同是天涯沦落人 personal page - To The Moon

同是天涯沦落人

同是天涯沦落人

同是天涯沦落人相逢何必曾相识

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同是天涯沦落人

2021-02-26

$FRENCKEN GROUP LIMITED(E28.SI)$Volatile stock. Plan to average down when it hits $1.00 and below.

同是天涯沦落人

2021-06-24

$AEM HOLDINGS LTD(AWX.SI)$Looking better. It’s main customer is Intel but hopefully can expand its customer base in next few years.

同是天涯沦落人

2023-01-10

$PING AN(02318)$ Holding on

同是天涯沦落人

2022-07-21

$PING AN(02318)$ok waiting for Low 40s

同是天涯沦落人

2021-04-17

$SHENG SIONG GROUP LTD(OV8.SI)$Waiting tobuy at even lower price.

同是天涯沦落人

2021-07-09

$PING AN(02318)$Hahaha

同是天涯沦落人

2021-03-21

$AEM HOLDINGS LTD(AWX.SI)$Waiting for more clarification from the Mgmt on this year revenue guideline.

同是天涯沦落人

2023-01-27

$ALB.HK 20230330 140.00 PUT$ $ALB.HK 20230330 140.00 PUT$ Looking good for Alibaba

同是天涯沦落人

2021-03-12

$SHENG SIONG GROUP LTD(OV8.SI)$Initiated asmall position. Will accumulate more when the price drops more.

同是天涯沦落人

2021-04-12

Good news to China, hope more players can alsoimprove lifestyles of Chinese there too.

Alibaba says to lower entry barriers, business costs of merchants

同是天涯沦落人

2021-03-03

$AEM HOLDINGS LTD(AWX.SI)$Waiting to average down again. :P

同是天涯沦落人

2022-09-14

$PING AN(02318)$Be patience

同是天涯沦落人

2021-06-03

I think this is a good article to share about Alibaba?

Alibaba: One Of The Really Cheap Bargains In This Market

同是天涯沦落人

2021-05-11

$AEM HOLDINGS LTD(AWX.SI)$Just gotta be a long term investor as of now. Hoping for the best,prepare for the worst. :P

同是天涯沦落人

2021-05-04

$AEM HOLDINGS LTD(AWX.SI)$Haha, getting closer to my average down price.

同是天涯沦落人

2022-10-26

$ALB.HK 20221129 60.00 PUT$ $ALB.HK 20221129 60.00 PUT$ Ok

同是天涯沦落人

2021-06-20

$Alibaba(09988)$Holding on

同是天涯沦落人

2021-06-14

$AEM HOLDINGS LTD(AWX.SI)$Still waiting

同是天涯沦落人

2021-06-04

Pretty cool, indirect way of forcing people to be in philanthropy.

Sorry, the original content has been removed

同是天涯沦落人

2021-06-01

I like cloud businesses.

