中金：维持阿里巴巴-SW“跑赢行业”评级，目标价137港元_老虎社区_美港股上老虎

中金：维持阿里巴巴-SW“跑赢行业”评级，目标价137港元

智通财经2022-11-18

中金发布研究报告称，维持阿里巴巴-SW“跑赢行业”评级，下调2023/24财年收入预测2%/3%，并将非通用会计准则归母净利润预测调低2%/5%;将估值切换到FY2024财年，目标价137港元，有75%的上涨空间。公司2QFY23收入同比增长3%至2072亿元，略低于市场预期1%，主要系核心电商(CMR)表现略弱于市场预期;非通用准则归母净利润343亿元，高于市场预期17%，因降本增效超预期。该行...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2284459917?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","is_english":false,"pubTime":"2022-11-18 10:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2284459917","market":"hk","top_or_hot":-1,"title":"中金：维持阿里巴巴-SW“跑赢行业”评级，目标价137港元","media":"智通财经","content":"<div>\n<p>中金发布研究报告称，维持阿里巴巴-SW“跑赢行业”评级，下调2023/24财年收入预测2%/3%，并将非通用会计准则归母净利润预测调低2%/5%;将估值切换到FY2024财年，目标价137港元，有75%的上涨空间。公司2QFY23收入同比增长3%至2072亿元，略低于市场预期1%，主要系核心电商(CMR)表现略弱于市场预期;非通用准则归母净利润343亿元，高于市场预期17%，因降本增效超预期。该行...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/833452.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>中金：维持阿里巴巴-SW“跑赢行业”评级，目标价137港元</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n中金：维持阿里巴巴-SW“跑赢行业”评级，目标价137港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 10:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/833452.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中金发布研究报告称，维持阿里巴巴-SW“跑赢行业”评级，下调2023/24财年收入预测2%/3%，并将非通用会计准则归母净利润预测调低2%/5%;将估值切换到FY2024财年，目标价137港元，有75%的上涨空间。公司2QFY23收入同比增长3%至2072亿元，略低于市场预期1%，主要系核心电商(CMR)表现略弱于市场预期;非通用准则归母净利润343亿元，高于市场预期17%，因降本增效超预期。该行...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/833452.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"09988","symbol_name":"阿里巴巴-W","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/833452.html","article_id":"2284459917","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2284459917","pubTimestamp":1668736816,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，中金发布研究报告称，维持阿里巴巴-SW“跑赢行业”评级，下调2023/24财年收入预测2%/3%，并将非通用会计准则归母净利润预测调低2%/5%;将估值切换到FY2024财年，目标价137港元，有75%的上涨空间。该行预计，阿里巴巴2QFY23经调整EBITA超市场预期主要得益于新业务减亏显著。该行认为降本增效力度和回购计划扩大有利于提振市场信心，未来阿里巴巴有望同比增速：EPS>利润>收入。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"09988":"阿里巴巴-W"},"translate_title":"CICC: Maintain Alibaba-SW's \"outperforming industry\" rating with a target price of HK $137","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4db004507d7885d515d15741d4e730a2","symbols_score_info":{"09988":1},"content_text":"中金发布研究报告称，维持阿里巴巴-SW“跑赢行业”评级，下调2023/24财年收入预测2%/3%，并将非通用会计准则归母净利润预测调低2%/5%;将估值切换到FY2024财年，目标价137港元，有75%的上涨空间。公司2QFY23收入同比增长3%至2072亿元，略低于市场预期1%，主要系核心电商(CMR)表现略弱于市场预期;非通用准则归母净利润343亿元，高于市场预期17%，因降本增效超预期。该行预计，阿里巴巴2QFY23经调整EBITA超市场预期主要得益于新业务减亏显著。淘特、淘菜菜和盒马调整EBITA亏损同比收窄49亿元;饿了么客单价上升、获客效率提升和履约成本优化带动单位经济模型(UE)在上个季度转正后持续改善。另预计3QFY23调整EBITA和去年基本持平，核心电商收入下滑、用户体验提升的投入带来调整EBITA下降被其他业务降本增效所抵消。此外，截止2022年11月16日公司已回购约180亿美元，同时宣布在原250亿美元回购计划基础上额外增加150亿美元回购额度，回购额度扩大至400亿美元。该行认为降本增效力度和回购计划扩大有利于提振市场信心，未来阿里巴巴有望同比增速：EPS>利润>收入。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}