Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Apr 21)

Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Fri Nov 06, 2020 1:53 pm

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Brokers' Latest Views, Ratings, TPs on BABA-SW (09988.HK) Post Results (Table)

Brokers│Ratings│TPs (HK$)
Macquarie│Outperform│391->380
HSBC Global Research│Buy│364->366
Credit Suisse│Outperform│354->364
Jefferies│Buy│363
Daiwa│Buy│348->350
Goldman Sachs│Buy (CL Buy List)│350
BofA Securities│Buy│343->342
-----------------------

Brokers│Views
Macquarie│Revises 2021-23 profit forecasts
HSBC Global Research│Mkt shr gain in 2FQ
Credit Suisse│QoQ result solid; may see strong 11.11 sales on delay
Jefferies│Live-streaming biz, Taobao trading better; keeps improving new biz foundation
Daiwa│May see strong core biz rev growth from 11.11 sales
Goldman Sachs│QoQ result in-line; non-GAAP NP beats
BofA Securities│Core e-commerce rev good; Taobao trading, mkt shr bigger
JPMorgan│Non-core biz sees better structural profitability
UBS│11.11 festival may offset Ant's shock, slower e-commerce investment

Source: AAStocks Financial News
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Fri Nov 06, 2020 2:48 pm

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Alibaba cloud growth outpaces Amazon and Microsoft as Chinese tech giant pushes for profitability

by Arjun Kharpal

Alibaba reported cloud computing brought in revenue of 14.89 billion yuan ($2.24 billion) in the three months that ended Sept. 30, a 60% year-on-year rise.

That was faster than Amazon Web Service’s 29% year-on-year revenue rise and Microsoft Azure’s 48% growth in the September quarter.

Alibaba reiterated that its cloud computing division is likely to become profitable for the first time in its current fiscal year.

Source: CNBC

https://www.cnbc.com/2020/11/06/alibaba ... osoft.html
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Fri Nov 06, 2020 4:06 pm

Is Alibaba Stock A Buy Right Now? Here's What Earnings, Chart Show

by KEN SHREVE

Alibaba breaks down its revenue into four segments:-
1. Core Commerce
2. Cloud Computing
3. Digital Media and
4. Entertainment and Innovation Initiatives

Core commerce revenue jumped 34% to $18.9 billion.

Cloud computing revenue increased 59% to $1.75 billion, accounting for the lion's share of total revenue.

Mobile monthly active users totaled 874 million, up 15.8% from the year-ago quarter and 3.3% sequentially.

Annual return on equity of 21% and pretax margin of 31.3% .

The bottom line is that Alibaba stock is not a buy now — not with Alibaba stock below its 50-day moving average. The weak price action most likely means that Alibaba is ready to enter a new consolidation phase.


Source: IBD

https://www.investors.com/research/alib ... src=A00220
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Mon Nov 09, 2020 11:17 am

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2Q FY3/21 results in line, with strong GMV growth

Alibaba reported 2Q FY3/21 revenue of Rmb155bn, up 30% yoy, in line with our expectation, and non-GAAP net profit of Rmb47.1bn, up 44% yoy.

Tmall recorded strong 21% yoy GMV growth, and Taobao recorded yoy growth in the high teens, reflecting Alibaba’s defensiveness amid intensive market competition.

Management expect the cloud business to be profitable in 4Q FY3/21F and FY3/22F.

Reiterate Add with an unchanged DCF-based TP of HK$338.

Source: CIMB

https://rfs.cgs-cimb.com/api/download?f ... BCB72FA73E
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Thu Nov 12, 2020 3:05 pm

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Alibaba posted record sales during this year's Singles' Day, which was overshadowed by escalating regulatory scrutiny over the country's giant internet sector.

Sales reached 498.2 billion yuan (US$75 billion), handily beating the US$38 billion notched up last year.

However, Alibaba did not provide detailed breakdowns about what got sold apart from tidbits like the fact its Tmall platform logged 583,000 orders in one second at its peak.

Shares of Alibaba and other mainland tech giants had taken a beating over the past week on concerns regulators are seeking to curtail their growing influence.