Alphabet Stock: Cloud Business Is Not Priced In

Go to Tiger App to see more news

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lead Singapore to be a better country.&nbsp;","listText":"To lead Singapore to be a better country.&nbsp;","text":"To lead Singapore to be a better country.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297224026136672","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954996165,"gmtCreate":1675903553058,"gmtModify":1675903556083,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Looking good for next3 years.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Looking good for next3 years.&nbsp;","text":"$Alibaba(09988)$ Looking good for next3 years.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954996165","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952274275,"gmtCreate":1674788648398,"gmtModify":1676538958751,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20230330 140.00 PUT\">$ALB.HK 20230330 140.00 PUT$ </a><a href=\"https://ttm.financial/OPT/ALB.HK 20230330 140.00 PUT\">$ALB.HK 20230330 140.00 PUT$&nbsp;</a>&nbsp;Looking good for Alibaba","listText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20230330 140.00 PUT\">$ALB.HK 20230330 140.00 PUT$ </a><a href=\"https://ttm.financial/OPT/ALB.HK 20230330 140.00 PUT\">$ALB.HK 20230330 140.00 PUT$&nbsp;</a>&nbsp;Looking good for Alibaba","text":"$ALB.HK 20230330 140.00 PUT$ $ALB.HK 20230330 140.00 PUT$ Looking good for Alibaba","images":[{"img":"https://community-static.tradeup.com/news/8fb9de093ee781f6574651d59109ae6b","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9952274275","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956431154,"gmtCreate":1674113518979,"gmtModify":1676538924508,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a>it's a long term growth company.&nbsp;","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a>it's a long term growth company.&nbsp;","text":"$TENCENT(00700)$ it's a long term growth company.","images":[{"img":"https://community-static.tradeup.com/news/2b34d447471329a08198f690180f8ede","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956431154","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956431058,"gmtCreate":1674113464274,"gmtModify":1676538924499,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a>Just press on&nbsp;","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a>Just press on&nbsp;","text":"$TENCENT(00700)$ Just press on","images":[{"img":"https://community-static.tradeup.com/news/2ab64143b08b6ab988eea2a61452e146","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956431058","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9958072961,"gmtCreate":1673599590154,"gmtModify":1676538862508,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03690.SPO\">$Meituan(03690.SPO)$&nbsp;</a>Got it from Tencent","listText":"<a href=\"https://ttm.financial/S/03690.SPO\">$Meituan(03690.SPO)$&nbsp;</a>Got it from Tencent","text":"$Meituan(03690.SPO)$ Got it from Tencent","images":[{"img":"https://community-static.tradeup.com/news/c48e94b8254a9f4184d41f78e7260bdf","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958072961","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9951501572,"gmtCreate":1673506340198,"gmtModify":1676538847921,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03690.SPO\">$Meituan(03690.SPO)$&nbsp;</a>Look good&nbsp;","listText":"<a href=\"https://ttm.financial/S/03690.SPO\">$Meituan(03690.SPO)$&nbsp;</a>Look good&nbsp;","text":"$Meituan(03690.SPO)$ Look good","images":[{"img":"https://community-static.tradeup.com/news/ceef3c757921b65c2f0a3b4c07941904","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951501572","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9953768144,"gmtCreate":1673334584589,"gmtModify":1676538819675,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a>Holding on","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a>Holding on","text":"$PING AN(02318)$ Holding on","images":[{"img":"https://community-static.tradeup.com/news/270c890d4884396a52a3008adce315cd","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9953768144","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9953203763,"gmtCreate":1673255789652,"gmtModify":1676538806408,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a>ok","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a>ok","text":"$TENCENT(00700)$ ok","images":[{"img":"https://community-static.tradeup.com/news/f02809293d749da6a45318e10f19e839","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953203763","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9920613542,"gmtCreate":1670476128187,"gmtModify":1676538376698,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20230130 110.00 PUT\">$ALB.HK 20230130 110.00 PUT$ </a><a href=\"https://ttm.financial/OPT/ALB.HK 20230130 110.00 PUT\">$ALB.HK 20230130 110.00 PUT$&nbsp;</a>&nbsp;Go go go","listText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20230130 110.00 PUT\">$ALB.HK 20230130 110.00 PUT$ </a><a href=\"https://ttm.financial/OPT/ALB.HK 20230130 110.00 PUT\">$ALB.HK 20230130 110.00 PUT$&nbsp;</a>&nbsp;Go go go","text":"$ALB.HK 20230130 110.00 PUT$ $ALB.HK 20230130 110.00 PUT$ Go go go","images":[{"img":"https://community-static.tradeup.com/news/eeb290d69c3783291ad6e09c549e6f98","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920613542","isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9982160148,"gmtCreate":1667117516584,"gmtModify":1676537863775,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/BABA 20221118 80.0 CALL\">$BABA 20221118 80.0 CALL$ </a><a href=\"https://ttm.financial/OPT/BABA 20221118 80.0 CALL\">$BABA 20221118 80.0 CALL$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/BABA 20221118 80.0 CALL\">$BABA 20221118 80.0 CALL$ </a><a href=\"https://ttm.financial/OPT/BABA 20221118 80.0 CALL\">$BABA 20221118 80.0 CALL$</a>&nbsp;","text":"$BABA 20221118 80.0 CALL$ $BABA 20221118 80.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/82d637700c8a54bc5b653d586670e4e5","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982160148","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9988673110,"gmtCreate":1666748481431,"gmtModify":1676537799943,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20221129 60.00 PUT\">$ALB.HK 20221129 60.00 PUT$ </a><a href=\"https://ttm.financial/OPT/ALB.HK 20221129 60.00 PUT\">$ALB.HK 20221129 60.00 PUT$</a>&nbsp;Ok","listText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20221129 60.00 PUT\">$ALB.HK 20221129 60.00 PUT$ </a><a href=\"https://ttm.financial/OPT/ALB.HK 20221129 60.00 PUT\">$ALB.HK 20221129 60.00 PUT$</a>&nbsp;Ok","text":"$ALB.HK 20221129 60.00 PUT$ $ALB.HK 20221129 60.00 PUT$ Ok","images":[{"img":"https://community-static.tradeup.com/news/7c6277c7fd3b5199552e6e5ad252e761","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988673110","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9981370653,"gmtCreate":1666407393772,"gmtModify":1676537753376,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$</a>similar to Tweeter","listText":"<a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$</a>similar to Tweeter","text":"$Snap Inc(SNAP)$similar to Tweeter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981370653","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917225587,"gmtCreate":1665532603949,"gmtModify":1676537621300,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>be patience&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>be patience&nbsp;","text":"$Alibaba(BABA)$be patience","images":[{"img":"https://community-static.tradeup.com/news/e4c4b98581cdacf62c49951edc0f003f","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917225587","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9917360912,"gmtCreate":1665443966636,"gmtModify":1676537605454,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$</a><v-v data-views=\"1\"></v-v>It's pretty much relatedto china's long term prospect.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$</a><v-v data-views=\"1\"></v-v>It's pretty much relatedto china's long term prospect.&nbsp;","text":"$JD-SW(09618)$It's pretty much relatedto china's long term prospect.","images":[{"img":"https://community-static.tradeup.com/news/99eb39e57c22c218ea4c147705166dcc","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917360912","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9915478885,"gmtCreate":1665103640347,"gmtModify":1676537557394,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Just be Patience.&nbsp;","listText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Just be Patience.&nbsp;","text":"$AEM HOLDINGS LTD(AWX.SI)$Just be Patience.","images":[{"img":"https://community-static.tradeup.com/news/7f6b2502b20193ab32465970c7fe3c56","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915478885","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9916749471,"gmtCreate":1664687382693,"gmtModify":1676537494576,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"It's ok, just be patience&nbsp;","listText":"It's ok, just be patience&nbsp;","text":"It's ok, just be patience","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916749471","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916749212,"gmtCreate":1664687361736,"gmtModify":1676537494576,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"I will just be patient and wait for my target entry price&nbsp;","listText":"I will just be patient and wait for my target entry price&nbsp;","text":"I will just be patient and wait for my target entry price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916749212","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935409916,"gmtCreate":1663117952435,"gmtModify":1676537207061,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>Be patience&nbsp;","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>Be patience&nbsp;","text":"$PING AN(02318)$Be patience","images":[{"img":"https://community-static.tradeup.com/news/68bdff528a9eb069fe13cd896f71ed5d","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9935409916","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9932285889,"gmtCreate":1662945688342,"gmtModify":1676537168473,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Waiting to enter more&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Waiting to enter more&nbsp;","text":"$Alibaba(BABA)$Waiting to enter more","images":[{"img":"https://community-static.tradeup.com/news/52625a0406d4fb48fa81c84c57ebe072","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932285889","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":368259546,"gmtCreate":1614331695585,"gmtModify":1704770763368,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/E28.SI\">$FRENCKEN GROUP LIMITED(E28.SI)$</a>Volatile stock. Plan to average down when it hits $1.00 and below.&nbsp;","listText":"<a href=\"https://laohu8.com/S/E28.SI\">$FRENCKEN GROUP LIMITED(E28.SI)$</a>Volatile stock. Plan to average down when it hits $1.00 and below.