《大行報告》花旗:阿裏(09988.HK)上財季非公認會計準則純利遜預期8% 令市場失望
花旗發表報告表示,阿裏巴巴(09988.HK)(BABA.US)昨公佈第二財季業績,期內收入2,007億人民幣按年升29%,低於該行及市場原預期各2.2%及3.2%,在內地零售收入按年升33%至1,268億人民幣,低於該行原預期1.6%。
該行指,阿裏巴巴第二財季非公認會計準則淨利潤按年下跌38%至305億元人民幣,低於該行及市場原預期各15.7%及8%,主要是收入放緩及毛利率表現低於預期。
花旗表示,不意外地阿裏下調對2022財年收入增長指引至按年升20%至23%,相當於8,607億至8,823億人民幣,對比此前指引爲9,300億人民幣,低於市場及該行原預期各9,103億及9,018億人民幣。
該行指出,大部份投資者早已預期阿裏季度業績放慢及會下調全年度收入指引,但非公認會計準則淨利潤仍遜預期8%,料將會令市場失望。而該行維持對阿裏巴巴美股「買入」投資評級及目標價240美元。
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