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01-26

I agree that the baba fundamental is strong but is up to the market to decide the price

Alibaba Group Holding Limited: Buy This Dip, Fundamentals Are Strong

01-29

Does this mean that the target price is based on the person, and not the business? Doesn't sound good to me

Tesla Stock Will Gain 550% and SpaceX's Valuation Will Triple By 2030 Under Elon Musk's Leadership, Top Investor Says

01-28

You missed out one very important point. Win too much till i cant sleep

01-26

$Schwab US Dividend Equity ETF(SCHD)$ Just start auto investing in SCHD month 1 result

01-26

How do u subscribe to dividend reinvestment plan in tiger trade

@Black mamba:$Schwab US Dividend Equity ETF(SCHD)$ SCHD + QQQM dividend reinvested plan

Go to Tiger App to see more news

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Doesn't sound good to me","listText":"Does this mean that the target price is based on the person, and not the business? Doesn't sound good to me","text":"Does this mean that the target price is based on the person, and not the business? Doesn't sound good to me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268144301764680","repostId":"2406084555","repostType":2,"repost":{"id":"2406084555","kind":"highlight","pubTimestamp":1706494107,"share":"https://ttm.financial/m/news/2406084555?lang=&edition=fundamental","pubTime":"2024-01-29 10:08","market":"us","language":"en","title":"Tesla Stock Will Gain 550% and SpaceX's Valuation Will Triple By 2030 Under Elon Musk's Leadership, Top Investor Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2406084555","media":"Markets Insider","summary":"It indicates an expandable section or menu, or sometimes previous / next navigation options.An envelope. It indicates the ability to send an email.A stylized bird with an open mouth, tweeting.An image of a chain link. It symobilizes a website link url.He told Bloomberg Tesla can soar 550% and SpaceX can triple in valuation by 2030.Shares of Tesla have tanked this week following a downbeat earnings outlook, but fund manager David Baron remains bullish on Elon Musk's carmaker, as well as his rocket-producer SpaceX.He forecasts Tesla stock to gain about 550% to hit $1,200 a share by 2030, and for SpaceX to triple in valuation over the same period, according to a recent interview conducted by Bloomberg.Baron runs the Baron Focused Growth Fund, which counted Tesla and SpaceX as its largest holdings as of December 31, 2023. The fund climbed 28% in 2023, outperforming the S&P 500's gain of 24%.Baron told Bloomberg that the growth outlook for Musk's companies remains strong, even if it has mod","content":"<html><head></head><body><ul style=\"\"><li><p>Fund manager David Baron broke down his highly bullish views on Elon Musk-led Tesla and SpaceX.</p></li><li><p>He told Bloomberg Tesla can soar 550% and SpaceX can triple in valuation by 2030. </p></li><li><p>Both companies were the largest holdings in Baron&#39;s fund as of December 31, 2023.</p></li></ul><p>Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> have tanked this week following a downbeat earnings outlook, but fund manager David Baron remains bullish on Elon Musk&#39;s carmaker, as well as his rocket-producer SpaceX.</p><p>He forecasts Tesla stock to gain about 550% to hit $1,200 a share by 2030, and for SpaceX to triple in valuation over the same period, according to a recent interview conducted by Bloomberg.</p><p>Baron runs the Baron Focused Growth Fund, which counted Tesla and SpaceX as its largest holdings as of December 31, 2023. The fund climbed 28% in 2023, outperforming the S&amp;P 500&#39;s gain of 24%.</p><p>Baron told Bloomberg that the growth outlook for Musk&#39;s companies remains strong, even if it has moderated from previous calls.</p><p>&#34;While he may not be growing 50% a year as the company thought, this year in a tough environment he&#39;s still growing volume by 15% to 20% per year and making us $7,000 per car of gross profit,&#34; Baron said.</p><p>His comments come on the heels of a rough week for Tesla, which reported revenue and profit that lagged estimates, and warned of a production slowdown in 2024. The stock tumbled 12% on Thursday following the results and a tumultuous earnings call one analyst called a &#34;train wreck.&#34;</p><p>&#34;This was the most sobering outlook I have seen from Tesla,&#34; Gene Munster, the managing partner at Deepwater, said in an interview with CNBC Wednesday. </p><p>Meanwhile, Baron expects SpaceX&#39;s valuation to increase by 20% this year. Longer term, he sees it doubling within three years and tripling by 2030. Bloomberg previously reported the company is worth more than $175 billion.</p><p>The Tesla allocation in Baron&#39;s fund is critical for his ambition to boost his total assets to $2 billion, up from current levels of about $1.3 billion.</p><p>One reason Baron is so bullish on Musk is that the world&#39;s richest person still holds a significant stake in his companies. Baron says he looks for such ownership levels when deciding where to invest.</p><p>&#34;[Musk&#39;s] interests are aligned with ours,&#34; Baron maintained. &#34;He&#39;s not going to do anything stupid to change the trajectory of the companies.&#34;</p></body></html>","source":"marketsinsider","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>Tesla Stock Will Gain 550% and SpaceX's Valuation Will Triple By 2030 Under Elon Musk's Leadership, Top Investor Says</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\">\nTesla Stock Will Gain 550% and SpaceX's Valuation Will Triple By 2030 Under Elon Musk's Leadership, Top Investor Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-29 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/tesla-stock-price-outlook-elon-musk-spacex-valuation-baron-forecast-2024-1><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fund manager David Baron broke down his highly bullish views on Elon Musk-led Tesla and SpaceX.He told Bloomberg Tesla can soar 550% and SpaceX can triple in valuation by 2030. Both companies were the...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/tesla-stock-price-outlook-elon-musk-spacex-valuation-baron-forecast-2024-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4550":"红杉资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","TSLA":"特斯拉","BK4574":"无人驾驶","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4551":"寇图资本持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4511":"特斯拉概念","BK4099":"汽车制造商","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4534":"瑞士信贷持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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The fund climbed 28% in 2023, outperforming the S&P 500's gain of 24%.Baron told Bloomberg that the growth outlook for Musk's companies remains strong, even if it has moderated from previous calls.\"While he may not be growing 50% a year as the company thought, this year in a tough environment he's still growing volume by 15% to 20% per year and making us $7,000 per car of gross profit,\" Baron said.His comments come on the heels of a rough week for Tesla, which reported revenue and profit that lagged estimates, and warned of a production slowdown in 2024. The stock tumbled 12% on Thursday following the results and a tumultuous earnings call one analyst called a \"train wreck.\"\"This was the most sobering outlook I have seen from Tesla,\" Gene Munster, the managing partner at Deepwater, said in an interview with CNBC Wednesday. Meanwhile, Baron expects SpaceX's valuation to increase by 20% this year. Longer term, he sees it doubling within three years and tripling by 2030. Bloomberg previously reported the company is worth more than $175 billion.The Tesla allocation in Baron's fund is critical for his ambition to boost his total assets to $2 billion, up from current levels of about $1.3 billion.One reason Baron is so bullish on Musk is that the world's richest person still holds a significant stake in his companies. Baron says he looks for such ownership levels when deciding where to invest.\"[Musk's] interests are aligned with ours,\" Baron maintained. \"He's not going to do anything stupid to change the trajectory of the companies.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267899128131768,"gmtCreate":1706436312798,"gmtModify":1706437193248,"author":{"id":"3574929705302178","authorId":"3574929705302178","name":"JYKL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574929705302178","authorIdStr":"3574929705302178"},"themes":[],"htmlText":"You missed out one very important point. Win too much till i cant sleep","listText":"You missed out one very important point. Win too much till i cant sleep","text":"You missed out one very important point. Win too much till i cant sleep","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267899128131768","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267222855168104,"gmtCreate":1706271022810,"gmtModify":1706277579637,"author":{"id":"3574929705302178","authorId":"3574929705302178","name":"JYKL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574929705302178","authorIdStr":"3574929705302178"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SCHD\">$Schwab US Dividend Equity ETF(SCHD)$</a> Just start auto investing in SCHD month 1 result","listText":"<a href=\"https://ttm.financial/S/SCHD\">$Schwab US Dividend Equity ETF(SCHD)$</a> Just start auto investing in SCHD month 1 result","text":"$Schwab US Dividend Equity ETF(SCHD)$ Just start auto investing in SCHD month 1 result","images":[{"img":"https://community-static.tradeup.com/news/2ceec0fecedf6d06f5bb04525f774c18","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267222855168104","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":267222559219984,"gmtCreate":1706270957527,"gmtModify":1706277573563,"author":{"id":"3574929705302178","authorId":"3574929705302178","name":"JYKL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574929705302178","authorIdStr":"3574929705302178"},"themes":[],"htmlText":"How do u subscribe to dividend reinvestment plan in tiger trade","listText":"How do u subscribe to dividend reinvestment plan in tiger trade","text":"How do u subscribe to dividend reinvestment plan in tiger trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267222559219984","repostId":"266508978974824","repostType":1,"repost":{"id":266508978974824,"gmtCreate":1706101204572,"gmtModify":1706101207847,"author":{"id":"4147949436487312","authorId":"4147949436487312","name":"Black mamba","avatar":"https://community-static.tradeup.com/news/d5e35903a110cc8d2493274717859f14","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4147949436487312","authorIdStr":"4147949436487312"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SCHD\">$Schwab US Dividend Equity ETF(SCHD)$</a>&nbsp; SCHD&nbsp;+ QQQM dividend reinvested plan","listText":"<a href=\"https://ttm.financial/S/SCHD\">$Schwab US Dividend Equity ETF(SCHD)$</a>&nbsp; SCHD&nbsp;+ QQQM dividend reinvested plan","text":"$Schwab US Dividend Equity ETF(SCHD)$ SCHD + QQQM dividend reinvested plan","images":[{"img":"https://community-static.tradeup.com/news/795016b9a39bfadd0b1687d9759eca9e","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266508978974824","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267221419692152,"gmtCreate":1706270785854,"gmtModify":1706277571240,"author":{"id":"3574929705302178","authorId":"3574929705302178","name":"JYKL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574929705302178","authorIdStr":"3574929705302178"},"themes":[],"htmlText":"I agree that the baba fundamental is strong but is up to the market to decide the price","listText":"I agree that the baba fundamental is strong but is up to the market to decide the price","text":"I agree that the baba fundamental is strong but is up to the market to decide the price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267221419692152","repostId":"2406480754","repostType":2,"repost":{"id":"2406480754","kind":"highlight","pubTimestamp":1706268463,"share":"https://ttm.financial/m/news/2406480754?lang=&edition=fundamental","pubTime":"2024-01-26 19:27","market":"us","language":"en","title":"Alibaba Group Holding Limited: Buy This Dip, Fundamentals Are Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=2406480754","media":"Seekingalpha","summary":"Alibaba shares have underperformed the S&P 500 by 51.75% over the last five years.Technical indicators suggest that Alibaba's stock has bottomed and is reversing, with a bullish trajectory gaining momentum.The company's strong fundamentals, including profitability, growth, and financial health, support its upward trajectory.z1b Investment Thesis Alibaba Group Holding Limited  shares have lost about 51.75% over the last five years, underperforming the S&P 500 by a margin of about 136%. This has been brought about by several factors ranging from slow economic growth in China to trade tensions between the US and China, not forgetting the adverse effects of Covid-19. Despite these challenges weighing down the company's share prices, from a technical and fundamental perspective, I see a strong rebound here and as a result, I recommend buying this dip. What Does The Chart Say?BABA operates through seven segments which act as its major revenue streams. Below is their performance in the MRQ. B","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba shares have underperformed the S&amp;P 500 by 51.75% over the last five years.</p></li><li><p>Technical indicators suggest that Alibaba&#39;s stock has bottomed and is reversing, with a bullish trajectory gaining momentum.</p></li><li><p>The company&#39;s strong fundamentals, including profitability, growth, and financial health, support its upward trajectory.</p></li></ul><h2 id=\"id_2365551769\">Investment Thesis</h2><p>Alibaba Group Holding Limited (NYSE:BABA) shares have lost about 51.75% over the last five years, underperforming the S&amp;P 500 by a margin of about 136%. From a technical and fundamental perspective, I see a strong rebound here and as a result, I recommend buying this dip.</p><h2 id=\"id_574627570\">What Does The Chart Say?</h2><p>From a technical perspective, BABA has bottomed and it is currently retesting its 5-year support zone as indicated by the red line. The price bounced off the support line in October 2022 but the rebound was weak and it is currently retesting the zone. Notably, the strong bearish momentum appears to have lost momentum as shown by the narrow price range below $132.71, which is significant here because it marks the price breakout level for a long-term rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d546d614337d85a0df53ccda582f439\" tg-width=\"640\" tg-height=\"264\"/></p><p>Trading View</p><p>Can we get more technical and evaluate the future possibilities? First off, the stock is approaching the 20-day MA where the onset of the looming upward trajectory will be fully confirmed after a retest on the support zone. Further, the 50-day and 100-day MAs are converging and a bullish crossover is very apparent at the moment. In addition, the MACD is above the signal line and rising an indication that the upward trend is gaining momentum. Its histogram is also positive lending credence to my assertion that a reversal has occurred and it is gaining momentum. Lastly, the RSI is at 40 and rising, having bounced from the oversold region. At its level, it shows that this stock has ample space to grow before it hits its oversold zone of 70.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/075cf44bd585f37588c5f5a031d77f34\" tg-width=\"640\" tg-height=\"367\"/></p><p>Market Screener</p><p>In summary, technical indicators show that this stock has bottomed and it is currently reversing and the bullish trajectory is gaining momentum. From this analysis, I have two major points of interest which are $69.67 and $132.17. The former marks the support zone and therefore a sustained price drop below this level would mark a stronger bearish trend, a point at which I would recommend a sale decision. The latter is the price break-out range, a point at which I would recommend opening a long-term position for the risk-averse. While a bullish trend looks to be setting, are the fundamentals strong enough to support this trajectory? Let&#39;s find out below.</p><h2 id=\"id_219492167\">What About The Fundamentals?</h2><p>BABA operates through seven segments which act as its major revenue streams. Below is their performance in the MRQ.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8909b47b3593bb5285e9ec88f3c17ab\" tg-width=\"640\" tg-height=\"256\"/></p><p>BABA Q2 2024 Presentation</p><p>Here is a brief description of each segment and its competitors.</p><p>China commerce: This comprises the online retail platforms Taobao and Tmall. Revenue is generated through commissions, advertising, and value-added services. Its main competitors are JD.com and Meituan.</p><p>International commerce: This segment is made up of cross-border e-commerce platforms such as Alibaba.com and Lazada. The segment generates its revenue from commissions, advertising and fulfillment. Competition here is majorly from Amazon and <a href=\"https://laohu8.com/S/EBAY\">eBay</a>.</p><p>Local service: This business unit consists of online-to-offline platforms such as the Ele.me. Besides commissions and advertisement, it also generates revenue from membership fees. Its main competitors are Meituan and Didi.</p><p>Caiao: It is made up of logistics networks and connection networks between merchants, consumers and delivery partners. Revenues are realised through fulfillments and delivery fees as well as value-added services. Competition here is from SF express and <a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>.</p><p>Cloud: This segment is made up of the cloud computing and data intelligence platforms. It realises revenues from subscriptions and usage fees. Main competitors include Tencent Cloud and Huawei cloud.</p><p>Digital media and entertainment: It is made up of online media and entertainment platforms that provide content, social, and gaming services to consumers. Its revenue comes from subscription, content licensing, and distribution. The main competitors here are Tencent and ByteDance.</p><p>Others: It consist of emerging businesses and technologies which are not yet profitable and scalable. For example, the DingTalk and Xiaomi. The segment generates revenue through strategic investments and value-added services. With that brief overview of the company&#39;s revenue streams, let&#39;s get into its fundamental analysis.</p><p>Judging from the price performance perspective, one would be quick to conclude that BABA&#39;s fundamentals are very weak. Surprisingly, I find them strong and I believe they could support its upward trajectory. To begin with, its profitability is impressive. The company has a trailing gross profit of 37.73% which is higher than the sector median of 35.15%. Further, its EBIT and net income margins are 14.66% and 14.50%, respectively, being significantly higher than the sector median of 7.67% and 4.69%. This, in my opinion, shows its profitability is not only strong in absolute terms but also in comparative terms.</p><p>Further, its ROE stands at 13.42% and it is currently increasing steadily indicating that the company is generating decent profits from shareholders equity. Additionally, its ROA and ROIC stand at 7.54% and 10.33%, respectively, underscoring the company&#39;s ability to generate profits from its assets and invested capital.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/223a865cfe7d91f5b3c309ec50731136\" tg-width=\"630\" tg-height=\"419\"/></p><p>YCharts</p><p>In terms of growth, the company appears to be on the right trajectory with its MRQ performance marked by a revenue growth of 7.22% YoY and an EPS growth of 19.34% YoY. With the company expected to announce its Q3 2024 earnings on 31st Jan 2024, I expect a solid quarterly performance characterized by growth. In terms of revenues, I expect revenue to be in the region of $37 billion, up from $35.92 billion in Q3 2023. I believe this will be possible, given the company&#39;s expansion in its e-commerce platforms. In addition, I expect a moderate improvement in profitability as the company tries to create a balance between growth investments and cost efficiencies. Just to demonstrate the strides the company is making in cost management, it has managed to reduce the cost of revenue and G&amp;A expenses by 1% and, at the very least, maintained its sales and marketing and product development expenses constant.