&nbsp;","text":"$FRENCKEN GROUP LIMITED(E28.SI)$Volatile stock. Plan to average down when it hits $1.00 and below.","images":[{"img":"https://static.tigerbbs.com/3aa45a14cf985c45999b72eed7e6cf24","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/368259546","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559521312989131","authorId":"3559521312989131","name":"Leon_Sze","avatar":"https://static.tigerbbs.com/1423edccbecef5f164a593336c457363","crmLevel":4,"crmLevelSwitch":0,"idStr":"3559521312989131","authorIdStr":"3559521312989131"},"content":"Below $1? Very aggressive","text":"Below $1? Very aggressive","html":"Below $1? Very aggressive"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":121468881,"gmtCreate":1624489805843,"gmtModify":1703837994577,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Looking better. It’s main customer is Intel but hopefully can expand its customer base in next few years.&nbsp;","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Looking better. It’s main customer is Intel but hopefully can expand its customer base in next few years.&nbsp;","text":"$AEM HOLDINGS LTD(AWX.SI)$Looking better. It’s main customer is Intel but hopefully can expand its customer base in next few years.","images":[{"img":"https://static.tigerbbs.com/0d89fc2f4c1d6361a51934090e478148","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121468881","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9953768144,"gmtCreate":1673334584589,"gmtModify":1676538819675,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a>Holding on","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a>Holding on","text":"$PING AN(02318)$ Holding on","images":[{"img":"https://community-static.tradeup.com/news/270c890d4884396a52a3008adce315cd","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9953768144","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9074502804,"gmtCreate":1658368765008,"gmtModify":1676536148769,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>ok waiting for Low 40s&nbsp;","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>ok waiting for Low 40s&nbsp;","text":"$PING AN(02318)$ok waiting for Low 40s","images":[{"img":"https://community-static.tradeup.com/news/3312aadabadc34232f3111aa861af3f3","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074502804","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":379940925,"gmtCreate":1618661696767,"gmtModify":1704713908316,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>Waiting tobuy at even lower price.&nbsp;","listText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>Waiting tobuy at even lower price.&nbsp;","text":"$SHENG SIONG GROUP LTD(OV8.SI)$Waiting tobuy at even lower price.","images":[{"img":"https://static.tigerbbs.com/678d58185439d7197e1a13b71a2e992a","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/379940925","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578631491549654","authorId":"3578631491549654","name":"JLMbless","avatar":"https://community-static.tradeup.com/news/3df2d3e2fa8838c43dd9c519ba783c8c","crmLevel":5,"crmLevelSwitch":0,"idStr":"3578631491549654","authorIdStr":"3578631491549654"},"content":"it is trading at cum dividend , will only go down when it go ex dividend","text":"it is trading at cum dividend , will only go down when it go ex dividend","html":"it is trading at cum dividend , will only go down when it go ex dividend"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":143673628,"gmtCreate":1625793975364,"gmtModify":1703748636429,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02318\">$PING AN(02318)$</a>Hahaha","listText":"<a href=\"https://laohu8.com/S/02318\">$PING AN(02318)$</a>Hahaha","text":"$PING AN(02318)$Hahaha","images":[{"img":"https://static.tigerbbs.com/c8056700970fb902165807a17cb010fe","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/143673628","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":359083690,"gmtCreate":1616300928710,"gmtModify":1704792753384,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Waiting for more clarification from the Mgmt on this year revenue guideline.&nbsp;","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Waiting for more clarification from the Mgmt on this year revenue guideline.&nbsp;","text":"$AEM HOLDINGS LTD(AWX.SI)$Waiting for more clarification from the Mgmt on this year revenue guideline.","images":[{"img":"https://static.tigerbbs.com/6c2ff7bb5ebb7809954a16969d69994a","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/359083690","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":5,"crmLevelSwitch":0,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"content":"When will that be?","text":"When will that be?","html":"When will that be?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952274275,"gmtCreate":1674788648398,"gmtModify":1676538958751,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20230330 140.00 PUT\">$ALB.HK 20230330 140.00 PUT$ </a><a href=\"https://ttm.financial/OPT/ALB.HK 20230330 140.00 PUT\">$ALB.HK 20230330 140.00 PUT$&nbsp;</a>&nbsp;Looking good for Alibaba","listText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20230330 140.00 PUT\">$ALB.HK 20230330 140.00 PUT$ </a><a href=\"https://ttm.financial/OPT/ALB.HK 20230330 140.00 PUT\">$ALB.HK 20230330 140.00 PUT$&nbsp;</a>&nbsp;Looking good for Alibaba","text":"$ALB.HK 20230330 140.00 PUT$ $ALB.HK 20230330 140.00 PUT$ Looking good for Alibaba","images":[{"img":"https://community-static.tradeup.com/news/8fb9de093ee781f6574651d59109ae6b","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9952274275","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":328159985,"gmtCreate":1615508249947,"gmtModify":1704783778322,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>Initiated asmall position. Will accumulate more when the price drops more.&nbsp;","listText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>Initiated asmall position. Will accumulate more when the price drops more.&nbsp;","text":"$SHENG SIONG GROUP LTD(OV8.SI)$Initiated asmall position. Will accumulate more when the price drops more.","images":[{"img":"https://static.tigerbbs.com/c564304d3cd842fdb8559dab5d0f5a88","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/328159985","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":342377827,"gmtCreate":1618188401969,"gmtModify":1704707202810,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"Good news to China, hope more players can alsoimprove lifestyles of Chinese there too.&nbsp;","listText":"Good news to China, hope more players can alsoimprove lifestyles of Chinese there too.&nbsp;","text":"Good news to China, hope more players can alsoimprove lifestyles of Chinese there too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/342377827","repostId":"2126105501","repostType":4,"repost":{"id":"2126105501","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618188054,"share":"https://ttm.financial/m/news/2126105501?lang=&edition=fundamental","pubTime":"2021-04-12 08:40","market":"us","language":"en","title":"Alibaba says to lower entry barriers, business costs of merchants","url":"https://stock-news.laohu8.com/highlight/detail?id=2126105501","media":"Reuters","summary":"SHANGHAI, April 12  - Alibaba Group will introduce measures to lower entry barriers and business costs faced by merchants on e-commerce platforms, CEO Daniel Zhang said on Monday, after an antitrust probe found the firm had abused its dominant market position.China on Saturday imposed a record 18 billion yuan  fine on Alibaba amid a crackdown on technology conglomerates, signalling a new era after years of laissez-faire approach.The e-commerce giant has come under intense scrutiny since billiona","content":"<p>SHANGHAI, April 12 (Reuters) - Alibaba Group will introduce measures to lower entry barriers and business costs faced by merchants on e-commerce platforms, CEO Daniel Zhang said on Monday, after an antitrust probe found the firm had abused its dominant market position.</p><p>China on Saturday imposed a record 18 billion yuan ($2.75 billion) fine on Alibaba amid a crackdown on technology conglomerates, signalling a new era after years of laissez-faire approach.</p><p>The e-commerce giant has come under intense scrutiny since billionaire founder Jack Ma's public criticism of the Chinese regulatory system in October.</p><p>The State Administration for Market Regulation <a href=\"https://laohu8.com/S/SAMR.SI\">$(SAMR.SI)$</a> said it had determined Alibaba, which is listed in New York and Hong Kong, had prevented its merchants from using other online e-commerce platforms.</p><p>The group does not expect any material impact on its business from the change of exclusivity arrangement imposed by regulators, Zhang said in an online briefing.</p><p>Alibaba and its peers remain under review for mergers and acquisitions from the market regulator, Vice Chairman Joe Tsai told the briefing, adding he was not aware of any other anti-monopoly-related investigations.</p><p>The impact of the regulator's fine on Alibaba will be reflected in the group's net income in the March quarter, Chief Financial Officer Maggie Wu said.</p><p>($1 = 6.5522 Chinese yuan)</p>","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 says to lower entry barriers, business costs of merchants</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{ 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}\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 says to lower entry barriers, business costs of merchants\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-12 08:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SHANGHAI, April 12 (Reuters) - Alibaba Group will introduce measures to lower entry barriers and business costs faced by merchants on e-commerce platforms, CEO Daniel Zhang said on Monday, after an antitrust probe found the firm had abused its dominant market position.</p><p>China on Saturday imposed a record 18 billion yuan ($2.75 billion) fine on Alibaba amid a crackdown on technology conglomerates, signalling a new era after years of laissez-faire approach.</p><p>The e-commerce giant has come under intense scrutiny since billionaire founder Jack Ma's public criticism of the Chinese regulatory system in October.</p><p>The State Administration for Market Regulation <a href=\"https://laohu8.com/S/SAMR.SI\">$(SAMR.SI)$</a> said it had determined Alibaba, which is listed in New York and Hong Kong, had prevented its merchants from using other online e-commerce platforms.</p><p>The group does not expect any material impact on its business from the change of exclusivity arrangement imposed by regulators, Zhang said in an online briefing.</p><p>Alibaba and its peers remain under review for mergers and acquisitions from the market regulator, Vice Chairman Joe Tsai told the briefing, adding he was not aware of any other anti-monopoly-related investigations.</p><p>The impact of the regulator's fine on Alibaba will be reflected in the group's net income in the March quarter, Chief Financial Officer Maggie Wu said.