В центре внимания — отчетность Alibaba и Wal-Mart

В центре внимания - отчетность Alibaba и Wal-Mart
—Михаил Крыловдиректор аналитического департамента «Golden Hills — КапиталЪ АМ» В четверг индекс S&P вышел на более привлекательные уровни на фоне спроса на казначейские облигации, доходность которых упала до 2,20%. В центре внимания была отчётность Alibaba и Wal-Mart.

Снижение котировок Wal-Mart (Nyse: WMT) объяснялось тем, что она не сказала ничего кардинального о планах в интернет-сегменте и повысила прогноз по прибыли в 2017-м на нижнюю границу консенсуса ($4,30-4,40). Тем не менее онлайн-продажи Wal-Mart по-прежнему растут по +60% в год, инвесторам не понравилось, похоже, только увеличение сопутствующих расходов.

Падение цен на бумаги компании также вызывалось тем, что котировки Wal-Mart в этом году выросли на +15%, тогда как биржевой фонд на ритейл в S&P 500 (Nyse: XRT) упал на 13%. К моменту написания котировки WMT расположились чуть ниже $80, капитализация $241 млрд и прошедшая дивидендная доходность около 2% привлекают спрос на долю в таком бизнесе, проверенном временем. 

Судя по всему, Wal-Mart готовится к новому витку конкуренции в плоскости интернета вещей и стремится максимально автоматизировать бизнес, но держит в секрете коммерческие нюансы. 

Котировки Alibaba (Nyse: BABA) достигли абсолютных максимумов у $168 после квартальной формы об увеличении выручки на +56% в год при росте числа активных пользователей мобильных сервисов до 529 млн в месяц с 427 млн в месяц годом ранее. Рынок не ожидал, что рентабельность выручки по чистой прибыли составит 28,0%.

Более половины продаж Alibaba приходятся на онлайн-маркетинг. Ритейлер блокирует индексацию сайтов Taobao и Tmall, которая осуществляется роботом крупнейшего в Китае поисковика, вследствие чего страницы этих сайтов не появляются в результатах Baidu. И пользователям приходится искать товары на самих сайтах Taobao и Tmall, где бизнес Джека Ма показывает не только непосредственно результаты, но и рекламу поставщиков, как и другие поисковые машины. 

Alibaba также развивает собственный облачный сервис, в который привлечено более миллиона платящих клиентов (1,011 млн против 577 тысяч годом ранее). К моменту написания котировки холдинга, владеющего таким диверсифицированным портфелем проектов в высокотехнологичной индустрии интернета, стабилизировались чуть ниже $164.

Из важных макроэкономических данных в четверг вышла отчётность о том, что рост промышленного производства в США за июль составил +2,19% в год вместо ожидавшихся +2,26% в год, но ускорился с +2,08% в год за июнь. С учётом коррекции на сезон, рост производства в добывающих отраслях ускорился до +10,2% в год после роста на 9,37% в год в июне. Увеличение выпуска в обрабатывающей промышленности за тот же период замедлилось до +1,19% с +1,33% в год. 

С января по июль общий прирост промпроизводства в Соединённых Штатах ограничился +1,44% в год из-за увеличения производственного сектора на только +1,07% в год и производства электроэнергии и газа на только +0,4% в год, но добывающая промышленность выросла на +5,08% в год.

На бирже сегодня будут обсуждать планы авиаперелётов на День труда в США. По данным отрасли, c 30 августа по 5 сентября билет на самолёт купят около 16,1 млн американцев. До открытия раскрывается отчётность производителя машин и оборудования Deere (Nyse: DE; прогноз по прибыли $1,90 по сравнению с $1,55 на акцию в тот же период предыдущего года).

В разделе «Мнения» сайта Агентства экономической информации «ПРАЙМ» публикуются материалы, предоставленные аналитиками, трейдерами и экспертами российских и зарубежных компаний, банков, а также публикуются мнения собственных экспертов Агентства «ПРАЙМ». Мнения авторов по тому или иному вопросу, отраженные в публикуемых Агентством материалах , могут не совпадать с мнением редакции АЭИ «ПРАЙМ». Авторы и АЭИ «ПРАЙМ» не берут на себя ответственность за действия, предпринятые на основе данной информации. С появлением новых данных по рынку позиция авторов может меняться.

