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

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

Postby iam802 » Thu Dec 21, 2017 6:22 pm

winston wrote:Stocks to Sell: Alibaba (BABA)
...
.. Sales of counterfeit goods raise regulatory risk. And the long-held worries about the health and true nature of the Chinese economy seem likely to come back at some point.

..


My observation is that Alibaba is working hard to eradicate counterfeit goods especially for the big brands.

With AliPay expanding across borders and especially along the One Belt One Road, along with the growth of their cloud services, Alibaba has quite a lot of room to grow.
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 18)

Postby winston » Wed Dec 27, 2017 8:00 am

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Alibaba

Like Amazon.com Inc. AMZN, Alibaba Group Holding Ltd. BABA, is a giant e-commerce marketplace that’s also in cloud computing.

It controls 60% of China’s e-commerce market.

The sheer size helps give the company a protective moat, says Goei. But unlike Amazon, Alibaba doesn’t get involved in managing warehouses and logistics. This reduces costs.

It’s sort of the eBay Inc. EBAY of China, only better, because it is so huge.

Alibaba makes money, in part, by charging merchants for preferred listings on its site, a high-margin business because it doesn’t cost the company much to do this.

“They are very profitable,” says Goei. Alibaba is also in search and video, and it has a stake in a big financial-services business called Ant Financial.

Source: Market Watch
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 18)

Postby winston » Fri Feb 02, 2018 7:00 am

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Alibaba beats on top line, takes stake in fintech Ant Financial

Alibaba, China's largest e-commerce company, beat Wall Street expectations for revenue but missed on the bottom line when it reported holiday quarter results.

The company also announced it is acquiring a 33% stake in privately held Ant Financial Services Group. The market was unimpressed by the news and the stock closed down 5.9%.

Revenue grew a whopping 56% to $12.76 billion when analysts were expecting $12.68 billion. Non-GAAP earnings per share were $1.63 compared with expectations of $1.67.

The company's biggest segment, core commerce, increased sales 57%, while digital media and entertainment grew 33% and cloud computing soared 104%.

The bigger news was arguably the announcement of the equity stake in Chinese fintech Ant Financial, a company that was originally spun out of Alibaba when the latter went public, and which runs the Alipay online payment platform.

The previous arrangement had been a profit-sharing agreement, where Ant paid 37.5% of its pre-tax profit to Alibaba as "royalty and technology service fees." The new arrangement terminates that payment in return for the equity stake in Ant, which is probably a sign that Ant is preparing for an IPO.

The new arrangement with Ant is undoubtedly a good deal for Alibaba and its investors. Royalty payments from Ant amounted to only $30 million last quarter, as the fintech company is still investing heavily for growth. The equity stake could easily be worth tens of billions the first day of Ant's IPO, a possibility that investors seemed to overlook today.

Source: Motley Fool
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 18)

Postby winston » Sat Feb 24, 2018 5:04 pm

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Top Undervalued Stocks to Buy No. 1: Alibaba Group Holding Ltd.

BABA is trading at perhaps the greatest discount to its true value.

That’s because Alibaba is positioned to capitalize on the massive economic growth of China and the rest of Asia.

Alibaba is one of the 10 biggest companies in the world and operates primarily as an e-commerce shopping platform, like Amazon.com Inc. (Nasdaq: AMZN), as well as a technology conglomerate like Alphabet Inc. (Nasdaq: GOOGL).

In the past 12 months, BABA shares have climbed 86.3%, and it appears that there may be another major catalyst in store for this company.

Alibaba has been making a push to expand its international reach, particularly in North America. Its existing network would give existing U.S. businesses an outlet to reach 443 million online consumers.

There are already 7,000 businesses on the Alibaba network, and American-made goods sell at a premium for the site’s customers.

And based on the 50 firms covering BABA stock with an average price target of $226 and a high target of $260, BABA stock has upside of 19% and 36.8%, respectively.

On Jan. 26, BABA shares were trading as high as $205 per share, and then collapsed 15.3% to $173.70 on Feb. 8.

Currently, Alibaba’s stock trades at $190, meaning it still has room to climb 7.9% before it reaches a new all-time high. That makes BABA shares potentially the most discounted shares on this list.

Source: Tech Stock Sensei
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 18)

Postby winston » Wed Apr 25, 2018 11:50 am

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Stock of the Week

by Rick Pendergraft

Suggested strategy: Buy BABA with a maximum entry price of $180.

I would set a target of at least $270 over the next nine to 12 months (for a potential return of 50%-plus from current prices).

I would suggest a stop loss at the $160 level.