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b66b0b0e598729355175ffdc1113467\" tg-width=\"640\" tg-height=\"326\"/></p><p>Q2 2024 Earnings Report</p><p>In terms of valuation, BABA is trading at a significant discount based on its PE and PEG ratios relative to sector medians. Its trailing PE is 10.59 compared to a median of 17.44 and its PEG ratio is 0.01 against 0.56 sector median translating to a discount of about 97.93. In case you&#39;re looking for value, look no further, here is where it lies. According to these metrics, this stock is significantly undervalued relative to sector medians and therefore it is a good value opportunity.</p><p>Lastly, on its solid fundamentals is its financial health. BABA has a debt-equity ratio of 0.16 which is quite impressive and signifies its low leverage hence very little debt risk. In terms of debt coverage, the company&#39;s operating cash flows stand at $29.22 billion adequate to cover its total debt of $27.18 billion 107.5%. This is quite solid and assuring to investors. Further, the company has robust interest coverage of 19.38x which speaks volumes on the company&#39;s unshakable financial health and solvency status. On the liquidity front, BABA has a cash balance of $78.67 billion and a current ratio of 1.94. This signifies its tremendous ability to meet its short-term obligations with ease.</p><p>In conclusion, the company has very strong fundamentals characterized by attractive profitability, growth, and a strong financial position which guarantees this company financial flexibility. I also believe that its solid balance sheet could act as a buffer against any unforeseen challenges given its solid liquidity position.</p><h2 id=\"id_655185936\">Near-Term Catalysts</h2><p>While I acknowledge the company&#39;s ongoing restructuring plan is the major long-term growth catalyst, let&#39;s look at some near-term factors. The first one is the forthcoming earnings report on the 31st of this month. As I had discussed earlier, I expect strong quarterly performance which will bring about volatility in BABA&#39;s share price. Further, the recent Jack Ma&#39;s $200M share purchase will act as a strong catalyst for growth in the short term. I believe so because it signifies the confidence the majority shareholder has in this company and therefore I expect potential investors to be moved by this transaction and initiate a buying pressure on this stock.</p><h2 id=\"id_4209193376\">Chinese Government Economic Stimulus: A Much Needed Pivot?</h2><p>The Chinese government through the Central Bank has announced its intention to pump about $139 billion into the economy by cutting the reserve requirement ratio by 0.5%. By doing so, they would increase the long-term liquidity in the economy and banks would have more money to lend to businesses and consumers therefore this could act as a major economic stimulus.</p><p>Well, there is no doubt that the Chinese economy has been growing slowly and such a move good help liberate this economy. However, has this model been successful elsewhere? I draw your attention to the Fed&#39;s increased liquidity in the banking sector in the US. This move was taken to increase the money supply in the economy and stimulate growth after the adverse effects of Covid-19. Following such measures, CNBC reported the US GDP grew by 4.9% in the third quarter of 2023. Guided by this information, I believe the Chinese government proposal could be a major economic catalyst which I expect to improve consumer spending and demand thus, move BABA&#39;s sales up eventually. In a nutshell, I believe this is much much-needed pivot.</p><h2 id=\"id_2611925643\">One More Thing: The New CEO Daraz</h2><p>In the recent reshuffles, the company&#39;s online shopping platform Daraz has appointed a new chief executive. Following these changes, James Dong who has been leading the company Lazada Group will replace Bjarke Mikkelsen as the CEO. Here are my thoughts on this change. I believe this move will benefit the company because James has experience in leading e-commerce platforms in emerging markets as well as implementing Alibaba&#39;s globalization strategy.</p><p>One of his major achievements which in my view underscores his expertise is the launch of Youpik platform which allows users to share short videos reviewing products and get rewards. This innovation is unique and it capitalizes on the growing popularity of social media and video content especially among the youth.</p><p>With this background, I expect him to leverage the potential synergies between Daraz and Lazada to improve customer experience and improve product range perhaps through a new Launch. In a nutshell, I am very optimistic about this managerial change and I believe James will help move BABA forward based on his experience.</p><h2 id=\"id_844948645\">The Wrap UP</h2><p>Here are my investment takeaways. To begin with, I find BABA to have bottomed but its fundamentals are strong enough to support the impending reversal. There are some major near-term price catalysts that I would recommend the short-position investors to capitalize on and buy at the current price. However, they need to have a strict stop-loss strategy slightly below the support zone of $69.67 and a take profit at about $132.17. For long-term oriented investors I would recommend two entry points depending on your risk appetite. For those with high-risk tolerance, buy at the current position and hold until the stock crosses the $132.17 range where you can add your position. For the risk-averse, the right entry point would be a break above $132.17 where I see the major break-out level. At this price range, look for major growth news such as acquisitions or a new launch.</p><p>In summary, BABA has bottomed and technical indicators have shown that an upward rally is building. I expect the company&#39;s restructuring plans and the economic stimulus to be major long-term growth catalysts. In the short term, I expect volatility to be fueled by Jack Ma&#39;s share purchase and its expected earnings report which I anticipate to be strong. As a result, I recommend buy decisions as guided above.</p></body></html>","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 Group Holding Limited: Buy This Dip, Fundamentals Are Strong</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; 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}\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 Group Holding Limited: Buy This Dip, Fundamentals Are Strong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-26 19:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4665231-alibaba-group-holding-limited-buy-this-dip-fundamentals-strong><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba shares have underperformed the S&P 500 by 51.75% over the last five years.Technical indicators suggest that Alibaba's stock has bottomed and is reversing, with a bullish trajectory gaining ...</p>\n\n<a href=\"https://seekingalpha.com/article/4665231-alibaba-group-holding-limited-buy-this-dip-fundamentals-strong\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4220":"综合零售","BK4527":"明星科技股","BK4538":"云计算","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4579":"人工智能","BK4588":"碎股","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4502":"阿里概念","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4504":"桥水持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4587":"ChatGPT概念","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4558":"双十一","BK4548":"巴美列捷福持仓","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4565":"NFT概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4575":"芯片概念","BK4554":"元宇宙及AR概念","09988":"阿里巴巴-W","BK4531":"中概回港概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4585":"ETF&股票定投概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BABA":"阿里巴巴","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD"},"source_url":"https://seekingalpha.com/article/4665231-alibaba-group-holding-limited-buy-this-dip-fundamentals-strong","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2406480754","content_text":"Alibaba shares have underperformed the S&P 500 by 51.75% over the last five years.Technical indicators suggest that Alibaba's stock has bottomed and is reversing, with a bullish trajectory gaining momentum.The company's strong fundamentals, including profitability, growth, and financial health, support its upward trajectory.Investment ThesisAlibaba Group Holding Limited (NYSE:BABA) shares have lost about 51.75% over the last five years, underperforming the S&P 500 by a margin of about 136%. From a technical and fundamental perspective, I see a strong rebound here and as a result, I recommend buying this dip.What Does The Chart Say?From a technical perspective, BABA has bottomed and it is currently retesting its 5-year support zone as indicated by the red line. The price bounced off the support line in October 2022 but the rebound was weak and it is currently retesting the zone. Notably, the strong bearish momentum appears to have lost momentum as shown by the narrow price range below $132.71, which is significant here because it marks the price breakout level for a long-term rally.Trading ViewCan we get more technical and evaluate the future possibilities? First off, the stock is approaching the 20-day MA where the onset of the looming upward trajectory will be fully confirmed after a retest on the support zone. Further, the 50-day and 100-day MAs are converging and a bullish crossover is very apparent at the moment. In addition, the MACD is above the signal line and rising an indication that the upward trend is gaining momentum. Its histogram is also positive lending credence to my assertion that a reversal has occurred and it is gaining momentum. Lastly, the RSI is at 40 and rising, having bounced from the oversold region. At its level, it shows that this stock has ample space to grow before it hits its oversold zone of 70.Market ScreenerIn summary, technical indicators show that this stock has bottomed and it is currently reversing and the bullish trajectory is gaining momentum. From this analysis, I have two major points of interest which are $69.67 and $132.17. The former marks the