mariottone56
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magariiiii
BABA - Alibaba (dal 18 settembre) NYSE
- Creatore Discussione Toast
- Data di inizio
mariottone56
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........che sia la volta buona che riparte!!
mariottone56
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ritornata sopra il prezzo ipo.........strada libera per gli 80
Orissander
AF put/call seller
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questo titolo e' una bomba...
dopo i soliti gufi che ne parlavano male durante la crisi cinese ora ritorna a salire che e' una bellezza...
i 100 sono vicini, alibaba e' il futuro.
dopo i soliti gufi che ne parlavano male durante la crisi cinese ora ritorna a salire che e' una bellezza...
i 100 sono vicini, alibaba e' il futuro.
vincent1853
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ho rivisto il verde su alibaba nel mio portafoglio.. dopo averla vista a 58 e avere ponderato coscientemente di tenerla, è una soddisfazione non da poco.. cominciavo a pensare ci sarebbero voluti anni
vincent1853
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a volte faccio davvero fatica a capirla, capisco scendere dopo giorni e giorni di rialzo, ma cmq in 5 giorni è scesa del 5% e pure oggi che è il single day e tutte le testate economiche riportano come abbia stracciato il record di vendite rispetto agli anni passati.. boh, è proprio da tenerla lì e non guardarla per mesi
dicevano cosi anche di Baidu ... "non sarà mai come google", "la cina non è il mondo", ora quota con un p/e sostanzialmente uguale a quello di google.
Poco poco alibaba venisse valutata con un p/e quadruplo rispetto a quello di amazon, quoterebbe circa 600$ ...
Chi vivrà vedrà! Bannato
Orissander
AF put/call seller
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le azinede come alibaba stanno risucchiando tutto il commercio retail, la crescita che non fanno i negozi fisici la fa l'online, e' come un nuovo pianeta da colonizzare... long alibaba
Dio_Brando
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Curioso di vedere come le voci sulla potenziale vendita delle azioni in mano a Yahoo! possano influire sul titolo di Alì
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24/7 Wall St. By Chris Lange
7 minutes ago
Alibaba Group Holding Ltd. (BABA) is scheduled to report its fiscal third-quarter financial results before the markets open on Thursday. The consensus estimates from Thomson Reuters call for $5.81 in earnings per share (EPS) on $33.26 billion in revenue. The fiscal third quarter from last year had $5.03 in EPS on $26.18 billion in revenue.
Alibaba is the largest online and mobile commerce company as measured by gross merchandise volume, and it had the highest profile initial public offering (IPO) of 2014. The stock has acted horrible since, printing highs at $120 in mid-November of 2014.
Plain and simple, the dominance in Alibaba’s core business, the very hard barrier to entry for competition and new growth opportunities like cross-border e-commerce make the stock extremely attractive. With most of the damage to the China equity markets seemingly subsided for now, the residual effect to the company may subside too.
The company recently made a non-binding offer to acquire the 82% of Youku Tudou that it doesn’t already own. This comes as little surprise to Wall Street, given Jack Ma’s vision for digital content and delivery. While a few of the leading video sites continue to struggle, there is a ton of synergies overall in the combination.
A few analysts weighed in on this Chinese e-commerce giant prior to its earnings report:
Wedbush reiterated a Neutral rating with an $80 price target.
Macquarie reiterated a Neutral rating with an $80 price target.
SunTrust reiterated a Buy rating with a $100 price target.
Morgan Stanley has an Overweight rating with a $115 price target.
So far in 2016, Alibaba has underperformed the market, with the stock down 14% year to date. Over the past 52 weeks, the stock is down even further at about 33%.
...
http://finance.yahoo.com/news/look-alibaba-earnings-182012812.html
7 minutes ago
Alibaba Group Holding Ltd. (BABA) is scheduled to report its fiscal third-quarter financial results before the markets open on Thursday. The consensus estimates from Thomson Reuters call for $5.81 in earnings per share (EPS) on $33.26 billion in revenue. The fiscal third quarter from last year had $5.03 in EPS on $26.18 billion in revenue.
Alibaba is the largest online and mobile commerce company as measured by gross merchandise volume, and it had the highest profile initial public offering (IPO) of 2014. The stock has acted horrible since, printing highs at $120 in mid-November of 2014.
