《大行報告》阿里巴巴(09988.HK)投資評級及目標價(表)
阿里巴巴-SW(09988.HK)將於下周三(16日)公布2023財年第二財季度(截至今年9月底止季度)業績。內受疫情及經濟增長放緩的壓力下,消費復甦或慢於市場預期,但受惠物流問題不斷改善帶動中國商業增長,本網綜合6間券商預測,阿里巴巴2023財年第二財季非公認會計準則淨利潤料介乎291.91億至337.17億元人民幣,較2022財年第二財季285.24億人民幣,按年上升2.3%至18.2%;中位數308.17億元人民幣,按年增加8%。
綜合6間券商預測,阿里巴巴2023財年第二財季純利料介乎152.37億至243.79億元人民幣,較2022財年第二財季純利53.67億元人民幣,按年上升1.84倍至3.54倍;中位數210.88億元人民幣,按年增加2.93倍。市場關注管阿里管理層對營運業務的最新指引、「雙11」電商節形勢對銷售的提振作用等,並關注國際商業業務及雲業務發展。
下表列出17間券商對阿里巴巴(09988.HK)評級及目標價:
券商│投資評級│目標價
富瑞│買入│212元
美銀證券│買入│153元
瑞信│跑贏大市│147元
花旗│買入│141元
中信証券│買入│141元
招商證券國際│增持│140元
安信證券│買入│139元
瑞銀│買入│137元
中金│跑贏行業│137元
建銀國際│跑贏大市│135.5元
高盛│買入│134元
摩根大通│增持│130元
中銀國際│買入│128元
大和│買入│127元
元大證券│買入│123.5元
工銀國際│跑贏大市│111.3元
國泰君安│增持│109.58元
下表列出23間券商對其阿里巴巴(BABA.US)評級及目標價:
券商│投資評級│目標價
富瑞│買入│218美元
法國巴黎銀行│買入│179美元
巴克萊│增持│161美元
華泰證券│買入│159.9美元
里昂│買入│158美元
美銀證券│買入│156美元
瑞信│跑贏大市│152美元
華興資本│買入│150美元
花旗│買入│146美元
安信證券│買入│143美元
招商證券國際│增持│142美元
中信証券│買入│141美元
瑞銀│買入│140美元
中金│跑贏行業│140美元
建銀國際│跑贏大市│139美元
高盛│買入│137美元
海通國際│跑贏大市│136美元
摩根大通│增持│135美元
匯豐環球研究│買入│132美元
中銀國際│買入│131美元
野村│買入│115美元
工銀國際│跑贏大市│113.4美元
摩根士丹利│增持│90美元
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