JPMorgan: Maintain Ali (9988. HK) "overweight" rating with a target price of HK $260

格隆汇2021-08-04

JPMorgan released a research report stating that Alibaba (9988. HK) entered a major investment cycle in the first fiscal quarter. Although the scale is smaller than Taobao, many e-commerce applications have shown good growth. In terms of strategy, the bank believes that the company will shift from a single platform for mid-to-high-end customers to multiple applications to expand its customer base. The bank believes that investors will use user indicators as the basis for valuation in the future, because they understand the investment strategy for 2022 and the impact on profitability; Low visibility of the 2023 earnings outlook; User metrics become the best indicator of return on investment. Platform user metrics are expected to be a catalyst in the coming quarters...

Web link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

与自己和解
2021-08-05
与自己和解
666

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2156177812?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/d332b67478d1764541708340cabd20a8","is_english":false,"pubTime":"2021-08-04 16:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2156177812","market":"hk","top_or_hot":-1,"title":"JPMorgan: Maintain Ali (9988. HK) \"overweight\" rating with a target price of HK $260","media":"格隆汇","content":"<p><div>JPMorgan released a research report stating that Alibaba (9988. HK) entered a major investment cycle in the first fiscal quarter. Although the scale is smaller than Taobao, many e-commerce applications have shown good growth. In terms of strategy, the bank believes that the company will shift from a single platform for mid-to-high-end customers to multiple applications to expand its customer base. The bank believes that investors will use user indicators as the basis for valuation in the future, because they understand the investment strategy for 2022 and the impact on profitability; Low visibility of the 2023 earnings outlook; User metrics become the best indicator of return on investment. Platform user metrics are expected to be a catalyst in the coming quarters...</p><p><a href=\"https://www.gelonghui.com/p/479103\">Web link</a></div></p>","source":"stock_gelonghui","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan: Maintain Ali (9988. HK) \"overweight\" rating with a target price of HK $260</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan: Maintain Ali (9988. HK) \"overweight\" rating with a target price of HK $260\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-08-04 16:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>JPMorgan released a research report stating that Alibaba (9988. HK) entered a major investment cycle in the first fiscal quarter. Although the scale is smaller than Taobao, many e-commerce applications have shown good growth. In terms of strategy, the bank believes that the company will shift from a single platform for mid-to-high-end customers to multiple applications to expand its customer base. The bank believes that investors will use user indicators as the basis for valuation in the future, because they understand the investment strategy for 2022 and the impact on profitability; Low visibility of the 2023 earnings outlook; User metrics become the best indicator of return on investment. Platform user metrics are expected to be a catalyst in the coming quarters...</p><p><a href=\"https://www.gelonghui.com/p/479103\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/479103\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"09988","symbol_name":"阿里巴巴-SW","start_time":0,"source_url":"https://www.gelonghui.com/p/479103","article_id":"2156177812","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/d332b67478d1764541708340cabd20a8"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2156177812","pubTimestamp":1628064973,"sourceInfo":{"source_id":"stock_gelonghui","name":"格隆汇"},"weMediaInfo":null,"summary":"摩通发表研究报告指，阿里巴巴(9988.HK)首财季进入重大的投资周期，虽然规模较淘宝小，但多个电商应用呈现良好增长。在策略上 ，该行相信公司将由单一、针对中高端客户平台，转至多个应用程式，以扩阔客户群。该行相信未来投资者会以用户指标作为估值基础，因明白了2022年度的投资策略和对盈利的影响；对2023年度的盈利展望可见性较低；用户指标成为投资回报最好的指示。预期平台用户指标将成为未来数季的催化剂，维持“增持”评级，目标价由295港元降至260港元。","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"09988":"阿里巴巴-SW"},"translate_title":"Morton: Maintain Ali (9988. HK) \"overweight\" rating target price of HK $260","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09988":0.9},"content_text":"摩通发表研究报告指，阿里巴巴(9988.HK)首财季进入重大的投资周期，虽然规模较淘宝小，但多个电商应用呈现良好增长。在策略上 ，该行相信公司将由单一、针对中高端客户平台，转至多个应用程式，以扩阔客户群。该行相信未来投资者会以用户指标作为估值基础，因明白了2022年度的投资策略和对盈利的影响；对2023年度的盈利展望可见性较低；用户指标成为投资回报最好的指示。预期平台用户指标将成为未来数季的催化剂，维持“增持”评级，目标价由295港元降至260港元。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":890268193,"gmtCreate":1628120502012,"gmtModify":1703501453178,"author":{"id":"3549099455466846","authorId":"3549099455466846","name":"与自己和解","avatar":"https://static.tigerbbs.com/dc94b779311c444d6382902da3f10969","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890268193","repostId":2156177812,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2156177812"}