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Alibaba: The Market's Concerns Are Justified, And Here's Why
Seeking Alpha· 2024-11-18 16:44
There is no doubt in my mind that Alibaba Group Holding Limited (NYSE: BABA ) is undervalued based on traditional financial metrics. Yet, the market continues to reject the stock, which now trades near IPOInvestor based in Geneva, Switzerland. Follow me on Twitter @GenevaInvestor for daily macro & investing nuggets. I write about macroeconomics, global trends, and what I believe are asymmetric investment opportunities in the market. I have a Master's degree in Business Management. I am currently bullish on ...
Alibaba Q2 Earnings Miss Estimates, Revenues Improve Y/Y
ZACKS· 2024-11-18 16:25
Alibaba (BABA) shares were slightly up at pre-market trading on Nov. 18, following the second-quarter fiscal 2025 results. BABA shares have returned 14.3% compared with the Zacks Retail-Wholesale sector’s appreciation of 23% in the year-to-date period.BABA reported non-GAAP earnings of $2.15 per ADS, which missed the Zacks Consensus Estimate by 4.87%. BABA’s earnings lagged the Zacks Consensus Estimate in two of the trailing four quarters, beating in the remaining two, the average earnings surprise being 2. ...
Down -13.51% in 4 Weeks, Here's Why You Should You Buy the Dip in Alibaba (BABA)
ZACKS· 2024-11-18 15:37
A downtrend has been apparent in Alibaba (BABA) lately with too much selling pressure. The stock has declined 13.5% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.Guide to Identifying Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotti ...
Alibaba Stock: Why Earnings Make It a Buy Despite the Recent Dip
MarketBeat· 2024-11-18 12:39
Most of the market is waking up to some discouraging price action from shares of Alibaba Group NYSE: BABA today; despite rallying by over 3% in the pre-market session, the stock quickly gave up its gains at the market open and got to a low of up to 2.5% declines during the day. The frustration is palpable as the company reported a blockbuster quarterly earnings report. Alibaba Group TodayBABAAlibaba Group$88.59 -1.99 (-2.20%) 52-Week Range$66.63▼$117.82Dividend Yield1.11%P/E Ratio17.97Price Target$114.53Ad ...
阿里巴巴:电商单量恢复双位数增速;看好长期变现率提升机会
交银国际证券· 2024-11-18 07:27
交银国际研究 公司更新 收盘价 目标价 潜在涨幅 美元 88.59 美元 111.00 +25.3% 互联网 2024 年 11 月 18 日 阿里巴巴 (BABA US) 电商单量恢复双位数增速;看好长期变现率提升机会 2025财年2季度(9月季度)业绩:总收入2,365亿元(人民币,下同), 同比增5%,与我们/彭博市场预期基本一致,其中,淘天+1%/国际+29%/云 +7%/本地生活+14%/菜鸟+8%/大文娱-1%。调整后每股盈利 15.06 元,同比 降 4%,低于我们预期 3%,与彭博市场预期基本一致。调整后 EBITA 同比 降 5%,由于淘天继续投入商品竞争力和用户体验及海外商业布局。 业绩要点:1)淘天单量同比增长双位数,好于预期,CMR 同比增 2.5%, 变现率稳定,全站推产品效果逐步释放,9 月新增技术服务费对变现率有 所拉动,同时也有部分低商业化率的新业务模式影响变现率的提升。2) 国际商业收入受速卖通 Choice 及 Trendyol 带动同比增 29%,相关跨境业务 拓展投入加大,Lazada变现率提升下亏损大幅降低。3)云收入增长加速, 同比增7%,由公共云/AI相关产品带动 ...
阿里巴巴:Results inline; solid execution towards achieving development goal
招银国际· 2024-11-18 02:40
18 Nov 2024 CMB International Global Markets | Equity Research | Company Update Alibaba (BABA US) Results inline; solid execution towards achieving development goal Alibaba reported inline-with-Bloomberg consensus 2QFY25 (March year-end) results: total revenue was RMB236.5bn, up 5.2% YoY, while adjusted EBITA/non-GAAP net income for the quarter was RMB40.6bn/36.5bn, -5.3%/- 9.0% YoY, owing to incremental investment in user experience improvement for Taobao & Tmall (T&T) Group (5% YoY decline in EBITA), and ...
Alibaba Says AI Drives Growth in Retail and Cloud Businesses
PYMNTS.com· 2024-11-15 21:57
Alibaba Group saw its offerings in artificial intelligence (AI) drive growth in both its retail and its cloud businesses during the quarter ended Sept. 30.“This quarter, our core business segments maintained steady growth guided by our user-first, AI-driven strategy,” Alibaba Group CEO Eddie Wu said Friday (Nov. 15) during the company’s quarterly earnings call.In its Taobao and Tmall Group, the company saw a steady increase in merchant adoption of its AI-powered marketing tool, Quanzhantui. Alibaba expects ...
BABA(BABA) - 2025 Q2 - Earnings Call Transcript
2024-11-15 17:13
Alibaba Group Holding Limited (NYSE:BABA) Q2 2025 Earnings Conference Call November 15, 2024 7:00 AM ET Company Participants Lydia Liu - Head of Investor Relations Eddie Wu - Chief Executive Officer Jiang Fan - Chief Executive Officer, Alibaba International Digital Commerce Toby Xu - Chief Financial Officer Conference Call Participants Alicia Yap - Citigroup Ronald Keung - Goldman Sachs Thomas Chong - Jefferies Alex Yao - JPMorgan Kenneth Fong - UBS Jialong Shi - Nomura Gary Yu - Morgan Stanley Lydia Liu Go ...
Alibaba: Strong Results And Its Cheap Again
Seeking Alpha· 2024-11-15 17:03
The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent. Start your free two-week trial today!He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core fe ...
Better-Than-Expected Retail Sales in October
ZACKS· 2024-11-15 16:50
It’s a big morning for economic data, concluding a week that gave us a new Inflation Rate (+2.6%) with CPI for October mid-week, followed by PPI yesterday. Similarly to those figures, the economy again looks to be heating up.Pre-market futures are down at this hour, with the Dow -140 points, the S&P 500 -30 and the Nasdaq -180 points. The relief rally following election results last week looks to have given way to caution. Bond yields are up roughly 15 basis points (bps) on the week, suggesting there is now ...