Just regular pod I’ve news though this time hit the technicals positive also according to chart and timing. NEWS: Jack Ma’s Yunfeng Capital and IDG Capital will join the financing for Didi Freight, an Uber-like trucking service, a person with knowledge of the matter said. Other investors in the unit’s debut round include the investment arm of real estate giant Country Garden Holdings Co., a unit of CITIC and Hidden Hill Capital, the person said, asking not to be identified discussing a private deal. The total amount exceeded its target of about $400 million by several-fold. China’s economy roared back to pre-pandemic growth rates in the fourth quarter after its industrial engines fired up to meet surging demand for exports. That boom is straining a domestic logistics network already taxed by a post-Covid 19 resurgence in e-commerce. Startups like Full Truck Alliance -- backed by SoftBank Group Corp. -- and tech giants such as Alibaba Group Holding Ltd. are now introducing technology to try and streamline the shipping process, connecting merchants with truckers and delivery firms.
K
BABA Earnings can never be dissapointing: lowest estimate gives an PE of only 23x. Highest est. is about PE of an air thin 16x! Also, those who say this stock is dead, are short term investors. Over the last five years your yearly return would have been 32%. Who did better? Remember, stockmarket is about shifting money from the impatient to the patient. Those who talk about China and control: look at other Chinese stock. If BABA was quoted in China, the stock would be at $2530.
p
As I expected, Alibaba is open to work with WeChat and accept WeChat Pay. This will enable Alipay to be accepted everywhere in the future when WeChat similarly opens up their platforms.
More business for Alibaba cloud and a chance for them to gain mote revenue outside of Alibaba’s ecosystem.
China is ONLY concerned about media influence mostly because that can shape people’s opinions and if Alibaba divests them, we are good.
China cannot sustain and afford this kind of environment where it’s star tech. companies are losing market cap and every investor is losing money.
The investigation will be completed soon and we can see a sustained upward momentum. Currently it looks like thr buyback is stopping the slide.
N
ANT news was released after market close, therefore the news has yet to be priced in to current S/P. No banning/delisting of Alibaba within the United States, Jack Ma alive and laying low to avoid more negative press and stigma around Alibaba, and now Ant Group not indicating a move against private business are all huge catalysts. The good news just keeps on coming in, boosting value up to ER, where the true breakout test lays. Ah, and don't forget about that so beloved EV news. Alibaba is going to have a great 2021
B
Here's the good news. Alibaba has seen tremendous growth in both its top and bottom line since its IPO. From Financial Year (FY) 2015 to 2020, revenue and net income has grown at a compound annual growth rate (OTC:CAGR) of 46% and 42%. These are extremely high growth rates and yet it is still expected that Alibaba will continue to grow at a CAGR of 20-30% in the next ten years. The bad news is the WSJ is preparing an article that will say Jack Ma got a parking ticket in 2009.
K
Any number of positive news will put us right back on track 1. Monopoly prob 2. Jack Ma 3. ANT IPO 4. Cloud biz profitability 5. 4rh qtr earnings 6. Trade ban 7. Any EV related news without any listed, BABA on valuation alone is worth $300+.
T
Let’s hope for blowout earnings and $300 a share by April letsssas go! $BABA is so undervalued given the size and massive Growth YOY and this company’s stock has effectively not moved in a year.
K
Every chart shows BABA is over sold and ready to bounce back. solid support $230, $220 and massive support at $211. Stock moving too hastly on short term news. I think it's going to retest $265-270 leading early Feb earnings to break higher after that to all time high.
