《大行报告》高盛:阿里巴巴(09988.HK)首财季业绩胜预期 重申「确信买入」名单
高盛发表报告表示,阿里巴巴(09988.HK)昨晚公布2021财年首财季业绩优于预期,期内收入1,538亿人民币按年升34%,各高于该行及市场预期各3%及4%,非通用会计准则每股摊薄盈利为14.82元人民币,分别高于该行及市场预期各3%及9%。
该行指,阿里巴巴首财季在内地零售市场的活跃用户,按季增加1,600万户至7.42亿户(按年升10%),截至今年6月公司旗下移动活跃用户按年升16%至8.74亿户,持续在边远地区吸纳新用户,而旗下淘宝特价版亦录快速增长。天猫实物商品商品交易总额(GMV)按年升27%,对比2020财年第四财季增长10%,快速消费品及消费类电子产品持续增长强劲。该行指阿里巴巴首财季旗下天猫核心商品交易总额增长快於新冠疫情前水平。
高盛表示,重申对阿里巴巴「买入」评级(「确信买入」名单),及12个月目标价268港元。
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