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阿里(09988.HK)續跌2.5%曾低見190.3元 全年多賺70%料今年營收逾6,500億人幣大行維持看好
阿思達克 05-25 11:42
阿里巴巴-SW(09988.HK)全年多賺70%勝預期兼料本財年收入至少增長27.5%,多間外資行績後維持「買入」、「跑贏大市」或「增持」評級,但該股三連跌,今早隨美國上周五股價曾一舉失守50天及20天線(192.4元及197.9元),低見190.3元喘定,現造193.3元,續跌2.5%,成交2,124萬股,涉資逾41億元。

阿里巴巴上周五收市後公布,截至3月止全年純利按年升70%至1,492.63億元人民幣(下同),高於本網綜合16間券商預測中位數1,474.51億元,每股盈利7.1元,總收入按年升35%至5,097.11億元,主要受惠內地零售商業業務及雲計算強勁收入增長所驅動。期內,非公認會計準則淨利潤按年升42%至1,324.79億元,高於本網綜合13間券商預測範圍上限(1,221.01-1,317.67億元)。此外,集團年內經營利潤按年升60%至914.3億元;經調整EBITDA增長29%至1,576.59億元。全年阿里巴巴數字經濟體商品交易額(GMV)7.05萬億元(1萬億美元)。

單計去年末季,阿里巴巴純利按年倒退88%至31.62億元,主因是上市公司股權證券價格下跌導致投資淨損失所致,總收入按年升22%至1143.14億元;非公認會計準則淨利潤(已排除上述投資損失及收益)按年升11%至222.87億元,增長11%。新冠肺炎疫情影響,季內經營利潤按年降19%至71.31億元;經調整EBITDA按年增長1%至254.4億元。

集團主席兼首席執行官張勇於業績報告中表示,年度收入超越年初指引5,000億元,預計2021財年總收入將會超過6,500億元。

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