《大行報告》匯豐研究下調阿里(BABA.US)目標價至138美元 評級「買入」
匯豐環球研究表報告指,阿里巴巴(BABA.US)2月中旬的GMV增長轉正,隨著物流不再中斷,其與CMR的差距縮小,料這個勢頭有望延續到3月。另外,集團亦通過提升用戶體驗和價值創造來捍衛自身競爭力。
該行將阿里巴巴2024及2025財年的盈測降低4%,維持「買入」評級,惟將目標價由140美元下調至138美元。
該行表示,阿里巴巴季度收入為2,480億元人民幣,符合該行及市場預期。該行預計,下季集團的CMR將按年下降5%,整體EBITA將達到200億元人民幣,按年增長29%。
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