</p><p>($1 = 6.5522 Chinese yuan)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126105501","content_text":"SHANGHAI, April 12 (Reuters) - Alibaba Group will introduce measures to lower entry barriers and business costs faced by merchants on e-commerce platforms, CEO Daniel Zhang said on Monday, after an antitrust probe found the firm had abused its dominant market position.China on Saturday imposed a record 18 billion yuan ($2.75 billion) fine on Alibaba amid a crackdown on technology conglomerates, signalling a new era after years of laissez-faire approach.The e-commerce giant has come under intense scrutiny since billionaire founder Jack Ma's public criticism of the Chinese regulatory system in October.The State Administration for Market Regulation $(SAMR.SI)$ said it had determined Alibaba, which is listed in New York and Hong Kong, had prevented its merchants from using other online e-commerce platforms.The group does not expect any material impact on its business from the change of exclusivity arrangement imposed by regulators, Zhang said in an online briefing.Alibaba and its peers remain under review for mergers and acquisitions from the market regulator, Vice Chairman Joe Tsai told the briefing, adding he was not aware of any other anti-monopoly-related investigations.The impact of the regulator's fine on Alibaba will be reflected in the group's net income in the March quarter, Chief Financial Officer Maggie Wu said.($1 = 6.5522 Chinese yuan)","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365654793,"gmtCreate":1614738198112,"gmtModify":1704774624736,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Waiting to average down again. :P","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Waiting to average down again. :P","text":"$AEM HOLDINGS LTD(AWX.SI)$Waiting to average down again. :P","images":[{"img":"https://static.tigerbbs.com/ffc110e08645a887267eff89903119a3","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/365654793","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572312522185344","authorId":"3572312522185344","name":"Mommyeve","avatar":"https://static.tigerbbs.com/33382b87acf0e82e4adc465c2466db62","crmLevel":3,"crmLevelSwitch":0,"idStr":"3572312522185344","authorIdStr":"3572312522185344"},"content":"Where is your next adding price?","text":"Where is your next adding price?","html":"Where is your next adding price?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9935409916,"gmtCreate":1663117952435,"gmtModify":1676537207061,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>Be patience&nbsp;","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>Be patience&nbsp;","text":"$PING AN(02318)$Be patience","images":[{"img":"https://community-static.tradeup.com/news/68bdff528a9eb069fe13cd896f71ed5d","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9935409916","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":111850581,"gmtCreate":1622676306543,"gmtModify":1704188554619,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"I think this is a good article to share about Alibaba?","listText":"I think this is a good article to share about Alibaba?","text":"I think this is a good article to share about Alibaba?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/111850581","repostId":"1138216687","repostType":2,"repost":{"id":"1138216687","kind":"news","pubTimestamp":1622552095,"share":"https://ttm.financial/m/news/1138216687?lang=&edition=fundamental","pubTime":"2021-06-01 20:54","market":"hk","language":"en","title":"Alibaba: One Of The Really Cheap Bargains In This Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1138216687","media":"seekingalpha","summary":"Alibaba is one of the largest corporations in the world and focusing on retail, cloud and payment services.The company is clearly facing risks due to the tension between Jack Ma and the Chinese government, but I consider these risks to be only temporary.Alibaba is growing with a high pace, has a very stable balance sheet and outperforming many of its peers.So far, I have published over 300 articles on this site and the focus has been clearly on companies having the headquarters in the United Sta","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is one of the largest corporations in the world and focusing on retail, cloud and payment services.</li>\n <li>The company is clearly facing risks due to the tension between Jack Ma and the Chinese government, but I consider these risks to be only temporary.</li>\n <li>Alibaba is growing with a high pace, has a very stable balance sheet and outperforming many of its peers.</li>\n <li>In my opinion, the stock is severely undervalued.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15ac5f97c66688f6d16ce98819ebce4a\" tg-width=\"768\" tg-height=\"512\"><span>Photo by maybefalse/iStock Unreleased via Getty Images</span></p>\n<p>So far, I have published over 300 articles on this site and the focus has been clearly on companies having the headquarters in the United States and stocks listed on an US-based stock exchange. And while I am covering also companies from Germany, France, Great Britain, Sweden or Denmark, I have avoided one country almost completely although it has many interesting investment opportunities: Mainland China.The only company I covered so far&nbsp;is Tencent Holdings Limited (OTCPK:TCEHY).</p>\n<p>And although China has hundreds or thousands of successful companies, most of them are almost unknown in the Western Hemisphere (especially when moving outside of the investing world). And while most investors are familiar with Tencent, there is at least one other company almost every investor has heard of: Alibaba Group Holding Limited (BABA). In the following article, I will analyze Alibaba in my usual way. I will try to determine if Alibaba is a solid business with a wide economic moat and try to answer the question if Alibaba is a solid investment right now.</p>\n<p><b>Business Description</b></p>\n<p>Alibaba Group was founded in 1999 by 18 individuals. Nevertheless, one of these 18 stands out – the former English teacher from Hangzhou, Jack Ma. Over the years, Alibaba evolved in a multinational technology company and with a market capitalization of $570 billion, Alibaba is on the 10thspot on the list of most valuable companies in the world (by market cap). And behind Tencent, which is on the 7thspot on that list, Alibaba is the second most valuable company in China.</p>\n<p>While Alibaba is mostly focused on e-commerce and retail operations, the Alibaba Group is actually a holding company with many different sales services. This includes C2C services, B2C services and B2B services. Aside from retail, the Alibaba Group also offers electronic payment services, shipping search engines and could computing services. The group owns and operates a diverse portfolio of companies around the world in numerous business sectors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b315044f4644568e7df5d95cc6720995\" tg-width=\"640\" tg-height=\"479\"><span>(Source:Alibaba Q4/20 Presentation)</span></p>\n<p>Alibaba is reporting in four different segments:</p>\n<ul>\n <li><b>Core Commerce Revenue</b>: This segment is comprised of platforms operating in retail and wholesale commerce in China as well as logistics services and local consumer services. In fiscal 2021, this segment generated RMB 621.1 billion in revenue and RMB 159 billion in income from operations.</li>\n <li><b>Cloud Computing Revenue</b>: This segment is comprised of Alibaba Cloud, which offers different cloud services to customers worldwide like database, storage, big data analytics, a machine learning platform and large-scale computing security. In fiscal 2021, this segment generated RMB 60.1 billion, but the segment was not profitable so far (a loss of RMB 9 billion).</li>\n <li><b>Digital Media and Entertainment Revenue</b>: This segment uses the deep data insights to serve the broader interests of consumers through key distribution platforms Youku and Alibaba Pictures as well as other content platforms that provide online videos, films, live events, literature and music. In fiscal 2021, this segment generated RMB 31.2 billion, but was also not profitable.</li>\n <li><b>Innovation Initiatives and Others Revenue</b>: This segment includes businesses like Amap, DingTalk, Tmall Genie and others. In fiscal 2021, this segment generated RMB 4.8 billion in revenue, but also an operating loss.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0529c547e87a4c0b023289ecb1822cbc\" tg-width=\"640\" tg-height=\"478\"><span>(Source: Alibaba Q4/20 Presentation)</span></p>\n<p>When looking at the last annual results (fiscal 2021), Alibaba generated RMB 717.3 billion in revenue. Compared to fiscal 2020 (RMB 509.7 billion) this is reflecting an increase of 41%. Adjusted EBITDA in fiscal 2021 was RMB 196.8 billion – an increase of 25% compared to fiscal 2020 (adjusted EBITA of RMB 157.7 billion). Diluted earnings per share actually decreased from RMB 6.99 in fiscal 2020 to RMB 6.84 in fiscal 2021 – reflecting a decrease of 2.1%. But we should not pay too much attention to the earnings per share. Instead, it makes much more sense to look at the free cash flow Alibaba is generating. In fiscal 2021, Alibaba generated RMB 172.7 billion in free cash flow compared to RMB 130.9 billion in free cash flow one year earlier.</p>\n<p><b>Strong Business Among Strong Competitors</b></p>\n<p>What is striking when looking at Alibaba – and what has been discussed several times – is the low multiple for which Alibaba is currently trading. When using the trailing twelve-month GAAP numbers, Alibaba is trading for 25 times earnings, when using the non-GAAP forward numbers, it is trading for a P/E ratio of 20.</p>\n<p>We can compare Alibaba to its peers – companies like Amazon (AMZN), Tencent, Facebook (FB), Microsoft (MSFT) or Alphabet (GOOG). And Alibaba actually belongs in that list as it is not only operating in similar business segments, but it is also growing with similarly high rates. And Alibaba is not only growing with a similar pace; it is actually outperforming most of its peers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b576dcef2e37a02a6eba5677fded8ef8\" tg-width=\"640\" tg-height=\"299\"><span>(Source:Alibaba 2020 Investor Presentations)</span></p>\n<p>While Alibaba is growing with a similar pace like these companies, it is trading for a completely different multiple. Right now, Alibaba is trading for a price-cash-flow ratio of 17, while competitors like Tencent, Facebook or Microsoft are trading for a P/FCF ratio between 35 and 40. It is striking, that the market is assigning these competitors a multiple twice as high and Amazon is actually trading for a multiple more than 4 times higher (price-free-cash-flow ratio of 76).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d2f58771a8062c7bb980622b93073e5\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p>\n<p>Right now, readers might point out, that the comparison to Amazon is misleading as Amazon is still spending a lot of money to achieve future growth and therefore has a lower profit than other companies. And it certainly is true, that Amazon is still focusing on top line growth – sometimes at the expense of bottom-line growth – but so does Alibaba.</p>\n<p>While Amazon spent 10.4% of its revenue as capital expenditures in the last fiscal year, Alibaba spent almost the same amount – 8.9% of revenue. And when looking at the expenses for research and development, we once again see similar numbers. In the last five years, Amazon spent 12.16% of revenue on R&amp;D on average while Alibaba spent 10.38% of its revenue on R&amp;D.</p>\n<p>But while these numbers are quite similar for both companies – Amazon is spending a bit more on R&amp;D than Alibaba – the free cash flow these two companies can generate is completely different. While Amazon only generated 6.7% of revenue as free cash flow in the last fiscal year, Alibaba generated 26.5% of revenue as free cash flow in the last fiscal year – almost four times higher.