Plain and simple, the dominance in Alibaba’s core business, the very hard barrier to entry for competition and new growth opportunities like cross-border e-commerce make the stock extremely attractive. With most of the damage to the China equity markets seemingly subsided for now, the residual effect to the company may subside too.
The company recently made a non-binding offer to acquire the 82% of Youku Tudou that it doesn’t already own. This comes as little surprise to Wall Street, given Jack Ma’s vision for digital content and delivery. While a few of the leading video sites continue to struggle, there is a ton of synergies overall in the combination.
A few analysts weighed in on this Chinese e-commerce giant prior to its earnings report:
Wedbush reiterated a Neutral rating with an $80 price target.
Macquarie reiterated a Neutral rating with an $80 price target.
SunTrust reiterated a Buy rating with a $100 price target.
Morgan Stanley has an Overweight rating with a $115 price target.
So far in 2016, Alibaba has underperformed the market, with the stock down 14% year to date. Over the past 52 weeks, the stock is down even further at about 33%.
...
http://finance.yahoo.com/news/look-alibaba-earnings-182012812.html
Allegati
Dio_Brando
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Sarà...ma con la locomotiva cinese che sta vistosamente rallentando (mi correggo praticamente fermando) ed il settore dell'online che fa retromarcia dopo aver pompato fuori misura svariati titoli ritenuti dei cavalli da corsa, io aspetterei a comprare...
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January 26, 2016, 9:30 P.M. ET
By Shuli Ren
Alibaba Group (BABA) will release its December quarter earnings before the market opens on Thursday and will host a conference call at 7.30AM New York time.
What should we look for?
Forget top-line growth. Alibaba’s share price is driven more by monetization rate than GMV growth rate, according to Morgan Stanley. So if Alibaba were to perform this year, its take-rate must improve.
Analyst Robin Lin gives us his take:
For context, in F1Q16, monetization rate was down 19bps yoy to 2.33% as commission income growth of 25% decoupled from B2C GMV growth of 55%. This was due to JHS commission rate cut (April ’15) and lottery suspension (Feb ’15). This resulted in 5.1% decline in share price post results. Excluding these two impacts, commission income grew >55% in F1Q16 and >60% in F2Q16, faster than B2C GMV growth. In F2Q16 (2nd phase), positive impact from increased advertising load in mobile (since May ’15) and PC (Sept ’15) resulted in accelerating advertising income growth (39% yoy) and increasing monetization rate (+12bps yoy). Share price was up 3.7% post result.
Morgan Stanley sees Alibaba’s top-line growth to slow further, with the GMV growing at 26.5% versus September quarter’s 28%. But the e-commerce’s monetization rate will tick up 4 basis points year-on-year to 2.74%. So in other words, the bank is feeling positive about Alibaba’s share price post earnings.
This sentiment is echoed by CICC, which sees Alibaba missing GMV estimates but beating revenue numbers. “We expect total GMV +25% YoY to Rmb988bn (vs. the Street’s +26~28%). Revenue should rise 29% YoY (+53% QoQ) to Rmb33.8bn, beating consensus by 2.5% on continued improvement in monetization; non-GAAP NI Rmb14.9bn (+13.7% YoY/+61.2% QoQ), in line with consensus,” noted analyst Natalie Wu.
What To Look For In Alibaba’s Earnings? Monetization Rate - Asia Stocks to Watch - Barrons.com
By Shuli Ren
Alibaba Group (BABA) will release its December quarter earnings before the market opens on Thursday and will host a conference call at 7.30AM New York time.
What should we look for?
Forget top-line growth. Alibaba’s share price is driven more by monetization rate than GMV growth rate, according to Morgan Stanley. So if Alibaba were to perform this year, its take-rate must improve.
Analyst Robin Lin gives us his take:
For context, in F1Q16, monetization rate was down 19bps yoy to 2.33% as commission income growth of 25% decoupled from B2C GMV growth of 55%. This was due to JHS commission rate cut (April ’15) and lottery suspension (Feb ’15). This resulted in 5.1% decline in share price post results. Excluding these two impacts, commission income grew >55% in F1Q16 and >60% in F2Q16, faster than B2C GMV growth. In F2Q16 (2nd phase), positive impact from increased advertising load in mobile (since May ’15) and PC (Sept ’15) resulted in accelerating advertising income growth (39% yoy) and increasing monetization rate (+12bps yoy). Share price was up 3.7% post result.