Source: Daily Trade Alert

http://dailytradealert.com/2018/04/24/s ... e-week-14/
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 18)

Postby winston » Fri Jul 06, 2018 8:12 pm

High-Growth Stocks To Buy In July: Alibaba Holdings Ltd (BABA)

What to Expect From BABA Stock Earnings

China e-commerce giant Alibaba (NYSE:BABA) has morphed into the face of the booming China tech revolution. As a result of essentially becoming the Amazon.com (NASDAQ:AMZN) of China with a super-charged digital retail business and rapidly growing cloud business, Alibaba stock has gone from $60 to $200 over the past two-plus years.

But the stock has been stung recently by a plethora of headwinds, none of which have staying power or will materially affect the company’s still robust long-term growth narrative.

First up, there are the currency headwinds. There was a recent devaluation of China’s currency, and that creates foreign exchange risks for Alibaba. But as MKM Partners points out, such currency risks always created weakness in shares in the near-term, and never materialized into anything meaningful. As such, present currency headwinds should be viewed as a buying opportunity.

Second, there are also concerns about Alibaba’s profitability. Alibaba has long been a staple for both big revenue growth and healthy margin expansion. But the latter part of that narrative — the margin expansion part — has been lacking recently as big investments into New Retail and cloud have diluted the margin profile of the business.

This isn’t anything to freak out about. Alibaba is investing big for the future. Eventually, big investment businesses will turn into big growth, big margin businesses, and the overall profitability profile of Alibaba will improve dramatically.

Overall, then, the risks presently facing Alibaba stock are over-stated. With the stock now trading at under 30-times forward earnings against the backdrop of 60%-plus revenue growth, it looks like July could be a big bounce-back month for Alibaba stock.

Source: Investor Place
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 18)

Postby winston » Sun Jul 22, 2018 2:16 pm

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Chinese Stocks at Risk From the Currency Crash: Alibaba (BABA)

Alibaba Group (NYSE:BABA) shares are threatening to fall back below their 200-day moving average and its 50-week moving averages, which would result in the first major downtrend for the stock since the doubling off of the late 2016 lows.

The Chinese e-commerce giant is exposed not only to emerging weakness in China but also to any plans to expand more aggressively into the U.S. market.

The company will next report results on August 2 before the bell. Analysts are looking for earnings of $1.33 per share on revenues of $12.4 billion.

When the company last reported on May 4, earnings of 91 cents per share beat estimates by three cents.

Source: Investor Place
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 18)

Postby winston » Wed Aug 08, 2018 12:49 pm

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Ignore Trade-War Noise and Stick With BABA Stock for the Long Haul

Why It Is Dropping: E-commerce and cloud behemoth Alibaba (NYSE:BABA) has seen its stock drop from $210 to $180 over the past several months due to prevailing concerns regarding tariffs. Alibaba’s direct impact from tariffs seems largely mitigated.

However, the concern is that tariffs could spill into an economic slowdown in China, the likes of which would inevitably dilute presently robust commerce growth and weigh on BABA stock.

Why It Will Rebound: Alibaba is growing revenues at a 60%-plus clip, and BABA stock is trading at less than 30x forward earnings.

In other words, Alibaba can afford a large reduction in top-line growth, and still support the currently depressed valuation.

Moreover, a revenue slowdown isn’t likely because China’s GDP growth was still an impressive 6.7% last quarter, even amid trade war tensions. Plus, per-capita spending in China remains a fraction of what is in the United States. Therefore, the long-term growth runway for further revenue growth through dramatically higher per-capita spending rates looks promising.

Overall, BABA stock is a big growth stock trading at a big discount. Unless that growth gets chopped in half, which is highly unlikely, BABA stock is a bargain at current levels.

Source: Investor Place
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 18)

Postby winston » Sat Aug 18, 2018 8:40 am

Earnings Reports to Watch: Alibaba (BABA)

Unlike U.S. retail plays, Chinese e-commerce giant Alibaba (NYSE:BABA) isn’t trading near the highs — or even close.

BABA has dropped 19% from June highs as trade war concerns, a weakening yuan, and a bear market in Chinese stocks have pushed Alibaba stock near its lowest levels in almost a year.

As such, Alibaba’s earnings report would seem likely to be good news. BABA stock is trading near multi-month support levels around $165. History suggests an earnings beat is likely.

A strong quarter would seem to remind investors that this is a high-growth stock trading at less than 22x forward earnings.

We’ll see. As I wrote earlier this month, Alibaba stock isn’t quite as cheap as it appears. And I’m not sure investors are ready to embrace Chinese stocks just yet. The same bull case could have been made for rival JD.com (NASDAQ:JD) heading into its Q2 report last week. JD posted a decent, if mixed, quarter — and that stock is at a 52-week low.

It’s going to take a huge quarter for BABA to shake off the market’s concerns. That said, if any mega cap can post a huge quarter, it’s Alibaba.

Source: Investor Place
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 18)

Postby behappyalways » Sun Sep 09, 2018 1:36 pm

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