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《藍籌業績》*阿里巴巴-SW(09988.HK)第二財季非公認會計準則淨利潤增長18.6%至338.2億人民幣 優於預期
阿里巴巴-SW(09988.HK)公布截至9月底止2023財年第二季業績,由盈轉虧錄得淨虧損205.61億元人民幣(下同),對比去年同期錄淨利潤53.67億元。 阿里解釋,期內錄得由盈轉虧,主要由於所持有的上市公司股權投資市場價格下降,導致淨虧損增加及權益法核算的投資損益下降,當中部分被經調整EBITA增長所抵銷。 以非公認會計準則計算,第二財季淨利潤為338.2億元,按年增長18.6%,略高於本網綜合6間券商預測非公認會計準則淨利潤介乎291.91億至337.17億元的上限區間。 攤薄每股美國存託股虧損為7.77元(1.09美元),攤薄每股虧損為0.97元。非公認會計準則攤薄每股美國存託股收益為12.92元(1.82美元),非公認會計準則攤薄每股收益為1.61元。 第二財季收入為2,071.76億元,按年升3.2%。期內經營利潤達251.37億元,按年升68%,主要受經調整EBITA增加和股權激勵費用下降所帶動。經調整EBITA則按年增長29%至361.64億元。 截至9月底止季度旗下淘寶和天貓的線上實物商品GMV(剔除未支付訂單)錄得按年低單位數跌幅,主要由於消費需求減少、新冠疫情反覆和競爭持續所影響,但GMV跌幅較首財季已有所收窄。阿里表示,越來越多工廠在淘寶和淘特上直接向消費者(M2C)銷售,令M2C商品產生支付GMV按年增長超過60%。 2022年9月30日,集團的現金及現金等價物、短期投資和其他理財投資金額為4,848.77億元。自由現金流為357.09億元,相較2021年同期的222.39億元增加61%。 阿里(BABA.US)盤前跌2.4%,報76.27美元。
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