Morgan Stanley sees Alibaba’s top-line growth to slow further, with the GMV growing at 26.5% versus September quarter’s 28%. But the e-commerce’s monetization rate will tick up 4 basis points year-on-year to 2.74%. So in other words, the bank is feeling positive about Alibaba’s share price post earnings.
This sentiment is echoed by CICC, which sees Alibaba missing GMV estimates but beating revenue numbers. “We expect total GMV +25% YoY to Rmb988bn (vs. the Street’s +26~28%). Revenue should rise 29% YoY (+53% QoQ) to Rmb33.8bn, beating consensus by 2.5% on continued improvement in monetization; non-GAAP NI Rmb14.9bn (+13.7% YoY/+61.2% QoQ), in line with consensus,” noted analyst Natalie Wu.
What To Look For In Alibaba’s Earnings? Monetization Rate - Asia Stocks to Watch - Barrons.com
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January 28, 2016, 10:42 P.M. ET
By Shuli Ren
Alibaba Group (BABA) fell 3.8% despite reporting better-than-expected December quarter revenue growth, because investors were worried about its slowing GMV growth, a metric that demonstrates China’s strong macro headwinds.
Equity analysts are coming to Alibaba’s defense this morning. This blogger flipped through major brokerages’ reports. They all praised Alibaba’s ability to convert more transaction volume into revenue, i.e., its improving monetization rate. Alibaba’s take-rate improved for the second quarter, rising to 2.98% versus 2.7% last year.
So confident are they of Alibaba’s operations that Deutsche Bank and HSBC even tweaked up their targets. Deutsche Bank lifted its target by 3% to $102:
Company management encouragingly suggested a “de-coupling” between e-commerce growth and broader macro-economic trends… We were pleasantly surprised with Alibaba’s confident views around growth despite these more precarious times.
Management sounded constructive on margins, leading us to regard a low-50′s non-GAAP EBITDA margin as quite feasible for the foreseeable future.
We cut FY16/17/18E GMV by 2%/4%/4% on Tmall slowing, competition. We lift FY16/17/18E revenue by 2%/1%/1% on a strong take rate; increase non-GAAP EBITDA by 90bps/150bps/120bps; raise non-GAAP net income by 8%/3%/3%.
Meanwhile, HSBC tweaked its price target from $110 to $115, saying Alibaba is its Asia Super Ten:
We trim our GMV forecast but raise revenue and EPS to reflect higher monetization. For FY2016e/2017e, GMV growth is cut to 26/23% while China retail revenue growth rises to 36/41%. Reflecting higher growth in cloud, we now expect total revenue to grow by 34/39% for FY2016e/FY2017e. We raise our non-GAAP EPS by 6/6% for FY2016e/2017e.
JP Morgan tweaked down its price target from $97 to $93 but only because of the weaker yuan. Alibaba earns money in yuan but reports in dollar. JPMorgan’s revenue estimates are largely unchanged and the bank raised its operating profit estimates on higher margin assumptions.
Alibaba: Nice Take-Rate, Deutsche, HSBC Tweak Up Targets - Asia Stocks to Watch - Barrons.com
By Shuli Ren
Alibaba Group (BABA) fell 3.8% despite reporting better-than-expected December quarter revenue growth, because investors were worried about its slowing GMV growth, a metric that demonstrates China’s strong macro headwinds.
Equity analysts are coming to Alibaba’s defense this morning. This blogger flipped through major brokerages’ reports. They all praised Alibaba’s ability to convert more transaction volume into revenue, i.e., its improving monetization rate. Alibaba’s take-rate improved for the second quarter, rising to 2.98% versus 2.7% last year.
So confident are they of Alibaba’s operations that Deutsche Bank and HSBC even tweaked up their targets. Deutsche Bank lifted its target by 3% to $102:
Company management encouragingly suggested a “de-coupling” between e-commerce growth and broader macro-economic trends… We were pleasantly surprised with Alibaba’s confident views around growth despite these more precarious times.
