《大行報告》阿里巴巴(09988.HK)投資評級及目標價(表)(更新)
阿里巴巴-SW(09988.HK)將於今日(23日)公布截至去年12月底止的2023財年第三財季業績。受內地新冠疫情防控(令部份地區物流曾中斷)及公司旗下雲業務增長放緩,但藉成本控制(料淘特、淘菜菜和盒馬減虧)抵銷部份影響,本網綜合9間券商預測,阿里巴巴2023財年第三財季非公認會計準則淨利潤介乎354.05億至495.76億元人民幣,較2022財年第三財季446.24億元人民幣,按年下跌20.7%至上升11.1%;中位數432.23億元人民幣,按年下跌3.1%。
綜合7間券商預測,阿里巴巴2023財年第三財季非公認會計準則歸屬普通股股東淨利潤料介乎423.92億至486.37億元人民幣,較2022財年第三財季458.03億元人民幣,按年下跌7.4%至上升6.2%;中位數457.95億元人民幣,按年跌0.02%。市場關注阿里巴巴管理層對公司各業務(電商、本地生活及雲業務)前景營運、毛利率指引、以及會否進一步「加碼」回購股份。
下表列出21間券商對阿里巴巴(09988.HK) 投資評級及目標價:
券商│投資評級│目標價(港元)
富瑞│買入│214元
中國銀河國際│收集│176元
法巴│買入│171元
招商證券國際│增持│156元
花旗│買入│155元
大和│買入│152元
大華繼顯│買入│150元
建銀國際│買入│147.9元
星展│買入│152元->147元
瑞信│跑贏大市│147元
第一上海│買入│146元
中信証券│買入│142元
中銀國際│買入│139元
美銀證券│買入│139元
工銀國際│跑贏大市│137元
中金│跑贏行業│137元
匯豐環球研究│買入│137元
廣發証券│買入│135.81元
摩根大通│增持│135元
高盛│買入│130元
國泰君安│收集│109.58元
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