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 Oct 02, 2020 9:34 am

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China Just Signaled Its Support For Alibaba's Businesses

Summary

The rise in coronavirus cases in several European nations spooked the financial markets sending investors into a risk-off mode.

Some investors also sensed danger when China Evergrande Group, the nation's second-largest property developer conceded cashflow difficulties.

Chinese stock exchanges are vying with each other to roll out the red carpet for Ant Group, Alibaba's fintech arm.

The State Council, China's cabinet, issued its guidelines on accelerating the development of new consumption types based on new forms of business.

I discuss how Alibaba Group can benefit from this and provide an update to the technical charting.

Source: Seeking Alpha

https://seekingalpha.com/article/437666 ... ent=link-0
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Tue Oct 13, 2020 9:33 pm

CHINA'S E-COMMERCE KING SOARS ON HISTORIC DEMAND

Today, we're checking in on another company that's riding the e-commerce trend...

Even before the COVID-19 pandemic, more and more people were turning to online shopping. It's easier, and often cheaper, to shop at home versus going to the store. Now, the global e-commerce boom has accelerated. And that's good news for today's company...

Alibaba (BABA) is an $810 billion Chinese e-commerce giant. More than 870 million people use its online-shopping services on their phones every month. Alibaba takes a percentage of every sale made on its platform...

And these fees add up – especially since more than $1 trillion was spent on Alibaba's digital platforms in the 12 months ending June 30.

CEO Daniel Zhang recently said that due to the coronavirus pandemic, the company had seen historic demand for goods on its online marketplace.

As you can see in today's chart, Alibaba shares have surged in recent months. The stock is up more than 70% from its March low, and it just hit a fresh all-time high. As long as the global e-commerce boom remains strong, this stock should continue higher...

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

Postby winston » Tue Oct 20, 2020 1:30 pm

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Alibaba Group (BABA US/9988 HK) - ANT-icipation is palpable

Ant Group (Ant; an associate of Alibaba) is preparing for its dual-listing in Hong Kong and Shanghai, with media reports citing valuations of up to US$280b.

Ant’s flagship app Alipay was first created as an e-commerce payments solution, and the sustained growth of the platform has given rise to other monetization avenues in digital financial services across lending, investments and insurance.

Unsurprisingly, Ant has become both the leading digital payments provider and digital finance platform in China, based on total payment volume and transaction volume, respectively, according to iResearch and Oliver Wyman.

We believe this is important as China’s economy transits towards greater domestic consumption and growth of small businesses, thereby expanding the financial services needs of both consumers and small businesses considerably.

In our view, these needs are largely underserved by current brick and mortar channels in the financial system due to the lack of reach and customer insights.

Still, despite its scale, market watchers remain constructive on the growth of the industries across Ant’s verticals over the course of the next few years.

We have a BUY recommendation on Alibaba.

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

Postby winston » Wed Nov 04, 2020 8:57 am

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Oct 30, 2020

<Result Foresight>G Sachs' Forecast on BABA-SW (09988.HK)'s 2FQ Results (Table)
Item│2FQ21E (ended September 2020) (RMB)│YoY change


Total revenue│157.276 billion│+32.1%
-Core business revenue│133.517 billion│+31.9%
-Cloud computing revenue│14.675 billion│+57.9%
-Digital media and entertainment revenue│7.974 billion│+9.3%
-Innovative business and other income│1.110 billion│-8.3%
Non-GAAP net profit│38.776 billion│+18.4%
Adjusted EBITDA│46.677 billion│+25.8%

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

Postby winston » Wed Nov 04, 2020 2:29 pm

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Alibaba Group (BABA US / 9988 HK) - Not ANT-icipated

While the past two decades have been characterized by the rapid development of e-commerce, Alibaba’s earnings growth in the next decade will be driven by monetising user engagement across its ecosystem.

That covers almost the entire consumption journey – from the online marketplace to logistics, payments and cloud services.

With its leadership in e-commerce and cloud services, Alibaba is well positioned to benefit from the trend of accelerated digitalisation post COVID-19. BUY.

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

Postby winston » Wed Nov 04, 2020 2:49 pm

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Following Ant Group’s Suspended IPO, Is Alibaba Still a Buy?

