Alibaba (BABA)/ 9988 HK; Jack Ma 01 (May 08 - Apr 16)

[behappyalways]

Alibaba Sued Over Alleged Fake Goods
http://www.bloomberg.com/news/videos/20 ... fake-goods

[winston]

not vested

Alibaba's 1Q (fiscal 4Q) results beat expectations with revenues of CNY 17.4bn, up 44% year-on-year.

Total gross merchandise value (GMV) reached CNY 603bn driven primarily by growth of the user base, which reached 350 million, up 37.3% y/y.

Non-GAAP EPS was CNY 3.00, up 7.4% y/y, beating the consensus estimate of CNY 2.61.

Despite concerns over the growth prospects of Alibaba's B2C business, Tmall's GMV showed accelerated growth rate with stabilized PC take rates. That said, its core
Taobao C2C business grew only 29% y/y versus 43% the previous quarter, reflecting limited growth upside.

This should not be a surprise to the market as the slowdown of its core business is the key reason behind Alibaba's new growth initiatives and platforms over the last two years.

We remain positive on Alibaba over the long run as it is China's only e-commerce platform with 70% nationwide penetration. However, we do not expect catalysts
such as ad monetization improvements and mobile Tmall growth to come until 2H15.

As a result, uncertainties over GMV growth and further lock-up expiration are likely to remain a drag on the share price in the near term.

Source: UBS

[winston]

not vested

Million-Dollar Tech Portfolio Winner No. 5: Alibaba Group Holding Inc.

Already an e-commerce giant in China, Alibaba Group Holding Inc. (NYSE: BABA) has its sights set on the U.S. market.

On May 8, Alibaba said it's increasing its stake in Zulily Inc. (Nasdaq: ZU), a Seattle-based e-tailer of apparel and accessories for moms, babies, and kids. After this latest round, Alibaba now own 9.2% of this upcoming firm.

This is a savvy move because, by entering the U.S. e-commerce space, it essentially doubles Alibaba's total potential market. Alibaba already ranks as the dominant player in China, which recently surpassed the United States to become the world's e-commerce leader.

Based on sales in 2013, the last year for full comparable data, China's e-commerce industry measured $298 billion in sales and the United States came in at $263 billion.

Alibaba is just getting started. The stock debuted last summer in the largest IPO in U.S. history. Typical for new issues, the stock has been choppy since.

Priced at $89.95 mid-day Wednesday, Alibaba has a lot of upside ahead. Alibaba beat on sales and earnings in its most recent quarterly report.

And it's on a path to become even bigger than Amazon.com Inc. (Nasdaq: AMZN).

Source: Money Morning

[winston]

not vested

Alibaba Group Holding Ltd (NYSE:BABA) is now covered by analysts at Sanford C. Bernstein.

They set an "outperform" rating and a $120.00 price target on the stock. 32.3% upside from the previous close of $90.70.

The analysts wrote, "Chinese e-commerce continues to penetrate its still-rapidly growing addressable market, which in turn is driven by growing incomes and consumption and expanding Internet penetration.

This addressable market is much larger than the consumption of goods by Chinese consumers, as it encompasses a large portion of services they purchase, giving Alibaba a long runway for growth," the report explained.

According to the Bernstein report, the markets are also underestimating Alibaba's potential to expand its margins in the near term, driven by GMV monetization and a slowdown in headcount growth.

"Although the near-term may be volatile as the transition from PC to mobile occurs, and PC monetization weakens, we believe continued GMV growth and significantly improved (mobile) monetization will drive upside versus expectations 12 months out and beyond,"

Source: ARN

[winston]

not vested

BABA Stock an Aggressive Long-Term Hold After Earnings

Recent earnings reinflated hope for Chinese consumer behemoth

By Hilary Kramer

Alibaba Group Holding Ltd (NYSE:BABA) is a company that I’ve liked since it debuted on the U.S. stock market as the largest public offering in history back in September. Many investors were asking me what I thought of the Chinese e-commerce giant, and I recommended it as a great play on the Chinese economy.

BABA stock has now been public for more than eight months, and in that time it has been a favorite of many traders — including myself. More than 19 million shares change hands each day on average, and they have moved as high as $120 and as low as $77.77 just a few weeks ago.

