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By Justin - February 1, 2016

Alibaba.com, online trading platform of Alibaba Group Holding Limited (NYSE:BABA) revealed its first physical trade facility center in the nation at Jaipur and a Hindi portal, aimed at connecting small and medium businesses with worldwide buyers. Alibaba.Com reported that it has 40 million users worldwide and 4.5 million users in India.Going ahead, Alibaba.com intends to open more such centers providing physical and online trade facilitation services in major cities and SME education centers in selected industry hubs.

Timothy Leung, Head Global Business Development at Alibaba.com stated in a statementthat they are thrilled about working with their Indian partners to provide comprehensive and dedicated trading solutions for local Indian sellers to explore more cross-border trading opportunities. Their ongoing efforts in India also showcase their long-standing commitment to the market. By delivering information and services in Hindi, the site will allow Indian traders, especially those from small cities and rural areas, to easily connect with merchants globally, he stated.

Leungadded the firm will make Trade Assurance Programme available on the portal, providing a complete set of protections for buyers in international trading. Alibaba group’s B2B arm has reported that sit aims to more than double user base in India during the coming few years through on-boarding of more than 5 million businesses on its wholesale trading platform. The firm will offer a collateral-free SME finance support programme.

...

Alibaba Group Holding Limited (NYSE:BABA) Targets Indian Market with Hindi Portal: Tyco International plc (NYSE:TYC), Tuesday Morning Corporation (NASDAQ:TUES) | Seneca Globe
 
By Zacks Equity Research
1 hour ago

...

Top E-commerce Companies for 2016

Alibaba Group (BABA), which currently carries a Zacks Rank of #1 (Strong Buy), operates online and mobile marketplaces in retail and wholesale trade, as well as cloud computing and other services. It provides technology and services to enable consumers, merchants, and other participants to conduct commerce in its ecosystem.

The company just reported their December 2015 quarterly results where they reached a landmark goal by having over 400 million annual active buyers, and maintained their lead position in the mobile segment. Also, the company posted annual revenue growth of +32%. The company witnessed China retail increase +21% from the previous quarter to 407 million active buyers, and mobile MAU’s (monthly active users) jumped up +13.5% to 393 million from the previous quarter.

...

Bottom Line

The e-commerce trend continues to gain steam as the younger generation has been quickly adapting to the advancing technology, while the older generations are shifting their shopping patterns to the online world. Further, the improvements in the mobile device segment have created another avenue for shoppers to access the online marketplace.

These shifting trends are starting to show up in the top lines of many e-commerce companies as seen in their most recent earnings reports. Yet, it is the potential for further growth in the e-commerce segment that has investors excited about the future of the group.
...

http://finance.yahoo.com/news/zacks-investment-ideas-feature-highlights-143002979.html
 
Mi viene voglia di uscire.........mai cosi in rosso da quando è stata quotata..........
AIUTOOOOOOOOO
 
February 16, 2016 — 6:20 PM CET
Phil Kuntz William Maloney

Alibaba Group Holding Ltd.’s biggest jump since September to about $66 puts it in the sweet spot of four different levels watched by technical analysts. The stock is right middle of the Bollinger Bands that demarcate its usual trading range based on a 20-day moving average; just above the 23.6 percent Fibonacci line that can provide support or resistance; at the
upper edge of a downward trend channel it’s been in since late last year; and near the midpoint between the first and second standard deviations from where it has traded since its 2014 launch.


Alibaba Verges on Rising Above Key Technical Barriers: Chart - Bloomberg Business
 
5 giorni fa

What’s Weighing on BABA Stock?
Alibaba Group Holding Ltd (NYSE:BABA) is taking a slight beating from markets this week, but I’m not too worried. There was a bad piece of news that spooked most investors, but they’re not seeing the entirety of BABA stock.
At the time of writing, Alibaba’s share price was down almost three percent. The company faced a setback in its emerging healthcare division, sure, but the negative response seems way overblown. Let me explain…
The Chinese government was trying to improve its medical system with a program that monitors drug sales. All pharmaceuticals would need to meet the appropriate regulatory standards, which would in turn reduce waste in the system. (Source: “Alibaba Health Swallows Bitter Pill, as China Halts Drug-Monitoring System,” Wall Street Journal, February 22, 2016.)


