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

[winston]

Tech Stocks Growing Faster Than AAPL: Alibaba Group Holding Ltd (BABA)

Year Annualized Revenue Growth Rate: 56.1%
2015 Expected Revenue Growth: 26.6%
2016 Expected Revenue Growth: 30.1%

Maybe you consider Alibaba (BABA) more of a retail firm than a technology company, but I consider it to be the latter.

Unlike other e-commerce companies, BABA sells marketing and advertising to create revenue, much like many of the world’s largest technology companies. Furthermore, it operates predominantly on the Web, a trait that screams technology in my book.

With that said, BABA is growing and will continue to grow in two ways:

First, continued growth in gross merchandise sales thanks to expansion around the globe, thereby leading to higher revenue.

Second, BABA will improve its take rate (number of click-throughs) from 2.33% as it monetizes gross merchandise sales better.

It’s that improvement in BABA’s take rate that will accelerate BABA’s revenue growth in 2016 and beyond.

Source: Investor Place

[winston]

Here's Why Alibaba (BABA) Stock is Up Over 5% Today

By U-Jin Lee

Source: The Street


http://www.thestreet.com/story/13336595 ... _ven=YAHOO

[winston]

not vested


Alibaba Earnings Coming During Challenging Time

BY BRIAN DEAGON

Source: INVESTOR'S BUSINESS DAILY

http://news.investors.com/technology/10 ... z3pZgdoDFl

[winston]

not vested

Alibaba Gains From MSCI China Inclusion: $1.6 Billion Passive Buying Seen By Shuli Ren

U.S.-listed Chinese companies will be included in the MSCI China Index in November.

The official weighting and stock names will be released on November 12 after market close and the official inclusion will occur after the close on November 30.

Technology analysts expect passive funds such as the iShares MSCI China ETF (MCHI) to buy US-listed Internet stocks such as Alibaba (BABA), Baidu (BIDU), NetEase (NTES) and Ctrip.com (CTRP).

According to Credit Suisse estimates, Alibaba will become the sixth largest stock in MSCI China with 3.8% weight this November and 6.96% weight next May.

“The net capital inflow from passive funds in November would be US$1,626.3 mn for Alibaba and the implied trading days would be 2.5,” wrote analyst d**k Wei. Goldman Sachs‘ Piyush Mubayi is more generous, estimating Alibaba to weight 5.2% this November and then to 9.0% next May.

Baidu may be the second largest beneficiary. Using Credit Suisse’s estimates, Baidu could see $967 million inflow, or 2.4 times implied trading days. NetEase ranks number 3 with 2.3 times implied trading days.

Alibaba has risen over 30% from its late September low as China is seen to be stabilizing. Nonetheless, this stock is down 27% this year.

source: Barron's Asia

[winston]

Alibaba revenue jumps 32%, beating expectations

Source: Reuters

http://www.cnbc.com/2015/10/27/alibaba- ... =103109068

[winston]

not vested

Alibaba: Time To Take Profit, CICC Downgrades To Hold

By Shuli Ren

http://blogs.barrons.com/asiastocks/201 ... s-to-hold/

[winston]

not vested

What we recommend: We reiterate our Buy (1) call and lift our 12-month TP to USD95 (from USD88), based on a new target PER of 32x (from 34x) applied to the average of our FY16-17E EPS (from non-GAAP FY16E EPS).

Our target PER marks an unchanged 25% premium to Alibaba’s China Internet and e-commerce peers.

The stock has rebounded over 35% from its September 2015 trough, and we would not rule out some profit taking at current levels.

Still, our structural long thesis on Alibaba is intact, underpinned by its robust mobile user and transaction value growth, and the stock’s 22.6x FY17E PER looks undemanding within the global largecap Internet space sector, in our view.

Key risks to our call: a slowdown in the Taobao marketplace and mounting domestic competition.

Source: Daiwa

[winston]

Alibaba Stock Price Soars 11% Today and Will Continue Higher (NYSE: BABA)

Source: Money Morning

http://moneymorning.com/2015/10/27/alib ... nyse-baba/

[winston]

Alibaba (BABA) Stock: Is Chinese Retailer Playing Dirty?

Surprise, surprise ... another fuss with BABA's business practices

By John Divine

Source: Investor Place

http://investorplace.com/2015/11/alibab ... jlGMrcrKM8

[winston]

Alibaba Falls as CNBC Reports Chanos Is Pitching Short Trade

by Bonnie Cao

Source: Blooomberg

http://www.bloomberg.com/news/articles/ ... hort-trade