support zone and therefore a sustained price drop below this level would mark a stronger bearish trend, a point at which I would recommend a sale decision. The latter is the price break-out range, a point at which I would recommend opening a long-term position for the risk-averse. While a bullish trend looks to be setting, are the fundamentals strong enough to support this trajectory? Let's find out below.What About The Fundamentals?BABA operates through seven segments which act as its major revenue streams. Below is their performance in the MRQ.BABA Q2 2024 PresentationHere is a brief description of each segment and its competitors.China commerce: This comprises the online retail platforms Taobao and Tmall. Revenue is generated through commissions, advertising, and value-added services. Its main competitors are JD.com and Meituan.International commerce: This segment is made up of cross-border e-commerce platforms such as Alibaba.com and Lazada. The segment generates its revenue from commissions, advertising and fulfillment. Competition here is majorly from Amazon and eBay.Local service: This business unit consists of online-to-offline platforms such as the Ele.me. Besides commissions and advertisement, it also generates revenue from membership fees. Its main competitors are Meituan and Didi.Caiao: It is made up of logistics networks and connection networks between merchants, consumers and delivery partners. Revenues are realised through fulfillments and delivery fees as well as value-added services. Competition here is from SF express and ZTO Express.Cloud: This segment is made up of the cloud computing and data intelligence platforms. It realises revenues from subscriptions and usage fees. Main competitors include Tencent Cloud and Huawei cloud.Digital media and entertainment: It is made up of online media and entertainment platforms that provide content, social, and gaming services to consumers. Its revenue comes from subscription, content licensing, and distribution. The main competitors here are Tencent and ByteDance.Others: It consist of emerging businesses and technologies which are not yet profitable and scalable. For example, the DingTalk and Xiaomi. The segment generates revenue through strategic investments and value-added services. With that brief overview of the company's revenue streams, let's get into its fundamental analysis.Judging from the price performance perspective, one would be quick to conclude that BABA's fundamentals are very weak. Surprisingly, I find them strong and I believe they could support its upward trajectory. To begin with, its profitability is impressive. The company has a trailing gross profit of 37.73% which is higher than the sector median of 35.15%. Further, its EBIT and net income margins are 14.66% and 14.50%, respectively, being significantly higher than the sector median of 7.67% and 4.69%. This, in my opinion, shows its profitability is not only strong in absolute terms but also in comparative terms.Further, its ROE stands at 13.42% and it is currently increasing steadily indicating that the company is generating decent profits from shareholders equity. Additionally, its ROA and ROIC stand at 7.54% and 10.33%, respectively, underscoring the company's ability to generate profits from its assets and invested capital.YChartsIn terms of growth, the company appears to be on the right trajectory with its MRQ performance marked by a revenue growth of 7.22% YoY and an EPS growth of 19.34% YoY. With the company expected to announce its Q3 2024 earnings on 31st Jan 2024, I expect a solid quarterly performance characterized by growth. In terms of revenues, I expect revenue to be in the region of $37 billion, up from $35.92 billion in Q3 2023. I believe this will be possible, given the company's expansion in its e-commerce platforms. In addition, I expect a moderate improvement in profitability as the company tries to create a balance between growth investments and cost efficiencies. Just to demonstrate the strides the company is making in cost management, it has managed to reduce the cost of revenue and G&A expenses by 1% and, at the very least, maintained its sales and marketing and product development expenses constant.Q2 2024 Earnings ReportIn terms of valuation, BABA is trading at a significant discount based on its PE and PEG ratios relative to sector medians. Its trailing PE is 10.59 compared to a median of 17.44 and its PEG ratio is 0.01 against 0.56 sector median translating to a discount of about 97.93. In case you're looking for value, look no further, here is where it lies. According to these metrics, this stock is significantly undervalued relative to sector medians and therefore it is a good value opportunity.Lastly, on its solid fundamentals is its financial health. BABA has a debt-equity ratio of 0.16 which is quite impressive and signifies its low leverage hence very little debt risk. In terms of debt coverage, the company's operating cash flows stand at $29.22 billion adequate to cover its total debt of $27.18 billion 107.5%. This is quite solid and assuring to investors. Further, the company has robust interest coverage of 19.38x which speaks volumes on the company's unshakable financial health and solvency status. On the liquidity front, BABA has a cash balance of $78.67 billion and a current ratio of 1.94. This signifies its tremendous ability to meet its short-term obligations with ease.In conclusion, the company has very strong fundamentals characterized by attractive profitability, growth, and a strong financial position which guarantees this company financial flexibility. I also believe that its solid balance sheet could act as a buffer against any unforeseen challenges given its solid liquidity position.Near-Term CatalystsWhile I acknowledge the company's ongoing restructuring plan is the major long-term growth catalyst, let's look at some near-term factors. The first one is the forthcoming earnings report on the 31st of this month. As I had discussed earlier, I expect strong quarterly performance which will bring about volatility in BABA's share price. Further, the recent Jack Ma's $200M share purchase will act as a strong catalyst for growth in the short term. I believe so because it signifies the confidence the majority shareholder has in this company and therefore I expect potential investors to be moved by this transaction and initiate a buying pressure on this stock.Chinese Government Economic Stimulus: A Much Needed Pivot?The Chinese government through the Central Bank has announced its intention to pump about $139 billion into the economy by cutting the reserve requirement ratio by 0.5%. By doing so, they would increase the long-term liquidity in the economy and banks would have more money to lend to businesses and consumers therefore this could act as a major economic stimulus.Well, there is no doubt that the Chinese economy has been growing slowly and such a move good help liberate this economy. However, has this model been successful elsewhere? I draw your attention to the Fed's increased liquidity in the banking sector in the US. This move was taken to increase the money supply in the economy and stimulate growth after the adverse effects of Covid-19. Following such measures, CNBC reported the US GDP grew by 4.9% in the third quarter of 2023. Guided by this information, I believe the Chinese government proposal could be a major economic catalyst which I expect to improve consumer spending and demand thus, move BABA's sales up eventually. In a nutshell, I believe this is much much-needed pivot.One More Thing: The New CEO DarazIn the recent reshuffles, the company's online shopping platform Daraz has appointed a new chief executive. Following these changes, James Dong who has been leading the company Lazada Group will replace Bjarke Mikkelsen as the CEO. Here are my thoughts on this change. I believe this move will benefit the company because James has experience in leading e-commerce platforms in emerging markets as well as implementing Alibaba's globalization strategy.One of his major achievements which in my view underscores his expertise is the launch of Youpik platform which allows users to share short videos reviewing products and get rewards. This innovation is unique and it capitalizes on the growing popularity of social media and video content especially among the youth.With this background, I expect him to leverage the potential synergies between Daraz and Lazada to improve customer experience and improve product range perhaps through a new Launch. In a nutshell, I am very optimistic about this managerial change and I believe James will help move BABA forward based on his experience.The Wrap UPHere are my investment takeaways. To begin with, I find BABA to have bottomed but its fundamentals are strong enough to support the impending reversal. There are some major near-term price catalysts that I would recommend the short-position investors to capitalize on and buy at the current price. However, they need to have a strict stop-loss strategy slightly below the support zone of $69.67 and a take profit at about $132.17. For long-term oriented investors I would recommend two entry points depending on your risk appetite. For those with high-risk tolerance, buy at the current position and hold until the stock crosses the $132.17 range where you can add your position. For the risk-averse, the right entry point would be a break above $132.17 where I see the major break-out level. At this price range, look for major growth news such as acquisitions or a new launch.In summary, BABA has bottomed and technical indicators have shown that an upward rally is building. I expect the company's restructuring plans and the economic stimulus to be major long-term growth catalysts. In the short term, I expect volatility to be fueled by Jack Ma's share purchase and its expected earnings report which I anticipate to be strong. As a result, I recommend buy decisions as guided above.","news_type":1},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":267221419692152,"gmtCreate":1706270785854,"gmtModify":1706277571240,"author":{"id":"3574929705302178","authorId":"3574929705302178","name":"JYKL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574929705302178","authorIdStr":"3574929705302178"},"themes":[],"htmlText":"I