《大行報告》阿里巴巴(09988.HK)投資評級及目標價(表)
阿里巴巴-SW(09988.HK)將於下週四(18日)公佈截至今年3月底止全年度(2023財年)業績,受新冠疫情及今年初復甦不及預期影響,本網綜合10間券商預測,阿里巴巴截至今年3月底止2023財年的非公認會計準則淨利潤料介乎1,312.8億至1,391.17億元人民幣,較2022財年1,363.88億元人民幣,按年下跌3.7%至上升2%;中位數爲1,357.61億元人民幣,按年跌0.5%。
綜合6間券商預測,阿里巴巴2023財年淨利潤料介乎470.99億至573.23億元人民幣,按年升0.04%至21.8%;中位數526.22億元人民幣,按年升11.8%。投資者關注阿里巴巴管理層給予行業復甦、分享同業競爭情況及最新營運策略指引,就集團3月底公佈大型重組後未來分拆業務及提升股東回報的指引。
下表列出16間券商對阿里巴巴(09988.HK)評級及目標價:
券商│投資評級│目標價
富瑞│買入│214元
星展│買入│167元
招商證券國際│買入│153元
德銀│買入│152元
大華繼顯│買入│151元
花旗│買入│150元
瑞信│跑贏大市│147元
中信證券│買入│142元
廣發證券│買入│141.07元
匯豐環球研究│買入│139元
中金│跑贏行業│137元
摩根大通│增持│135元
高盛│買入(「確信買入」名單)│133元
農銀國際│買入│130元
瑞銀│買入│128元
第一上海│買入│116元
下表列出22間券商對其阿里巴巴(BABA.US)評級及目標價:
券商│投資評級│目標價
富瑞│買入│220美元
法國巴黎銀行│買入│177美元
星展│買入│172美元
里昂│買入│158美元
海通國際│優於大市│157美元
招商證券國際│買入│157美元
花旗│買入│154美元
招銀國際│買入│154美元
瑞信│跑贏大市│152美元
摩根士丹利│增持│150美元
中信證券│買入│146美元
大華繼顯│買入│146美元
巴克萊│增持│144美元
廣發證券│買入│143.77美元
匯豐環球研究│買入│143美元
摩根大通│增持│140美元
中金│跑贏行業│140美元
野村│買入│138美元
高盛(「確信買入」名單)│買入│136美元
農銀國際│買入│132美元
瑞銀│買入│130美元
第一上海│買入│118美元
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