666

摩通:维持阿里(9988.HK)“增持”评级 目标价260港元

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。
摩通:维持阿里(9988.HK)“增持”评级 目标价260港元

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.

Report

Comment

  • Top
  • Latest
empty
No comments yet