Photoniz
2021-11-29
Not a good news… but still leaving value on table
Goldman Sachs Removes Alibaba From Conviction List; Still Keeps 'Buy' With 61% Upside<blockquote>高盛将阿里巴巴-SW从定罪名单中删除；仍维持“买入”，上涨空间为 61%</blockquote>
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Still Keeps 'Buy' With 61% Upside<blockquote>高盛将阿里巴巴-SW从定罪名单中删除；仍维持“买入”，上涨空间为 61%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162995780","media":"Benzinga Earnings","summary":"Goldman Sachs analyst Piyush Mubayi is removing Alibaba Group Holding Ltd from his firm's Conviction","content":"<p><b>Goldman Sachs</b> analyst Piyush Mubayi is removing <b>Alibaba Group Holding Ltd</b> from his firm's Conviction List but keeping a Buy rating on the shares with a price target of $215, down from $252, implying a 61.2% upside.</p><p><blockquote><b>高盛</b>分析师 Piyush Mubayi 正在删除<b>阿里巴巴-SW集团控股有限公司</b>从他的公司的定罪名单来看，但维持该股的买入评级，目标价为 215 美元，低于 252 美元，这意味着上涨空间为 61.2%。</blockquote></p><p> <ul> <li>Alibaba has been increasing its investments on both defensive-offensive strategies amid slowing retail spending and budding competition to acquire new users, build multiple traffic sources, and in the shorter term, raise merchant subsidies to retain merchants.</li> <li>Mubayi expects revenue growth to decelerate to 13%/16% in Q3/Q4.</li> <li>The analyst also expects the aggressive buybacks to continue and the investment portfolio to be revisited.</li> <li>Mubayi believes the negatives have been priced.</li> <li>Mubayi is constructive on Alibaba on its extreme valuation.</li> <li><b>Price Action:</b> BABA shares traded higher by 0.16% at $133.57 in the premarket session on the last check Monday.</li> </ul></p><p><blockquote><ul><li>在零售支出放缓和新出现的竞争中，阿里巴巴-SW一直在增加对防守和进攻战略的投资，以获取新用户，建立多个流量来源，并在短期内提高商户补贴以留住商户。</li><li>Mubayi预计第三季度/第四季度收入增长将放缓至13%/16%。</li><li>该分析师还预计，积极的回购将继续，投资组合将被重新审视。</li><li>穆巴伊认为负面影响已经被定价。</li><li>木巴伊对阿里巴巴-SW的极端估值持建设性态度。</li><li><b>价格行为：</b>周一最后一次检查时，阿里巴巴股价在盘前交易时段上涨 0.16%，至 133.57 美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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