agree that the baba fundamental is strong but is up to the market to decide the price","listText":"I agree that the baba fundamental is strong but is up to the market to decide the price","text":"I agree that the baba fundamental is strong but is up to the market to decide the price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267221419692152","repostId":"2406480754","repostType":2,"repost":{"id":"2406480754","kind":"highlight","pubTimestamp":1706268463,"share":"https://ttm.financial/m/news/2406480754?lang=&edition=fundamental","pubTime":"2024-01-26 19:27","market":"us","language":"en","title":"Alibaba Group Holding Limited: Buy This Dip, Fundamentals Are Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=2406480754","media":"Seekingalpha","summary":"Alibaba shares have underperformed the S&P 500 by 51.75% over the last five years.Technical indicators suggest that Alibaba's stock has bottomed and is reversing, with a bullish trajectory gaining momentum.The company's strong fundamentals, including profitability, growth, and financial health, support its upward trajectory.z1b Investment Thesis Alibaba Group Holding Limited  shares have lost about 51.75% over the last five years, underperforming the S&P 500 by a margin of about 136%. This has been brought about by several factors ranging from slow economic growth in China to trade tensions between the US and China, not forgetting the adverse effects of Covid-19. Despite these challenges weighing down the company's share prices, from a technical and fundamental perspective, I see a strong rebound here and as a result, I recommend buying this dip. What Does The Chart Say?BABA operates through seven segments which act as its major revenue streams. Below is their performance in the MRQ. B","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba shares have underperformed the S&amp;P 500 by 51.75% over the last five years.</p></li><li><p>Technical indicators suggest that Alibaba&#39;s stock has bottomed and is reversing, with a bullish trajectory gaining momentum.</p></li><li><p>The company&#39;s strong fundamentals, including profitability, growth, and financial health, support its upward trajectory.</p></li></ul><h2 id=\"id_2365551769\">Investment Thesis</h2><p>Alibaba Group Holding Limited (NYSE:BABA) shares have lost about 51.75% over the last five years, underperforming the S&amp;P 500 by a margin of about 136%. From a technical and fundamental perspective, I see a strong rebound here and as a result, I recommend buying this dip.</p><h2 id=\"id_574627570\">What Does The Chart Say?</h2><p>From a technical perspective, BABA has bottomed and it is currently retesting its 5-year support zone as indicated by the red line. The price bounced off the support line in October 2022 but the rebound was weak and it is currently retesting the zone. Notably, the strong bearish momentum appears to have lost momentum as shown by the narrow price range below $132.71, which is significant here because it marks the price breakout level for a long-term rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d546d614337d85a0df53ccda582f439\" tg-width=\"640\" tg-height=\"264\"/></p><p>Trading View</p><p>Can we get more technical and evaluate the future possibilities? First off, the stock is approaching the 20-day MA where the onset of the looming upward trajectory will be fully confirmed after a retest on the support zone. Further, the 50-day and 100-day MAs are converging and a bullish crossover is very apparent at the moment. In addition, the MACD is above the signal line and rising an indication that the upward trend is gaining momentum. Its histogram is also positive lending credence to my assertion that a reversal has occurred and it is gaining momentum. Lastly, the RSI is at 40 and rising, having bounced from the oversold region. At its level, it shows that this stock has ample space to grow before it hits its oversold zone of 70.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/075cf44bd585f37588c5f5a031d77f34\" tg-width=\"640\" tg-height=\"367\"/></p><p>Market Screener</p><p>In summary, technical indicators show that this stock has bottomed and it is currently reversing and the bullish trajectory is gaining momentum. From this analysis, I have two major points of interest which are $69.67 and $132.17. The former marks the support zone and therefore a sustained price drop below this level would mark a stronger bearish trend, a point at which I would recommend a sale decision. The latter is the price break-out range, a point at which I would recommend opening a long-term position for the risk-averse. While a bullish trend looks to be setting, are the fundamentals strong enough to support this trajectory? Let&#39;s find out below.</p><h2 id=\"id_219492167\">What About The Fundamentals?</h2><p>BABA operates through seven segments which act as its major revenue streams. Below is their performance in the MRQ.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8909b47b3593bb5285e9ec88f3c17ab\" tg-width=\"640\" tg-height=\"256\"/></p><p>BABA Q2 2024 Presentation</p><p>Here is a brief description of each segment and its competitors.</p><p>China commerce: This comprises the online retail platforms Taobao and Tmall. Revenue is generated through commissions, advertising, and value-added services. Its main competitors are JD.com and Meituan.</p><p>International commerce: This segment is made up of cross-border e-commerce platforms such as Alibaba.com and Lazada. The segment generates its revenue from commissions, advertising and fulfillment. Competition here is majorly from Amazon and <a href=\"https://laohu8.com/S/EBAY\">eBay</a>.</p><p>Local service: This business unit consists of online-to-offline platforms such as the Ele.me. Besides commissions and advertisement, it also generates revenue from membership fees. Its main competitors are Meituan and Didi.</p><p>Caiao: It is made up of logistics networks and connection networks between merchants, consumers and delivery partners. Revenues are realised through fulfillments and delivery fees as well as value-added services. Competition here is from SF express and <a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>.</p><p>Cloud: This segment is made up of the cloud computing and data intelligence platforms. It realises revenues from subscriptions and usage fees. Main competitors include Tencent Cloud and Huawei cloud.</p><p>Digital media and entertainment: It is made up of online media and entertainment platforms that provide content, social, and gaming services to consumers. Its revenue comes from subscription, content licensing, and distribution. The main competitors here are Tencent and ByteDance.</p><p>Others: It consist of emerging businesses and technologies which are not yet profitable and scalable. For example, the DingTalk and Xiaomi. The segment generates revenue through strategic investments and value-added services. With that brief overview of the company&#39;s revenue streams, let&#39;s get into its fundamental analysis.</p><p>Judging from the price performance perspective, one would be quick to conclude that BABA&#39;s fundamentals are very weak. Surprisingly, I find them strong and I believe they could support its upward trajectory. To begin with, its profitability is impressive. The company has a trailing gross profit of 37.73% which is higher than the sector median of 35.15%. Further, its EBIT and net income margins are 14.66% and 14.50%, respectively, being significantly higher than the sector median of 7.67% and 4.69%. This, in my opinion, shows its profitability is not only strong in absolute terms but also in comparative terms.</p><p>Further, its ROE stands at 13.42% and it is currently increasing steadily indicating that the company is generating decent profits from shareholders equity. Additionally, its ROA and ROIC stand at 7.54% and 10.33%, respectively, underscoring the company&#39;s ability to generate profits from its assets and invested capital.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/223a865cfe7d91f5b3c309ec50731136\" tg-width=\"630\" tg-height=\"419\"/></p><p>YCharts</p><p>In terms of growth, the company appears to be on the right trajectory with its MRQ performance marked by a revenue growth of 7.22% YoY and an EPS growth of 19.34% YoY. With the company expected to announce its Q3 2024 earnings on 31st Jan 2024, I expect a solid quarterly performance characterized by growth. In terms of revenues, I expect revenue to be in the region of $37 billion, up from $35.92 billion in Q3 2023. I believe this will be possible, given the company&#39;s expansion in its e-commerce platforms. In addition, I expect a moderate improvement in profitability as the company tries to create a balance between growth investments and cost efficiencies. Just to demonstrate the strides the company is making in cost management, it has managed to reduce the cost of revenue and G&amp;A expenses by 1% and, at the very least, maintained its sales and marketing and product development expenses constant.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b66b0b0e598729355175ffdc1113467\" tg-width=\"640\" tg-height=\"326\"/></p><p>Q2 2024 Earnings Report</p><p>In terms of valuation, BABA is trading at a significant discount based on its PE and PEG ratios relative to sector medians. Its trailing PE is 10.59 compared to a median of 17.44 and its PEG ratio is 0.01 against 0.56 sector median translating to a discount of about 97.93. In case you&#39;re looking for value, look no further, here is where it lies. According to these metrics, this stock is significantly undervalued relative to sector medians and therefore it is a good value opportunity.</p><p>Lastly, on its solid fundamentals is its financial health. BABA has a debt-equity ratio of 0.16 which is quite impressive and signifies its low leverage hence very little debt risk. In terms of debt coverage, the company&#39;s operating cash flows stand at $29.22 billion adequate to cover its total debt of $27.18 billion 107.5%. This is quite solid and assuring to investors. Further, the company has robust interest coverage of 19.38x which speaks volumes on the company&#39;s unshakable financial health and solvency status. On the liquidity front, BABA has a cash balance of $78.67 billion and a current ratio of 1.94. This signifies its tremendous ability to meet its short-term obligations with ease.