</p>\n<p>And Alibaba is not only extremely profitable – it was growing with an extremely high pace in the past. During the past ten years, Alibaba could not only grow revenue every single year, it also grew revenue with a CAGR of 62.6%. Earnings per share fluctuated a little bit during these ten years but grew with an even higher pace – a CAGR of 76.29% during the last decade. And finally, free cash flow increased with a CAGR of 59.62% during the last decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3ccaf170c0d86cd8022a68bc3657c30\" tg-width=\"640\" tg-height=\"404\"><span>(Source: Author’s work based on numbers from Morningstar)</span></p>\n<p>When looking at Alibaba’s growth rates in the last few years compared to its competitors, Alibaba is also outperforming. When looking at the revenue CAGR of the last 5 years, we get the following numbers:</p>\n<ul>\n <li>Amazon: 29.26%</li>\n <li>Facebook: 36.82%</li>\n <li>Tencent: 36.20%</li>\n <li>Alphabet: 19.47%</li>\n <li>Microsoft: 8.85%</li>\n <li>Alibaba: 46.24%</li>\n</ul>\n<p>We can spin it how we want: Alibaba is an extremely profitable company growing with extremely high rates but is trading at an extremely low multiple compared to its competitors. It is growing with a higher pace than Microsoft and Facebook, but trading for half the multiple. It is much more profitable than Amazon and also growing at a higher pace, but trading for a quarter of the valuation multiple. At this point, profitability and growth of Alibaba on the one side and the valuation multiple on the other side does not add up. And we have to ask the question, why Alibaba is trading for such a low multiple although it is outperforming many of its peers that trade for much higher multiples.</p>\n<p><b>Risks</b></p>\n<p>When looking at the past performance of Alibaba, we can see, that steep selloffs are quite common as a similar sell-off happened already three times since the IPO in 2014 with the steepest sell-off being more than 50% off the previous high.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4da83a08f0dcfc73534c206e43cb09d3\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p>\n<p>While this might help us a bit, we are still facing high levels of uncertainty and investors usually don’t like uncertainty. Basically, this uncertainty can be summed up in one short sentence: The tense relationship between Alibaba’s founder Jack Ma and the Chinese government is worrying for investors. And this tense relationship is exemplified by several events. It started last year, when the IPO of the company’s fintech affiliate Ant Financial was cancelled. </p>\n<p>This was followed by theinitiation of an antitrust investigation, in which it is investigated if Alibaba had engaged in monopolistic practices (like preventing vendors from selling on other platforms). Additionally, new supervision for Ant Group was also discussed. And finally, at the end of 2020, Jack Ma went missing and it took about three months before the public would hear from him again – another worrying aspect for investors.</p>\n<p>As long as we are talking about risks, there are other aspect I like to mention. I compared Alibaba to Amazon above – and I still think that comparison is appropriate. But we also have to acknowledge, that Alibaba growth potential is limited as the company is mostly focused on China and might have more difficulties to expand globally – compared to Amazon. But considering the growing middle class in China and the high pace with which the economy is still growing we should not worry too much about Alibaba’s growth potential.</p>\n<p>There is a final risk Imentioned in my last article about Tencentand that risk is also applying to Alibaba:</p>\n<blockquote>\n And a final risk is the fact that Tencent is a Chinese company. It is especially difficult to understand different trends before they are happening and predict the future, but while I am familiar with the German culture and the people (habits, preferences, etc.) and can deal with similar countries like France, the United Kingdom, Sweden or the United States, it is rather difficult for me to understand and analyze the consumer behavior and preferences of the Chinese population. This makes it difficult to assess the potential and development of the products and services Tencent offers.\n</blockquote>\n<p>But despite all these issues, there is a comparison I like very much. Very recently,one of my fellow contributorscompared Alibaba’s situation right now to Facebook a few years ago, when it was facing the Cambridge Analytics scandal and also trading for extremely low multiples due to the uncertainties. And it is also interesting, that Wall Street analysts as well as Seeking Alpha contributors are extremely bullish about Alibaba right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44d2ece5c1460e539c9fd4fb4ba63bf7\" tg-width=\"640\" tg-height=\"195\"><span>(Source:Seeking Alpha)</span></p>\n<p><b>Balance Sheet</b></p>\n<p>When facing challenges, it is especially reassuring if we are dealing with a solid balance sheet enabling the company to withstand challenges and stormy market conditions. And similar to many companies mentioned above – like Facebook or Alphabet – Alibaba also has a great balance sheet. We don’t have to worry about high debt levels although Alibaba has current bank borrowings of RMB 3.6 billion and non-current bank borrowings of RMB 38.3 billion on its balance sheet. But compared to a total equity of RMB 1,075 billion, we get a D/E ratio of 0.04, which is negligible. Aside from the debt, the biggest problem is probably the company’s goodwill. On March 31, 2021, Alibaba had RMB 292.8 billion in goodwill. This means, that 17.3% of total assets (RMB 1,690 billion) is goodwill.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/532919e61e3feb83d46cbce44e3f3c42\" tg-width=\"640\" tg-height=\"354\"><span>(Source:Alibaba Q4/21 Earnings Release)</span></p>\n<p>But aside from goodwill, Alibaba also has RMB 321.3 billion in cash and cash equivalents as well as RMB 152.4 billion in short-term investments on its balance sheet. Aside from these rather liquid assets, Alibaba also has RMB 237.2 billion in equity securities and other investments, that are also worth mentioning. I included a screenshot of the latest balance sheet, which is also including the numbers in US$. Especially $72 billion in very liquid assets give Alibaba a lot of “financial power” and the ability to negative troubles.</p>\n<p><b>Intrinsic Value Calculation</b></p>\n<p>I already mentioned above that Alibaba is trading at rather low multiples – at least when compared to its peers and especially for a company growing with a high pace. And compared to the company’s history, the stock is right now trading almost for its lowest P/FCF ratio since the IPO. A few times – in 2016, 2018 and 2020 – the stock was trading at a similar low P/FCF ratio. From that point of view, Alibaba has to be considered extremely cheap.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1da4ac18557b21c43feb2a338de9a3b\" tg-width=\"640\" tg-height=\"221\"><span>(Source:Seeking Alpha Charting)</span></p>\n<p>When you are familiar with my past articles, you know that I don’t just use valuation multiples but also a discount cash flow analysis, which is considered to be much more precise (although we have to make a lot more assumptions). When taking the free cash flow of fiscal 2021 (RMB 172.7 billion) as basis, Alibaba has to grow about 5.5% annually from now till perpetuity for the stock to be fairly valued (the intrinsic value is RMB 1,367; discount rate 10%).</p>\n<p>Instead, we can also calculate with more realistic growth rates. If we assume, that Alibaba won’t go under, we have to assume at least 20% growth for the next year. Let’s be rather pessimistic and assume, that growth will slowly decline over the next decade and in 10 years from now, the growth rate will only be 6% till perpetuity. When using these numbers, we get an intrinsic value of&nbsp;<b>RMB 2,596</b>. And we have to assume, that these growth assumptions are rather cautious for a company like Alibaba.</p>\n<p><b>Conclusion</b></p>\n<p>So far, we talked about risks, about past growth rates, compared Alibaba to its peers and provided an intrinsic value calculation. I also wanted to write about the growth potential as well as the wide economic moat, that Alibaba has without any doubt – similar toAmazon,FacebookorTencent. But the article would probably be too long then. Instead, I included links to three articles in which I described the economic moat of these businesses.</p>\n<p>When summing up, it is quite simple. When we assume, that Alibaba is in serious trouble and might be brought down in some way or is facing troubles, that will seriously mess with the company’s ability to grow, we should not invest in Alibaba. These risks are present, and we actually don’t know what could happen in the coming quarters (or years). However, I consider it extremely unlikely, that China will destroy its second most-valuable company. If we assume on the other side, that this is just a small hick-up and troubles Alibaba can work through in the coming quarters and Alibaba will continue to perform in a similar way as in the past (even with growth rates slowing down), Alibaba is probably one of the most undervalued stocks out there and an extreme bargain.</p>","source":"seekingalpha","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: One Of The Really Cheap Bargains In This Market</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: One Of The Really Cheap Bargains In This Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 20:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4432358-alibaba-one-of-the-really-cheap-bargains-in-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is one of the largest corporations in the world and focusing on retail, cloud and payment services.\nThe company is clearly facing risks due to the tension between Jack Ma and the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432358-alibaba-one-of-the-really-cheap-bargains-in-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4432358-alibaba-one-of-the-really-cheap-bargains-in-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1138216687","content_text":"Summary\n\nAlibaba is one of the largest corporations in the world and focusing on retail, cloud and payment services.\nThe company is clearly facing risks due to the tension between Jack Ma and the Chinese government, but I consider these risks to be only temporary.\nAlibaba is growing with a high pace, has a very stable balance sheet and outperforming many of its peers.\nIn my opinion, the stock is severely undervalued.\n\nPhoto by maybefalse/iStock Unreleased via Getty Images\nSo far, I have published over 300 articles on this site and the focus has been clearly on companies having the headquarters in the United States and stocks listed on an US-based stock exchange. And while I am covering also companies from Germany, France, Great Britain, Sweden or Denmark, I have avoided one country almost completely although it has many interesting investment opportunities: Mainland China.The only company I covered so far is Tencent Holdings Limited (OTCPK:TCEHY).