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阿里巴巴(09988.HK)續升3%挑戰50天線 獲大和看好維持目標價260元
阿思達克 04-14 14:49
阿里巴巴(09988.HK)獲大和視為首選股之一及重申「買入」評級看260元,該股今天長假後重開延續假前升勢挑戰50天線(197.6元),最高見198元,現造197.5元,續升3%,成交增至1,438萬股,涉資28.2億元。

大和表示,阿里巴巴可以從中國逐步取消旅行限制和經濟活動復甦中受益,料旗下電子商務業務EBITDA的利潤率將會擴大,從而帶動阿里末季收入同比增長17%,該行又將阿里2020年財年調整後利潤預測上調4%。受惠於核心業務增長,預計阿里股價可能有很大上升潛力。

另外,野村指,儘管新冠肺炎疫情帶來一定負面影響,之前隨著疫情於中國達到高峰,拖累阿里電商銷售於2月可能銳減,但自3月以來情況一直在穩步好轉,故預計阿里巴巴截至3月止末季業績有望達到市場平均預期,主要受惠於網購活動增強,預計阿里末季收入同比增長15%至1,073.1億人民幣,期內非通用公認會計準則之EBITDA可能按年降14%至165億元人民幣,主因是市場波動導致其投資公允值損失所致。

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