You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
標普料阿里巴巴(09988.HK)2023財年總收入增速維持約8%
標普全球評級表示,阿里巴巴(09988.HK)的現金流正逐步改善,主因國內消費支出回升,以及公司繼續加強成本控制,預料9月收入開始回升,會使2023財年的總收入增速維持在約8%。 標普預計,未來兩年或更長時間內,阿里巴巴的增速將溫和,短視頻提供商帶來的競爭可能加劇,他們正在進軍電商領域,可能反映在阿里巴巴的線上零售成交總額增速不及國內線上總銷售額的增速。 標普預測,阿里巴巴2023財年的經調整息稅與折舊攤銷前利潤率將下降2至4個百分點至14%至16%,未來幾個季度毛利率較低的業務(例如淘特和淘菜菜)將繼續增長,而毛利率更高的天貓和淘寶業務將放緩,或甚至下降,但經調整息稅與折舊攤銷前利潤率的下降速度可能小於2022年三月底財年的7個百分點降幅,利潤率預計約18%。 標普認為,阿里巴巴2023財年的經營性現金流可能保持穩定或略有改善,從2022財年的1,430億元人民幣(下同)升至約1,500億至1,700億元,可支配現金流能否正向流入還取決於未來12至24個月阿里巴巴的投資支出和股票回購。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account