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《大行報告》阿里巴巴(09988.HK)投資評級及目標價(表)
阿思達克 05-05 15:03
阿里巴巴(09988.HK.HK)(BABA.US)將於下周四(13日)公布截至今年3月底止全年度業績,市場預期阿里因增加核心平台、社區團體及本地生活服務等投入,令利潤率受壓,本網綜合16間券商預測,阿里巴巴截至今年3月底止全年度非公認會計準則淨利潤料介乎1,587.41億至1,949.94億元人民幣,較2020年同期1,324.79億元人民幣,按年上升19.8%至47.2%;中位數1,746.51億元人民幣,按年上升31.8%。

綜合19間券商預測,阿里巴巴截至今年3月底止全年度純利(歸屬於普通股股東的淨利潤)料介乎1,374.24億至1,848.7億元人民幣,較2020年同期1,492.63億元人民幣,按年下跌7.9%至上升23.9%;中位數1,634.02億元人民幣,按年增加9.5%。

就內地政府4月中因公司平台「二選一」行為處以182億人民幣罰款,市場關注罰款對公司上財季淨利潤有一定影響,並會等待集團給予各業務的調整策略及步伐、未來下沉市場電商、社區團業務拓展指引等。

本網綜合19間券商列出對阿里巴巴港股的投資評級及目標價:

券商│投資評級│目標價(港元)

麥格理│跑贏大市│359元

星展│買入│348元

中國銀河國際│增持│341元

高盛│買入(「確信買入」名單)│340元

浦銀國際│買入│335元

傑富瑞│買入│328元

第一上海│買入│321.59元

農銀國際│買入│320元

德銀│買入│318元

招商證券國際│買入│317元

國泰君安証券│買入│310元

工銀國際│跑贏大市│309元

中金│跑贏行業│304元

國盛証券│買入│303元

大和│買入│300元

安信証券│買入│299元

元大證券│買入│296元

美銀證券│買入│293元

建銀國際│跑贏大市│286.1元

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綜合29間券商列出對阿里巴巴美股(BABA.US)的投資評級及目標價:

券商│投資評級│目標價

麥格理│跑贏大市│388美元

星展│買入│358美元

交銀國際│買入│358美元

高盛│買入(確信買入名單)│350美元

花旗│買入│338美元

傑富瑞│買入│336美元

瑞信│跑贏大市│334美元

農銀國際│買入│330美元

巴克萊│增持│330美元

第一上海│買入│329.83美元

招商證券國際│買入│327美元

野村│買入│325美元

摩根大通│增持│320美元

里昂│買入│320美元

工銀國際│跑贏大市│318美元

招銀國際│買入│314.2美元

法巴│買入│313美元

中金│跑贏行業│311美元

申萬宏源│買入│311美元

安信証券│買入│307美元

KeyBanc│增持│305美元

華興資本│買入│304美元

美銀證券│買入│301美元

匯豐環球研究│買入│300美元

摩根士丹利│增持│300美元

瑞銀│買入│300美元

中銀國際│買入│297美元

建銀國際│跑贏大市│295美元

海通國際│優於大市│275美元

(fc/w)

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