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

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

Postby winston » Wed Sep 26, 2018 9:49 pm

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Alibaba (BABA)

The other key player in the Chinese e-commerce market is Alibaba (NYSE:BABA). Unlike JD and its $35 billion market cap though, BABA is a colossal giant, commanding a $420 billion market cap despite the stock’s recent slide.

Although it hasn’t been as bad as JD, Alibaba stock is trading at levels it hasn’t seen in some time. The biggest issue with Alibaba? Founder and CEO Jack Ma is hitting the exit, rattling investor confidence and creating concern over the company’s long-term future despite its dominant position in China.

At the moment, analyst expect insane revenue growth of 58% this year and almost 40% in 2019. On the earnings front, estimates call for 16.5% growth this year and more than 35% growth in 2019.

Remember, we’re heading into the key second half of the year and Single’s Day (for both JD and BABA) is coming up on Nov. 11.

These stocks tend to rally into that event, although it’s unclear when that will be the case this year — particularly if Chinese-U.S. tensions heat up as mid-terms approach just before that event.

BABA stock trades at just 21 times next year’s expected earnings. On a forward basis, that’s pretty cheap for a best-in-breed.

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

Postby winston » Sun Nov 11, 2018 5:15 pm

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Chinese Stocks to Buy: Alibaba (BABA)

Alibaba’s problems go deeper than a single quarter of earnings results.

Although they were actually pretty good with Q2 2019 revenues up 54% over last year to $12.4 billion with a 14% increase in earnings per share to $1.40, Martin argued that investors are more concerned about China’s future, and the part Alibaba will play in it, than what’s happening with the company in the present.

“The worries here are about what is going to happen in China in 2019 and 2023 — not what happened to Alibaba in the September quarter of 2018,” Martin wrote Oct. 26.

“It’s hard to see how Alibaba earnings can offset the external concerns here.” While the big picture in China is a concern, Alibaba is expected to generate at least $54.5 billion in revenue in fiscal 2019 with net income of close to $14 billion based on 5% year over year growth from fiscal 2018.

Down 14.5% year to date through Nov. 6 and 21.5% over the past 52 weeks, BABA stock is trading at levels not seen in 18 months. It’s too big a company to remain down for the long haul.

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

Postby winston » Sun Nov 11, 2018 5:15 pm

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Chinese Stocks to Buy: Alibaba (BABA)

Alibaba’s problems go deeper than a single quarter of earnings results.

Although they were actually pretty good with Q2 2019 revenues up 54% over last year to $12.4 billion with a 14% increase in earnings per share to $1.40, Martin argued that investors are more concerned about China’s future, and the part Alibaba will play in it, than what’s happening with the company in the present.

“The worries here are about what is going to happen in China in 2019 and 2023 — not what happened to Alibaba in the September quarter of 2018,” Martin wrote Oct. 26.

“It’s hard to see how Alibaba earnings can offset the external concerns here.” While the big picture in China is a concern, Alibaba is expected to generate at least $54.5 billion in revenue in fiscal 2019 with net income of close to $14 billion based on 5% year over year growth from fiscal 2018.

Down 14.5% year to date through Nov. 6 and 21.5% over the past 52 weeks, BABA stock is trading at levels not seen in 18 months. It’s too big a company to remain down for the long haul.

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

Postby winston » Tue Nov 20, 2018 8:26 am

Alibaba (BABA)

For Better and Worse, BABA Stock More Like Amazon Every Day

Alibaba (NYSE:BABA) stock is not cheap but it is not bloated either — for a growth stock.

BABA sells at a 45 price-to-earnings ratio, which puts it in between Aliphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN).

To me, it’s not exactly in the same league of Amazon. So the reason to buy BABA is the hope of a trade deal being done soon.

If the China and the U.S. finally do get a deal done, then Chinese stocks will bounce hard out of this abyss. Arguably this is hopium, but not without its basis.

The upcoming G20 meetings are near and they could lay the basis for a workable framework. The end results will likely not be an earth-shattering deal, but good enough for both leaders to save face and declare victory for their nations.

BABA in particular has $15 upside target on the most recent technical breakout from $154 per share. A trade deal between the U.S. and China could send it to this point or higher. The experts agree as they all rate BABA a BUY and it still trades well below their lowest of price targets.

Source: Investor Place
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 19)

Postby winston » Thu Nov 22, 2018 2:04 pm

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Best Stocks to Buy: Alibaba (BABA)

Chinese e-commerce giant Alibaba (NYSE:BABA) has a “moderate buy” analyst consensus rating with big upside potential of 30%. The Street is unanimous in its take on BABA as one of the best stocks to invest in right now.

I say that because in the last ten months, this stock has received no hold or sell ratings from the Street. Just 100% buy ratings.

Key growth drivers to keep a close watch on include rural/cross-border/cloud/logistics. For example, AliCloud (Alibaba’s answer to Amazon Web Services) revenue is soaring with triple-digit year-over-year growth.

Source: Investor Place
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 19)

Postby winston » Tue Dec 04, 2018 8:42 pm

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Stocks to Buy with the Trade War on Pause: Alibaba (BABA)

Percent Off All-Time High: 21%

Why It Has Been Killed: China e-commerce giant Alibaba (NYSE:BABA) has dropped into bear market territory quite simply because it is China’s e-commerce giant.

