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交銀國際:阿里(9988.HK)第三財季業績符合預期 維持買入評級
格隆匯 02-03 13:27

交銀國際發表研究報吿指,阿里巴巴(9988.HK)第三財季業績符合預期,總收入達2210億元人民幣,分別按年及按季升37%及43%,較該行預期的高3.3%;Non-GAAP每股收益分別按年及按季增長21%及23%至22.03元人民幣,較該行預期的高6%。該行相信,阿里仍處於龍頭位置,而投資新業務或會進一步加強其地位,故維持買入評級,目標價347港元,予公司美股目標價361美元。

該行預期,阿里第四財季收入將按年升61%至1842億元人民幣,其中核心商業收入增長41%、新零售及雲計算收入則分別增1.25倍及57%;經調整後EBITA料按年增長57%,並將2021及22財年每股收益分別調整至升2%及跌1%,以反映22財年開支增加的預期。

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