Alibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside

Investing.com02-09

Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.Analysts told investors that following BABA's...

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Comments

HLPA
02-09
HLPA
Alibaba, BABA, will soar! Hence do not beloeve those that want to tank its share price to prop their own counters especially these US entities. They see only their self-interest and intentionally pish down all china plays. Hence we must protect our own plans and prop up china counters especially BABA, which Amazon cannot see it prosper to their downfall. Go, Alibaba, Go!
Toby_Chua
02-09
Toby_Chua
Shorties back in force[RIP]
Upswing118
02-09
Upswing118
🏃‍♂️ baba 🏃‍♂️ deny d naysayers comments n soar!
Andrewinho
02-09
Andrewinho
GG liao!! Run!! 😱😱😱😱😱

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The firm has an $85.40 price target on the stock.Analysts told investors that following BABA's...</p>\n\n<a href=\"https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058\">Source Link</a>\n\n</div>\n","source":"investingArticles_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-09 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.Analysts told investors that following BABA's...</p>\n\n<a href=\"https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BABA","symbol_name":"阿里巴巴","start_time":0,"source_url":"https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058","article_id":"2410746069","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2410746069","pubTimestamp":1707442133,"sourceInfo":{"source_id":"investingArticles_highlight","name":"Investing.com"},"weMediaInfo":null,"summary":"Alibaba (NYSE: BABA) was cut to Neutral from Outperform by Macquarie Equity Research analyst Ellie Jiang in a note to ...(Premium-only article. 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The firm has an $85.40 price target on the stock.</p><p style=\"text-align: left;\">Analysts told investors that following BABA&#39;s earnings, they see the company balancing defense and expansion, which they believe potentially caps earnings upside for now.</p><p style=\"text-align: left;\">They explained that BABA management is committed to stepping up investments in 2024E to defend its market leadership with EC (domestic/overseas) and cloud the priorities.</p><p style=\"text-align: left;\">&#34;While the soft numbers were somewhat anticipated by the market, we foresee high competitive intensity and macro uncertainty persisting for the time being, which would push BABA into a new investment cycle and potentially blur earnings visibility in upcoming periods,&#34; the analysts explained.</p><p style=\"text-align: left;\">&#34;We see some savings from non-core units to partially offset incremental investments but expect group earnings to enter a declining trajectory, with adj. EBITA -3% yoy in FY3/25E,&#34; added the analysts.</p><p> U.S.-listed shares of Alibaba were down 3.88% on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a935e154a841f222a3e187c3bbb0b16\" tg-width=\"795\" tg-height=\"619\"/></p><p></p></body></html>","source":"investingArticles_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-09 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.Analysts told investors that following BABA's...</p>\n\n<a href=\"https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410746069","content_text":"Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.Analysts told investors that following BABA's earnings, they see the company balancing defense and expansion, which they believe potentially caps earnings upside for now.They explained that BABA management is committed to stepping up investments in 2024E to defend its market leadership with EC (domestic/overseas) and cloud the priorities.\"While the soft numbers were somewhat anticipated by the market, we foresee high competitive intensity and macro uncertainty persisting for the time being, which would push BABA into a new investment cycle and potentially blur earnings visibility in upcoming periods,\" the analysts explained.\"We see some savings from non-core units to partially offset incremental investments but expect group earnings to enter a declining trajectory, with adj. EBITA -3% yoy in FY3/25E,\" added the analysts. U.S.-listed shares of Alibaba were down 3.88% on Thursday.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":272010914025736,"gmtCreate":1707446709113,"gmtModify":1707446713946,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":6,"crmLevelSwitch":1},"htmlText":"Shorties back in force[RIP]&nbsp;&nbsp;","listText":"Shorties back in force[RIP]&nbsp;&nbsp;","text":"Shorties back in force[RIP]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272010914025736","repostId":2410746069,"repostType":4,"repost":{"id":"2410746069","pubTimestamp":1707442133,"share":"https://www.laohu8.com/m/news/2410746069?lang=&edition=full","pubTime":"2024-02-09 09:28","market":"us","language":"en","title":"Alibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2410746069","media":"Investing.com","summary":"Alibaba (NYSE: BABA) was cut to Neutral from Outperform by Macquarie Equity Research analyst Ellie Jiang in a note to ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.