Ali Baban 2Q 2022

Ali Baba julkaisi 2Q tuloksensa 4.8. Pääkohdat:

  • Revenue was RMB205,555 million (US$30,689 million) and remained stable year-over-year primarily due to a decline in China commerce segment revenue by 1% year-over-year to RMB141,935 million (US$21,190 million) offset by revenue growth of Cloud segment by 10% year-over-year to RMB17,685 million (US$2,640 million).
  • Income from operations was RMB24,943 million (US$3,724 million), a decrease of 19% year-over-year. Adjusted EBITA, a non-GAAP measurement, decreased 18% year-over-year to RMB34,419 million (US$5,139 million).
  • Diluted earnings per ADS was RMB8.51 (US$1.27) and diluted earnings per share was RMB1.06 (US$0.16 or HK$1.24). Non-GAAP diluted earnings per ADS was RMB11.73 (US$1.75), a decrease of 29% year-over-year and non-GAAP diluted earnings per share was RMB1.47 (US$0.22 or HK$1.72), a decrease of 29% year-over-year.

Eihän tuo tulos hyvä ollut, mutta oli kuitenkin analyytikko-odotusten keskiarvoa parempi. Ei riittänyt markkinoille vaan kurssi laski joitakin prosentteja. Taisi olla noin 4%. Osakekurssi on laskenut tänä vuonna 22% ja vuodessa 54%. Koronasulut painoivat tulosta ja liikevaihtoa Kiinassa.

Yhtiön kommentteja:

During the past quarter, we actively adapted to changes in the macro environment and remained focused on our long-term strategy by continuing to strengthen our capability for customer value creation,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “Following a relatively slow April and May, we saw signs of recovery across our businesses in June. We are confident in our growth opportunities in the long term given our high-quality consumer base and the resilience of our diversified business model catering to different demands of our customers.

Tuleva Hong Kong listautuminen lisännee yhtiön osakkeiden kysyntää ja voi tarjota hinnannousua. Omistan Ali Baban osakkeita.

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