\nAnd although China has hundreds or thousands of successful companies, most of them are almost unknown in the Western Hemisphere (especially when moving outside of the investing world). And while most investors are familiar with Tencent, there is at least one other company almost every investor has heard of: Alibaba Group Holding Limited (BABA). In the following article, I will analyze Alibaba in my usual way. I will try to determine if Alibaba is a solid business with a wide economic moat and try to answer the question if Alibaba is a solid investment right now.\nBusiness Description\nAlibaba Group was founded in 1999 by 18 individuals. Nevertheless, one of these 18 stands out – the former English teacher from Hangzhou, Jack Ma. Over the years, Alibaba evolved in a multinational technology company and with a market capitalization of $570 billion, Alibaba is on the 10thspot on the list of most valuable companies in the world (by market cap). And behind Tencent, which is on the 7thspot on that list, Alibaba is the second most valuable company in China.\nWhile Alibaba is mostly focused on e-commerce and retail operations, the Alibaba Group is actually a holding company with many different sales services. This includes C2C services, B2C services and B2B services. Aside from retail, the Alibaba Group also offers electronic payment services, shipping search engines and could computing services. The group owns and operates a diverse portfolio of companies around the world in numerous business sectors.\n(Source:Alibaba Q4/20 Presentation)\nAlibaba is reporting in four different segments:\n\nCore Commerce Revenue: This segment is comprised of platforms operating in retail and wholesale commerce in China as well as logistics services and local consumer services. In fiscal 2021, this segment generated RMB 621.1 billion in revenue and RMB 159 billion in income from operations.\nCloud Computing Revenue: This segment is comprised of Alibaba Cloud, which offers different cloud services to customers worldwide like database, storage, big data analytics, a machine learning platform and large-scale computing security. In fiscal 2021, this segment generated RMB 60.1 billion, but the segment was not profitable so far (a loss of RMB 9 billion).\nDigital Media and Entertainment Revenue: This segment uses the deep data insights to serve the broader interests of consumers through key distribution platforms Youku and Alibaba Pictures as well as other content platforms that provide online videos, films, live events, literature and music. In fiscal 2021, this segment generated RMB 31.2 billion, but was also not profitable.\nInnovation Initiatives and Others Revenue: This segment includes businesses like Amap, DingTalk, Tmall Genie and others. In fiscal 2021, this segment generated RMB 4.8 billion in revenue, but also an operating loss.\n\n(Source: Alibaba Q4/20 Presentation)\nWhen looking at the last annual results (fiscal 2021), Alibaba generated RMB 717.3 billion in revenue. Compared to fiscal 2020 (RMB 509.7 billion) this is reflecting an increase of 41%. Adjusted EBITDA in fiscal 2021 was RMB 196.8 billion – an increase of 25% compared to fiscal 2020 (adjusted EBITA of RMB 157.7 billion). Diluted earnings per share actually decreased from RMB 6.99 in fiscal 2020 to RMB 6.84 in fiscal 2021 – reflecting a decrease of 2.1%. But we should not pay too much attention to the earnings per share. Instead, it makes much more sense to look at the free cash flow Alibaba is generating. In fiscal 2021, Alibaba generated RMB 172.7 billion in free cash flow compared to RMB 130.9 billion in free cash flow one year earlier.\nStrong Business Among Strong Competitors\nWhat is striking when looking at Alibaba – and what has been discussed several times – is the low multiple for which Alibaba is currently trading. When using the trailing twelve-month GAAP numbers, Alibaba is trading for 25 times earnings, when using the non-GAAP forward numbers, it is trading for a P/E ratio of 20.\nWe can compare Alibaba to its peers – companies like Amazon (AMZN), Tencent, Facebook (FB), Microsoft (MSFT) or Alphabet (GOOG). And Alibaba actually belongs in that list as it is not only operating in similar business segments, but it is also growing with similarly high rates. And Alibaba is not only growing with a similar pace; it is actually outperforming most of its peers.\n(Source:Alibaba 2020 Investor Presentations)\nWhile Alibaba is growing with a similar pace like these companies, it is trading for a completely different multiple. Right now, Alibaba is trading for a price-cash-flow ratio of 17, while competitors like Tencent, Facebook or Microsoft are trading for a P/FCF ratio between 35 and 40. It is striking, that the market is assigning these competitors a multiple twice as high and Amazon is actually trading for a multiple more than 4 times higher (price-free-cash-flow ratio of 76).\nData by YCharts\nRight now, readers might point out, that the comparison to Amazon is misleading as Amazon is still spending a lot of money to achieve future growth and therefore has a lower profit than other companies. And it certainly is true, that Amazon is still focusing on top line growth – sometimes at the expense of bottom-line growth – but so does Alibaba.\nWhile Amazon spent 10.4% of its revenue as capital expenditures in the last fiscal year, Alibaba spent almost the same amount – 8.9% of revenue. And when looking at the expenses for research and development, we once again see similar numbers. In the last five years, Amazon spent 12.16% of revenue on R&D on average while Alibaba spent 10.38% of its revenue on R&D.\nBut while these numbers are quite similar for both companies – Amazon is spending a bit more on R&D than Alibaba – the free cash flow these two companies can generate is completely different. While Amazon only generated 6.7% of revenue as free cash flow in the last fiscal year, Alibaba generated 26.5% of revenue as free cash flow in the last fiscal year – almost four times higher.\nAnd Alibaba is not only extremely profitable – it was growing with an extremely high pace in the past. During the past ten years, Alibaba could not only grow revenue every single year, it also grew revenue with a CAGR of 62.6%. Earnings per share fluctuated a little bit during these ten years but grew with an even higher pace – a CAGR of 76.29% during the last decade. And finally, free cash flow increased with a CAGR of 59.62% during the last decade.\n(Source: Author’s work based on numbers from Morningstar)\nWhen looking at Alibaba’s growth rates in the last few years compared to its competitors, Alibaba is also outperforming. When looking at the revenue CAGR of the last 5 years, we get the following numbers:\n\nAmazon: 29.26%\nFacebook: 36.82%\nTencent: 36.20%\nAlphabet: 19.47%\nMicrosoft: 8.85%\nAlibaba: 46.24%\n\nWe can spin it how we want: Alibaba is an extremely profitable company growing with extremely high rates but is trading at an extremely low multiple compared to its competitors. It is growing with a higher pace than Microsoft and Facebook, but trading for half the multiple. It is much more profitable than Amazon and also growing at a higher pace, but trading for a quarter of the valuation multiple. At this point, profitability and growth of Alibaba on the one side and the valuation multiple on the other side does not add up. And we have to ask the question, why Alibaba is trading for such a low multiple although it is outperforming many of its peers that trade for much higher multiples.\nRisks\nWhen looking at the past performance of Alibaba, we can see, that steep selloffs are quite common as a similar sell-off happened already three times since the IPO in 2014 with the steepest sell-off being more than 50% off the previous high.\nData byYCharts\nWhile this might help us a bit, we are still facing high levels of uncertainty and investors usually don’t like uncertainty. Basically, this uncertainty can be summed up in one short sentence: The tense relationship between Alibaba’s founder Jack Ma and the Chinese government is worrying for investors. And this tense relationship is exemplified by several events. It started last year, when the IPO of the company’s fintech affiliate Ant Financial was cancelled. \nThis was followed by theinitiation of an antitrust investigation, in which it is investigated if Alibaba had engaged in monopolistic practices (like preventing vendors from selling on other platforms). Additionally, new supervision for Ant Group was also discussed. And finally, at the end of 2020, Jack Ma went missing and it took about three months before the public would hear from him again – another worrying aspect for investors.\nAs long as we are talking about risks, there are other aspect I like to mention. I compared Alibaba to Amazon above – and I still think that comparison is appropriate. But we also have to acknowledge, that Alibaba growth potential is limited as the company is mostly focused on China and might have more difficulties to expand globally – compared to Amazon. But considering the growing middle class in China and the high pace with which the economy is still growing we should not worry too much about Alibaba’s growth potential.\nThere is a final risk Imentioned in my last article about Tencentand that risk is also applying to Alibaba:\n\n And a final risk is the fact that Tencent is a Chinese company. It is especially difficult to understand different trends before they are happening and predict the future, but while I am familiar with the German culture and the people (habits, preferences, etc.) and can deal with similar countries like France, the United Kingdom, Sweden or the United States, it is rather difficult for me to understand and analyze the consumer behavior and preferences of the Chinese population. This makes it difficult to assess the potential and development of the products and services Tencent offers.\n\nBut despite all these issues, there is a comparison I like very much. Very recently,one of my fellow contributorscompared Alibaba’s situation right now to Facebook a few years ago, when it was facing the Cambridge Analytics scandal and also trading for extremely low multiples due to the uncertainties. And it is also interesting, that Wall Street analysts as well as Seeking Alpha contributors are extremely bullish about Alibaba right now.\n(Source:Seeking Alpha)\nBalance Sheet\nWhen facing challenges, it is especially reassuring if we are dealing with a solid balance sheet enabling the company to withstand challenges and stormy market conditions. And similar to many companies mentioned above – like Facebook or Alphabet – Alibaba also has a great balance sheet. We don’t have to worry about high debt levels although Alibaba has current bank borrowings of RMB 3.6 billion and non-current bank borrowings of RMB 38.3 billion on its balance sheet. But compared to a total equity of RMB 1,075 billion, we get a D/E ratio of 0.04, which is negligible. Aside from the debt, the biggest problem is probably the company’s goodwill. On March 31, 2021, Alibaba had RMB 292.8 billion in goodwill. This means, that 17.3% of total assets (RMB 1,690 billion) is goodwill.