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.
大行評級丨傑富瑞:阿里巴巴或迎來更多催化劑,有望9月納入港股通
傑富瑞發表報吿,維持阿里巴巴(9988.HK)“買入”評級及112港元目標價不變,認為雖然宏觀存在不確定性,但公司仍可迎來更多催化鏟。報吿指,近期行業趨勢顯示一些數字比低價更重要,阿里巴巴專注用户體驗,一些新措施包括流量配置及免費退款;另外服務收費包括天貓固定年費豁免亦吸引注意。另外,該行之前報吿指出,淘寶天貓的0.6%的軟件服務收費對客户管理收入(CMR)影響屬正面。傑富瑞又指,預期阿里巴巴8月24日完成雙重主要上市後,9月24日有潛在納入“港股通”機會,料對股價反映正面。另方面,公司上半財年已回購106億美元股份,仍有餘下261億美元回購額度,意味仍有相當比重要投入。該行維持阿里巴巴(BABA.US)美股“買入”評級,目標價116美元。
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