《大行報告》摩通料阿里(09988.HK)上季收入增2% 經調整EBITA升48%至235億人民幣
摩根大通發表報告指,阿里巴巴-SW(09988.HK)自宣布組織重組以來,股價累升19%。該行認為,該公告成為投資界重新審視集團目標價及估值的催化劑。因此,其股價驅動因素將轉向盈利修正和子公司集團和公司的市值調整事件。
該行評估阿里巴巴股價驅動因素後,認為當前股價具有令人吸引的上行空間,因為隨著投資者重新審視估值,多重評級的空間明顯高於盈利可令人驚喜,而最近有關物流子公司菜鳥香港IPO的消息表明,這些按市值計價的事件的發展或比投資者預期的更快。
摩根大通表示,進入今年3月的財季,集團收入可能略低於投資者預期,但盈利可能會出乎市場意料,又預計管理層會對今年6月的收入前景發表積極評論,這或會在更精簡的成本結構的支持下引發積極的盈利修正。
該行預計,集團2023財年第四財季(截至今年3月底止季度)總收入將按年增長2%至2,080億元人民幣;經調整EBITA增48%至235億元人民幣;每股盈測為9.6元人民幣,按年增19%。
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.