\n(Source:Alibaba Q4/21 Earnings Release)\nBut aside from goodwill, Alibaba also has RMB 321.3 billion in cash and cash equivalents as well as RMB 152.4 billion in short-term investments on its balance sheet. Aside from these rather liquid assets, Alibaba also has RMB 237.2 billion in equity securities and other investments, that are also worth mentioning. I included a screenshot of the latest balance sheet, which is also including the numbers in US$. Especially $72 billion in very liquid assets give Alibaba a lot of “financial power” and the ability to negative troubles.\nIntrinsic Value Calculation\nI already mentioned above that Alibaba is trading at rather low multiples – at least when compared to its peers and especially for a company growing with a high pace. And compared to the company’s history, the stock is right now trading almost for its lowest P/FCF ratio since the IPO. A few times – in 2016, 2018 and 2020 – the stock was trading at a similar low P/FCF ratio. From that point of view, Alibaba has to be considered extremely cheap.\n(Source:Seeking Alpha Charting)\nWhen you are familiar with my past articles, you know that I don’t just use valuation multiples but also a discount cash flow analysis, which is considered to be much more precise (although we have to make a lot more assumptions). When taking the free cash flow of fiscal 2021 (RMB 172.7 billion) as basis, Alibaba has to grow about 5.5% annually from now till perpetuity for the stock to be fairly valued (the intrinsic value is RMB 1,367; discount rate 10%).\nInstead, we can also calculate with more realistic growth rates. If we assume, that Alibaba won’t go under, we have to assume at least 20% growth for the next year. Let’s be rather pessimistic and assume, that growth will slowly decline over the next decade and in 10 years from now, the growth rate will only be 6% till perpetuity. When using these numbers, we get an intrinsic value of RMB 2,596. And we have to assume, that these growth assumptions are rather cautious for a company like Alibaba.\nConclusion\nSo far, we talked about risks, about past growth rates, compared Alibaba to its peers and provided an intrinsic value calculation. I also wanted to write about the growth potential as well as the wide economic moat, that Alibaba has without any doubt – similar toAmazon,FacebookorTencent. But the article would probably be too long then. Instead, I included links to three articles in which I described the economic moat of these businesses.\nWhen summing up, it is quite simple. When we assume, that Alibaba is in serious trouble and might be brought down in some way or is facing troubles, that will seriously mess with the company’s ability to grow, we should not invest in Alibaba. These risks are present, and we actually don’t know what could happen in the coming quarters (or years). However, I consider it extremely unlikely, that China will destroy its second most-valuable company. If we assume on the other side, that this is just a small hick-up and troubles Alibaba can work through in the coming quarters and Alibaba will continue to perform in a similar way as in the past (even with growth rates slowing down), Alibaba is probably one of the most undervalued stocks out there and an extreme bargain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199381778,"gmtCreate":1620685885594,"gmtModify":1704346556863,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Just gotta be a long term investor as of now. Hoping for the best,prepare for the worst. :P","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Just gotta be a long term investor as of now. Hoping for the best,prepare for the worst. :P","text":"$AEM HOLDINGS LTD(AWX.SI)$Just gotta be a long term investor as of now. Hoping for the best,prepare for the worst. :P","images":[{"img":"https://static.tigerbbs.com/e937fa56a56c0a2c07f24f409d580a7f","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/199381778","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563683901709118","authorId":"3563683901709118","name":"Tombolofish","avatar":"https://static.tigerbbs.com/3ed36505d552a33ebb89f966837d2260","crmLevel":3,"crmLevelSwitch":1,"idStr":"3563683901709118","authorIdStr":"3563683901709118"},"content":"4.13 is an okay price. Should profit again by end of year","text":"4.13 is an okay price. Should profit again by end of year","html":"4.13 is an okay price. Should profit again by end of year"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":106347078,"gmtCreate":1620090303794,"gmtModify":1704338467665,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Haha, getting closer to my average down price.&nbsp;","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Haha, getting closer to my average down price.&nbsp;","text":"$AEM HOLDINGS LTD(AWX.SI)$Haha, getting closer to my average down price.","images":[{"img":"https://static.tigerbbs.com/2211aa3661dc5f547a3fa54e6d8a7f51","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/106347078","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567242485136825","authorId":"3567242485136825","name":"达达jam","avatar":"https://community-static.tradeup.com/news/8a49ecf9fb8dd1d923e4dc63be8734a5","crmLevel":6,"crmLevelSwitch":0,"idStr":"3567242485136825","authorIdStr":"3567242485136825"},"content":"what happens today","text":"what happens today","html":"what happens today"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9988673110,"gmtCreate":1666748481431,"gmtModify":1676537799943,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20221129 60.00 PUT\">$ALB.HK 20221129 60.00 PUT$ </a><a href=\"https://ttm.financial/OPT/ALB.HK 20221129 60.00 PUT\">$ALB.HK 20221129 60.00 PUT$</a>&nbsp;Ok","listText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20221129 60.00 PUT\">$ALB.HK 20221129 60.00 PUT$ </a><a href=\"https://ttm.financial/OPT/ALB.HK 20221129 60.00 PUT\">$ALB.HK 20221129 60.00 PUT$</a>&nbsp;Ok","text":"$ALB.HK 20221129 60.00 PUT$ $ALB.HK 20221129 60.00 PUT$ Ok","images":[{"img":"https://community-static.tradeup.com/news/7c6277c7fd3b5199552e6e5ad252e761","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988673110","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":164146453,"gmtCreate":1624185437672,"gmtModify":1703830315956,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>Holding on","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>Holding on","text":"$Alibaba(09988)$Holding on","images":[{"img":"https://static.tigerbbs.com/5960d9686a68e62916d81b35a2e3159d","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/164146453","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570442265176535","authorId":"3570442265176535","name":"Xiao小阳","avatar":"https://static.tigerbbs.com/ba02214fdf5954f07a79288e88080e42","crmLevel":2,"crmLevelSwitch":0,"idStr":"3570442265176535","authorIdStr":"3570442265176535"},"content":"This time, if you push up again, you will drop sharply and enter the flat plate once more. If you pay attention to the signal in the flat plate, you can build a position as long as the fundamentals remain unchanged.","text":"This time, if you push up again, you will drop sharply and enter the flat plate once more. If you pay attention to the signal in the flat plate, you can build a position as long as the fundamentals remain unchanged.","html":"This time, if you push up again, you will drop sharply and enter the flat plate once more. If you pay attention to the signal in the flat plate, you can build a position as long as the fundamentals remain unchanged."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":185222571,"gmtCreate":1623655300893,"gmtModify":1704207914180,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Still waiting&nbsp;","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Still waiting&nbsp;","text":"$AEM HOLDINGS LTD(AWX.SI)$Still waiting","images":[{"img":"https://static.tigerbbs.com/f025b321829390a527fdb1fbb173f7cd","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/185222571","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":116980423,"gmtCreate":1622769720362,"gmtModify":1704190802645,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"Pretty cool, indirect way of forcing people to be in philanthropy.","listText":"Pretty cool, indirect way of forcing people to be in philanthropy.","text":"Pretty cool, indirect way of forcing people to be in philanthropy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/116980423","repostId":"1106261871","repostType":4,"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576231291459124","authorId":"3576231291459124","name":"超群yibo","avatar":"https://static.tigerbbs.com/6594cf6901beda8fdf0f00a0e5853f18","crmLevel":2,"crmLevelSwitch":0,"idStr":"3576231291459124","authorIdStr":"3576231291459124"},"content":"Earned from society, must contribute to society. Chinese philosophy.","text":"Earned from society, must contribute to society. Chinese philosophy.","html":"Earned from society, must contribute to society. Chinese philosophy."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119628347,"gmtCreate":1622543742889,"gmtModify":1704185972304,"author":{"id":"3554323022733956","authorId":"3554323022733956","name":"同是天涯沦落人","avatar":"https://static.tigerbbs.com/218c98f99603705b961006c26525b95e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554323022733956","authorIdStr":"3554323022733956"},"themes":[],"htmlText":"I like cloud businesses.&nbsp;","listText":"I like cloud businesses.&nbsp;","text":"I like cloud businesses.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/119628347","repostId":"1149617351","repostType":4,"repost":{"id":"1149617351","kind":"news","pubTimestamp":1622541523,"share":"https://ttm.financial/m/news/1149617351?lang=&edition=fundamental","pubTime":"2021-06-01 17:58","market":"us","language":"en","title":"Alphabet Stock: Cloud Business Is Not Priced In","url":"https://stock-news.laohu8.com/highlight/detail?id=1149617351","media":"seekingalpha","summary":"Summary\n\nAlphabet Q1 2021 results show that it's back on its front foot.\nAlphabet's Cloud opportunit","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alphabet Q1 2021 results show that it's back on its front foot.</li>\n <li>Alphabet's Cloud opportunity is compelling and growing substantially faster than investors realize.</li>\n <li>Alphabet is priced at 32x trailing free cash flow, making it one of the cheapest tech stocks around.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/109234720a359e69ad5ff5a3bf82a35e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by 400tmax/iStock Unreleased via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Alphabet's(NASDAQ:GOOG)(NASDAQ:GOOGL)Cloud business is growing faster than investors realize. I argue that Alphabet's Cloud business is compelling while at the same time contending that it's growing faster than many appreciate.</p>\n<p>Meanwhile, that Alphabet's stock is probably one of the cheapest investing opportunities in tech right now at just 32x trailing free cash flow. Note: not sales but clean free cash flow.</p>\n<p><b>Digging Into Future Revenue Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6e955648e7aa69f99752ec4e9b2b869\" tg-width=\"1235\" tg-height=\"559\"><span>Source: author'swork</span></p>\n<p>As we can above, Alphabet's Q1 2021 results were particularly strong. Even if consider that Q1 2020 was delivered lackluster growth as COVID fully disrupted the advertising sector, we can see above that momentum has returned to Alphabet.