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

Re: Alibaba (BABA) / Jack Ma 01 (May 08 - Jun 16)

Postby winston » Wed Jul 06, 2016 1:55 pm

not vested

Alibaba Goes Off Track

By Tim Culpan and Christopher Langner

Jack Ma has in the past expressed interest in expanding even further into physical retail. He should take a step back and remember that he disrupted that sector, and it makes no sense to try to revive it.


Source: Bloomberg

http://www.bloomberg.com/gadfly/article ... yptr=yahoo
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Alibaba (BABA) / Jack Ma 01 (May 08 - Jun 16)

Postby winston » Fri Jul 08, 2016 7:22 am

not vested

Analyst lists a bunch of ways investors are getting Alibaba wrong

Investors appear to be dismissing Alibaba’s potential 33% stake in Ant Financial, (AFG) one of the most powerful players in the Internet finance industry.

Currently, Alibaba receives 37.5% of Ant Financial’s net income before taxes, but they have the option of converting that to a 33% equity stake once the latter goes public.

Ant Financial’s most recent capital raise valued the company at $60 billion, which means Alibaba’s stake is worth around $20 billion.


Oppenheimer also believes that investors don’t appreciate Cainiao’s hyper efficient business model. Cainiao is the logistics network that Alibaba uses and owns 47% of. It can currently deliver 40 million packages a day (with a mere 1200 employees), but is aiming to reach 100 million packages a day in the long run.

Oppenheimer notes that revenue grew by 229% year over year, while costs grew by 231%.


Oppenheimer sees a lot of potential in Alibaba’s AliCloud, its cloud computing unit. While expectations are for 94% average growth over the next three years, Oppenheimer expects 126% instead.

Essentially, AliCloud’s revenue will increase by 10x over the next three years. These projections are so high because AliCloud is already the lead cloud computing provider in China, with 62% of the total market share.


Oppenheimer believes that the Internet retail business is worth $232 billion, the Ant Financial business $20 billion, AliCloud $43 billion, Cainiao stake $3.7 billion, and investments/acquisitions at $18.7 billion. Therefore, the overall market cap should be $282 billion, which ends up at a value of $110 a share.


Source: Yahoo Finance

http://finance.yahoo.com/news/oppenheim ... 37558.html
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Alibaba (BABA) / Jack Ma 01 (May 08 - Jun 16)

Postby winston » Thu Jul 21, 2016 12:33 pm

not vested

C Suisse Rates Alibaba at Outperform with Target Lifted to US$114

Credit Suisse, in its report, rated Alibaba Outperform with target price lifted from US$100 to US$114, implying 2017/18 P/E ratio forecast of 36.9x and 26.2x, with 35% two-year EPS CARG.

The broker advised investors to accumulate Alibaba for a solid cash-generating core commerce marketplace expanding in key new categories and regions;

Gradually more visible value creation from four key growth assets in Ant Financial, Cloud, Cainiao and Koubei; satellite investments that unlock future value in O2O retail & services, media & entertainment, and frontier technologies.

The broker expected the group to see sustained GMV and monetisation rate improvement for core business.

Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Alibaba (BABA) / Jack Ma 01 (May 08 - Jun 16)

Postby winston » Wed Aug 03, 2016 1:04 pm

not vested

3 Compelling Reasons to Buy Beaten-Down Alibaba

This erstwhile Internet darling has gotten clobbered lately, which makes it a good buying opportunity. You should get aboard now, before it executes a likely turnaround.

by Siddhi Bajaj

With total cash at $17.3 billion, Alibaba is flush with funds even after considering a total debt of $8.65 billion.


Source: The Street

https://www.thestreet.com/story/1365910 ... yptr=yahoo
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Alibaba (BABA) / Jack Ma 01 (May 08 - Jun 16)

Postby winston » Wed Aug 10, 2016 10:38 am

not vested

Preview: Why Alibaba Earnings May Beat Estimates

By Shuli Ren

Alibaba Group (BABA) will report June quarter earnings results on Thursday before the U.S. markets open with a conference call at 7.30AM Eastern time.

Wall Street analysts largely expect Alibaba to report 22-23% gross merchandise volume growth given its management said June quarter GMV growth would be on par with the March quarter growth of 23.7% at its mid-June analyst day.

The street sees revenue at Alibaba growing by 50% to 30 billion yuan ($4.5 billion). Alibaba can grow its revenue faster than transactions conducted on its sites thanks to higher take rates.