Management sounded constructive on margins, leading us to regard a low-50′s non-GAAP EBITDA margin as quite feasible for the foreseeable future.
We cut FY16/17/18E GMV by 2%/4%/4% on Tmall slowing, competition. We lift FY16/17/18E revenue by 2%/1%/1% on a strong take rate; increase non-GAAP EBITDA by 90bps/150bps/120bps; raise non-GAAP net income by 8%/3%/3%.
Meanwhile, HSBC tweaked its price target from $110 to $115, saying Alibaba is its Asia Super Ten:
We trim our GMV forecast but raise revenue and EPS to reflect higher monetization. For FY2016e/2017e, GMV growth is cut to 26/23% while China retail revenue growth rises to 36/41%. Reflecting higher growth in cloud, we now expect total revenue to grow by 34/39% for FY2016e/FY2017e. We raise our non-GAAP EPS by 6/6% for FY2016e/2017e.
JP Morgan tweaked down its price target from $97 to $93 but only because of the weaker yuan. Alibaba earns money in yuan but reports in dollar. JPMorgan’s revenue estimates are largely unchanged and the bank raised its operating profit estimates on higher margin assumptions.
Alibaba: Nice Take-Rate, Deutsche, HSBC Tweak Up Targets - Asia Stocks to Watch - Barrons.com
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JANUARY 29, 2016 BY MARGARET DANAHEY ·
Alibaba Group Holding Limited (NYSE:BABA):
The mean estimate for the short term price target for Alibaba Group Holding Limited (NYSE:BABA) stands at $93.24 according to 21 Analysts. The higher price target estimate for the stock has been calculated at $105 while the lower price target estimate is at $80.
Many Wall Street Analysts have advised their investors on the company shares.Alibaba Group Holding Ltd was Initiated by Robert W. Baird on Jan 7, 2016 to Outperform, Price Target of the shares are set at $94.
Alibaba Group Holding Ltd Last issued its quarterly earnings results on Jan 28, 2016. The company reported $0.99 EPS for the quarter, beating the analyst consensus estimate by $ 0.10. Analyst had a consensus of $0.89. The company had revenue of $5333.00 million for the quarter, compared to analysts expectations of $5134.43 million. During the same quarter in the previous year, the company posted $0.81 EPS.
As many as 19 brokerage firms have rated Alibaba Group Holding Limited (NYSE:BABA) at 1.45. Research Analysts at Zacks Investment Research have ranked the company at 2, suggesting the traders with a rating of buy for the short term. The stock garnered a place in the hold list of 3 stock Analysts. 3 analysts suggested buying the company. 13 analysts rated the company as a strong buy.
...
Analyst Price Target on Alibaba Group Holding Limited – Analyst Rating Report
Alibaba Group Holding Limited (NYSE:BABA):
The mean estimate for the short term price target for Alibaba Group Holding Limited (NYSE:BABA) stands at $93.24 according to 21 Analysts. The higher price target estimate for the stock has been calculated at $105 while the lower price target estimate is at $80.
Many Wall Street Analysts have advised their investors on the company shares.Alibaba Group Holding Ltd was Initiated by Robert W. Baird on Jan 7, 2016 to Outperform, Price Target of the shares are set at $94.
Alibaba Group Holding Ltd Last issued its quarterly earnings results on Jan 28, 2016. The company reported $0.99 EPS for the quarter, beating the analyst consensus estimate by $ 0.10. Analyst had a consensus of $0.89. The company had revenue of $5333.00 million for the quarter, compared to analysts expectations of $5134.43 million. During the same quarter in the previous year, the company posted $0.81 EPS.
As many as 19 brokerage firms have rated Alibaba Group Holding Limited (NYSE:BABA) at 1.45. Research Analysts at Zacks Investment Research have ranked the company at 2, suggesting the traders with a rating of buy for the short term. The stock garnered a place in the hold list of 3 stock Analysts. 3 analysts suggested buying the company. 13 analysts rated the company as a strong buy.
...
Analyst Price Target on Alibaba Group Holding Limited – Analyst Rating Report