《大行報告》德銀輕微下調阿里(BABA.US)2024/25財年收入及經調整淨利潤預測 評級維持「買入」
德銀早前發表報告指,阿里(BABA.US)首季收入符合市場預期,經調整純利較市場預期高11%。管理層表示,內地核心電商成交金額在3月和4月錄得按年正增長。在歐洲和東盟市場強勁表現的推動下,國際商務業務在3月份進一步加速,而雲計算則仍然面臨壓力,因為雲內容分發網路需求在重新開放後回復正常。
阿里宣布了一系列針對其雲智能、國際電子商務、盒馬及菜鳥集團的集資和IPO計劃。德銀對這些發展持建設性態度,認為可助釋放股東價值。
德銀輕微下調阿里2024和2025財年收入預測2%,經調整淨利潤預測分別降低2%和1%。維持目標價155美元和「買入」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.