Tuam Tshoj txoj kev lag luam kev loj hlob tau qeeb zuj zus thiab cov Covid-tsim kev kaw haujlwm tsis ntev los no tau cuam tshuam rau kev loj hlob ntxiv. Tuam Tshoj kev lag luam tshwj xeeb yog xav tau cov txiaj ntsig thiab qhov ntawd yog qhov cuam tshuam Alibaba (BABA).
Lub tuam txhab tau teem sijhawm tshaj tawm F4Q22 cov nyiaj tau los rau hnub Thursday, Tsib Hlis 26, thiab Truist tus kws tshuaj ntsuam xyuas saum toj kawg nkaus Youssef Squali xav tias ib qho kev taw qhia luv luv "yuav ua rau muaj kev sib tw txuas ntxiv hla BABA ntau ntu."
"Thaum tsoomfwv tau tshaj tawm tias tab tom nrhiav kev ntsuas los rov qhib kev lag luam / rov ua kom nrawm dua, tsis muaj kev pom zoo rau cov ntsiab lus / sijhawm thiab muaj peev xwm ua tiav ntawm qhov kev txav no ua rau nws nyuaj rau kwv yees thaum BABA tuaj yeem pom qhov rov pib dua hauv nws txoj kev loj hlob, ” tus kws tshuaj ntsuam 5 lub hnub qub tau piav qhia ntxiv. "Lub sijhawm no, kev tswj hwm tau ua tib zoo tswj hwm cov nuj nqis ST thaum tswj hwm LT qhov tseem ceeb ntawm kev loj hlob."
Zuag qhia tag nrho, tsis muaj qhov hloov pauv rau Squali cov nyiaj tau los kwv yees ntawm 200.7 billion RMB (nce 7% xyoo dhau los) piv rau kev pom zoo ntawm 199 billion RMB. Tab sis thaum lub sijhawm kev loj hlob yog "cov khoom lag luam poob qis," Squali tau txo EBITA kwv yees ntawm "cov nuj nqis siab" uas feem ntau cuam tshuam nrog kev nqis peev hauv cov organic hauv kev pib tshiab.
Cov chaw lag luam organic no suav nrog "Taobao Deals, Taobao Live, video luv luv, Cov Khw Muag Khoom Tshiab, Taobao Cov Khoom Noj thiab Zej Zog Pab Pawg Muag Khoom (CGB), tsom tshwj xeeb hauv cov nroog qis."
Squali tam sim no pom EBITA ntawm 14 billion RMB (qhia txog 7% paj) thaum qhov kev pom zoo tab tom nrhiav rau 15 billion RMB. Squali kuj tseem txo qis nws FY23 EBITA kwv yees - daim duab poob los ntawm yav dhau los 146 billion RMB rau 133 billion RMB.
Cov lej tshiab yog nyob ntawm ntau yam kev xav tau pom thaum lub quarter; NBS cov ntawv tshaj tawm txhua hli tau qhia tias kev loj hlob yuav qeeb - tshwj xeeb tshaj yog thaum lub Peb Hlis thiab Plaub Hlis - thaum txoj cai tsis kam rau siab rau tiv thaiv Covid tau "ua rau muaj kev lag luam hnyav dua" thiab muaj kev cuam tshuam loj rau tib neeg kev txav mus los.
Txhua tus tau hais, Squali khaws qhov Kev Sib Tw ntawm BABA shares txawm hais tias tus nqi lub hom phiaj yog qis dua $ 180 txog $ 132. Cov neeg lag luam tuaj yeem zaum ntawm qhov nce ntawm 51%, yog tias Squali qhov kev kwv yees ua si tawm lub hlis tom ntej. (Saib xyuas Squali cov ntaub ntawv taug qab, nias ntawm no)
Zuag qhia tag nrho, txawm tias Alibaba cov teeb meem, Txoj Kev ua rau muaj kev pom zoo rau Suav lag luam loj heev; cov khoom lag luam boasts ib qho Kev Pom Zoo Kev Pom Zoo raws li qhov kev pom zoo 18 Yuav. Ntxiv mus, ntawm $ 168.79, tus nqi nruab nrab lub hom phiaj ua kom muaj chaw rau ib xyoos nce ntawm ~ 94%. (Saib Alibaba Tshuag forecast ntawm TipRanks)
Txhawm rau nrhiav cov tswv yim zoo rau cov lag luam muag khoom ntawm tus nqi zoo saib, mus saib TipRanks ' Khuv Xim Zoo Dua Yuav, lub tswv yim tshiab nyuam qhuav sib sau ua ke txhua qhov ntawm TipRanks 'kev pom ncaj ncees.
Kev tsis lees paub: Cov lus pom hauv tsab xov xwm no tsuas yog cov ntawm tus kws tshuaj xyuas tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog ib qho tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua kev nqis peev.
Tau qhov twg los: https://finance.yahoo.com/news/alibaba-stock-under-microscope-ahead-200526708.html