A short time ago, many Wall Street pundits were convinced that China’s massive economy would finally take the throne from the United States. However, three factors have taken the U.S. and China’s economies in opposite directions: housing, debt, and a slow post-COVID economic recovery. China’s economic worries started with an overbuilt real-estate market that went from boom to bust. When the country’s real estate bubble finally collapsed, China’s top developer, Evergrande, collapsed under a mountain of debt. ...

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. ...

Alibaba Group Holding Ltd. (BABA, Financial) is one of the largest Chinese equities in the word, having a market capitalization of approximately $180 billion at $75 per share. Renowned as one of the fastest-growing companies in the world, it has become a dominant figure in Asia's e-commerce, finance and service industries. Over the past several years, it had to navigate through China's evolving political landscape and economic objectives. However, China remains the world's largest e-commerce market and Alib ...

Robert Way Intro & Thesis If you read my articles regularly, you probably know that I'm very skeptical about buying shares in Chinese companies in the long term - I'm particularly put off by the well-known VIE structure and the authoritarianism of the CCP that's limiting China's growth prospects, in my view. It was the combination of these factors that didn't allow me to upgrade Alibaba Group (NYSE:BABA) (OTCPK:BABAF) stock back in February 2024 when information about the purchase of the stock by co-fou ...

Though the most recent 13-f filed by ‘The Big Short’s’ Michael Burry and his Scion Asset Management revealed massive changes to the portfolio with the complete sale of 11 positions and opening of 5 new ones, the situation at the top remained nearly identical as it was in the first quarter of the year.Indeed, the May 15 filing revealed that Burry’s two biggest holdings were the Chinese giants Alibaba (NYSE: BABA) and JD.com (NASDAQ: JD), with the former accounting for 8.7% of the portfolio and the latter for ...

Manuel Milan Performance Assessment In my last coverage of Alibaba (NYSE:BABA), I had rated the stock a 'Neutral/Hold'. Since then, the stock has outperformed the S&P 500 (SPY) (SPX). Performance since Author's Last Article on Alibaba (Seeking Alpha. Author's Last Article on Alibaba) However, I am not too fussed about missing this run up, as I believe it is still early days for a full-fledged turnaround. Hence, I anticipate further chances to accumulate the stock over time. Thesis Update Upon release ...

Robert Way Investment Thesis Alibaba Group Holding Limited (NYSE:NYSE:BABA)'s stock has been sidelined in recent years, primarily due to three factors: geopolitical risk, weak consumer spending in China, and intensified online retail competition. The geopolitical risk appears to be structural and is likely to continue compressing the valuation of Chinese stocks trading in offshore markets. While the weak consumptions may not be structural, without significant stimulus, the recovery could take years, as ...

maybefalse/iStock Unreleased via Getty Images Alibaba (NYSE:BABA) reported better than expected earnings results for its first-quarter due to a reacceleration of top line growth in its Cloud business and strong growth in its Alibaba International Digital Commerce Group. Alibaba generated a ton of free cash flow again in the first-quarter and returned even more to shareholders via stock buybacks. I continue to believe that Alibaba represents strong value for investors given the company's free cash flow pr ...

Alibaba Group Holding Limited (BABA) reported first-quarter fiscal 2025 non-GAAP earnings of $2.26 per ADS (RMB 16.44), which beat the Zacks Consensus Estimate by 2.7%. The figure decreased 5% from the year-ago quarter in RMB terms.Revenues of RMB 243.24 billion ($33.47 billion) rose 4% from the year-ago quarter. The figure missed the Zacks Consensus Estimate of $34.95 billion.The top-line increase was driven by solid momentum across the international commerce retail and wholesale businesses. Strength acros ...

Alibaba Group Holding Limited BABA stock gained on Friday after multiple analysts raised their price forecasts following the company’s mixed fiscal first-quarter earnings on Thursday.The results came amid an exciting earnings season. Here are some key analyst takeaways.Alibaba reported fiscal first-quarter 2024 revenue growth of 4% year-on-year to $33.47 billion, lagging the analyst estimate of $34.81 billion. Adjusted earnings per ADS of $2.26 topped the consensus estimate of $2.13. Citigroup analyst Alici ...