</p><p>In conclusion, the company has very strong fundamentals characterized by attractive profitability, growth, and a strong financial position which guarantees this company financial flexibility. I also believe that its solid balance sheet could act as a buffer against any unforeseen challenges given its solid liquidity position.</p><h2 id=\"id_655185936\">Near-Term Catalysts</h2><p>While I acknowledge the company&#39;s ongoing restructuring plan is the major long-term growth catalyst, let&#39;s look at some near-term factors. The first one is the forthcoming earnings report on the 31st of this month. As I had discussed earlier, I expect strong quarterly performance which will bring about volatility in BABA&#39;s share price. Further, the recent Jack Ma&#39;s $200M share purchase will act as a strong catalyst for growth in the short term. I believe so because it signifies the confidence the majority shareholder has in this company and therefore I expect potential investors to be moved by this transaction and initiate a buying pressure on this stock.</p><h2 id=\"id_4209193376\">Chinese Government Economic Stimulus: A Much Needed Pivot?</h2><p>The Chinese government through the Central Bank has announced its intention to pump about $139 billion into the economy by cutting the reserve requirement ratio by 0.5%. By doing so, they would increase the long-term liquidity in the economy and banks would have more money to lend to businesses and consumers therefore this could act as a major economic stimulus.</p><p>Well, there is no doubt that the Chinese economy has been growing slowly and such a move good help liberate this economy. However, has this model been successful elsewhere? I draw your attention to the Fed&#39;s increased liquidity in the banking sector in the US. This move was taken to increase the money supply in the economy and stimulate growth after the adverse effects of Covid-19. Following such measures, CNBC reported the US GDP grew by 4.9% in the third quarter of 2023. Guided by this information, I believe the Chinese government proposal could be a major economic catalyst which I expect to improve consumer spending and demand thus, move BABA&#39;s sales up eventually. In a nutshell, I believe this is much much-needed pivot.</p><h2 id=\"id_2611925643\">One More Thing: The New CEO Daraz</h2><p>In the recent reshuffles, the company&#39;s online shopping platform Daraz has appointed a new chief executive. Following these changes, James Dong who has been leading the company Lazada Group will replace Bjarke Mikkelsen as the CEO. Here are my thoughts on this change. I believe this move will benefit the company because James has experience in leading e-commerce platforms in emerging markets as well as implementing Alibaba&#39;s globalization strategy.</p><p>One of his major achievements which in my view underscores his expertise is the launch of Youpik platform which allows users to share short videos reviewing products and get rewards. This innovation is unique and it capitalizes on the growing popularity of social media and video content especially among the youth.</p><p>With this background, I expect him to leverage the potential synergies between Daraz and Lazada to improve customer experience and improve product range perhaps through a new Launch. In a nutshell, I am very optimistic about this managerial change and I believe James will help move BABA forward based on his experience.</p><h2 id=\"id_844948645\">The Wrap UP</h2><p>Here are my investment takeaways. To begin with, I find BABA to have bottomed but its fundamentals are strong enough to support the impending reversal. There are some major near-term price catalysts that I would recommend the short-position investors to capitalize on and buy at the current price. However, they need to have a strict stop-loss strategy slightly below the support zone of $69.67 and a take profit at about $132.17. For long-term oriented investors I would recommend two entry points depending on your risk appetite. For those with high-risk tolerance, buy at the current position and hold until the stock crosses the $132.17 range where you can add your position. For the risk-averse, the right entry point would be a break above $132.17 where I see the major break-out level. At this price range, look for major growth news such as acquisitions or a new launch.</p><p>In summary, BABA has bottomed and technical indicators have shown that an upward rally is building. I expect the company&#39;s restructuring plans and the economic stimulus to be major long-term growth catalysts. In the short term, I expect volatility to be fueled by Jack Ma&#39;s share purchase and its expected earnings report which I anticipate to be strong. As a result, I recommend buy decisions as guided above.</p></body></html>","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 Group Holding Limited: Buy This Dip, Fundamentals Are Strong</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; 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}\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 Group Holding Limited: Buy This Dip, Fundamentals Are Strong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-26 19:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4665231-alibaba-group-holding-limited-buy-this-dip-fundamentals-strong><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba shares have underperformed the S&P 500 by 51.75% over the last five years.Technical indicators suggest that Alibaba's stock has bottomed and is reversing, with a bullish trajectory gaining ...</p>\n\n<a href=\"https://seekingalpha.com/article/4665231-alibaba-group-holding-limited-buy-this-dip-fundamentals-strong\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4220":"综合零售","BK4527":"明星科技股","BK4538":"云计算","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4579":"人工智能","BK4588":"碎股","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4502":"阿里概念","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4504":"桥水持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4587":"ChatGPT概念","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4558":"双十一","BK4548":"巴美列捷福持仓","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4565":"NFT概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4575":"芯片概念","BK4554":"元宇宙及AR概念","09988":"阿里巴巴-W","BK4531":"中概回港概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4585":"ETF&股票定投概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BABA":"阿里巴巴","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD"},"source_url":"https://seekingalpha.com/article/4665231-alibaba-group-holding-limited-buy-this-dip-fundamentals-strong","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2406480754","content_text":"Alibaba shares have underperformed the S&P 500 by 51.75% over the last five years.Technical indicators suggest that Alibaba's stock has bottomed and is reversing, with a bullish trajectory gaining momentum.The company's strong fundamentals, including profitability, growth, and financial health, support its upward trajectory.Investment ThesisAlibaba Group Holding Limited (NYSE:BABA) shares have lost about 51.75% over the last five years, underperforming the S&P 500 by a margin of about 136%. From a technical and fundamental perspective, I see a strong rebound here and as a result, I recommend buying this dip.What Does The Chart Say?From a technical perspective, BABA has bottomed and it is currently retesting its 5-year support zone as indicated by the red line. The price bounced off the support line in October 2022 but the rebound was weak and it is currently retesting the zone. Notably, the strong bearish momentum appears to have lost momentum as shown by the narrow price range below $132.71, which is significant here because it marks the price breakout level for a long-term rally.Trading ViewCan we get more technical and evaluate the future possibilities? First off, the stock is approaching the 20-day MA where the onset of the looming upward trajectory will be fully confirmed after a retest on the support zone. Further, the 50-day and 100-day MAs are converging and a bullish crossover is very apparent at the moment. In addition, the MACD is above the signal line and rising an indication that the upward trend is gaining momentum. Its histogram is also positive lending credence to my assertion that a reversal has occurred and it is gaining momentum. Lastly, the RSI is at 40 and rising, having bounced from the oversold region. At its level, it shows that this stock has ample space to grow before it hits its oversold zone of 70.Market ScreenerIn summary, technical indicators show that this stock has bottomed and it is currently reversing and the bullish trajectory is gaining momentum. From this analysis, I have two major points of interest which are $69.67 and $132.17. The former marks the support zone and therefore a sustained price drop below this level would mark a stronger bearish trend, a point at which I would recommend a sale decision. The latter is the price break-out range, a point at which I would recommend opening a long-term position for the risk-averse. While a bullish trend looks to be setting, are the fundamentals strong enough to support this trajectory? Let's find out below.What About The Fundamentals?BABA operates through seven segments which act as its major revenue streams. Below is their performance in the MRQ.BABA Q2 2024 PresentationHere is a brief description of each segment and its competitors.China commerce: This comprises the online retail platforms Taobao and Tmall. Revenue is generated through commissions, advertising, and value-added services. Its main competitors are JD.com and Meituan.International commerce: This segment is made up of cross-border e-commerce platforms such as Alibaba.com and Lazada. The segment generates its revenue from commissions, advertising and fulfillment. Competition here is majorly from Amazon and eBay.Local service: This business unit consists of online-to-offline platforms such as the Ele.me. Besides commissions and advertisement, it also generates revenue from membership fees. Its main