Представленные мнения выражены с учетом ситуации на момент выхода материала и носят исключительно ознакомительный характер; они не являются предложением или советом по совершению каких-либо действий и/или сделок, в том числе по покупке либо продаже ценных бумаг. По всем вопросам размещения информации в разделе «Мнения» Вы можете обращаться в редакцию агентства: combroker@1prime.ru.

Источник: 1prime.ru

72 комментария

It’s actually a nice and useful piece of information. I’m glad that you simply shared this useful info with us. Please keep us informed like this. Thanks for sharing.

There are definitely plenty of particulars like that to take into consideration. That is a great point to carry up. I provide the ideas above as normal inspiration however clearly there are questions like the one you deliver up the place the most important factor will probably be working in honest good faith. I don?t know if finest practices have emerged round issues like that, but I am certain that your job is clearly recognized as a fair game. Both girls and boys really feel the affect of only a second’s pleasure, for the rest of their lives.

Good – I should definitely pronounce, impressed with your site. I had no trouble navigating through all the tabs as well as related info ended up being truly simple to do to access. I recently found what I hoped for before you know it at all. Quite unusual. Is likely to appreciate it for those who add forums or anything, website theme . a tones way for your customer to communicate. Excellent task..

I discovered your blog site on google and check a few of your early posts. Continue to keep up the very good operate. I just additional up your RSS feed to my MSN News Reader. Seeking forward to reading more from you later on!…

I discovered your blog site on google and check a few of your early posts. Continue to keep up the very good operate. I just additional up your RSS feed to my MSN News Reader. Seeking forward to reading more from you later on!…

I just want to mention I’m all new to blogging and site-building and honestly liked you’re web blog. More than likely I’m want to bookmark your blog . You absolutely come with perfect articles and reviews. Regards for sharing your blog.

My brother suggested I might like this website. He was entirely right. This post actually made my day. You cann’t imagine just how much time I had spent for this info! Thanks!

Oh my goodness! an amazing write-up dude. Thanks Nevertheless We are experiencing issue with ur rss . Do not know why Struggling to register for it. Possibly there is anyone obtaining identical rss difficulty? Anybody who knows kindly respond. Thnkx

Thanks for your marvelous posting! I definitely enjoyed reading it, you happen to be a great author.I will always bookmark your blog and will eventually come back in the foreseeable future. I want to encourage you to ultimately continue your great job, have a nice afternoon!

Hi, Neat post. There’s a problem with your site in internet explorer, would check this… IE still is the market leader and a good portion of people will miss your excellent writing due to this problem.

Great blog right here! Additionally your website loads up very fast! What web host are you the use of? Can I am getting your affiliate link for your host? I desire my website loaded up as fast as yours lol

After exploring a number of the blog posts on your web page, I seriously appreciate your way of blogging. I bookmarked it to my bookmark website list and will be checking back soon. Take a look at my web site as well and let me know what you think.

What’s Taking place i’m new to this, I stumbled upon this I’ve found It absolutely useful and it has aided me out loads. I am hoping to contribute & aid different customers like its aided me. Good job.

I was looking through some of your articles on this site and I conceive this web site is real instructive! Retain putting up.

I definitely wanted to develop a brief note so as to appreciate you for some of the nice instructions you are placing at this website. My rather long internet look up has at the end of the day been honored with wonderful insight to share with my visitors. I would claim that most of us visitors actually are undeniably endowed to dwell in a decent place with very many wonderful professionals with good things. I feel extremely happy to have encountered your entire website page and look forward to really more fun minutes reading here. Thanks again for everything.

Hi folks there, just got mindful of your website through Bing, and discovered that it is quite helpful. I will be grateful should you decide keep up this approach.

It really is ideal day to generate some schedules for the foreseeable future. I have read this write-up and if I may possibly, I want to propose you couple fascinating suggestions.

Greetings! Very useful advice in this particular post! It is the little changes that produce the most significant changes. Thanks for sharing!

Unquestionably consider that which you said. Your favourite reason appeared to be at the web the simplest factor to be mindful of. I say to you, I definitely get annoyed even as folks consider worries that they just do not recognise about. You managed to hit the nail upon the highest neatly as defined out the whole thing with no need side-effects , people could take a signal. Will likely be back to get more. Thank you!

I simply want to say I am just very new to blogging and site-building and seriously savored you’re web-site. Almost certainly I’m want to bookmark your site . You absolutely have tremendous articles. Thanks a bunch for revealing your website.

