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《大行》花旗:阿里(BABA.US)確立即時配送和旅遊服務爲核心業務 維持「買入」評級
花旗發表研究報告指,阿里巴巴(09988.HK)(BABA.US)近日公佈淘寶閃購500億元人民幣補貼計劃,補貼預料會在12個月內向消費者與商家發放,目前尚未提供措施細節,但相信實際對集團的財務影響會低於補貼總額。 花旗認爲,集團提供大規模補貼,反映出管理層對淘寶閃購業務推出兩個月訂單量達到6,000萬的初步成效感到滿意,指出通過將餓了麼與飛豬併入中國零售業務,阿里已確立了即時配送與旅遊服務作爲核心電商業務發展的重要性。 該行維持對阿里的「買入」評級,預期淘寶核心用戶與即時零售之間存在交叉銷售效益,目標價169美元。
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