The company reported fiscal fourth-quarter earnings before the open on May 7, and BABA stock skyrocketed out of their depressed levels the following day. I was cautious ahead of earnings, because of some of the buzz surrounding the company and the uncertainty of earnings season overall, but I’ve always viewed BABA as a great long-term opportunity, and I continue to feel that way.

Alibaba is China’s Amazon.com, Inc. (NASDAQ:AMZN). It’s an e-commerce giant that is changing the way people shop for and purchase goods. But not only does the company cater to Chinese citizens, it also sells to millions of buyers and suppliers all around the world — more than 190 countries and regions, in fact.

BABA Stock Still the Best Chinese Consumer Play

Prior to BABA’s debut on the U.S. market, there was no way for American traders to play China’s emerging consumer market. This in and of itself made BABA stock worth looking at when it finally made its debut, and was actually my main reason behind recommending it as a great opportunity.

It’s true that BABA is a more aggressive play, but if you’re an investor who’s comfortable undertaking this level of risk, I believe the payoff will be more than worth it in the longer term.

BABA stock had struggled prior to its quarterly report due to comments from the company’s founder and executive chairman, Jack Ma, that there may be a hiring freeze sometime this year. Alibaba had also been dealing with fraud allegations, as the Chinese government stated that fake goods were being sold on the platform. The stock plunged to a new all-time low on May 5.

However, when the quarterly results hit the market before the bell on May 7, BABA surged. Revenue increased 45% year-over-year to $2.8 billion, which beat expectations on the Street for revenue of just $2.6 billion. And while earnings actually declined in the quarter to 48 cents per share, the results were still better than estimates of 42 cents. BABA also experienced a 40% increase in the amount of merchandise sold and saw a 37% increase in active buyers.

Along with the strong results, management also announced that current Chief Operating Officer (COO) Daniel Zhang would take over as chief executive officer (CEO) effective the following weekend. Zhang would be replacing Jonathan Lu, who would then take over as vice chairman.

The stock popped more than 7% the following day, at one point climbing as high as $89.29. While Alibaba stock has pulled back a bit since the report as some traders are likely taking profits, I continue to see BABA stock as a good long-term opportunity.

Source: GameChangers

[behappyalways]

马云获颁台师大名誉教育学博士学位 [1/9]
http://photo.cntv.cn/2015/06/06/PHOA143 ... .shtml#g=1

[winston]

not vested

Alibaba Group Holding was the target of a significant increase in short interest in May.

As of May 15th, there was short interest totalling 57,570,862 shares, an increase of 5.5% from the April 30th total of 54,571,055 shares.

Based on an average trading volume of 25,186,353 shares, the days-to-cover ratio is currently 2.3 days.

Approximately 2.4% of the company's stock are sold short.

Source: Market Beat

[behappyalways]

Jack Ma wishes Alibaba never went public
http://money.cnn.com/2015/06/09/investi ... l?iid=Lead

[winston]

not vested

Alibaba Group Holding Ltd (NYSE:BABA) had its "buy" rating reaffirmed by analysts at HSBC ( ). They now have a $124.00 price target on the stock. 41.6% upside from the previous close of $87.58.

The analysts wrote,
"We see higher investment in
1) mobile Internet services (eg UCWeb, Autonavi);
2) ad network;
3) cloud services; and
4) digital content (set-top boxes and content creation)," analyst Chi Tsang mentioned.

In the report HSBC noted, "Further, healthcare and local services are long-term opportunities.

Core e-commerce remains a high 50% EBITDA margin business, investing in these projects will pressure margins by 300-500bps this year and keep margins capped for the medium term.""

Alibaba, in our view, remains best positioned to capture online shopping growth driven by mobile Internet penetration growth in the rural parts of China due to its dominant eco-system and scalable business model,"

Source: Market Beat

[winston]

not vested

Alibaba Group Holding Ltd: Price Cuts Signal Downward Pressure

Alibaba stock receives several price target trims, signaling near-term pressure

By: TROY KUHN

http://www.bidnessetc.com/45154-alibaba ... -pressure/