《大行報告》高盛下調阿里巴巴(09988.HK)目標價至321元 維持在確信買入名單
高盛發表報告表示,阿里巴巴(09988.HK)去年度商品交易額達1.2萬億美元,內地及海外年度活躍消費者分別為8.91億及2.4億個。除了監管問題外,管理層致力於將其增加之利潤投資到核心戰略領域,例如用戶獲取/參與、商戶支持、供應鏈能力及技術創新等方面。
該行又指,基於上述因素,將阿里2022年度非公認會計準則經營溢利預測下調636億元人民幣,至1,544億元人民幣,相信公司中國零售市場年度活躍消費者於本財年將達到10億個的目標。
高盛下調其2022至2023財年收入預測各1%,非公認會計準則純利各下調24%,目標價由340元降至321元,維持在確信買入名單。
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