Morgan Stanley analyst Gary Yu maintains $Alibaba (BABA.US)$ with a hold rating, and adjusts the target price from $90 to $115.
According to TipRanks data, the analyst has a success rate of 37.5% and a total average return of -7.5% 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 disclose its fiscal Q2 outcomes around early to mid-November, with projections indicating a 6% annual increase in total revenue. It's anticipated that core Taobao Tmall revenues will remain relatively unchanged from the previous year. Predictions for the China marketplaces' customer management revenue suggest a modest 1.8% year-over-year rise, which is based on the assumption of a mid-single digit percentage growth in gross merchandise value (GMV) and a slight decrease in the blended take rate.
While anticipating Q2 results, a conservative stance on Alibaba is maintained due to subdued consumption and ongoing reinvestments that are expected to impact earnings. It is projected that the Gross Merchandise Value will experience an approximate 4%-5% annual increase compared to the higher single-digit growth seen in Q1. Additionally, a quicker expansion in customer management revenue is anticipated, with an estimated growth of 2%-3% versus the 0.6% in Q1, bolstered by software service fees.
Expectations are set for Alibaba's fiscal second-quarter core revenue and profit at its key e-commerce platforms to be challenged by a subdued consumption climate. However, it's suggested that investors look past these near-term headwinds in anticipation of potential positive developments in subsequent quarters. Among the leading trio of Chinese e-commerce giants, which currently share comparable forward price-to-earnings ratios, Alibaba is perceived to be the most appealing investment option.
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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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摩根士丹利分析师Gary Yu维持$阿里巴巴 (BABA.US)$持有评级，并将目标价从90美元上调至115美元。
根据TipRanks数据显示，该分析师近一年总胜率为37.5%，总平均回报率为-7.5%。
此外，综合报道，$阿里巴巴 (BABA.US)$近期主要分析师观点如下：
预计阿里巴巴将在11月初至中旬左右披露其第二财季业绩，预计总收入每年增长6％。预计淘宝天猫的核心收入将与去年相比相对保持不变。对中国市场客户管理收入的预测显示，同比小幅增长1.8％，这是基于商品总价值（GMV）的中等个位数百分比增长以及混合收取率略有下降的假设。
在预测第二季度业绩的同时，由于消费疲软和持续的再投资预计将影响收益，阿里巴巴的保守立场得以维持。与第一季度更高的个位数增长相比，预计商品总值每年将增长约4％-5％。此外，在软件服务费的推动下，预计客户管理收入将更快地增长，预计增长2％-3％，而第一季度为0.6％。
预计阿里巴巴第二财季的核心收入和主要电子商务平台的利润将受到消费环境疲软的挑战。但是，有人认为，投资者将目光投向这些短期的不利因素，预计未来几个季度可能会出现积极的进展。在目前具有可比远期市盈率的三大中国电子商务巨头中，阿里巴巴被认为是最具吸引力的投资选择。
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