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《大行報告》花旗上調阿里(09988.HK)目標價至145元 料首財季非通用會計準測淨利潤373億人民幣
花旗發表研究報告,指出雖然現時中國的消費者信心整體復甦步伐仍然緩慢,但由於政策比較寬鬆,加上年中「618」促銷活動表現較預期好,現時預期阿里巴巴(09988.HK)淘寶及天貓截至6月底止首財季GMV增長將超出預期,預測增幅達到7.3%。 展望2024財年,花旗預期阿里將進一步加大對核心業務中國零售商業客戶管理(CMR)的技術創新和提升用戶參與度的投資,同時嚴格的成本管理及對於其他新業務投資進一步縮減,亦將支持集團發展。該行預期,集團首財季非通用會計準測淨利潤373億元人民幣,收入按年增9.6%至2,250億元人民幣。 花旗將阿里首財季收入預測上調1.7%,非通用會計準則下純利預測則上調21%,以反映「618」表現向好及新業務投資減少;2024至2025財年收入預測分別上調2.2%、2.7%,非通用會計準則下純利預測則上調13.3%、18.4%。 考慮到估值水平不高及集團擬分階段分拆各項業務上市,花旗將目標價由140元上調至145元,並維持「買入」評級。
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