Tencent Beats! Can Alibaba Deliver Surprise Earnings?

Chinese technology giant Tencent Holdings posted on Wednesday a 8% rise in third-quarter revenue, extending momentum in its gaming business, while growth in its fintech segments softened amid China's economic headwinds. Alibaba will release earnings reports on Friday. Which company do you favor?

avatarMickey082024
11-14 18:03

Alibaba Embrace The Storm with Surprise Earning?

$Alibaba(BABA)$ Earning Expectation Alibaba's upcoming fiscal Q3 2024 earnings have sparked anticipation, particularly as analysts forecast mixed results influenced by both strengths and challenges in its business segments. Despite headwinds in China's macroeconomic environment and slowing e-commerce growth, Alibaba’s strong foothold in the cloud computing market and its expansion into AI-driven solutions are seen as potential positives for revenue. Q3 2024 earnings release could bring positive surprises, particularly given recent favorable developments in its core business and external environment. Analysts expect Alibaba to report earnings of around $2.67 per share on revenue of $36.7 billion, representing a modest revenue increase year-over-yea
Alibaba Embrace The Storm with Surprise Earning?

What is the key profit in Tencent's Q3 earnings?

After the Hong Kong stock market closed on November 13, $TENCENT(00700)$ announced its 24Q3 earnings.Q2 release did give a lot of surprises, investors' expectations of Tencent began to pull up, so also counted on Q3 results continue to be good expectations.In addition to the overall rebound of Chinese assets at the end of Q3, Tencent is now also becoming. Q3 earnings report is not too much of a surprise, but it is also "expected", at this stage of the environment, Tencent's performance is still noteworthy.Key Takeaways:Overall margins continued to rise steadily, with strong cash flow, also supporting further shareholder returns;Games maintained the rebound trend, with domestic games surprising more, older games resuming growth again, and the indu
What is the key profit in Tencent's Q3 earnings?
avatarTiger_Contra
11-13 16:16

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US-China Relations: Trump's Hardline Stance to Fuel Market Instability in China

China's October Financing Data Disappoints; Government Bonds Drive Growth Amid Lackluster Credit Demand This article is written by Shernice, if you like my article please hit the like button.  Trump’s policies typically strengthen the dollar, which tends to weaken the yuan, stabilize global markets, and put downward pressure on gold prices. Currently, the smartest investment might be in U.S. assets—buying U.S. stocks and holding dollars. If China announces a major stimulus, shorting Chinese markets could offer quick gains since such boosts tend to have fleeting effects, with market gains evaporating quickly. Despite this, many still hold the belief that Chinese stocks are due for a bull run, seeing them as undervalued compared to U.S. stocks, which they view as already overpriced. Let
US-China Relations: Trump's Hardline Stance to Fuel Market Instability in China
avatarTopdownCharts
11-14 08:00

Chinese stocks may have more upside than consensus thinks

Trumphoria is gripping markets — everyone expects a repeat of the 2016 bull run when Trump first got elected.All the obvious beneficiaries of a Trump presidency have been rallying, while some of the obvious losers have been punished.Conventional wisdom says one “obvious loser“ (i.e. China A-Shares) will suffer under the second coming of Trump, with the prospect of more tariffs, trade-wars, and tough negotiations hanging overhead.The logic is that trade war 2.0 risk and a generally hawkish geopolitical tone across the incoming Trump administration will present further challenges for an already ailing Chinese economy.And there’s probably some truth in that — it’s going to be: not-boring.As things stand right now, China is in the middle of its worst property downturn on record, local governme
Chinese stocks may have more upside than consensus thinks
Now it doesnt matter at all. It's geopolitics driving the price now. It's weird that people don't look at fundamentals for Chinese stocks.. but it's happening now. 
avatarLaiken
11-14 14:30
thanks for sharing
avatarmpeyeoeh
11-14 13:55
Those who have the patience to wait will fly to the moon
avatarSpiders
11-13 19:01
I believe Alibaba is an outstanding company with a strong foundation and promising future prospects. The business model is robust, focusing on e-commerce, digital entertainment, and logistics, all of which are key growth sectors in the global market. As e-commerce continues to expand, especially in emerging markets, Alibaba is well-positioned to capture a significant share of this growth. The company's diversification beyond just e-commerce into cloud services and AI technology adds another layer of potential, making it a dynamic player in the technology and digital space. Moreover, I am impressed with Alibaba's leadership and management team. They have demonstrated strong capabilities in navigating the challenges of an evolving market, adapting to changes in consumer behavior, and posit
avatarKonii
11-14 11:24
Stay

High Hopes, Hollow Results: No Economic Boost As China Shifts Focus Amid Financial Pressure on Local Governments

Is China's ¥6 Trillions Debt Relief Sufficient? ¥150 Trillion Says No Last Friday in China, a ¥10 trillion debt restructuring plan was approved, shedding light on the government’s approach to fiscal strategy. This decision was reached during the 12th session of the National People’s Congress Standing Committee, which wrapped up on November 8. In addition to this plan, several laws were passed, including the Preschool Education Law and amendments to the Cultural Relics Protection Law, Property Law, Energy Resources Law, and the Anti-Money Laundering Law. This article is written by Shernice, please hit the like button if you like my article. The most widely discussed aspect of the session was the raised debt limit for local governments aimed at addressing “hidden” debts. Three key measu
High Hopes, Hollow Results: No Economic Boost As China Shifts Focus Amid Financial Pressure on Local Governments
avatarMrzorro
11-11
US-Listed Chinese Stocks Earnings Are Coming; Options Market Sentiment Turns Bullish Implied volatility often spikes before a company releases its earnings, as market uncertainty drives up demand for options from speculators and hedgers. This heightened demand inflates both the implied volatility and the price of the options. Following the earnings announcement, implied volatility generally returns to normal levels. Here are the top earnings and volatility for the week: $Marathon Digital Holdings Inc(MARA)$   Earnings Release Date: MARA is set to report earnings on November 12, 2024 after market close The option open interest in MARA climbed 2.0% to 1.6 million contracts. The current open interest is above its 5

🎁Weekly Higher EPS Estimates: BABA, AZN, DIS, AMAT, MUFG & More

😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q3 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from November 11 to November 15.1.Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2.Weekly List of Stocks with
🎁Weekly Higher EPS Estimates: BABA, AZN, DIS, AMAT, MUFG & More
avatarSPOT_ON
11-14 05:26
Tencent price on the high side... i will buy big into alibaba since price had fallen quite a bit from recent $118 high  @rL   @melson   @Mrzorro   @Aqa  
avatarPatmos
11-14 05:58
I favour BABA shares are under valued 
avatarDavidSG
11-14 04:33
$TENCENT(00700)$  Currently only in volatility stage.
avatarjislandfund
11-14 02:11
Alibaba should still be strong. The outlook is promising
avatarMasterStonker
11-14 00:59
All 3 cos also powerful and making tons of 🤑🤑🤑🤑
avatarHappy Bear
11-13 22:27
None. All rubbish. I think China should just close its share market
avatarKekemon
11-13 20:33
Alibaba. Good value buy now if you been monitoring it. Let's ride together for a good 2025.