Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 19)

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

Postby winston » Mon Jan 14, 2019 7:30 am

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Alibaba launches ‘A100’ initiative to drive its evolution into a global enterprise tech provider

The programme will initially involve companies, such as major brands and merchants, that are partners in Alibaba’s ecosystem

New York-traded Alibaba’s “A100” initiative will offer enterprises of all sizes, a one-stop solution to accelerate their digital transformation, which involves implementation of advanced technologies, processes and practices, to fundamentally change and improve how traditional businesses operate.

“With over 600 million monthly active users and nearly 30 business units specialising in enterprise services from digital retail to mobile payment to digital marketing to IT infrastructure and more, Alibaba is the leading partner for businesses within China and around the world to capitalise on the growing consumption by China’s middle class”.


Source: SCMP

https://www.scmp.com/tech/innovation/ar ... ion-global
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 19)

Postby winston » Sun Feb 10, 2019 9:20 pm

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Alibaba (BABA)

A big reason why financial markets tumbled in late 2018 was because China’s economy cooled to multi-year lows. That’s a big deal.

Due to the rapid urbanization of its huge population base, China has been the biggest contributor to GDP growth over the past several years. Thus, as China slowed, the whole world slowed.

Also as China slowed, Chinese growth stocks tumbled. Chinese growth giant Alibaba (NYSE:BABA) was no exception. In late 2018, slowing growth and compressing margin concerns sparked a 40% selloff in BABA stock.

This selloff now appears to be over. In 2019, BABA stock is up more than 20%. That’s because there are signs that China’s economy is turning a corner from a slowing growth trend, Alibaba’s revenue growth remains robust above 50%, and margins are starting to stabilize.

Overall, BABA stock is back on a winning path. So long as China’s economy continues to stabilize and potentially even improve, BABA stock will remain on an uptrend throughout 2019.

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

Postby winston » Sun May 19, 2019 4:16 pm

Alibaba (BABA)

BABA’s main bread-n-butter is its retail business. But unlike Amazon (NASDAQ:AMZN), BABA only serves as the marketplace and doesn’t actually hold inventory. People sell products on the site. That provides higher margins than even almighty AMZN.

The beauty is that founder Jack Ma has used the hefty cash flows from this business to fund a variety of other expansions. This has included everything from peer-to-peer lending, cloud computing, social media, and even tablets/mobile devices. This has created a monster among Chinese stocks. And the growth continues.

Last quarter, active users on BABA’s sites jumped 18%, while expansions into higher margined services and operations helped revenue surge 51% versus a year ago.

Remember, this during all the trade war issues. With BABA now making moves into more rural areas of China, revenues and profits should continue over the long haul.

Meanwhile, the e-commerce giant has seen its shares dip over the last few weeks. With forward P/E of about 24, BABA is just as cheap as its American rivals, but with a much larger opportunity set.

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

Postby winston » Tue May 28, 2019 7:38 am

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Alibaba considering raising $20 billion through a second listing in Hong Kong

Alibaba raised US$25 billion selling shares on the New York Stock Exchange in 2014 in the world's largest first-time share sale

Alibaba is aiming to file a listing application in Hong Kong confidentially as early as the second half of 2019.


Source: Bloomberg

https://business.financialpost.com/news ... -hong-kong
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 19)

Postby winston » Thu May 30, 2019 1:24 pm

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Why Alibaba Stock Is a Buy on Trade-War Weakness

by Luke Lango

1. China is still growing very quickly and
2. Alibaba is still growing very rapidly

Despite hitting a 16-year-low, the country’s retail sales still surged an impressive 7.2% year-over-year. In America, retail sales rose 2.8% year-over-year in April.

China’s household expenditures per capita are about 15% of U.S. per capita household expenditures. Meanwhile, China’s internet penetration rate is below 60%, versus roughly 90% in the Americas and throughout Europe.

The company has a rapidly expanding cloud business that is the largest in China.