</p><p style=\"text-align: left;\">Analysts told investors that following BABA&#39;s earnings, they see the company balancing defense and expansion, which they believe potentially caps earnings upside for now.</p><p style=\"text-align: left;\">They explained that BABA management is committed to stepping up investments in 2024E to defend its market leadership with EC (domestic/overseas) and cloud the priorities.</p><p style=\"text-align: left;\">&#34;While the soft numbers were somewhat anticipated by the market, we foresee high competitive intensity and macro uncertainty persisting for the time being, which would push BABA into a new investment cycle and potentially blur earnings visibility in upcoming periods,&#34; the analysts explained.</p><p style=\"text-align: left;\">&#34;We see some savings from non-core units to partially offset incremental investments but expect group earnings to enter a declining trajectory, with adj. EBITA -3% yoy in FY3/25E,&#34; added the analysts.</p><p> U.S.-listed shares of Alibaba were down 3.88% on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a935e154a841f222a3e187c3bbb0b16\" tg-width=\"795\" tg-height=\"619\"/></p><p></p></body></html>","source":"investingArticles_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-09 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.Analysts told investors that following BABA's...</p>\n\n<a href=\"https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410746069","content_text":"Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.Analysts told investors that following BABA's earnings, they see the company balancing defense and expansion, which they believe potentially caps earnings upside for now.They explained that BABA management is committed to stepping up investments in 2024E to defend its market leadership with EC (domestic/overseas) and cloud the priorities.\"While the soft numbers were somewhat anticipated by the market, we foresee high competitive intensity and macro uncertainty persisting for the time being, which would push BABA into a new investment cycle and potentially blur earnings visibility in upcoming periods,\" the analysts explained.\"We see some savings from non-core units to partially offset incremental investments but expect group earnings to enter a declining trajectory, with adj. EBITA -3% yoy in FY3/25E,\" added the analysts. U.S.-listed shares of Alibaba were down 3.88% on Thursday.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":272008065184008,"gmtCreate":1707446013595,"gmtModify":1707446018904,"author":{"id":"4087685930931350","authorId":"4087685930931350","name":"Upswing118","avatar":"https://static.tigerbbs.com/5ee810deeb4fd3c3d863b49cef1d9956","vip":1,"crmLevel":5,"crmLevelSwitch":1},"htmlText":"🏃‍♂️ baba 🏃‍♂️&nbsp; deny d naysayers comments n soar!","listText":"🏃‍♂️ baba 🏃‍♂️&nbsp; deny d naysayers comments n soar!","text":"🏃‍♂️ baba 🏃‍♂️ deny d naysayers comments n soar!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272008065184008","repostId":2410746069,"repostType":4,"repost":{"id":"2410746069","pubTimestamp":1707442133,"share":"https://www.laohu8.com/m/news/2410746069?lang=&edition=full","pubTime":"2024-02-09 09:28","market":"us","language":"en","title":"Alibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2410746069","media":"Investing.com","summary":"Alibaba (NYSE: BABA) was cut to Neutral from Outperform by Macquarie Equity Research analyst Ellie Jiang in a note to ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.</p><p style=\"text-align: left;\">Analysts told investors that following BABA&#39;s earnings, they see the company balancing defense and expansion, which they believe potentially caps earnings upside for now.</p><p style=\"text-align: left;\">They explained that BABA management is committed to stepping up investments in 2024E to defend its market leadership with EC (domestic/overseas) and cloud the priorities.</p><p style=\"text-align: left;\">&#34;While the soft numbers were somewhat anticipated by the market, we foresee high competitive intensity and macro uncertainty persisting for the time being, which would push BABA into a new investment cycle and potentially blur earnings visibility in upcoming periods,&#34; the analysts explained.</p><p style=\"text-align: left;\">&#34;We see some savings from non-core units to partially offset incremental investments but expect group earnings to enter a declining trajectory, with adj. EBITA -3% yoy in FY3/25E,&#34; added the analysts.</p><p> U.S.