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

[winston]

not vested

Modi's Christmas Gift To Alibaba

by Kevin Fulmer

Summary
India’s cash crunch has been a huge help to digital payment platforms, specifically Paytm.
Alibaba owns a 40% stake in Paytm, which it acquired at a relatively cheap valuation.
Alibaba’s investment in Paytm is yet another example of how Alibaba is using its money to make strategically sound deals.

Source: Seeking Alpha

http://seekingalpha.com/article/4032555 ... 4&uprof=45

[winston]

not vested

Alibaba Group Holding Ltd (BABA) Stock Is Still As Dangerous As Ever

The risks in owning Alibaba stock are too huge for this investor

By Lawrence Meyers

Source: Investor Place

http://investorplace.com/2016/12/alibab ... GR9F_l96M8

[winston]

not vested

Remember: Alibaba Group Holding Ltd (BABA) Stock Is a Diversified Growth Pick

Alibaba may have a lot of negative headlines, but BABA stock still looks good

By Hilary Kramer

While earnings and revenue are expected to drop this year, next year they’re supposed to recover by 20% and 30% respectively.

Source: Game Changers

http://investorplace.com/2016/12/alibab ... Gbydvl96M8

[winston]

not vested

4 Big Reasons Alibaba Group Holding Ltd (BABA) Stock Is a No-Go

With these risks, Alibaba stock should be trading at a discount to Facebook

By Lucas Hahn

Source: Investor Place

http://investorplace.com/2017/01/4-reas ... GxaN_l96M8

[winston]

Why Alibaba Is The ONLY China Internet Stock Bernstein Is Bullish On

By Shuli Ren

Our DCF-based target price of US$117 offers 25% upside potential, and implies a 21x CY2018 non-GAAP P/E multiple and 15x EV/adjusted Ebitda.

When seen on a sum-ofthe- parts basis, our target price is leaving some value on the table — core commerce and cloud are included, but the stake in Ant Financial, digital media (including video), and other initiatives are not, at the moment.

Of these, a potential IPO for Ant Financial promises the most immediate value-unlocking among the other options in Alibaba’s portfolio.

Even Alibaba’s upside is not large. Bernstein has a price target of $117, promising only 20% upside.

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... ullish-on/

[winston]

not vested

Alibaba Q3 revenue rises 54pc

Alibaba Group Holding yesterday posted a 54 percent rise in third-quarter revenue, beating analyst estimates, helped by higher sales during its Single's Day shopping event and increased earnings in its cloud and digital media ventures.

The company said it would be raising its 2017 full-year guidance for revenue growth from 48 percent to 54 percent.

Alibaba is seeking new revenue streams with a series of data, cloud, artificial intelligence and logistics projects as China's e-commerce market begins to show signs of saturation.

Earlier this month, it submitted a US$2.6 billion (HK$20.2 billion) bid to privatize Chinese department store operator Intime Retail Group, saying it intended to use data to digitize offline shopping.

In recent months, executives including chairman Jack Ma Yun have identified Alibaba as a data company, downplaying the strategic role of e-commerce in its future.

Chief executive Daniel Zhang said yesterday they will invest in "big data and innovation to provide a seamless online and offline experience for nearly half a billion mobile monthly active users."

Revenue from Alibaba's core e-commerce business made up 87 percent of total revenue in the three months to December 31, down from 92 percent in the same period last year.

Alibaba said overall third-quarter revenue hit 53.2 billion yuan (HK$60.1 billion).

Net income attributable to the company's shareholders grew 43 percent to US$2.57 billion.

Source: REUTERS

[winston]

not vested

BRICS Stocks to Buy: Alibaba (BABA)

BRICS Stocks to Buy: Alibaba (BABA)China is the king of emerging markets. While its growth isn’t as breakneck as it used to be, and while other EMs are growing more quickly, China still has enormous potential not just because of its own populace, but the potential for international expansion by its larger firms.

Thus, if you were to buy and hold just one Chinese stock, it would have to be Alibaba Group Holdings Ltd (NYSE:BABA).

Heck, it might even be the best tech stock across all markets.

InvestorPlace’s Jeff Reeves points out at MarketWatch that:

“China’s internet population just surpassed 730 million after a roughly 6% growth rate last year. That number is more than the entire population of the U.S., Russia, Japan and Germany combined.”

What’s more: This number still is growing. We’re only about halfway regarding China’s total population.

As the nation’s leading e-commerce site, BABA is at the forefront to profit from the digital revolution in China. Perhaps more importantly, it does so very profitably.

See, Alibaba is unlike rival Amazon.com, Inc. (NASDAQ:AMZN) in that it doesn’t sell products from its own warehouses and holds the inventory. Alibaba only acts as a middleman for other retailers. That means higher margins per transaction.

And as BABA continues to expand into non-core, but still significant opportunities — cloud computing, logistics, financial services — its fortunes should grow as well.

Alibaba stock trades at 23 times forward earnings, so it’s hardly cheap. But this BRICS stock represents perhaps the world’s best e-commerce firm in the world’s largest emerging market. That premium is worth it.

Source: Investor Place

[winston]

not vested

Alibaba Group Holding Ltd (BABA) Stock Has a Secret Weapon

Alibaba's cloud business looks like Amazon's did a few years ago

By Vince Martin

The good news for BABA stock is that it looks like the cloud business is nearing an inflection point.

Losses are narrowing, but still represent a drag on overall earnings for BABA.

Over the past 12 months, cloud has actually had a negative impact on EPS of about $0.03. That will change shortly, as Alibaba has said that the business will hit a profit around 1 million users, a milestone almost certain to be hit in 2017.

Assuming Alibaba can get half of the Chinese market at 30% margins, the cloud segment could contribute as much as $1.50 per share in EPS annually, enough to add $30 billion-$40 billion in market value. Any international success would simply add to that value.

Source: Investor Place

http://investorplace.com/2017/02/alibab ... JP3APl96M8

[winston]

not vested

This Stock is Arguably Better Than Amazon (AMZN)

By James Brumley

As much as Americans love and live for their smartphones, Chinese smartphone owners use them more, and use them for more things central to the offline living of life.

Alibaba’s other ventures all contribute to the idea that, like Amazon, it’s morphing from an e-commerce powerhouse to a lifestyle company.

Source: Investor Place

http://dailytradealert.com/2017/02/08/t ... azon-amzn/

[winston]

not vested

Short Interest

Alibaba Group Holding Ltd. (NYSE: BABA) saw its short interest grow only a little more than 1% to nearly 115.53 million shares by the end of the month.

That was on top of a 3% gain in the previous period, and it totaled 4.8% of the float most recently.

As of the latest settlement date, it would take about nine days to cover all short positions.

During the period, Alibaba reported better-than-expected quarterly results. Short sellers watched the share price jump about 8% and then pull back during the short interest period.

The stock closed most recently at $103.34 a share, which is more than 17% higher since the beginning of the year.

The 52-week trading range is $59.85 to $109.87.

Source: 24 7 Wall St