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《大行報告》高盛升亞馬遜(AMZN.US)目標價至220美元 重申「買入」 評級
阿思達克 02-05 10:00
高盛發表研究報告指,亞馬遜(AMZN.US)上季業績全面好於預期,這是受到其北美電子商務業務的穩健收入趨勢和利潤率上升軌跡以及AWS收入增長所推動。該行預計投資者將繼續關注AWS收入增長的節奏及零售業務的任何宏觀或競爭變化,但相信隨著踏入今年,這兩方面均有滿意的成績。 該行重申,亞馬遜將把穩健的收入與不斷擴大的利潤率結合,認為公司正在未來的表現中處於有利位置,因為電子商務利潤率繼續沿著近年來創造的逆風擴大的軌跡,並且持續受惠於電子商務的利潤率。該行認為,集團在電子商務、數位廣告、媒體消費、雲端計算等方面都處於領先地位,重申其「買入」評級,目標價由200美元上調至220美元。 該行預計集團首季收入為1,421.5億美元(原預期為1,406.1億美元);通用會計準則下,EBIT達119.7億美元,每股盈利為0.89美元。而全年收入預測上調了1%至6,351.4億美元;通用會計準則下,EBIT為574.3億美元,每股盈利為4.34美元。
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