Trade war tensions with the U.S. have created economic uncertainty in China. That uncertainty is starting to show up in slower growth and output.

Granted, the Chinese economy is still growing at a 6%-plus clip, but growth is showing a disheartening slowing trend which has kept investor enthusiasm checked. Alibaba, as the heartbeat of the Chinese economy, has suffered during this slowdown, too.


Why It Will Bounce Back: Alibaba stock should rebound now that the trade war is on pause because that has been this stock’s single largest headwind. Outside of trade war noise, Alibaba has continued to report really strong numbers.

Core commerce revenue growth last quarter was in excess of 50%. Cloud computing growth was 90%.

Customer growth was robust, and while margins continued to struggle, that is just a near-term phenomena that is the consequence of growth-related investments.

Overall, the growth story supporting Alibaba stock remains robust, so with its biggest headwind now on pause, this stock should rebound from its 20%-plus sell-off.

Source: Investor Place
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 19)

Postby winston » Tue Dec 04, 2018 8:57 pm

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Chinese Stocks Due for a Big Rebound: Alibaba (BABA)

The Fundamentals: China’s most well-known and biggest tech company, Alibaba (NYSE:BABA) is supported by big growth fundamentals that imply a healthy long-term growth trajectory for this company and stock.

Last quarter, core commerce revenues grew by over 50% yet again, while cloud computing revenues rose 90%.

Margins took a hit, but that compression is all tied to growth-related investments and will inevitably phase out over time. Thus, in the big picture, the fundamentals here remain strong, supported by the continued urbanization and digitization of China’s economy.


The Valuation: Following the recent dip in BABA stock, this stock now trades at just 24X forward earnings. That is low both for this stock and relative to the company’s 50%-plus revenue growth rates.

The Technicals: BABA stock seems to have bottomed in late November around $130. It has been on an uptrend ever since, and should remain on this uptrend so long as trade war concerns remain muted.

Source: Investor Place
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 19)

Postby winston » Thu Dec 20, 2018 12:25 pm

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Alibaba (BABA)

It’s worth taking a look at the bigger picture when it comes to Alibaba (NYSE:BABA) stock. And analysts are unanimously optimistic on China’s e-commerce giant — especially when it comes to the long-term.

Okay, so the company reported mixed Q2 results. Alibaba’s Q2 ESP of 9.60 yuan ($1.40) came in well above the 7.43 yuan expected by the Street. But BABA also cut its full-year sales forecast by 4-6% due to concerns over the economic impact of a U.S.-China trade spat.

These macro issues have brought shares down 16% year-over-year. However, this just makes the upside opportunity even stronger. On average top, analysts are modelling for 50% upside potential.

RBC Capital’s Mark Mahaney (Track Record & Ratings) wrote: “If the Macros do not worsen further (yes, a big IF), we view BABA’s Risk/Reward as very compelling here. Why? Core China Commerce Comps likely ease through the second half of the year and into next.”

He calls strategic investments in Ele.me, Lazada, New Retail and Cainiao “the right ones” while BABA’s consistent, robust growth rates are indicative of the platform’s strength and scale. Finally, Cloud continues to demonstrate hyper-growth (+90% Y/Y).

Source: Investor Place
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 19)

Postby winston » Fri Dec 21, 2018 9:28 pm

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Alibaba Group (NYSE: BABA) is the leader in e-commerce, cloud solutions and entertainment media in China. The company is growing cloud revenue at 90% year-over-year and booked overall revenue growth of 54% in the most recent quarter.

Shares have followed the rest of the Chinese market lower since June, losing 30% of the market cap, and trade for 30 times trailing earnings. That’s less than a third the multiple of 98 times earnings for shares of Amazon. Alibaba’s operating margin of 28% is nearly six times the 5% margin reported by U.S. e-commerce leader.

Alibaba signed a partnership with the Russian Direct Investment Fund, the sovereign wealth fund of Russia, to revitalize the country’s consumer internet and e-commerce platforms.

E-commerce in Russia is still just 2% of total retail sales but expected to grow at 30%+ annually and could be a profit machine for Alibaba.

The company’s founder, Jack Ma, recently announced he was stepping down from the executive chairman role, leaving some uncertainty, but the company is thought to be exceptionally well-run. The Alibaba Partnership, a group of 36 core managers, results in a peer-run business with less bureaucracy.

Source: Daily Trade Alert
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 19)

Postby winston » Thu Jan 10, 2019 4:17 pm

3 Reasons to Be Bullish on Alibaba Stock

Even as the Chinese economy slows, BABA should still do just fine.

By TOM TAULLI

In the third quarter, the segment’s revenues jumped 56% year-over-year to $10.5 billion.

The number of consumers who used the platform during the previous year jumped 25 million versus Q2 to a total of 601 million.

Finally, the unit’s mobile MAUs (Monthly Active Users) surged 32 million to 666 million.


The forward price-earnings multiple of Alibaba stock is 20.

Wall Street analysts remain bullish on BABA, as their average price target on BABA stock is $202, representing upside of about 40% from the shares’ current levels.


Source: Investor Place

https://investorplace.com/2019/01/3-rea ... aba-stock/
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