Source: Investor Place

https://finance.yahoo.com/news/why-alib ... 42653.html
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Re: Alibaba (BABA) / Jack Ma 02 (May 16 - Dec 19)

Postby winston » Thu May 30, 2019 2:05 pm

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Alibaba (BABA)

Growth Stocks to Buy That Are Growing Into Their Valuation: Alibaba (BABA)

Forward P/E Multiple 5 Years Ago: 45
Current Forward P/E Multiple: 24

Stock Price % Gain Past 5 Years: 71%
Most Recent Quarter Revenue Growth Rate: 51%

The stock has risen dramatically over the past five years (over 70%) despite the multiple being nearly cut in half during that time.

Sounds a lot like Amazon, right? It does. But, the narratives actually couldn’t be more different. Over at Amazon, it was slower revenue growth and robust margin ramp that produced huge profit growth and enabled multiple compression.

At Alibaba, it has been the exact opposite. Margins have actually struggled. But, revenue growth has consistently remained north of 50%. Thus, robust revenue growth has driven robust profit growth, and that has enabled multiple compression.

The problem here is that the law of large numbers states that revenue growth will naturally slow over time. Quite simply, 50%-plus revenue growth isn’t sustainable forever. Thus, as that revenue growth rate comes down, Alibaba is going to need margin expansion drivers to power robust profit growth to continue this dynamic of Alibaba stock growing into its valuation. Right now, those margin drivers are nowhere to be found.

But, they won’t be missing forever. Most of the margin compression over at Alibaba is a result of growth-related investments. Once the company stops growing at a 50%-plus rate, Alibaba will pull those growth-related investments because they won’t be necessary anymore.

That will provide an immediate lift to margins. Then, the company’s new businesses in cloud and offline retail will scale, which will create recurring tailwinds for margins.

Overall, then, Alibaba is still in the early stages of growing into its valuation. Over the next several years, revenue growth will slow and margins will ramp, creating a healthy dynamic for further gains in BABA stock.

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

Postby winston » Thu Jun 06, 2019 10:58 am

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Buy BABA before the G20 Meeting

Alibaba is by far the top e-commerce company in China. Its marketshare is expected to come in at 53% this year, according to research firm eMarketer. The firm expects China’s e-commerce sector to grow 30% in 2019 alone.

In BABA’s fiscal year that ended in March, its revenue jumped 50% and its bottom line surged 30%.

Given such strong growth, one would expect that the forward P/E ratio of Alibaba stock would be at least 30 — in-line with the company’s profit growth in fiscal 2019.

But the current forward P/E for BABA stock is only 23.6. That makes BABA stock quite attractive at current levels.

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

Postby winston » Sat Jun 08, 2019 9:17 pm

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Q4 2019 RESULTS

Our price target of USD190 implies a FY 3/2020E P/E of 28x (slightly higher than the five-year average).

Key downside risks are the shares selling pressure from Altaba**, weak consumer sentiment, heightened competition and trade tensions.


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

Postby winston » Tue Jun 11, 2019 4:13 pm

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Chinese stocks to sell: Alibaba (BABA)
% Off Highs: 30%
YTD Return: 10%

One of the biggest players in the Chinese digital ad landscape is Alibaba (NYSE:BABA).

Better known for its e-commerce platform, Alibaba nonetheless operates one of the largest digital ad businesses in all of China.

Those two businesses, and Alibaba’s cloud business, have been holding up nicely against the backdrop of an economic slowdown in China. Alibaba’s overall revenue growth rates have largely remained north of 50%.

Still, BABA stock trades nearly 30% off its all-time highs because investors are concerned that, eventually, slowing economic expansion in China will catch up to Alibaba, and that the company’s e-commerce, ad and cloud businesses will all slow.

This could happen. But, it’s not happening yet, and it is happening almost everywhere else. Thus, Alibaba has shown impressive resilience which, if sustainable, implies that fears related to a growth slowdown here are overstated.

If those fears prove to be overstated, BABA stock will bounce back in a big way from recent weakness.

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

Postby winston » Sat Jun 29, 2019 9:55 pm

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Should You Buy Alibaba Stock? 3 Pros, 3 Cons

by Laura Hoy

Pro: Strong Growth Story for Alibaba Stock
Pro: China’s Digital Landscape
Pro: BABA Stock Is on Sale


Con: Slowing Economic Growth
Con: Chinese Ties
Con: Competition


Source: Investor Place

https://finance.yahoo.com/news/buy-alib ... 51072.html
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