competitors are Meituan and Didi.Caiao: It is made up of logistics networks and connection networks between merchants, consumers and delivery partners. Revenues are realised through fulfillments and delivery fees as well as value-added services. Competition here is from SF express and ZTO Express.Cloud: This segment is made up of the cloud computing and data intelligence platforms. It realises revenues from subscriptions and usage fees. Main competitors include Tencent Cloud and Huawei cloud.Digital media and entertainment: It is made up of online media and entertainment platforms that provide content, social, and gaming services to consumers. Its revenue comes from subscription, content licensing, and distribution. The main competitors here are Tencent and ByteDance.Others: It consist of emerging businesses and technologies which are not yet profitable and scalable. For example, the DingTalk and Xiaomi. The segment generates revenue through strategic investments and value-added services. With that brief overview of the company's revenue streams, let's get into its fundamental analysis.Judging from the price performance perspective, one would be quick to conclude that BABA's fundamentals are very weak. Surprisingly, I find them strong and I believe they could support its upward trajectory. To begin with, its profitability is impressive. The company has a trailing gross profit of 37.73% which is higher than the sector median of 35.15%. Further, its EBIT and net income margins are 14.66% and 14.50%, respectively, being significantly higher than the sector median of 7.67% and 4.69%. This, in my opinion, shows its profitability is not only strong in absolute terms but also in comparative terms.Further, its ROE stands at 13.42% and it is currently increasing steadily indicating that the company is generating decent profits from shareholders equity. Additionally, its ROA and ROIC stand at 7.54% and 10.33%, respectively, underscoring the company's ability to generate profits from its assets and invested capital.YChartsIn terms of growth, the company appears to be on the right trajectory with its MRQ performance marked by a revenue growth of 7.22% YoY and an EPS growth of 19.34% YoY. With the company expected to announce its Q3 2024 earnings on 31st Jan 2024, I expect a solid quarterly performance characterized by growth. In terms of revenues, I expect revenue to be in the region of $37 billion, up from $35.92 billion in Q3 2023. I believe this will be possible, given the company's expansion in its e-commerce platforms. In addition, I expect a moderate improvement in profitability as the company tries to create a balance between growth investments and cost efficiencies. Just to demonstrate the strides the company is making in cost management, it has managed to reduce the cost of revenue and G&A expenses by 1% and, at the very least, maintained its sales and marketing and product development expenses constant.Q2 2024 Earnings ReportIn terms of valuation, BABA is trading at a significant discount based on its PE and PEG ratios relative to sector medians. Its trailing PE is 10.59 compared to a median of 17.44 and its PEG ratio is 0.01 against 0.56 sector median translating to a discount of about 97.93. In case you're looking for value, look no further, here is where it lies. According to these metrics, this stock is significantly undervalued relative to sector medians and therefore it is a good value opportunity.Lastly, on its solid fundamentals is its financial health. BABA has a debt-equity ratio of 0.16 which is quite impressive and signifies its low leverage hence very little debt risk. In terms of debt coverage, the company's operating cash flows stand at $29.22 billion adequate to cover its total debt of $27.18 billion 107.5%. This is quite solid and assuring to investors. Further, the company has robust interest coverage of 19.38x which speaks volumes on the company's unshakable financial health and solvency status. On the liquidity front, BABA has a cash balance of $78.67 billion and a current ratio of 1.94. This signifies its tremendous ability to meet its short-term obligations with ease.In conclusion, the company has very strong fundamentals characterized by attractive profitability, growth, and a strong financial position which guarantees this company financial flexibility. I also believe that its solid balance sheet could act as a buffer against any unforeseen challenges given its solid liquidity position.Near-Term CatalystsWhile I acknowledge the company's ongoing restructuring plan is the major long-term growth catalyst, let's look at some near-term factors. The first one is the forthcoming earnings report on the 31st of this month. As I had discussed earlier, I expect strong quarterly performance which will bring about volatility in BABA's share price. Further, the recent Jack Ma's $200M share purchase will act as a strong catalyst for growth in the short term. I believe so because it signifies the confidence the majority shareholder has in this company and therefore I expect potential investors to be moved by this transaction and initiate a buying pressure on this stock.Chinese Government Economic Stimulus: A Much Needed Pivot?The Chinese government through the Central Bank has announced its intention to pump about $139 billion into the economy by cutting the reserve requirement ratio by 0.5%. By doing so, they would increase the long-term liquidity in the economy and banks would have more money to lend to businesses and consumers therefore this could act as a major economic stimulus.Well, there is no doubt that the Chinese economy has been growing slowly and such a move good help liberate this economy. However, has this model been successful elsewhere? I draw your attention to the Fed's increased liquidity in the banking sector in the US. This move was taken to increase the money supply in the economy and stimulate growth after the adverse effects of Covid-19. Following such measures, CNBC reported the US GDP grew by 4.9% in the third quarter of 2023. Guided by this information, I believe the Chinese government proposal could be a major economic catalyst which I expect to improve consumer spending and demand thus, move BABA's sales up eventually. In a nutshell, I believe this is much much-needed pivot.One More Thing: The New CEO DarazIn the recent reshuffles, the company's online shopping platform Daraz has appointed a new chief executive. Following these changes, James Dong who has been leading the company Lazada Group will replace Bjarke Mikkelsen as the CEO. Here are my thoughts on this change. I believe this move will benefit the company because James has experience in leading e-commerce platforms in emerging markets as well as implementing Alibaba's globalization strategy.One of his major achievements which in my view underscores his expertise is the launch of Youpik platform which allows users to share short videos reviewing products and get rewards. This innovation is unique and it capitalizes on the growing popularity of social media and video content especially among the youth.With this background, I expect him to leverage the potential synergies between Daraz and Lazada to improve customer experience and improve product range perhaps through a new Launch. In a nutshell, I am very optimistic about this managerial change and I believe James will help move BABA forward based on his experience.The Wrap UPHere are my investment takeaways. To begin with, I find BABA to have bottomed but its fundamentals are strong enough to support the impending reversal. There are some major near-term price catalysts that I would recommend the short-position investors to capitalize on and buy at the current price. However, they need to have a strict stop-loss strategy slightly below the support zone of $69.67 and a take profit at about $132.17. For long-term oriented investors I would recommend two entry points depending on your risk appetite. For those with high-risk tolerance, buy at the current position and hold until the stock crosses the $132.17 range where you can add your position. For the risk-averse, the right entry point would be a break above $132.17 where I see the major break-out level. At this price range, look for major growth news such as acquisitions or a new launch.In summary, BABA has bottomed and technical indicators have shown that an upward rally is building. I expect the company's restructuring plans and the economic stimulus to be major long-term growth catalysts. In the short term, I expect volatility to be fueled by Jack Ma's share purchase and its expected earnings report which I anticipate to be strong. As a result, I recommend buy decisions as guided above.","news_type":1},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268144301764680,"gmtCreate":1706495970877,"gmtModify":1706495975266,"author":{"id":"3574929705302178","authorId":"3574929705302178","name":"JYKL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574929705302178","authorIdStr":"3574929705302178"},"themes":[],"htmlText":"Does this mean that the target price is based on the person, and not the business? Doesn't sound good to me","listText":"Does this mean that the target price is based on the person, and not the business? Doesn't sound good to me","text":"Does this mean that the target price is based on the person, and not the business? Doesn't sound good to me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268144301764680","repostId":"2406084555","repostType":2,"repost":{"id":"2406084555","kind":"highlight","pubTimestamp":1706494107,"share":"https://ttm.financial/m/news/2406084555?lang=&edition=fundamental","pubTime":"2024-01-29 10:08","market":"us","language":"en","title":"Tesla Stock Will Gain 550% and SpaceX's Valuation Will Triple By 2030 Under Elon Musk's Leadership, Top Investor Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2406084555","media":"Markets Insider","summary":"It indicates an expandable section or menu, or sometimes previous / next navigation options.An envelope. It indicates the ability to send an email.A stylized bird with an open mouth, tweeting.An image of a chain link. It symobilizes a website link url.He told Bloomberg Tesla can soar 550% and SpaceX can triple in valuation by 2030.Shares of Tesla have tanked this week following a downbeat earnings outlook, but fund manager David Baron remains bullish on Elon Musk's carmaker, as well as his rocket-producer SpaceX.He forecasts Tesla stock to gain about 550% to hit $1,200 a share by 2030, and for SpaceX to triple in valuation over the same period, according to a recent interview conducted by Bloomberg.Baron runs the Baron Focused Growth Fund, which counted Tesla and SpaceX as its largest holdings as of December 31, 2023. The fund climbed 28% in 2023, outperforming the S&P 500's gain of 24%.Baron told Bloomberg that the growth outlook for Musk's companies remains strong, even if it has mod","content":"<html><head></head><body><ul style=\"\"><li><p>Fund manager David Baron broke down his highly bullish views on Elon Musk-led Tesla and SpaceX.