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《大行報告》傑富瑞:市場已反映經濟及疫情利淡因素 阿裏巴巴(09988.HK)長線策略穩健
傑富瑞發表報告,認爲市場正在反映宏觀經濟壓力、疫情和非必需消費疲弱的影響,維持對阿裏巴巴(09988.HK)去年12月季度客戶管理收入減速不變的假設,預計阿裏巴巴將支援商家,並在戰略投資方面執行穩健,長期戰略不變。該行對阿裏巴巴H股持「買入」評級,目標價287港元。 傑富瑞估計,阿裏巴巴截至12月底第三財季總收入按年增長10%至2,430億元人民幣(下同),估計國際貿易收入約170億元。該行估計,阿裏巴巴季內經調整後EBITA爲395億元。
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