It happens to be most suitable occasion to put together some options for the foreseeable future. I have scan this blog and if I have the ability to, I want to recommend you handful of significant tip.

It’s convenient day to get some desires for the future. I’ve study this write-up and if I may just, I wish to encourage you couple of remarkable assistance.

Hello, Neat post. There’s a problem with your web site in web explorer, might test this?K IE still is the marketplace chief and a large component to other people will miss your great writing because of this problem.

Hey very cool website!! Man .. Excellent .. Amazing .. I’ll bookmark your blog and take the feeds also…I am happy to find a lot of useful information here in the post, we need develop more techniques in this regard, thanks for sharing. . . . . .

I discovered your blog site on the search engines and check several of your early posts. Preserve within the really good operate. I recently extra your Feed to my MSN News Reader. Looking for toward reading much more of your stuff at a later time!…

Thanks for another wonderful article. Where else could anybody get that kind of information in such a perfect way of writing? I’ve a presentation next week, and I am on the look for such info.

Very nice article and straight to the point. I am not sure if this is actually the best place to ask but do you people have any ideea where to get some professional writers? Thanks 🙂

It is the best time to make some plans for the future and it is time to be happy. I’ve learn this post and if I may just I desire to counsel you some attention-grabbing things or tips. Perhaps you can write next articles relating to this article. I wish to read more things about it!

I’ve read several just right stuff here. Definitely worth bookmarking for revisiting. I wonder how so much effort you set to make this type of wonderful informative website.

I haven¦t checked in here for a while because I thought it was getting boring, but the last few posts are great quality so I guess I will add you back to my daily bloglist. You deserve it my friend 🙂

It?s difficult to discover knowledgeable individuals on this topic, however you sound like you understand what you?re speaking about! Thanks

I am commonly to blogging as well as i actually value your web content. The short article has actually peaks my passion. I am mosting likely to bookmark your website and also keep checking for new info.

You’re so interesting! I do not suppose I’ve read through a single thing like this before. So great to discover somebody with some genuine thoughts on this subject. Seriously.. many thanks for starting this up. This web site is one thing that’s needed on the web, someone with a little originality.

I was really pleased to locate this web-site. I intended to many thanks for your time for this remarkable read!! I definitely taking pleasure in every bit of it and I have you bookmarked to look into brand-new stuff you article.

Youre so cool! I dont suppose Ive read anything like this before. So nice to seek out somebody with some authentic thoughts on this subject. realy thanks for beginning this up. this website is one thing that is wanted on the net, somebody with slightly originality. useful job for bringing one thing new to the internet!

Hi! Do you know if they make any plugins to help with SEO? I’m trying to get my blog to rank for some targeted keywords but I’m not seeing very good gains. If you know of any please share. Appreciate it!

An outstanding share! I have just forwarded this onto a co-worker who has been doing a little homework on this. And he in fact bought me lunch simply because I found it for him… lol. So allow me to reword this…. Thank YOU for the meal!! But yeah, thanks for spending some time to talk about this subject here on your web site.

After looking at a few of the blog articles on your blog, I really appreciate your way of writing a blog. I saved it to my bookmark website list and will be checking back soon. Take a look at my website too and tell me what you think.

I just want to mention I’m newbie to blogs and seriously loved this web blog. More than likely I’m planning to bookmark your website . You surely come with great article content. Kudos for revealing your blog.

After exploring a few of the blog articles on your website, I honestly appreciate your way of writing a blog. I book marked it to my bookmark webpage list and will be checking back soon. Please check out my website as well and tell me what you think.

I discovered your website site on the search engines and check many of your early posts. Keep up the top notch operate. I just now additional increase Feed to my MSN News Reader. Looking for forward to reading a lot more within you at a later date!…

Hi, I think your site might be having browser compatibility issues. When I look at your website in Safari, it looks fine but when opening in Internet Explorer, it has some overlapping. I just wanted to give you a quick heads up! Other then that, fantastic blog!

You made some respectable points there. I viewed on the internet for the problem and found most individuals will certainly go along with with your web site.

After study a few of the article on your internet site now, and I absolutely like your means of blogging. I bookmarked it to my bookmark website checklist and will be checking back quickly. Pls have a look at my internet site too as well as let me recognize what you think.

Good post. I learn something new and challenging on websites I stumbleupon everyday. It’s always useful to read content from other writers and use something from their web sites.

Комментирования закрыты.