</p></li><li><p>He told Bloomberg Tesla can soar 550% and SpaceX can triple in valuation by 2030. </p></li><li><p>Both companies were the largest holdings in Baron&#39;s fund as of December 31, 2023.</p></li></ul><p>Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> have tanked this week following a downbeat earnings outlook, but fund manager David Baron remains bullish on Elon Musk&#39;s carmaker, as well as his rocket-producer SpaceX.</p><p>He forecasts Tesla stock to gain about 550% to hit $1,200 a share by 2030, and for SpaceX to triple in valuation over the same period, according to a recent interview conducted by Bloomberg.</p><p>Baron runs the Baron Focused Growth Fund, which counted Tesla and SpaceX as its largest holdings as of December 31, 2023. The fund climbed 28% in 2023, outperforming the S&amp;P 500&#39;s gain of 24%.</p><p>Baron told Bloomberg that the growth outlook for Musk&#39;s companies remains strong, even if it has moderated from previous calls.</p><p>&#34;While he may not be growing 50% a year as the company thought, this year in a tough environment he&#39;s still growing volume by 15% to 20% per year and making us $7,000 per car of gross profit,&#34; Baron said.</p><p>His comments come on the heels of a rough week for Tesla, which reported revenue and profit that lagged estimates, and warned of a production slowdown in 2024. The stock tumbled 12% on Thursday following the results and a tumultuous earnings call one analyst called a &#34;train wreck.&#34;</p><p>&#34;This was the most sobering outlook I have seen from Tesla,&#34; Gene Munster, the managing partner at Deepwater, said in an interview with CNBC Wednesday. </p><p>Meanwhile, Baron expects SpaceX&#39;s valuation to increase by 20% this year. Longer term, he sees it doubling within three years and tripling by 2030. Bloomberg previously reported the company is worth more than $175 billion.</p><p>The Tesla allocation in Baron&#39;s fund is critical for his ambition to boost his total assets to $2 billion, up from current levels of about $1.3 billion.</p><p>One reason Baron is so bullish on Musk is that the world&#39;s richest person still holds a significant stake in his companies. Baron says he looks for such ownership levels when deciding where to invest.</p><p>&#34;[Musk&#39;s] interests are aligned with ours,&#34; Baron maintained. &#34;He&#39;s not going to do anything stupid to change the trajectory of the companies.&#34;</p></body></html>","source":"marketsinsider","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>Tesla Stock Will Gain 550% and SpaceX's Valuation Will Triple By 2030 Under Elon Musk's Leadership, Top Investor Says</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\">\nTesla Stock Will Gain 550% and SpaceX's Valuation Will Triple By 2030 Under Elon Musk's Leadership, Top Investor Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-29 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/tesla-stock-price-outlook-elon-musk-spacex-valuation-baron-forecast-2024-1><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fund manager David Baron broke down his highly bullish views on Elon Musk-led Tesla and SpaceX.He told Bloomberg Tesla can soar 550% and SpaceX can triple in valuation by 2030. Both companies were the...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/tesla-stock-price-outlook-elon-musk-spacex-valuation-baron-forecast-2024-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4550":"红杉资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","TSLA":"特斯拉","BK4574":"无人驾驶","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4551":"寇图资本持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4511":"特斯拉概念","BK4099":"汽车制造商","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4534":"瑞士信贷持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4527":"明星科技股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"source_url":"https://markets.businessinsider.com/news/stocks/tesla-stock-price-outlook-elon-musk-spacex-valuation-baron-forecast-2024-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2406084555","content_text":"Fund manager David Baron broke down his highly bullish views on Elon Musk-led Tesla and SpaceX.He told Bloomberg Tesla can soar 550% and SpaceX can triple in valuation by 2030. Both companies were the largest holdings in Baron's fund as of December 31, 2023.Shares of Tesla have tanked this week following a downbeat earnings outlook, but fund manager David Baron remains bullish on Elon Musk's carmaker, as well as his rocket-producer SpaceX.He forecasts Tesla stock to gain about 550% to hit $1,200 a share by 2030, and for SpaceX to triple in valuation over the same period, according to a recent interview conducted by Bloomberg.Baron runs the Baron Focused Growth Fund, which counted Tesla and SpaceX as its largest holdings as of December 31, 2023. The fund climbed 28% in 2023, outperforming the S&P 500's gain of 24%.Baron told Bloomberg that the growth outlook for Musk's companies remains strong, even if it has moderated from previous calls.\"While he may not be growing 50% a year as the company thought, this year in a tough environment he's still growing volume by 15% to 20% per year and making us $7,000 per car of gross profit,\" Baron said.His comments come on the heels of a rough week for Tesla, which reported revenue and profit that lagged estimates, and warned of a production slowdown in 2024. The stock tumbled 12% on Thursday following the results and a tumultuous earnings call one analyst called a \"train wreck.\"\"This was the most sobering outlook I have seen from Tesla,\" Gene Munster, the managing partner at Deepwater, said in an interview with CNBC Wednesday. Meanwhile, Baron expects SpaceX's valuation to increase by 20% this year. Longer term, he sees it doubling within three years and tripling by 2030. Bloomberg previously reported the company is worth more than $175 billion.The Tesla allocation in Baron's fund is critical for his ambition to boost his total assets to $2 billion, up from current levels of about $1.3 billion.One reason Baron is so bullish on Musk is that the world's richest person still holds a significant stake in his companies. Baron says he looks for such ownership levels when deciding where to invest.\"[Musk's] interests are aligned with ours,\" Baron maintained. \"He's not going to do anything stupid to change the trajectory of the companies.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267899128131768,"gmtCreate":1706436312798,"gmtModify":1706437193248,"author":{"id":"3574929705302178","authorId":"3574929705302178","name":"JYKL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574929705302178","authorIdStr":"3574929705302178"},"themes":[],"htmlText":"You missed out one very important point. Win too much till i cant sleep","listText":"You missed out one very important point. Win too much till i cant sleep","text":"You missed out one very important point. Win too much till i cant sleep","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267899128131768","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267222855168104,"gmtCreate":1706271022810,"gmtModify":1706277579637,"author":{"id":"3574929705302178","authorId":"3574929705302178","name":"JYKL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574929705302178","authorIdStr":"3574929705302178"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SCHD\">$Schwab US Dividend Equity ETF(SCHD)$</a> Just start auto investing in SCHD month 1 result","listText":"<a href=\"https://ttm.financial/S/SCHD\">$Schwab US Dividend Equity ETF(SCHD)$</a> Just start auto investing in SCHD month 1 result","text":"$Schwab US Dividend Equity ETF(SCHD)$ Just start auto investing in SCHD month 1 result","images":[{"img":"https://community-static.tradeup.com/news/2ceec0fecedf6d06f5bb04525f774c18","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267222855168104","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":267222559219984,"gmtCreate":1706270957527,"gmtModify":1706277573563,"author":{"id":"3574929705302178","authorId":"3574929705302178","name":"JYKL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574929705302178","authorIdStr":"3574929705302178"},"themes":[],"htmlText":"How do u subscribe to dividend reinvestment plan in tiger trade","listText":"How do u subscribe to dividend reinvestment plan in tiger trade","text":"How do u subscribe to dividend reinvestment plan in tiger trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267222559219984","repostId":"266508978974824","repostType":1,"repost":{"id":266508978974824,"gmtCreate":1706101204572,"gmtModify":1706101207847,"author":{"id":"4147949436487312","authorId":"4147949436487312","name":"Black mamba","avatar":"https://community-static.tradeup.com/news/d5e35903a110cc8d2493274717859f14","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4147949436487312","authorIdStr":"4147949436487312"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SCHD\">$Schwab US Dividend Equity ETF(SCHD)$</a>&nbsp; SCHD&nbsp;+ QQQM dividend reinvested plan","listText":"<a href=\"https://ttm.financial/S/SCHD\">$Schwab US Dividend Equity ETF(SCHD)$</a>&nbsp; SCHD&nbsp;+ QQQM dividend reinvested plan","text":"$Schwab US Dividend Equity ETF(SCHD)$ SCHD + QQQM dividend reinvested plan","images":[{"img":"https://community-static.tradeup.com/news/795016b9a39bfadd0b1687d9759eca9e","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266508978974824","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}