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《大行報告》野村:阿里(BABA.US)首財季業績料勝市場預期 重申「買入」評級
野村發表報告指,阿里巴巴(BABA.US)受惠於淘寶及天貓GMV共增長7%,預計其於2024財年首財季(截至2023年6月底止季度)旗下中國的電商收入將按年增長8%,屬過去六個季度以來首次出現正增長,該行重申集團的「買入」評級,目標價136美元。 該行料阿里巴巴首財季業績的預測勝於市場預期。集團受到中國零售商業客戶管理(CMR)改善帶動,預計其中國業務的EBITA將按年增長7.7%,達470億元人民幣,EBITA利潤率或增60個基點至31%。 不過該行認為,集團的EBITA利潤或無法持續擴張,因為其較熱衷於繼續投資,又預計綜合收入將增10%,達到2,250億元人民幣,綜合EBITA為390億元人民幣。
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