T.H. Capital‘s Tian Hou this morning said that Alibaba can beat street estimates on the top line. According to China’s National Bureau of Statistics, online retail sales in the second-quarter re-accelerated to 28.5% from a year ago, compared to 27.8% in the first-quarter. In other words, Alibaba’s management may have been conservative and wanted to manage expectations.

Hou wrote:

Street expectation of RMB30.0B (US$4.5B) and highly likely to be better due to:

1) better commission revenue driven by accelerating Tmall GMV growth and higher commission rate in the June quarter.

Based on our data, total GMV transacted on BABA domestic retail marketplaces is likely to increase 24% Y/Y to RMB833B, of which GMV from Tmall is likely to grow 37% Y/Y to reach RMB338B and GMV from Taobao is likely to grow 16% Y/Y to reach RMB495B in F1Q17.

Commission rate for Tmall is likely to grow to 2.11% in F1Q17 from 2.04% in F1Q16.

Higher Tmall GMV and commission rate will lead to better commission revenue growth at 42% Y/Y to reach RMB7.12B in F1Q17.

Hou raised her price target for Alibaba substantially to $97, from $84 previously. Alibaba closed at $85.24 on Tuesday.

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... estimates/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Alibaba (BABA) / Jack Ma 01 (May 08 - Jun 16)

Postby winston » Fri Aug 12, 2016 7:51 am

not vested

Alibaba Q2 Earnings Beat: Revenue Growth Surprises

By Shuli Ren

Alibaba Group (BABA) reported better-than-expected June quarter earnings.

Revenue at Alibaba grew 59% from a year ago to 32.2 billion yuan ($4.8 billion), higher than 30 billion yuan expected by the street.

The beat came from re-accelerating retail space in China and thus higher gross merchandise volume. China’s retail marketplace revenue grew 49% year-on-year in the second-quarter, the highest in past six quarters.

Alibaba said GMV rose 24% from a year ago to 164 billion yuan, whereas analysts largely penciled in 22-23% growth. The company management had said June quarter GMV growth would be around that range.

Alibaba said its mobile take-rate came in at 2.8%, surpassing PC’s take-rate for the first time. It is easier to advertise on larger PC screens and mobile take-rates were lower. Mobile GMV accounted for 75% of Alibaba’s total GMV.

But more importantly, Alibaba’s cloud computing business grew rapidly, with revenue increasing 156% from a year ago to 1.2 billion yuan ($187 million). Alibaba’s cloud services along with Microsoft‘s (MSFT) Azure are the largest ones in China.

Non-GAAP diluted earnings per share came in at 4.90 yuan ($0.74), an 33% increase from a year ago and beating street estimates by 17%.

Alibaba rose 3.9% in before market trading. The company will host a conference call at 7.30AM Eastern time.

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... surprises/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 17)

Postby winston » Fri Aug 12, 2016 7:59 am

not vested

New buzz at Alibaba

Jack Ma Yun's diversification strategy is paying off as revenue at Alibaba Group accelerates to the fastest since its record initial public offering.

Streaming entertainment and cloud computing bolstered e-commerce business, driving revenue up 59 percent in the three months to June 30, beating analyst estimates and taking the stock to its highest in more than a year in pre-market trade.

Sales were 32.1 billion yuan (HK$37.5 billion) -- well above estimates -- and net income 7.1 billion yuan, also beating expectations. Adjusted earnings per share were 4.90 yuan.

Annual active buyers increased 18 percent to 434 million, and growth in users drove a 47-percent rise in revenue for Alibaba's Taobao online marketplace to 27.2 billion yuan.

Source: BLOOMBERG
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 17)

Postby winston » Mon Aug 22, 2016 9:02 pm

not vested

We Think This Stock Could Quadruple From Here

By Diane Alter

Source: Money Morning

http://dailytradealert.com/2016/08/22/w ... from-here/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 17)

Postby winston » Wed Aug 31, 2016 8:53 am

not vested

Why Alibaba Group Holding Ltd’s Stock is Worth 35% More (BABA)

A sum-of-the parts premium adds value to BABA's price target

By Aman Jain

Source: ValueWalk

http://investorplace.com/2016/08/alibab ... t&cp=pdtk#
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 17)

Postby behappyalways » Thu Sep 01, 2016 8:19 pm

【動畫】搵三四萬最幸福?
馬雲:超過一兩億麻鬼煩
http://hk.apple.nextmedia.com/internati ... 1472730054
血要热 头脑要冷 骨头要硬
behappyalways
Millionaire Boss
 
Posts: 39914
Joined: Wed Oct 15, 2008 4:43 pm

PreviousNext

Return to A to B

Who is online

Users browsing this forum: No registered users and 5 guests

cron