On Wednesday, Liang Tao, vice-chairman of the China Banking and Insurance Regulatory Commission, said that fintech companies should be regulated like banks and must observe the same risk and compliance requirement as financial institutions on main street.

Source: SCMP
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Thu Nov 12, 2020 3:14 pm

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Alibaba – JD’s biggest rival — recently acquired a 19.9% stake in Suning.com, with the intention of boosting its market share in China’s smaller cities.

Source: CNBC
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Fri Nov 13, 2020 7:54 am

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Chinese Stocks To Buy: Alibaba (BABA)

Alibaba stock has more than doubled in the past half-decade. This company is the Amazon of China and more besides. Not only does it have an Amazon Web Services-style solution called Alibaba Cloud, but its Ant Group listing will unlock more of the company’s stock value.

Alibaba’s Ant Group set an initial public offering that will be the world’s biggest. Ant Financial, which Alibaba backs, will have a dual listing that gives the company $34.4 billion.

Alibaba owns one-third of Ant Group, which runs Alipay. So investors are getting a mobile payment apps firm whose market capitalization may top over $200 billion.

Alibaba itself is relatively inexpensive to own compared to Amazon. With its forward price-to-earnings ratio of around 25 times, it is less than half that of Amazon’s stock.

And Alibaba shows no signs of weakness ahead. The rebounding Chinese economy assures that its core e-commerce business will keep growing.

Its media empire is also faring well. For example, in its Q1/2021 conference call, the company said that Youku’s daily active subscriber base grew by over 60% year-over-year.

The growth in the Media and Entertainment segment will accelerate as China gradually re-opens its cinemas.

Source: Investor Place
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Fri Nov 13, 2020 3:27 pm

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Alibaba: The internet giant has recently been under the scanner for anti-competitive practices like merchant exclusivity on its T-Mall platform, as per CNBC. E-tailer Amazon.com, Inc (NASDAQ: AMZN) is under probe for similar patterns in the U.S. and Europe.

Morgan Stanley notes that the new laws will not hurt Alibaba as much today as it would have some years ago. “This is because of the already-fierce competitive environment in e-commerce nowadays,” the analysts wrote.

The draft laws limit subsidies and promotional activities, which could hamper Alibaba’s promotional activities to boost growth. The Chinese e-commerce giant hit a new record of $56 billion in its Singles Day event.

China’s regulator also blocked the Alibaba-backed Ant Group initial public offering, touted to be the largest in history, citing protection of consumer’s financial interest. Analysts expect the valuation of the IPO to halve.

Source: Benzinga
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Sat Nov 14, 2020 1:35 pm

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Biden Tech Catalyst No. 3: China and Alibaba Group Holding Ltd. (BABA)

The demographic means tech-savvy consumers will drive China’s $14 trillion economy, second only the U.S. With the pandemic, China’s consumers are shopping online like never before.

And a really great way to get in on this action is the grand Chinese e-commerce master itself, Alibaba Group Holding Ltd. (BABA).

Last year alone, Alibaba and its many sites processed $1 trillion in gross merchandise volume. With 726 million annual active customers, Alibaba has more than twice as many users as the U.S. has people.

Fiscal 2020 revenue sits at a stunning $72 billion, a 31% jump from the prior fiscal year.

On average, Alibaba is growing its earnings at 25% a year. At that rate, they will roughly double in just under three years.

And just like here, COVID led to a huge surge in e-commerce, the cloud, and fintech in China. Those trends aren’t going away, and Alibaba will remain a huge winner there.

So, whether you like him or not, a Biden administration is going to offer plenty of opportunities for us tech investors.

As the economy comes back, we finally defeat COVID, and Biden’s investment plans start coming online, we’re going to have a fertile field where we can continue to crush the market.

Source: Money Morning
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Sat Nov 14, 2020 9:25 pm

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This Stock’s Dip is an Excellent Buying Opportunity

by Matt McCall

For all that growth and its high-quality assets, Alibaba stock trades at a reasonable 26 times this year’s earnings estimates.

Down over 18% from its September high to recent low and this name is one to start considering on the long side.


Source: Investor Place

https://dailytradealert.com/2020/11/14/ ... portunity/
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