Truist expects net revenue of 157.2 billion RMB, a 32% year-over-year uptick and ahead of the consensus calls for 155.4B RMB.

The analyst also anticipates a beat on EBITA, expecting 42.9 billion RMB compared to the Street’s 41.3 billion RMB forecast.

Expects the company to “grow the top line at an average of ~28% per year for the next 3 years.”

Squali sticks to his Buy rating alongside a $308 price target.

All 22 other analysts who have posted a recent BABA review rate the stock a Buy. The average price target stands at $335.9 and implies possible upside of ~15% over the next months.


Source: TipRanks

https://finance.yahoo.com/news/followin ... 08328.html
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Thu Nov 05, 2020 9:00 am

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How to Trade Alibaba After Its Hard Selloff and Earnings

Alibaba tumbled 8% on Tuesday. Can it regain its mojo after it reports earnings?

by BRET KENWELL

With earnings on deck for Thursday before the stock market opens, bulls are bidding Alibaba back up by more than 3% on Wednesday.

Of course, it helps that the stock market is moving solidly higher on the day too, despite some election headaches.

Single’s Day will take place on Nov. 11, so Alibaba has two potentially big catalysts in the next week.

However, Ant Group halting its initial public offering process in China dealt a blow to the stock on Tuesday.


Source: The Street

https://www.thestreet.com/investing/ali ... d+Earnings
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Thu Nov 05, 2020 11:05 am

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Limited impact from Ant Group IPO suspension

Ant Group suspended its A and H share IPO, because the relevant regulators in China said Ant Group may not meet the listing qualifications or disclosure requirements.

We estimate that Alibaba’s core commerce business accounts for about 86% of its market cap. Therefore, the impact of the Ant Group IPO suspension is limited, in our view.

We see a short-term catalyst for Alibaba, as we expect a robust recovery in consumer confidence in China and healthy growth of Alibaba’s GMV in the upcoming Nov 11 shopping festival.

Source: CIMB

https://rfs.cgs-cimb.com/api/download?f ... CE091C92F7
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Fri Nov 06, 2020 7:15 am

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Alibaba surprises as income surges 44pc to 47b yuan

Alibaba (9988) yesterday announced an unaudited revenue of 155.06 billion yuan (HK$181.89 billion) for the three months ended September 30, a 30 percent year-on-year increase.

The company's non-GAAP net income was 47.09 billion yuan, a beyond-expectation increase of 44 percent year-on-year.

Net income attributable to ordinary shareholders was 28.77 billion yuan, with a net income of 26.52 billion yuan, which represented a decrease of 60 percent and 63 percent respectively compared to the previous period, as it booked a one-time gain upon the receipt of the 33 percent equity interest in Ant Group.

Annual active consumers in the China retail market reached 757 million for the twelve months ended September 30, representing a quarterly net increase of 15 million.

Small online physical goods GMV, excluding unpaid orders, grew 21 percent year-on-year during the September quarter while fast-moving consumer goods remained to be the fastest-growing Tmall category, primarily driven by the strength of food and beverage, health care, beauty and personal care.

The growth rate of Taobao online physical goods GMV, excluding unpaid orders, was in the high-teens for the last quarter compared to the previous period.

Source: AP

https://www.thestandard.com.hk/section- ... o-47b-yuan
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Re: Alibaba (BABA)/ 9988 HK; Jack Ma 02 (May 16 - Dec 20)

Postby winston » Fri Nov 06, 2020 11:06 am

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Alibaba Group (BABA US)
2QFY21: Solid Core Commerce Revenue Growth, Margin Miss On Investment In New Initiatives


Alibaba reported a strong set of 2QFY21 results.

Revenue increased by 30% yoy to Rmb155.1b in 2QFY21, in line with our and street estimates.

Non-GAAP net profit came in at Rmb47.1b, up 44% yoy, beating our and consensus estimates by 25% and 23% respectively.

Non-GAAP EBITDA grew 28% yoy and margin was at 31%, flattish yoy.

Core commerce EBITA margin dropped 3ppt yoy and qoq to 35%, missing expectations due to investment in new initiatives.

Maintain BUY with unchanged target price of US$378.00.

Source: UOBKH

https://research.uobkayhian.com/content ... 4731c37f40
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