J.P. Morgan analyst Alex Yao maintains $Alibaba (BABA.US)$ with a buy rating, and adjusts the target price from $108 to $125.
According to TipRanks data, the analyst has a success rate of 49.0% and a total average return of 5.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Alibaba (BABA.US)$'s main analysts recently are as follows:
Expectations are set for Alibaba to unveil its fiscal Q2 results in the early to mid-November period, with projections indicating a 6% annual increase in total revenue. It's anticipated that the core revenue from Taobao and Tmall will remain relatively unchanged from the previous year. The forecast also suggests a modest 1.8% year-over-year rise in customer management revenue from the China marketplaces, predicated on a mid-single digit percentage growth in gross merchandise value, or GMV, coupled with a slightly reduced blended take rate.
The firm maintains a cautious stance on Alibaba, influenced by subdued consumer spending and ongoing reinvestments that are expected to impact earnings. The anticipation is for the Gross Merchandise Value to rise by 4%-5% year over year, compared to the higher single digits seen in the first quarter. Additionally, projections include an acceleration of customer management revenue growth to 2%-3%, up from 0.6% in the previous quarter, potentially supported by software service fees.
Expectations are set for Alibaba's fiscal second quarter revenue and profit at its core platforms, Taobao and Tmall, to be challenged by a subdued consumption climate. However, it is suggested that investors look past these results in anticipation of forthcoming positive catalysts. Comparing the forward price-to-earnings multiples of the 'big 3' China e-commerce companies—Alibaba, PDD Holdings, and JD.com—Alibaba is viewed as the most promising of the trio.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析師Alex Yao維持$阿里巴巴 (BABA.US)$買入評級，並將目標價從108美元上調至125美元。
根據TipRanks數據顯示，該分析師近一年總勝率為49.0%，總平均回報率為5.5%。
此外，綜合報道，$阿里巴巴 (BABA.US)$近期主要分析師觀點如下：
預計阿里巴巴將在11月初至中旬公佈其第二財季業績，預計總收入每年增長6％。預計淘寶和天貓的核心收入將與去年相比相對保持不變。該預測還表明，中國市場的客戶管理收入同比略有增長1.8％，前提是商品總值（GMV）的中等個位數百分比增長，加上混合收入略有下降。
受消費者支出疲軟和預計將影響收益的持續再投資的影響，該公司對阿里巴巴保持謹慎立場。預計商品總價值將同比增長4％-5％，而第一季度的個位數更高。此外，預測還包括客戶管理收入增長從上一季度的0.6％加速至2％-3％，這可能受到軟件服務費的支持。
預計阿里巴巴第二財季的收入和利潤將受到消費環境疲軟的挑戰，淘寶和天貓等核心平台的收入和利潤將受到挑戰。但是，有人認爲，投資者可以忽略這些業績，期待即將到來的積極催化劑。比較 「三大」 中國電子商務公司——阿里巴巴、PDD控股和京東的遠期市盈倍數——阿里巴巴被視爲這三家公司中最有前途的一家。
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