《大行報告》瑞銀下調阿里-SW(09988.HK)目標價至128元 評級「買入」
瑞銀發表報告指,對阿里-SW(09988.HK)重組更趨樂觀,並相信管理層願意透過放棄控制權和分拆六大業務等,較內地同業走得更前。
該行將阿里今年3月底止末財季收入預測下調0.8%至2,098億元人民幣(下同),並將其客戶管理收入(CMR)預測稍微上調0.5%至609億元,但下調內地商務其他和國際商務收入預測。
至於截至明年3月底止2024財年,瑞銀將阿里收入預測下調1%至9,861億元,客戶管理收入預測則料3,171億元,意味按年升9%。
瑞銀將阿里2024財年息稅後淨利潤預測輕微下調2.1%至1,655億元,意味按年升14.5%,同時將其H股目標價降至128港元,維持「買入」評級。
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