</p>\n<p>Having said all that, one aspect that I don't believe investors are paying sufficient attention to is Alphabet's Cloud prospects. Google Cloud's business is now roughly 67% the size of Alphabet's YouTube. Moreover, this business is now worth 7% of Alphabet's total business and growing rapidly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65cb2c889dcde622664e3283d73d1283\" tg-width=\"640\" tg-height=\"251\"><span>Source: InvestorPresentation</span></p>\n<p>The point to emphasize is that Alphabet's Cloud prospects are much bigger than investors are pricing in right now. And equally important, there's<i>no evidence</i>that Alphabet's Cloud prospects had a one-off benefit during COVID that brought about a digital acceleration and that its momentum has now tapered off.</p>\n<p>On the contrary, the number of customers that are expanding their footprint with Google Cloud continues to increase as customers require cloud-native, multi-cloud technology.</p>\n<p>And this is a tailwind that isn't going to fizzle out any time soon. In other words, investors are<i>not falling for an unsubstantiated ''story'' stock</i>. There's tangible momentum that is clearly resonating with customers:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0682924e4f901b4ab3c7d9833df80668\" tg-width=\"640\" tg-height=\"329\"><span>Source: Investor Presentation</span></p>\n<p>Furthermore, despite being a fraction of the size of Amazon's AWS (AMZN) Google Cloud clearly delivers a very high return on investment for enterprises.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02f6af749380679b969336a59dc37c9d\" tg-width=\"640\" tg-height=\"143\"><span>Source: Investor Presentation</span></p>\n<p>Having said all that, investors may be right to question given all the momentum in Google Cloud, why is this segment<i>still incurring heavy losses</i>?</p>\n<p>Alphabet's Q1 2021 results reported approximately $1 billion in losses. On the other hand, let's keep in mind that Amazon's AWS grew approximately 32% y/y during Q1 2021, whereas Alphabet's Cloud segment was up 46% y/y.</p>\n<p>Any time that Alphabet's Cloud can outgrow AWS by 1,400 basis points during a single quarter, it should absolutely do whatever it takes to onboard more customers and gain market share.</p>\n<p>The sole focus of Google Cloud should be to get enterprises to sign up and migrate onto its platform. Firstly, because this customer is going to be incredibly sticky as very few enterprises would churn out from their cloud platform. And secondly, over time, Alphabet can work on selling more products to enterprises and increasing its contract value with customers.</p>\n<p>In essence, the point to impress on readers is that when many investors try to value Alphabet a put lot of energy on Alphabet for its monopoly-like Search business and YouTube, but investors aren't paying sufficient attention to its Cloud business.</p>\n<p><b>Valuation - Still More Upside Potential</b></p>\n<p>Amazon is an amazing company. And many investors agree that a substantial portion of its market cap's value is derived from its cloud business. Hence, keep in mind the following facts. Both of these enterprises are traded at approximately $1.6 trillion.</p>\n<p>Meanwhile, Amazon's free cash flow margins over its trailing twelve months reached 5% versus Alphabet's free cash flow for the same period reaching 26%.</p>\n<p>What's more, Alphabet's Cloud business is evidently growing faster than Amazon's AWS and taking market share as it embraces this growing total addressable market. Furthermore, despite clocking up several billions of revenues during a single quarter, it's evidently<i>notbenefitting</i>from the law of small numbers.</p>\n<p>If we acknowledge that Alphabet's Cloud business was the slowest off the running block amongst all the tech giants, Alphabet Cloud has still managed to come from behind and show that first player advantage means very little in tech.</p>\n<p>Finally, right now in tech, there aren't too many companies still being valued at 32x trailing free cash flow. There are plenty of unprofitable companies being valued at 32x forward sales, but few as free cash flow generative as Alphabet, still being priced as cheaply as Alphabet, while having several diverse monopoly-like businesses.</p>\n<p><b>The Bottom Line</b></p>\n<p>Alphabet continues to steadily climb its revenues and shows no sign of meaningfully slowing down below 20% CAGR any time soon.</p>\n<p>Alphabet is well known for Search and YouTube, however, I make the case that very little weight is afforded towards Alphabet's Cloud business. Accordingly, that's why paying 32x trailing free cash flow this stock is cheaply valued and should be put on anyone's watchlist.</p>\n<p>Readers may question why the author doesn't hold any position here, given his bullish stance. That's because I find better opportunities amidst<i>small-cap stocks.</i></p>","source":"seekingalpha","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>Alphabet Stock: Cloud Business Is Not Priced In</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\">\nAlphabet Stock: Cloud Business Is Not Priced In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 17:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4432337-alphabet-fast-growing-cloud-business-and-cheap-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlphabet Q1 2021 results show that it's back on its front foot.\nAlphabet's Cloud opportunity is compelling and growing substantially faster than investors realize.\nAlphabet is priced at 32x ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432337-alphabet-fast-growing-cloud-business-and-cheap-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4432337-alphabet-fast-growing-cloud-business-and-cheap-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149617351","content_text":"Summary\n\nAlphabet Q1 2021 results show that it's back on its front foot.\nAlphabet's Cloud opportunity is compelling and growing substantially faster than investors realize.\nAlphabet is priced at 32x trailing free cash flow, making it one of the cheapest tech stocks around.\n\nPhoto by 400tmax/iStock Unreleased via Getty Images\nInvestment Thesis\nAlphabet's(NASDAQ:GOOG)(NASDAQ:GOOGL)Cloud business is growing faster than investors realize. I argue that Alphabet's Cloud business is compelling while at the same time contending that it's growing faster than many appreciate.\nMeanwhile, that Alphabet's stock is probably one of the cheapest investing opportunities in tech right now at just 32x trailing free cash flow. Note: not sales but clean free cash flow.\nDigging Into Future Revenue Drivers\nSource: author'swork\nAs we can above, Alphabet's Q1 2021 results were particularly strong. Even if consider that Q1 2020 was delivered lackluster growth as COVID fully disrupted the advertising sector, we can see above that momentum has returned to Alphabet.\nHaving said all that, one aspect that I don't believe investors are paying sufficient attention to is Alphabet's Cloud prospects. Google Cloud's business is now roughly 67% the size of Alphabet's YouTube. Moreover, this business is now worth 7% of Alphabet's total business and growing rapidly.\nSource: InvestorPresentation\nThe point to emphasize is that Alphabet's Cloud prospects are much bigger than investors are pricing in right now. And equally important, there'sno evidencethat Alphabet's Cloud prospects had a one-off benefit during COVID that brought about a digital acceleration and that its momentum has now tapered off.\nOn the contrary, the number of customers that are expanding their footprint with Google Cloud continues to increase as customers require cloud-native, multi-cloud technology.\nAnd this is a tailwind that isn't going to fizzle out any time soon. In other words, investors arenot falling for an unsubstantiated ''story'' stock. There's tangible momentum that is clearly resonating with customers:\nSource: Investor Presentation\nFurthermore, despite being a fraction of the size of Amazon's AWS (AMZN) Google Cloud clearly delivers a very high return on investment for enterprises.\nSource: Investor Presentation\nHaving said all that, investors may be right to question given all the momentum in Google Cloud, why is this segmentstill incurring heavy losses?\nAlphabet's Q1 2021 results reported approximately $1 billion in losses. On the other hand, let's keep in mind that Amazon's AWS grew approximately 32% y/y during Q1 2021, whereas Alphabet's Cloud segment was up 46% y/y.\nAny time that Alphabet's Cloud can outgrow AWS by 1,400 basis points during a single quarter, it should absolutely do whatever it takes to onboard more customers and gain market share.\nThe sole focus of Google Cloud should be to get enterprises to sign up and migrate onto its platform. Firstly, because this customer is going to be incredibly sticky as very few enterprises would churn out from their cloud platform. And secondly, over time, Alphabet can work on selling more products to enterprises and increasing its contract value with customers.\nIn essence, the point to impress on readers is that when many investors try to value Alphabet a put lot of energy on Alphabet for its monopoly-like Search business and YouTube, but investors aren't paying sufficient attention to its Cloud business.\nValuation - Still More Upside Potential\nAmazon is an amazing company. And many investors agree that a substantial portion of its market cap's value is derived from its cloud business. Hence, keep in mind the following facts. Both of these enterprises are traded at approximately $1.6 trillion.\nMeanwhile, Amazon's free cash flow margins over its trailing twelve months reached 5% versus Alphabet's free cash flow for the same period reaching 26%.\nWhat's more, Alphabet's Cloud business is evidently growing faster than Amazon's AWS and taking market share as it embraces this growing total addressable market. Furthermore, despite clocking up several billions of revenues during a single quarter, it's evidentlynotbenefittingfrom the law of small numbers.\nIf we acknowledge that Alphabet's Cloud business was the slowest off the running block amongst all the tech giants, Alphabet Cloud has still managed to come from behind and show that first player advantage means very little in tech.\nFinally, right now in tech, there aren't too many companies still being valued at 32x trailing free cash flow. There are plenty of unprofitable companies being valued at 32x forward sales, but few as free cash flow generative as Alphabet, still being priced as cheaply as Alphabet, while having several diverse monopoly-like businesses.\nThe Bottom Line\nAlphabet continues to steadily climb its revenues and shows no sign of meaningfully slowing down below 20% CAGR any time soon.\nAlphabet is well known for Search and YouTube, however, I make the case that very little weight is afforded towards Alphabet's Cloud business. Accordingly, that's why paying 32x trailing free cash flow this stock is cheaply valued and should be put on anyone's watchlist.\nReaders may question why the author doesn't hold any position here, given his bullish stance. That's because I find better opportunities amidstsmall-cap stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}