China’s Food and Drug Administration (FDA) owned the software that tracked the sales, but it was operated by an Alibaba subsidiary, Ali Health. This allowed Ali Health to sell its drugs online, as well as promote Alibaba’s digital payments system, “Ali Pay.”
Of course, rivals sued the FDA for giving Alibaba an unfair advantage. And they won. China just suspended the tracking system, which led to the drop in BABA stock.

The Upside for BABA Stock

Is that a bad piece of news? Sure. It certainly dims the outlook of Ali Health, whose shares are down 14% in Hong Kong. Pretty much all of the company’s $4.8 million in revenues are associated with that tracking system. However, as a whole, Alibaba is fine.
I think the company can survive that tiny loss, especially considering it has a market capitalization of $164.2 billion. It’s just not something that should impact the stock, but markets had already gotten excited about the prospect of juicy pharmaceutical profits.
So naturally, they had to throw a tantrum when it didn’t go their way. You can hardly blame competitors for getting upset, though. Alibaba had an entrenched position within the industry. They simply forced it to share the limelight.
Since the potential size of this market is about $100 billion, I think there’s room enough for several players. In the meantime, Alibaba should focus on further international expansion to reduce its geographic risk.
The company is well on its way to becoming a global powerhouse. Its portfolio of products is diverse and technologically advanced enough to compete with the likes of Amazon.com, Inc., Alphabet Inc, and Facebook Inc.
How it competes in that contest will be a far better barometer of Alibaba’s strength than a setback in its healthcare division. Personally, I’m bullish on BABA stock because of its sheer size. The company has an enormous consumer base that could carry it to victory.

BABA Stock: Don

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Ultima modifica:
Alibaba (BABA) Stock Jumps, Top Executives to Buy Back Shares

Alibaba and two executives buy back $500 million in shares | Reuters


By U-Jin LeeFollow | 02/29/16 - 10:13 AM EST

NEW YORK (TheStreet) -- Alibaba Group Holdings (BABA ) shares are rallying 2.39% to $67.51 on Monday morning as the company, Chairman Jack Ma, and Vice Chairman Joe Tsai agreed to buy back shares worth $500 million, Reuters reports, citing China's Sina News.

Ma and Tsai will use their private funds to purchase shares, but exactly how much each party will buy back and other details of the repurchasing agreement were not disclosed.

This comes as the stock has fallen about 20% over the past 12 months amid a weakening Chinese economy, leaving investors wondering how Alibaba could overcome economic challenges.

Back in August, the e-commerce giant announced plans to contribute to its $4 billion stock purchase program over a two-year period to help offset the impact of its share-based compensation programs. Today's announcement will be a part of that strategy.

In addition, the company said last week that it was in talks with banks for loans of about $4 billion as it looks to expand its growth.

Over the past two years, the Hangzhou, China-based company has been aggressively taking measures to acquire a wide range of companies, including ones in hired car and social networking service industries, in hopes that adding new products could draw in more customers.
...

Alibaba (BABA) Stock Jumps, Top Executives to Buy Back Shares - TheStreet
 

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Alibaba Group Holding Ltd: Why BABA Stock Looks Like a Long-Term Bargain

March 01, 2016, 08:11:20 AM EDT By Chris Fraley, InvestorPlace Media

...

Alibaba Growth Unique for Its Size

For those who aren't familiar, Alibaba is a Chinese e-commerce goliath that provides consumer-to-consumer, business-to-consumer and business-to-business sales online. It's essentially the Amazon.com, Inc. (AMZN ) of China.

Few companies in the world as large as Alibaba ($174 billion market cap) are growing as fast; the company has averaged better than 31% sales growth over the past four quarters, while profits more than doubled in the most recent quarter.

Analysts aren't expecting a slowdown anytime soon: Alibaba's sales are forecast to continue rising at better than 30% through at least 2017, while earnings per share are expected to improve in 2016 and 2017.

At a time when China's once-unparalleled economic growth is sagging, that's pretty impressive growth.

And yet … Alibaba stock is down 16% in the past three months. Why? I say it's little more than guilt by association. In the markets, a rising tide lifts all boats, and a tidal wave sinks them - even one of the biggest boats.

