214元,此按綜合方式作估值,維持「買入」評級。
富瑞指,考慮到最新的商業趨勢,估計阿裏巴巴截至去年12月底止2023財年第三財季總收入將按年增長1%,至2,450億元人民幣。另外,該行預計季內阿裏經調整EBITA將按年增長約7%至478億元,經調整EBITA利潤率將達到19.5%。
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