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阿里巴巴(09988.HK)曾急彈14%交投活躍 上季收入勝預期獲摩通重申「增持」評級
恆指今早在科指及工商分類指數升幅曾擴至4.9%及4.8%帶動,最多急漲663點高見20,779,現報20,658,回升542點或2.7%,成交額已達569億元。 阿里巴巴(09988.HK)(BABA.US)全年及末季業績曝光後,摩通指,阿里上季收入略超市場及該行預期,經調整每股盈利更分別較該行及市場預期高出13%及12%,並認為成本節約及利潤率前景將成為阿里未來幾季更重要的股價驅動因素,故重申阿里「增持」評級及目標價130港元。該股終止四連跌,今早跟隨昨晚ADR(急漲近15%收94.48美元)重越10天20天線(85.95元及88.4元),最多急彈14%高見92.4元,現報91.1元,急彈逾12%,為最強藍籌,成交達5,238萬股(已超過昨天全日成交量),涉資47.47億元。 阿里巴巴昨天收市後公布,截至3月止全年歸屬於普通股股東淨利潤按年減少59%至619.6億元人民幣(下同),少於市場預期中位數797.15億元;期內總營收按年升19%至8,530.62億元。單計末季歸屬於普通股股東虧損按年擴大近2倍至162.41億元,收入按年升9%至2,040.52億元,超出市場預期。 若按非公認會計準則計算,阿里全年淨利潤按年下降21%至1,363.88億元,高於市場預期中位數1,336.68億元。單計末季淨利潤按年減少24%至約198億元,高於市場預期中位數170.25億元。此外,阿里季績披露,螞蟻集團首次向股東派息,令公司錄得39.45億人民幣股息收入。
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