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《大行報告》里昂:阿里(BABA.US)首財季業績遠勝預期 評級「買入」
里昂發表報告指出,阿里巴巴(09988.HK)(BABA.US)今年6月底止首財季業績遠勝預期,總收入按年增長13.9%至2,340億元人民幣,較該行預期高出5%。經調整EBITDA按年增長31.8%至450億元人民幣,亦較預期高15%。 該行認為,阿里業績勝預期主要受惠於淘寶天貓,客戶管理收入(CMR)按年增長10%。憑藉新的服務頻道「AliExpress Choice」,國際數字商業集團收入按年增長41%。只有雲業務相對較疲弱,因為重新開放後內容分發網絡(CDN)需求正常化所致。而阿里利潤大增,主要由於淘寶天貓業務復甦,以及國際、本地服務與數碼媒體業務虧損大幅收窄。該行料有關勢頭將會持續。 此外,截至6月底止季度,阿里根據股份回購計劃下仍有163億美元回購額度。該行將阿里今明兩財年的經調整淨利潤預測各上調19%及7%,維持對其阿里(BABA.US)「買入」評級,目標價158美元。
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