-listed shares of Alibaba were down 3.88% on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a935e154a841f222a3e187c3bbb0b16\" tg-width=\"795\" tg-height=\"619\"/></p><p></p></body></html>","source":"investingArticles_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-09 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.Analysts told investors that following BABA's...</p>\n\n<a href=\"https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410746069","content_text":"Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.Analysts told investors that following BABA's earnings, they see the company balancing defense and expansion, which they believe potentially caps earnings upside for now.They explained that BABA management is committed to stepping up investments in 2024E to defend its market leadership with EC (domestic/overseas) and cloud the priorities.\"While the soft numbers were somewhat anticipated by the market, we foresee high competitive intensity and macro uncertainty persisting for the time being, which would push BABA into a new investment cycle and potentially blur earnings visibility in upcoming periods,\" the analysts explained.\"We see some savings from non-core units to partially offset incremental investments but expect group earnings to enter a declining trajectory, with adj. EBITA -3% yoy in FY3/25E,\" added the analysts. U.S.-listed shares of Alibaba were down 3.88% on Thursday.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":271992863826168,"gmtCreate":1707442301883,"gmtModify":1707442306648,"author":{"id":"3581563418944392","authorId":"3581563418944392","name":"Andrewinho","avatar":"https://static.tigerbbs.com/3127e2bc40ab23064a5187a00a63e19b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"GG liao!! Run!! 😱😱😱😱😱","listText":"GG liao!! Run!! 😱😱😱😱😱","text":"GG liao!! Run!! 😱😱😱😱😱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271992863826168","repostId":2410746069,"repostType":2,"repost":{"id":"2410746069","pubTimestamp":1707442133,"share":"https://www.laohu8.com/m/news/2410746069?lang=&edition=full","pubTime":"2024-02-09 09:28","market":"us","language":"en","title":"Alibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2410746069","media":"Investing.com","summary":"Alibaba (NYSE: BABA) was cut to Neutral from Outperform by Macquarie Equity Research analyst Ellie Jiang in a note to ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.</p><p style=\"text-align: left;\">Analysts told investors that following BABA&#39;s earnings, they see the company balancing defense and expansion, which they believe potentially caps earnings upside for now.</p><p style=\"text-align: left;\">They explained that BABA management is committed to stepping up investments in 2024E to defend its market leadership with EC (domestic/overseas) and cloud the priorities.</p><p style=\"text-align: left;\">&#34;While the soft numbers were somewhat anticipated by the market, we foresee high competitive intensity and macro uncertainty persisting for the time being, which would push BABA into a new investment cycle and potentially blur earnings visibility in upcoming periods,&#34; the analysts explained.</p><p style=\"text-align: left;\">&#34;We see some savings from non-core units to partially offset incremental investments but expect group earnings to enter a declining trajectory, with adj. EBITA -3% yoy in FY3/25E,&#34; added the analysts.</p><p> U.S.-listed shares of Alibaba were down 3.88% on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a935e154a841f222a3e187c3bbb0b16\" tg-width=\"795\" tg-height=\"619\"/></p><p></p></body></html>","source":"investingArticles_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-09 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.Analysts told investors that following BABA's...</p>\n\n<a href=\"https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410746069","content_text":"Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.Analysts told investors that following BABA's earnings, they see the company balancing defense and expansion, which they believe potentially caps earnings upside for now.They explained that BABA management is committed to stepping up investments in 2024E to defend its market leadership with EC (domestic/overseas) and cloud the priorities.\"While the soft numbers were somewhat anticipated by the market, we foresee high competitive intensity and macro uncertainty persisting for the time being, which would push BABA into a new investment cycle and potentially blur earnings visibility in upcoming periods,\" the analysts explained.\"We see some savings from non-core units to partially offset incremental investments but expect group earnings to enter a declining trajectory, with adj. EBITA -3% yoy in FY3/25E,\" added the analysts. U.S.-listed shares of Alibaba were down 3.88% on Thursday.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":12,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2410746069"}