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. Strategically, the bank believes that the company will move from a single, mid-to-high-end customer platform to multiple applications to broaden 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 in 2022 and the impact on profits; Low visibility on the earnings outlook for 2023; User metrics become the indicator of the best return on investment. Platform user metrics are expected to be a catalyst for seasons ahead...

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2021-08-05
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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. Strategically, the bank believes that the company will move from a single, mid-to-high-end customer platform to multiple applications to broaden 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 in 2022 and the impact on profits; Low visibility on the earnings outlook for 2023; User metrics become the indicator of the best return on investment. 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