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

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