I believe true value is from growth, not cigar butts. Time is investors' best friend.  Evaluation matters but need to be viewed from a long-term perspective. Great businesses often offer tremendous value to society and are super durable. When your products and services are 10x better than others, you deserve to grow 10x (or people you to grow 10x) and stay dominant. Selection, convenience, and value are tremendous characteristics I am looking for.  Durability is a great multiplier of value (I don't buy a cy ...

Alibaba (BABA) is positioning itself for a potential turnaround in 2025, backed by China's expansionary monetary policy and the company's strategic initiatives. The recent second-quarter fiscal 2025 earnings revealed steady growth across core segments, with revenues reaching $33.7 billion, beating analyst expectations.Monthly active consumers on Taobao and Tmall reached new all-time highs, while the implementation of a 0.6% software service fee and increased adoption of AI-powered marketing tools signal imp ...

Investment Rating - The report maintains a "Buy" rating for Alibaba (BABA US) with a target price of USD 111.00, indicating a potential upside of 29.0% from the current price of USD 86.06 [1][5]. Core Insights - Alibaba's recent sale of its 100% stake in Intime to a consortium led by Youngor Group is seen as a strategic move to focus on its core businesses, which is expected to enhance the company's performance recovery opportunities [1][2]. - The sale is projected to result in a one-time accounting loss of approximately RMB 9.3 billion (around USD 1.3 billion), but it is noted that this will not significantly impact Alibaba's overall revenue, as the contribution from Intime is less than 1% of total revenue [2][3]. - The report emphasizes the strategic importance of Alibaba's focus on its e-commerce platforms and cloud services, which are expected to drive future growth [2][3]. Financial Summary - For the fiscal year ending March 31, 2023, Alibaba reported total revenue of RMB 868.7 billion, with a projected increase to RMB 941.2 billion in 2024, representing a year-on-year growth of 8.3% [4][17]. - The net profit for 2023 was RMB 141.4 billion, with expectations of RMB 157.5 billion in 2024, reflecting a growth of 10.5% [4][17]. - The report forecasts a steady increase in revenue and net profit over the next few years, with projected revenues reaching RMB 1,187.1 billion by 2027 [4][17]. Valuation Metrics - Alibaba's current price corresponds to a price-to-earnings (P/E) ratio of 10.4x for the fiscal year 2024 and 9.7x for 2025, with an expected adjusted net profit growth rate of 8% for 2025 [3][4]. - The report suggests that investors should pay attention to the recovery of Alibaba's core e-commerce business and the potential for improved monetization rates, which could lead to accelerated revenue and profit growth [3][4].

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Unsplash/CC0 Public Domain China's Alibaba said Tuesday that it had agreed to sell department store chain Intime at a $1.3 billion loss, as the tech giant trims down its operations with competition intensifying in the country's cutthroat e-commerce market. Alibaba said in a statement to the Hong Kong Stock Exchange tha ...

An Intime Department Store in Hangzhou.CFOTO/Future Publishing via Getty ImagesAlibaba Group Holding is selling its stake in Chinese department store chain Intime for 7.4 billion yuan ($1 billion) as the company returns it focus to e-commerce, even though the sale will lead to losses of 9.3 billion yuan.The Hangzhou-based behemoth said a consortium of buyers including Chinese billionaire Li Rucheng’s fashion conglomerate Youngor Group will acquire its 99% stake in Intime, as well as 1% owned by an unidentif ...

Hi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 26 years old. In 2023 I graduated in Business Administration and I am completing my studies. My interest in financial markets started about 5 years ago when I accidentally came across a video about trading. That was the spark that introduced me to a new world, but over time I realized that it was not my path: too many charts, lines, and not very concrete concepts for a pragmatic person like me. I needed something different ...

This investor has purchased billions of dollars in Alibaba (BABA 0.28%) stock and plans for billions more.*Stock prices used were the afternoon prices of Dec. 10, 2024. The video was published on Dec. 12, 2024. ...

Alibaba (BABA) ended the recent trading session at $89.23, demonstrating a +0.28% swing from the preceding day's closing price. The stock outperformed the S&P 500, which registered a daily loss of 0.54%. At the same time, the Dow lost 0.53%, and the tech-heavy Nasdaq lost 0.66%.Shares of the online retailer witnessed a loss of 3.28% over the previous month, trailing the performance of the Retail-Wholesale sector with its gain of 6.47% and the S&P 500's gain of 1.5%.The investment community will be paying cl ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends Alibaba Group. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool recommends Alibaba Group. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...