《大行報告》阿里(09988.HK)管理層變動 瑞銀:策略不變 對治理正面
瑞銀發表研究報告指,阿里巴巴(09988.HK)公布,張勇將於9月10日起退任公司主席及首席執行官職務,全心投入阿里雲,其空缺分別由集團執行副主席蔡崇信及淘天集團董事長吳泳銘接替。 該行認為,這個消息不會改變淘寶戰略或資本回報計劃。該行預計,阿里未來幾年在淘寶及天貓的利潤率或會持平,而不會下降,而將來其他業務的整體虧損亦應該會收窄。
該行表示,集團分拆主席和首席執行官角色是要改善治理,這亦是投資者過去所要求的。截至目前,集團旗下六大業務集團,有三個已經分拆了主席和首席執行官的職位。
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