I
Found 618 information Alibaba owns Tmall as well as Taobao Tmall is an offshoot of another successful Alibaba e-commerce platform – Taobao. The key difference between Tmall and Taobao is that while Tmall is a B2C platform, Taobao is C2C (think of it like the difference between Amazon and Ebay). ... Thus a key driver for Tmall's success is brand integrity. Here are the 618 numbers: According to the sales data monitoring of Syntun, during 2021 China "618" (from 00:00 on June 1, 2021 to 24:00 on June 18, 2021), the GMV of the major e-commerce platforms is 578.5 billion RMB, up 26.5% year-on-year, with Tmall platform ranking first. At the same time, the e-commerce livestreaming and new retail channels performed well during the "618", with the sales reaching 64.5 billion RMB and 17.8 billion RMB respectively. Every year, the "618" is a good time for many shopaholics to get the best deal, especially for the household appliances, which rank the first with a turnover of 824 billion RMB, followed closely by mobile communications, clothing & accessories...
D
BABA Singles Day posted record sales of $84.5 Billion in the midst of all the regulatory crackdowns by its own government over the past year. UNBELIEVABLE!!!!!! BABA is a cash printing machine.
m
BABA is a fast expanding, well-managed company in a growing market. And besides that it's clearly undervalued when looking at its intrinsic value. Have some bank and oil shares as well but nothing makes me sleep as well as BABA. Can you imagine BABA going through another year of growth without any growth in share price? The ratio's would be insane. There might be some bad news about regulations and fines, but that's partly factored in and at the same time I expect enough good news (think about ANT IPO, CCP officials showing they think along). Let's see. My hope is 350 by the end of the year.
A
Top 2 best quantum computing stocks to buy now.: #1: MSFT. #2: BABA.
S
In its most recent quarter, Alibaba's revenue jumped 30% to $22.9 billion, and adjusted operating income rose 44% to $4.4 billion, showing the company's enviable profit margins. Additionally, its cloud-computing division saw 60% revenue growth in the quarter to $2.2 billion. Based on those numbers, Alibaba would likely be worth double or even triple what it is today if it were an American company.
C
Not expecting any earnings pop, based on history. Regardless, I am holding for the long-term since I like the risk-return profile. I don't want to hold too much cash earning nothing or losing to inflation, and I definitely don't want to hold mega cap US tech after the run its had.
Let the JimmyZzzzs of the world play with their used undies and their imaginary short shares while I sleep peacefully knowing the CCP will allow BABA and Tencent to be the face of the China duopoly.
Jack Ma's divorce from the company, ANT Financial finally being floated as a public co, and the enormous cloud growth in the yrs ahead in a closed-to-American-tech environment will be our tailwinds heading into 2022.
p
BABA should report excellent earnings: the Chinese economy has resumed expansion, covid is under control and people are back at work earning spending money, and - except for regulators’ interference in ANT (impact already reflected in the share price) - it is too early for the regulators to have negatively affected the company’s business model.
J
CHECK THE NEWS: AFTER 8 YEARS OF NEGOTIATIONS, WORLDS BIGGEST TRADE AGREEMENT BETWEEN 15 ASIAN STATES IS TO BE SIGNED THIS WEEK (NOV 15). Expands $BABA market by 800 million people. And means hundreds of billions of extra revenue in the long run. Plus: even if regulations in China get tightened - BABA can now easier do business in many other Asian countries
"The deal, which comes at a time when tensions over the U.S. election result leave questions over Washington's engagement in the region, will likely cement China's position more firmly as an economic partner with Southeast Asia, Japan and Korea, and put it in a better position to shape the region's trade rules."
m
Chinese released the news before Hong Kong opened on Thursday morning there so the short sellers did not have a chance to profit and when the market reopen on Monday the market should level off after BABA gives a statement of compliance to demands from regulators. So far the demands are reasonable BABA grew too fast the government has to revise regulations to fit the industry...the good news is China moves fast without dragging BABA through court to reach conclusion...
0
I bought some shares today, first investment in BaBa for me. I think the stock is truly undervalued. Revenue and profit growth are both very healthy and the PE and PEG are to low when taking the growth in account and also in comparison with peers. Also the company is buying 10 billion USD in shares until 2022. There are many bashers out here which I see as positive (thanks guys). Only negative is China who wants more regulation for tech, but this is already priced in and the media part is not as important for the revenue and surely doesn’t justify the 80 dollar share drop since October. So I have time and will surely enjoy the ride back above 300.
