黄金捡漏官
2021-03-23
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Keep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW股票</blockquote>
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Since then, the Chinese economy has shown itself to be in rude health.</p><p><blockquote>新冠肺炎先于世界其他国家影响中国，但中国也是第一个摆脱疫情的国家。从那时起，中国经济就表现得非常健康。</blockquote></p><p> According to the Chinese National Bureau of Statistics (NBS), retail sales in Jan-Feb were up by 33.8% year-over-year, although the uptick might be misleading as the pandemic was its peak in China during the same period in 2020. In comparison to the same period in 2019, growth increased by 3.2%. Specifically, in the e-commerce segment, there was growth of 32.5% vs. 2020 and 13.3% compared to 2019 - the latter figure in-line with the 13.4% growth exhibited in the December quarter.</p><p><blockquote>根据中国国家统计局（NBS）的数据，1月至2月的零售额同比增长33.8%，尽管这一增长可能会产生误导，因为疫情是2020年同期中国的高峰。与2019年同期相比，增长3.2%。具体来说，在电子商务领域，与2020年相比增长了32.5%，与2019年相比增长了13.3%，后一个数字与12月份季度13.4%的增长一致。</blockquote></p><p> “For BABA in particular,” the 5-star analyst noted, “Our recent conversations with the company indicate that they've seen similar trends, and that demand remained robust so far in the quarter.”</p><p><blockquote>“这位五星级分析师指出：”特别是对于阿里巴巴来说，“我们最近与该公司的谈话表明，他们也看到了类似的趋势，本季度到目前为止，需求依然强劲。”</blockquote></p><p> Alibaba has also been investing in its Core Commerce businesses – including in Taobao Deals, Taobao Live, New Retail, Taobao Grocery and Community Group Buying (CGB). This has impacted EBITA margins, which dropped to 34% in F3Q21 from 41% in F3Q20.</p><p><blockquote>阿里巴巴-SW还一直在投资其核心商业业务，包括淘宝交易、淘宝直播、新零售、淘宝杂货和社区团购（CGB）。这影响了 EBITA 利润率，EBITA 利润率从 2020 年第三季度的 41% 降至 2021 年第三季度的 34%。</blockquote></p><p> Alibaba hasn’t disclosed the size of the investments, but considering the drop in EBITA margins, Squali believes it is an “indicator of their magnitude.” In any case, Squali thinks the investments “mask” the stable profit margin levels of what the company refers to as the \"core core\" businesses – Taobao, Tmall and Alimama.</p><p><blockquote>阿里巴巴-SW尚未透露投资规模，但考虑到 EBITA 利润率的下降，斯夸利认为这是 “投资规模的一个指标”。无论如何，Squali认为这些投资“掩盖”了该公司所谓的“核心”业务——淘宝、天猫和阿里妈妈的稳定利润率水平。</blockquote></p><p> Elsewhere, the cloud segment “continues to gain share and is now profitable” and Alibaba has continued to focus on lower-tier cities where the adoption of mobile commerce is gathering pace.</p><p><blockquote>在其他地方，云计算领域 “继续扩大份额，目前已实现盈利”，阿里巴巴-SW继续专注于移动商务采用速度加快的低线城市。</blockquote></p><p> As for the regulatory issues that have plagued Alibaba over the past months, with the Chinese regulators conducting an antimonopoly probe and the halt of Ant Financial’s IPO – Squali regards them as “relevant concerns, but they do not alter our investment thesis for BABA at this point.”</p><p><blockquote>至于过去几个月困扰阿里巴巴-SW的监管问题，如中国监管机构进行反垄断调查和蚂蚁金服的首次公开募股（IPO）被叫停--斯夸利认为这些问题是 “相关的担忧，但它们不会改变我们目前对阿里巴巴的投资论点”。</blockquote></p><p> The analyst’s confidence is backed by a Buy rating and a $330 price target. This figure implies a 39% over the next 12 months.</p><p><blockquote>分析师的信心得到了买入评级和 330 美元目标价的支持。这个数字意味着未来12个月将增长39%。</blockquote></p><p> The rest of the Street also believes Alibaba is poised to execute; barring 1 Hold, all 18 other recent reviews say Buy. The stock, therefore, boasts a Strong Buy consensus rating, accompanied by a $325.63 average price target. Investors are looking at upside of ~37%, should the figure be met in the year ahead. </p><p><blockquote>街上的其他人也认为阿里巴巴-SW准备执行死刑；除了 1 条持有外，最近所有其他 18 条评论都说买入。因此，该股拥有强烈的买入共识评级，平均目标价为 325.63 美元。如果未来一年达到这一数字，投资者预计上涨空间约为 37%。