Eventually, BABA stock will right the ship. There's just too much growth going on here for it not to.

For example, in November, the company bought out Youku Tudou Inc (ADR) (YOKU ), which is essentially the YouTube of China, for $4.6 billion, instantly making Alibaba the market leader in the country's booming online video industry - an industry that's expected to triple in the next four years.

It also has Alipay, an online payment option now available in more than 100 countries; a burgeoning cloud-services business; and is planning to build its own online movie-ticket and restaurant-booking service. Diversifying its product offerings should help make Alibaba less vulnerable to stiff competition from JD.com Inc(ADR) (JD), a smaller but faster-growing Chinese e-commerce company that targets high-end shoppers in China's largest cities.

But JD.com is a niche company with a singular focus. Alibaba is a multiplatform, multinational (6% of its business comes from outside of China, with much more global expansion to come) enterprise that is essentially morphing from China's Amazon to its Alphabet Inc ( GOOG , GOOGL) before our very eyes.

One other thing Alibaba (and, for that matter, JD.com) has going for it: while most of China's older industries - exports, steel, coal, concrete - are in free fall, consumer discretionary spending has been relatively unfazed, with retail sales still growing at double digits year over year.

Alibaba Stock on Sale

Perhaps the biggest reason to like Alibaba stock right now is that it's most definitely on sale. BABA trades at a mere 3.2 times 2017 earnings estimates (its 2017 fiscal year begins in April) - and those estimates could well be conservative. It also boasts a cash-to-debt ratio of better than 2-to-1, holds $7.45 per share in cash, and has a very healthy profit margin of 36%.

Then there's the chart. BABA stock got out of the gates quickly after going public at $93 a share in September 2014, rising to $119 in its first two months. Then the bottom fell out, and Alibaba stock spent the ensuing 10 months spiraling down as low as $57 this past September. Since then, it has been showing signs of life, advancing to $85 in November before tumbling all the way back to $60 earlier this month.

Now BABA appears to be on the uptick again, opening at $70 this morning. With China's economy still wobbling, BABA stock is likely to experience more ups and downs in the weeks and months ahead. Over the long term, however, patient investors will be rewarded.

Given the domestic growth, plans for global expansion and ever-diversifying array of products beyond just e-commerce, Alibaba stock should make for a very profitable long-term investment - especially if you buy at these bargain levels.

As of this writing, Chris Fraley did not hold a position in any of the aforementioned securities.

Read more: Alibaba: Why BABA Stock Looks Like a Long-Term Bargain | InvestorPlace

Alibaba Group Holding Ltd: Why BABA Stock Looks Like a Long-Term Bargain - NASDAQ.com
 

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data della trimestrale? avevo letto da qualche parte il 2 aprile ma è sabato..
 
April 14 , 2016 5:06 PM EDT

Needham & Company initiates coverage on Alibaba (NYSE: BABA) with a Buy rating and a price target of $95.00.

Analyst Kerry Rice commented, "We view Alibaba as the best in class e-commerce marketplace that not only serves as a tollgate to merchants and brands that desire to reach the 1.4B Chinese consumers, but also extends their reach around the world. The results of our survey suggest that Chinese consumers spend the most time and money on Alibaba sites and both are expected to increase over the next year. We believe the unique dynamics between Taobao, Tmall, and Juhuasuan create competitive advantages that elongate engagement and amplify monetization, which could continue to rise as its unified data analytics drive conversions higher. We believe Alibaba also has significant opportunities to drive growth via category and geographic expansion, as well as undervalued assets in Cainiao and AliCloud."


http://www.streetinsider.com/Analys...ny+Starts+Alibaba+(BABA)+at+Buy/11506178.html



AliBaba Group Holding Ltd (BABA) now covered at Needham and Company with an initial Buy
 
asqueldaz ha scritto:
April 14 , 2016 5:06 PM EDT

Needham & Company initiates coverage on Alibaba (NYSE: BABA) with a Buy rating and a price target of $95.00.

