UBS Group: Maintains 'Neutral' rating for Ali Health (00241), target price lowered to HKD 3.3.
UBS Group lowered its revenue forecast for Ali Health (00241) for the fiscal years 2025 to 2027 by 15% to 26%.
Alibaba releases Q1 results: revenue of 243.236 billion yuan, a year-on-year increase of 4%.
On the evening of August 15th, Sina Technology reported that Alibaba Group released its Q1 FY2025 (Q2 2024 of the calendar year) financial report, showing that the group's revenue for this quarter was RMB 243.236 billion, a YoY growth of 4%. Adjusted EBITA profit was RMB 45.035 billion, exceeding market expectations. The financial report shows that the operating efficiency of several businesses outside of e-commerce and cloud has improved and the level of commercialization has improved, with significant reduction in losses for businesses such as Ele.me and Lazada. "This quarter, we continue to invest in driving growth in core business, while other businesses achieve reduced losses by improving operational efficiency."
Alibaba's first financial report of the new fiscal year: The strategic investment has paid off, Taotian's market share is stable, and Alibaba Cloud is accelerating its growth.
On the evening of August 15th, Alibaba Group announced the financial results for the first quarter of the 2025 fiscal year. The focus on global strategy and continuous investment has yielded results, with the two core businesses of e-commerce and cloud computing continuing to make positive progress. Tmall Group's online GMV maintained stable growth, while Alibaba Cloud focused on 'public cloud + AI', with double-digit growth in public cloud revenue and triple-digit growth in AI-related product revenue. 'This quarter's performance demonstrates the effectiveness of our global strategy. We are focused on improving the user experience through good products, good prices and good services, driving stable market share for Tmall Group and returning our business to a growth trajectory. The positive momentum in cloud computing revenue growth is due to the public
Guotou Securities: The market share of listed pharmacies continues to increase, and the growth potential is expected to lead the industry.
In the context of a slowdown in the industry's growth rate, listed pharmacies are expected to achieve growth rates higher than the industry by virtue of their continuous rapid expansion of stores.
ALI HEALTH: FISCAL YEAR 2024 ANNUAL REPORT
Ali Health (00241) is suggested to adopt the 2024 stock incentive plan.
Ali Health (00241) announced that, in view of the adoption of the special general meeting of shareholders held on November 24, 2014...
Nomura: Profits in China's internet plus-related industry better than expected, focus on ai in the second half of the year.
Shalong Shi, head of the Nomura China Internet and New Media Research Department, said that investors are relatively cautious about the mainland's internet plus-related industry, but think that the fundamentals of the industry are still healthy.
Alibaba responds to allegations of counterfeit goods at Daway Pharmacy's overseas stores: all products are US imported products, ensuring legitimacy and legality.
Sina Technology News, July 4th afternoon, recently, some consumers reported to the media that during the 618 period, they purchased 2 boxes of American Geese brand Peiquan Jinghua Nutritional Oral Liquid at Tmall Ali Health Pharmacy's overseas store. However, after receiving the goods, consumers doubted the absence of "smart anti-counterfeiting traceability code" on the product packaging, and believed that the taste and packaging of the product were different from what they had purchased on the official website before, suspecting that they had bought fake products. In response to the suspicion of selling fakes, Ali Health responded that it had contacted consumers to confirm the specific situation for the first time, and communicated with the American Geese brand. It has been confirmed that Ali Health Pharmacy is selling
Hong Kong Shares Rebound 2.9% Amid Positive Sentiment
Hong Kong stocks abnormality | Ali Health (00241) rose more than 4%, 2024 fiscal year performance exceeded expectations, Goldman Sachs pointed out that its profit margin visibility is high.
According to the Finance and Economics APP, the ali health (00241) has risen by over 4%, reaching 4.13% at the time of publication, with a trading volume of 90.3826 million Hong Kong dollars. On the news, ali health's revenue for the period ending in March 2024 was 27.027 billion yuan; net income was 883 million yuan, up 64.6% year-on-year, and adjusted net income was about 1.438 billion yuan, up 90.8% year-on-year. Haitong International believes that the company's profits exceed market expectations, and the profit margin for the fiscal year 2025 is expected to further improve. In terms of internet plus-related services online and offline, prescription outflow, and online medical insurance policies.