C
Hoping for another blowout quarter tomorrow, back up to $300, and beyond. Might even have an Ant IPO positive update.
S
This doesn’t make any sense. We should be like Amazon, making record highs. Instead, we are just drastically falling. I am a long and will continue to be one, but I just can’t find anything that is making us crash. We are an online e-commerce company, theoretically we should be thriving during this pandemic? I guess not.
NEWS:
Jack Ma’s Yunfeng Capital and IDG Capital will join the financing for Didi Freight, an Uber-like trucking service, a person with knowledge of the matter said. Other investors in the unit’s debut round include the investment arm of real estate giant Country Garden Holdings Co., a unit of CITIC and Hidden Hill Capital, the person said, asking not to be identified discussing a private deal. The total amount exceeded its target of about $400 million by several-fold.
China’s economy roared back to pre-pandemic growth rates in the fourth quarter after its industrial engines fired up to meet surging demand for exports. That boom is straining a domestic logistics network already taxed by a post-Covid 19 resurgence in e-commerce. Startups like Full Truck Alliance -- backed by SoftBank Group Corp. -- and tech giants such as Alibaba Group Holding Ltd. are now introducing technology to try and streamline the shipping process, connecting merchants with truckers and delivery firms.
More business for Alibaba cloud and a chance for them to gain mote revenue outside of Alibaba’s ecosystem.
China is ONLY concerned about media influence mostly because that can shape people’s opinions and if Alibaba divests them, we are good.
China cannot sustain and afford this kind of environment where it’s star tech. companies are losing market cap and every investor is losing money.
The investigation will be completed soon and we can see a sustained upward momentum. Currently it looks like thr buyback is stopping the slide.
These are extremely high growth rates and yet it is still expected that Alibaba will continue to grow at a CAGR of 20-30% in the next ten years.
The bad news is the WSJ is preparing an article that will say Jack Ma got a parking ticket in 2009.
1. Monopoly prob
2. Jack Ma
3. ANT IPO
4. Cloud biz profitability
5. 4rh qtr earnings
6. Trade ban
7. Any EV related news
without any listed, BABA on valuation alone is worth $300+.
Alibaba owns Tmall as well as Taobao
Tmall is an offshoot of another successful Alibaba e-commerce platform – Taobao. The key difference between Tmall and Taobao is that while Tmall is a B2C platform, Taobao is C2C (think of it like the difference between Amazon and Ebay). ... Thus a key driver for Tmall's success is brand integrity.
Here are the 618 numbers:
According to the sales data monitoring of Syntun, during 2021 China "618" (from 00:00 on June 1, 2021 to 24:00 on June 18, 2021), the GMV of the major e-commerce platforms is 578.5 billion RMB, up 26.5% year-on-year, with Tmall platform ranking first.
At the same time, the e-commerce livestreaming and new retail channels performed well during the "618", with the sales reaching 64.5 billion RMB and 17.8 billion RMB respectively. Every year, the "618" is a good time for many shopaholics to get the best deal, especially for the household appliances, which rank the first with a turnover of 824 billion RMB, followed closely by mobile communications, clothing & accessories...
Let the JimmyZzzzs of the world play with their used undies and their imaginary short shares while I sleep peacefully knowing the CCP will allow BABA and Tencent to be the face of the China duopoly.
Jack Ma's divorce from the company, ANT Financial finally being floated as a public co, and the enormous cloud growth in the yrs ahead in a closed-to-American-tech environment will be our tailwinds heading into 2022.
Plus: even if regulations in China get tightened - BABA can now easier do business in many other Asian countries
"The deal, which comes at a time when tensions over the U.S. election result leave questions over Washington's engagement in the region, will likely cement China's position more firmly as an economic partner with Southeast Asia, Japan and Korea, and put it in a better position to shape the region's trade rules."