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《大行報告》大華繼顯下調阿里-SW(09988.HK)目標價至127元 評級「買入」
大華發表評級報告指,由於受到封城防疫措施持續的干預,阿里-SW(09988.HK)預料顧客消費意欲的復甦速度遜於預期,該行表示,基於週期性封鎖對2023財年次季業績造成影響,故對阿里巴巴保持謹慎樂觀的看法;鑑於「雙11」預售氣氛令人鼓舞,料集團仍可提供具吸引力的風險回報機會。 該行表示,對集團在2023財年次季收入預測稍微下調3%,料全年增長預測放緩至6%,以反映近期能見度仍然是不明朗,同時亦將全年純利預測下調1%,意味著非公認會計準則淨利潤率為16%。 該行將其目標價由129元下調至127元,維持其評級「買入」。
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