</blockquote></p><p></p>","source":"lsy1584348713084","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Keep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKeep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo</strong><span class=\"h-time small\">2021-03-23 10:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After holding investor meetings with some of Alibaba’s (<b>BABA</b>) top brass, Truist analystYoussef Squalilays out the simple reason why investors should consider owning shares.</p><p><blockquote>在与阿里巴巴-SW的一些公司举行投资者会议后（<b>爸爸</b>) Truist 分析师 Youssef Squali 高层解释了投资者应该考虑持有股票的简单原因。</blockquote></p><p> “BABA maintains one of the fastest top line growth rates and highest profit margin profiles among our covered Internet mega-caps, yet it's the cheapest,” Squali said.</p><p><blockquote>“斯夸利说：”在我们覆盖的互联网巨头中，阿里巴巴保持着最快的营收增长率和最高的利润率，但它却是最便宜的。</blockquote></p><p> Covid-19 impacted China before the rest of the world, yet China was also the first to shake off the pandemic. Since then, the Chinese economy has shown itself to be in rude health.</p><p><blockquote>新冠肺炎先于世界其他国家影响中国，但中国也是第一个摆脱疫情的国家。从那时起，中国经济就表现得非常健康。</blockquote></p><p> According to the Chinese National Bureau of Statistics (NBS), retail sales in Jan-Feb were up by 33.8% year-over-year, although the uptick might be misleading as the pandemic was its peak in China during the same period in 2020. In comparison to the same period in 2019, growth increased by 3.2%. Specifically, in the e-commerce segment, there was growth of 32.5% vs. 2020 and 13.3% compared to 2019 - the latter figure in-line with the 13.4% growth exhibited in the December quarter.</p><p><blockquote>根据中国国家统计局（NBS）的数据，1月至2月的零售额同比增长33.8%，尽管这一增长可能会产生误导，因为疫情是2020年同期中国的高峰。与2019年同期相比，增长3.2%。具体来说，在电子商务领域，与2020年相比增长了32.5%，与2019年相比增长了13.3%，后一个数字与12月份季度13.4%的增长一致。</blockquote></p><p> “For BABA in particular,” the 5-star analyst noted, “Our recent conversations with the company indicate that they've seen similar trends, and that demand remained robust so far in the quarter.”</p><p><blockquote>“这位五星级分析师指出：”特别是对于阿里巴巴来说，“我们最近与该公司的谈话表明，他们也看到了类似的趋势，本季度到目前为止，需求依然强劲。”</blockquote></p><p> Alibaba has also been investing in its Core Commerce businesses – including in Taobao Deals, Taobao Live, New Retail, Taobao Grocery and Community Group Buying (CGB). This has impacted EBITA margins, which dropped to 34% in F3Q21 from 41% in F3Q20.</p><p><blockquote>阿里巴巴-SW还一直在投资其核心商业业务，包括淘宝交易、淘宝直播、新零售、淘宝杂货和社区团购（CGB）。这影响了 EBITA 利润率，EBITA 利润率从 2020 年第三季度的 41% 降至 2021 年第三季度的 34%。</blockquote></p><p> Alibaba hasn’t disclosed the size of the investments, but considering the drop in EBITA margins, Squali believes it is an “indicator of their magnitude.” In any case, Squali thinks the investments “mask” the stable profit margin levels of what the company refers to as the \"core core\" businesses – Taobao, Tmall and Alimama.</p><p><blockquote>阿里巴巴-SW尚未透露投资规模，但考虑到 EBITA 利润率的下降，斯夸利认为这是 “投资规模的一个指标”。无论如何，Squali认为这些投资“掩盖”了该公司所谓的“核心”业务——淘宝、天猫和阿里妈妈的稳定利润率水平。</blockquote></p><p> Elsewhere, the cloud segment “continues to gain share and is now profitable” and Alibaba has continued to focus on lower-tier cities where the adoption of mobile commerce is gathering pace.</p><p><blockquote>在其他地方，云计算领域 “继续扩大份额，目前已实现盈利”，阿里巴巴-SW继续专注于移动商务采用速度加快的低线城市。</blockquote></p><p> As for the regulatory issues that have plagued Alibaba over the past months, with the Chinese regulators conducting an antimonopoly probe and the halt of Ant Financial’s IPO – Squali regards them as “relevant concerns, but they do not alter our investment thesis for BABA at this point.”</p><p><blockquote>至于过去几个月困扰阿里巴巴-SW的监管问题，如中国监管机构进行反垄断调查和蚂蚁金服的首次公开募股（IPO）被叫停--斯夸利认为这些问题是 “相关的担忧，但它们不会改变我们目前对阿里巴巴的投资论点”。</blockquote></p><p> The analyst’s confidence is backed by a Buy rating and a $330 price target. This figure implies a 39% over the next 12 months.