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富瑞:重申阿里巴巴(9988.HK)買入評級 目標價上調至328港元
格隆匯 04-09 17:06

富瑞發表研究報吿表示,預期阿里巴巴(9988.HK)今年首季收入按年升57%至1790億元人民幣,當中客户管理收入按年升35.5%至615億元人民幣,經調整EBITA則按年升21%至240億元,該行將阿里巴巴目標價由318港元上調至328港元,重申買入評級。

該行又估計,阿里巴巴首季數碼傳媒及娛樂業務收入達73億元,按年升23%,而云計算業務估計按年增長49%至183億元人民幣,至於本地服務及菜鳥則分別達77億元及82億元人民幣。

富瑞認為,阿里巴巴有能力孕育新項目,並令它們錄得盈利,公司投資新業務,包括將淘寶雜貨店及淘寶特價版擴展至低端城市,加上發展其他策略業務如本地服務及東南亞電商Lazada,在網購方面,其豐富的產品選擇及技術提升均是公司的優勢。

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