You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛:阿里-SW(09988.HK)重新燃點電商及雲服務成長 並追求穩定利潤及股東回報
高盛發表研究報告表示,近日阿里巴巴-SW(09988.HK)管理層在投資者活動上重申,集團未來發展重點是投入以提升市場份額及資本管理,再次強調將投資於電商及雲服務兩大核心業務的增長,並著重於提升股東回報及穩定利潤。 該行預期,零售商業客戶管理(CMR)業務增長將推動動態廣告的應用,預期集團會加強提升用戶體驗及差異化服務,力爭淘寶天貓集團盈利能力保持穩定,同時提升用戶留存率及購買頻率。 高盛現時預測阿里巴巴2025至2026財年GMV將按年增長2%,淘天集團EBITA預測按年跌4%及3%,評級「買入」,目標價為102元,認為其估值具有吸引力。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account