Analyst Kerry Rice commented, "We view Alibaba as the best in class e-commerce marketplace that not only serves as a tollgate to merchants and brands that desire to reach the 1.4B Chinese consumers, but also extends their reach around the world. The results of our survey suggest that Chinese consumers spend the most time and money on Alibaba sites and both are expected to increase over the next year. We believe the unique dynamics between Taobao, Tmall, and Juhuasuan create competitive advantages that elongate engagement and amplify monetization, which could continue to rise as its unified data analytics drive conversions higher. We believe Alibaba also has significant opportunities to drive growth via category and geographic expansion, as well as undervalued assets in Cainiao and AliCloud."

120usd
Clicca per espandere...
 
China's economy is slowing, but Alibaba hasn't yet flinched

By Dan Burrows, InvestorPlace Feature Writer | May 5, 2016, 10:12 am EDT

Alibaba Group Holding Ltd (BABA) delivered its highest revenue growth rate in four quarters, but caution still remains the order of the day for BABA stock amid a decelerating Chinese economy.

You’d never know that the Middle Kingdom’s economy was in trouble going by Alibaba’s top-line results, which easily beat Wall Street expectations. If the Chinese consumer is weakening, there was little sign of it at the country’s largest e-commerce company, even if the bottom line came in light.

For the most recent quarter, Alibaba’s earnings grew 97% to the U.S. dollar equivalent of $793 million, or 33 cents a share. On an adjusted basis, which is what the Street cares about, earnings per share rose 1% to 47 cents. Analysts polled by FactSet were looking for earnings of 55 cents.

But the market easily overlooked the shortfall thanks to tremendous top-line gains. Revenue grew 39% to to $3.75 billion, which easily topped analysts’ average estimate of $3.57 billion. The gains were driven by a 24% rise in gross merchandise volume — or the total value of goods transacted on its platforms on China retail marketplaces — to 742 billion yuan.

As Wedbush Securities analysts told Reuters:

“Whatever they are doing must be working, and most importantly it’s a sign that the Chinese consumer may not be weakening quite yet. Alibaba represents a big part of the spend by Chinese consumers and so a re-acceleration in volumes is an indication that the Chinese consumer continues to be strong.”

BABA Stock: Cheap, but Risky
Shares of Alibaba popped on the news, but it may not last long. After all, the market’s view seems to be that it’s only a matter of time before a flagging economy catches up to Chinese consumer spending. Just take a look at Alibaba stock’s underwhelming performance since going public.

The largest initial public offering in history has been a dud. Alibaba stock closed its first day of trading at $94 a share. Today, BABA goes for almost 20% less than that level. Even the less-than-spectacular S&P 500 managed to generate a price gain of 2% over the same period.

Sentiment could sour on Alibaba because of its vast exposure to China’s economy, however, which poses a threat to the future of BABA stock.

Groupon Inc Has Much Bigger Problems Ahead (GRPN)
And with a forward price-earnings ratio of just 21 despite a projected compound annual growth rate of more than 25% a year, the market seems cautious on Alibaba’s ability to grow amid an economic slowdown.

Still, Alibaba’s quarterly report is largely welcome news, and the company’s resilience in face of a sluggish economy is no doubt impressive.

But it’s still hard to like BABA when the macro picture is so dour. It doesn’t matter how good revenue growth looks if the market believes in its bones that it’s just not sustainable.

As of this writing, Dan Burrows did not hold a position in any of the aforementioned securities.

Baba Stock: Chinese Shoppers Keep Spending -- For Now | InvestorPlace
 
BY AVANEESH PANDEY
05/05/16 AT 2:01 AM
UPDATE: 7:15 a.m. EDT
— Alibaba’s fourth-quarter revenue, boosted by a better-than-expected growth in its Gross Merchandise Value (GMV), beat analysts’ estimates. In the quarter ending March 31, the e-commerce giant reported revenue of $3.75 billion — a 39 percent increase over the same period last year and better than the consensus estimate of $3.57 billion.

GMV, a key estimate calculated using the total value of merchandise sold on Alibaba’s online platform, rose 24 percent year-on-year to 742 million yuan ($114 million). Analysts had forecast a GMV growth rate of 22 percent in the quarter. However, the company’s net adjusted earnings-per-share missed estimates, coming in at 47 cents. Analysts had projected earnings of 55 cents a share.

“Alibaba Group finished the fiscal year on a very strong note. In March we surpassed RMB3 trillion in annual GMV and our revenue for the year was over RMB100 billion. We achieved strong growth in mobile users, active buyers and transactions,” Alibaba CEO Daniel Zhang said in a statement.

