《大行报告》中金引述阿里(09988.HK)管理层指电商业务正逐步复苏 但供应端仍需时间
中金发表报告表示,该行於2月26日至27日与阿里巴巴(09988.HK)管理层进行非交易路演,投资者最关注内地疫情对阿里巴巴业务的影响,阿里巴巴管理层称旗下核心电子商务业务已逐步复苏,在2月17日至23日日间淘宝日活跃用户(DAU)已升至2.39亿(对比一个月前为2.06亿),但无论如何从供应端而言,阿里相信仍需时间才可达到正常化,特别是物流部份(据国家邮政局数据,内地快递行业复工率逾60%)。该行指,总体而言阿里巴巴主要业务线正逐步复苏,但仍存不明朗因素,公司管理层亦未有给予明确复苏的时间。中金表示,维持对在美上市的阿里巴巴「跑赢行业」投资评级,予目标价254美元(但无给予本港上市的投资评级及目标价)。
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