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《大行報告》美銀證券上調阿里(09988.HK)目標價至134元 評級「買入」
美銀證券發表研究報告,預測阿里巴巴(09988.HK)(BABA.US)2024財年首季總收入將按年增長10%至2,260億元人民幣,按季比較增長9%,主要來自於中國商業零售行業復甦所推動。 考慮到去年基數較低、以及今年4月至6月銷售表現向好,美銀現時預測阿里中國電商平台客戶管理收入(CMR)將增長8%至780億人民幣;同時海外業務快速擴張及疫情後線下服務需求回升,將帶動國際商務業務、菜鳥物流及本地消費服務收入增長加快至30%、26%及26%。 美銀預測阿里首財季經調整EBITA將按年增長15%至400億元人民幣,相應將2024至2025財年收入預測上調1%至2%,經調整盈利預測則上調17%至21%,目標價由129元升至134元,重申「買入」評級。 對於螞蟻集團被罰款逾71億元人民幣,該行認為預視著當局對互聯網平台金融服務的監管行業即接近完成,螞蟻正朝著IPO邁進,但估計上市可能需時數年。
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