</p><p><blockquote>分析师的信心得到了买入评级和 330 美元目标价的支持。这个数字意味着未来12个月将增长39%。</blockquote></p><p> The rest of the Street also believes Alibaba is poised to execute; barring 1 Hold, all 18 other recent reviews say Buy. The stock, therefore, boasts a Strong Buy consensus rating, accompanied by a $325.63 average price target. Investors are looking at upside of ~37%, should the figure be met in the year ahead. </p><p><blockquote>街上的其他人也认为阿里巴巴-SW准备执行死刑；除了 1 条持有外，最近所有其他 18 条评论都说买入。因此，该股拥有强烈的买入共识评级，平均目标价为 325.63 美元。如果未来一年达到这一数字，投资者预计上涨空间约为 37%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/keep-buying-alibaba-stock-says-224609761.html\">yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://finance.yahoo.com/news/keep-buying-alibaba-stock-says-224609761.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170143533","content_text":"After holding investor meetings with some of Alibaba’s (BABA) top brass, Truist analystYoussef Squalilays out the simple reason why investors should consider owning shares.\n“BABA maintains one of the fastest top line growth rates and highest profit margin profiles among our covered Internet mega-caps, yet it's the cheapest,” Squali said.\nCovid-19 impacted China before the rest of the world, yet China was also the first to shake off the pandemic. Since then, the Chinese economy has shown itself to be in rude health.\nAccording to the Chinese National Bureau of Statistics (NBS), retail sales in Jan-Feb were up by 33.8% year-over-year, although the uptick might be misleading as the pandemic was its peak in China during the same period in 2020. In comparison to the same period in 2019, growth increased by 3.2%. Specifically, in the e-commerce segment, there was growth of 32.5% vs. 2020 and 13.3% compared to 2019 - the latter figure in-line with the 13.4% growth exhibited in the December quarter.\n“For BABA in particular,” the 5-star analyst noted, “Our recent conversations with the company indicate that they've seen similar trends, and that demand remained robust so far in the quarter.”\nAlibaba has also been investing in its Core Commerce businesses – including in Taobao Deals, Taobao Live, New Retail, Taobao Grocery and Community Group Buying (CGB). This has impacted EBITA margins, which dropped to 34% in F3Q21 from 41% in F3Q20.\nAlibaba hasn’t disclosed the size of the investments, but considering the drop in EBITA margins, Squali believes it is an “indicator of their magnitude.” In any case, Squali thinks the investments “mask” the stable profit margin levels of what the company refers to as the \"core core\" businesses – Taobao, Tmall and Alimama.\nElsewhere, the cloud segment “continues to gain share and is now profitable” and Alibaba has continued to focus on lower-tier cities where the adoption of mobile commerce is gathering pace.\nAs for the regulatory issues that have plagued Alibaba over the past months, with the Chinese regulators conducting an antimonopoly probe and the halt of Ant Financial’s IPO – Squali regards them as “relevant concerns, but they do not alter our investment thesis for BABA at this point.”\nThe analyst’s confidence is backed by a Buy rating and a $330 price target. This figure implies a 39% over the next 12 months.\nThe rest of the Street also believes Alibaba is poised to execute; barring 1 Hold, all 18 other recent reviews say Buy. The stock, therefore, boasts a Strong Buy consensus rating, accompanied by a $325.63 average price target. Investors are looking at upside of ~37%, should the figure be met in the year ahead.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":601,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/353199823"}
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