Goldman Sachs reaffirms their "buy" rating for Ali Health (00241), with a target price of HKD 4.4.
Goldman Sachs believes that ali health's profit margin will be visible in the next two years.
Ali Health (00241) granted a total of 3,700,700 stock options and 73,600,600 restricted stock units.
Alibaba Health (00241) announced that on June 14th, 2024, the company granted a total of 3.7007 million subscription rights and a total of 73.6006 million restricted share units to 2 affiliated grantors according to the terms of the share incentive plan, and must wait for acceptance before becoming effective for 576 grantees.
Hong Kong Stock Market News: Ali Health (00241) rose more than 7%, with full-year performance exceeding market expectations. The company's business scale effect is expected to continue to expand.
Ali Health (00241) has risen by more than 7% again, with a cumulative increase of more than 20% after the performance. As of press time, it has risen by 6.2%, to HKD 3.77, with a turnover of HKD 248 million.
Hang Seng Index Likely to Consolidate Between 18500-20000 Near Term
Brokerage Focus: Haitong Int'l maintains a "outperform" rating on Ali Health (00241), indicating that its business scale effect is expected to continue to expand.
Haitong International released a research report stating that Ali Health (00241) has released its 2024 fiscal year performance announcement, achieving a revenue of 27.03 billion yuan (+1.0%) and a net income of 880 million yuan (+64.6%), with a corresponding net margin of 3.3% (+1.3pct), achieving an adjusted net income of about 1.44 billion yuan (+90.8%). The company's revenue and profits exceeded market expectations, with rapid growth in health care products and medical instruments, steady improvement in gross margin, and significant optimization of operating cost ratio. The bank believes that as the penetration rate of online and offline services in the internet plus-related field continues to increase and prescription outflow continues to improve.
Citi: Maintaining Ali Health's (00241) “Buy” Rating Target Price Raised to HK$4.2
Citi raised Alibaba Health's (00241) net profit forecast for the 2025 and 2026 fiscal years by 91% and 81%, respectively.
[Special Offer V] Deng Shengxing: Oil Group agreed to cut production until the end of 2025, oil prices will remain high
Jinwu Financial News | The Hang Seng Index closed at 18079 on Friday (31st), down 150 points or 0.83%. The daily turnover was 191,751 billion yuan. The national index closed down 1.1% to 6392. The index fell 1.65% to 3690. Tencent (00700) fell 2.2% to 359.8 yuan, with the highest turnover of 14.675 billion yuan. Meituan (03690) added 3.5% to report 105.1 yuan. China Mobile (00941) increased 2.5%, making it the blue-chip with the best full-day performance. After rising for four days, Ali Health (00241) plummeted 8.6%, making it the worst performing blue chip. Dow Friday (3
CICC: Maintaining Ali Health's (00241) “Outperform the Industry” rating target price of HK$4.2
The Zhitong Finance App learned that CICC released a research report stating that it maintained the “outperforming industry” rating of Ali Health (00241), raised the 2025 FY profit forecast by 76.3% to 1.38 billion yuan, and introduced the 2026 FY profit forecast of 1.62 billion yuan for the first time, considering that the company's cost side narrowed and exceeded expectations. Considering the volatile overall valuation of the sector, the target price is HK$4.2. The company announced 2024FY results: revenue of 27.027 billion yuan (+1.0% YoY), net profit of 883 million yuan (+64.9% YoY), adjusted net profit of 1,438 million yuan (+9)
[Broker Focus] SPDB International maintains Ali Health (00241) “holding” rating indicates that FY25 net profit is expected to maintain a high growth rate
Jinwu Financial News | SPDB International Development Research Report shows that Alibaba Health (00241) FY24 revenue/adjusted net profit was +1%/+91%, respectively. Affected by the high sales base of pandemic-related products in the same period last year, the revenue growth rate was relatively flat. However, during the fiscal year, the company effectively controlled the fulfillment fee rate, which led to a strong increase in adjusted net profit that exceeded expectations. The company guided FY25 revenue growth rate of at least 15%, and the net interest rate increased to about 5 pcts (corresponding net profit growth rate of about +76%). According to the bank, the company's revenue growth improved in April-May, and the bank expects to see more clearly the revenue growth recovery data in the interim report. Based on 1
Alibaba Health Information Technology's Net Profit May Surge -- Market Talk