Alibaba's share in New York were up 3.3 percent in premarket trade Thursday

http://www.ibtimes.com/alibaba-grou...venue-rises-39-despite-china-slowdown-2364386
 
May 5, 2016, 3:45 P.M. ET
byTiernan Ray

Shares of Chinese e-commerce giant Alibaba Group (BABA) are up $3.20, over 4%, at $79.02, after the company this morning reported fiscal Q4 revenue that topped analysts’ expectations, but missed on the bottom line,

Revenue in the three months ended in March rose 39%, year over year, to $3.75 billion, or 24.18 billion Renminbi, yielding EPS of 47 cents a share.

Analysts had been modeling $3.58 billion and 55 cents a share.

CEO Daniel Zhang said the company “finished the fiscal year on a very strong note,” with over 3 trillion Renminbi of “gross merchandise” sales, and with revenue for the year over 100 billion Renminbi. Zhang lauded the company’s focus on “globalization, rural expansion, building a world-class cloud computing business and creating a comprehensive media and entertainment platform.”

Said CFO Maggie Wu,

Our excellent results this quarter reflect the unique strength of our core e-commerce business despite challenging economic conditions, as well as the emerging momentum of our balanced portfolio of businesses from mobile media to cloud computing. As a result, we achieved accelerating year-over-year revenue growth of 39%, which was the highest revenue growth rate for the past four quarters.

The company’s revenue from its cloud computing operations rose 138%, year over year, to $468 million, it said. “The growth was due primarily to an increase in the number of paying customers and also to an increase in their usage of more complex offerings, such as our content delivery network and database services,” said Alibaba.

There are as yet no ratings changes, that I can see, but some price target increases here and there.

RBC Capital Markets‘s Mark Mahaney this afternoon reiterates an Outperform rating, and raises his price target to $105 from $89, writing that the EPS miss was because of “one-time below-the-operating-line items.”

Mahaney notes the company’s upside came from retail operations in China, which saw sales rise 43%, “the fastest growth in six quarters,” and also its “AliCloud” service.

Moreover, he likes the trends in mobile commerce, with gross merchandise of 541 billion Renminbi, and a “take rate” of 2.38%, both better than consensus.

Mahaney sees an “inflection“:

Alibaba has reached a Mobile Monetization inflection point. (See our 12/13 “Updating The Long Thesis” report.) We believe this means BABA can sustain premium growth rates in its key Retail segment for the foreseeable future. BABA also continues to demonstrate very high levels of profitability– 52% EBITDA margins and $8B in FCF in FY16. China Macro is a concern, but Internet Secular trends can offset much of this. Cloud Computing is small for BABA, but showing great growth. We still view BABA as a Premium-Growth/Premium-Profit Asset, with a very reasonable valuation. We also view this as a very effective management team with a sound l-t strategy. Finally, we see BABA as having significant option value in terms of non-retail/platform revenue streams in China, possibly International expansion & a series of major strategic investments.

And J.P. Morgan‘s Vivan Hao reiterates an Overweight rating, and raises her target to $96 from $88, writing that the China retail gross merchandise number was “solid,” and above her expectations; and that the “blended take rate” of 2.47%, was helped by a “re-acceleration” in the company’s Taoboa unit’s merchandise growth.

Hao notes that Alibaba management said it will “provide more disclosure around core EC business and a clearer profile of margin-dilutive investees,” and that “to appreciate the strength of core EC business, the market would need to shift toward a SOTP-based valuation methodology.”

She also likes “the continued acceleration of the cloud business,” which “harbors upside on both revenues and margins.”

http://blogs.barrons.com/asiastocks...g-on-fyq4-rev-beat-rbc-jp-morgan-hike-targets
 
e anche stavolta bisogna aspettare la prossima trimestrale.. non so perchè è l'unica azione che malgrado il tempo che passa m'intestardisco a tenere, credendo fermamente in un rialzo corposo, che però non avviene mai. La trimestrale per certi aspetti,anche se non tutti, è stata ottima,ma ha fato un misero 4%, non arrivando nemmeno ad 80.. eppure malgrado tutto ci credo ancora, vediamo tra tre mesi cosa diranno i risultati.
 
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