Alibaba Faces Revenue Headwinds From Cloud, E-Commerce Segments -- Market Talk
Alibaba Faces Revenue Headwinds From Cloud, E-Commerce Segments -- Market Talk
DJ Alibaba Faces Revenue Headwinds From Cloud, E-Commerce Segments -- Market Talk
DJ阿里巴巴面臨來自雲和電子商務領域的收入逆風--市場對話
0258 GMT - Alibaba Group's revenue could soften amid weaker contributions from its cloud and e-commerce segments, UOB Kay Hian says. It expects the group's FY 2022 cloud revenue to be weighed by subsidiary Alicloud being dropped by TikTok, while the segment's restructuring could delay contract signings, further inhibiting growth. Alibaba's e-commerce revenue, meanwhile, will likely be weaker due to a high base effect. UOB lowers its FY 2022 revenue estimate for the group by 2.0% and cuts the ADR target price to $308 from $313, but sticks to a buy rating as it expects other segments, like online grocery, to perform well. Alibaba's ADRs last closed 0.2% lower at $205.48. (yiwei.wong@wsj.com)
0258GMT-大華銀行凱賢(UOB Kay Hian)表示，由於雲計算和電子商務部門的貢獻減弱，阿里巴巴集團的收入可能會走軟。該公司預計，該集團2022財年的雲收入將受到TikTok放棄的子公司AliCloud的拖累，而該部門的重組可能會推遲合同簽署，進一步抑制增長。與此同時，由於高基數效應，阿里巴巴的電子商務收入可能會較弱。大華銀行將其對該集團2022財年的收入預期下調了2.0%，並將ADR目標價從313美元下調至308美元，但仍堅持買入評級，因為它預計在線食品雜貨等其他細分市場將表現良好。阿里巴巴的美國存託憑證(ADR)最新收盤下跌0.2%，至205.48美元。(yi wei.wong@wsj.com)
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July 12, 2021 22:59 ET (02:59 GMT)
2021年7月12日22：59美國東部時間(格林尼治標準時間02：59)
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