Alibaba（BABA）2020Q3決算 好決算

Alibaba（BABA）2020Q3

・発表日 2020/2/13 pre-market
・売上 RMB161.46B +37.7% コンセンサス予想より+RMB5.46B
・non-GAAP EPS RMB18.19 +49% コンセンサス予想より+RMB2.49
・GAAP EPS RMB19.55
・GAAP net income RMB50B
・Operating margin 25%（2019Q3 23%）
・決算発表後の株価 終値で-1.76%
・2020FYコンセンサス予想PER 220.16/5.95=37.00
・2021FYコンセンサス予想PER 220.16/7.26=30.32
・http://www.alibabagroup.com/en/ir/earnings

Ant Financialと協力して、コロナウイルス問題への対応を行っています。

コロナウイルス問題の業績への影響はまだ不明です。

Together with Ant Financial, we announced a comprehensive set of relief measures that fall under six categories. One, reduction of business operation costs on our platforms; two, financial support by waiving or lowering interest rates; three, subsidies for delivery personnel and raising level of logistic efficiency; four, provisions of flexible job opportunities to guarantee income; five, additional tools for businesses to accelerate digital utilization; six, remote working management for enterprise. We will support our merchants to overcome this challenging time and are taking proactive measures to fulfill our mission, to make it easy to do business anywhere.

...

Because we're only halfway through the March quarter and because there's still uncertain ongoing development of this coronavirus it is really difficult for us to have accurate estimation for the full financial impact for this March quarter. But as of today, what we've seen particularly in the past like 12, 13 days since the starting of February our overall revenue growth rate we believe will be negatively impacted for March quarter.

https://seekingalpha.com/article/4323932-alibaba-group-holding-limited-baba-ceo-daniel-zhang-on-q4-2019-results-earnings-call?part=single

決算発表メモ

Total Core commerce 売上 $20.32B +38%

内訳としては、

China commerce retail 売上 $15.86B +36%

Annual active consumers（China retail marketplaces ttm） 711M QonQ +2.5%

Mobile MAU （China retail marketplaces）824M +4.9%

China commerce wholesale 売上 $483M +25%

International commerce retail 売上 $1.06B +27%

International commerce wholesale 売上 $353M +13%

Cainiao logistics services 売上 $1.08B +67%

Local consumer services（フードデリバリー等）売上 $1.08B +47%

Total Core commerce以外の売上は、

Cloud computing 売上 $1.54B +62%

Digital media and entertainmentの売上 $1.06B +14%

Innovation initiatives and othersの売上 $268M +40%