《大行報告》花旗:亞馬遜(AMZN.US)次季業績遠勝預期 第三季指引亦超預期
花旗發表研究報告指出,亞馬遜(AMZN.US)次季業績遠勝預期,期內收入按年增長11%至1,344億美元,較市場預期高出約2%,並超過公司指引上限。經營溢利達77億美元,較指引上限(25億至55億美元)高出約40%,毛利率5.7%。此外,公司大部分主要產品線如AWS、廣告及OI的表現遠超預期。
該行認爲,亞馬遜第三季收入指引介乎1,380億至1,430億美元,較市場預期高出約2%;經營溢利指引介乎55億至85億美元,相對於市場預期爲55億美元。該行予亞馬遜「買入」評級,目標價145美元。
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