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HzxS

HzxS

Make MONEY & be HAPPY

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07-25

$NVIDIA Corp(NVDA)$ I just buy in

07-19

Accommodation provided by relevant authorities not "retained"?!

Yoma Chairman With Myanmar Authorities, Communication Restricted

07-19

$Yoma Strategic(Z59.SI)$ https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20240719/SGX/8214b49b5d8341bfda0f6450d687c1a5 Accommodation provided by relevant authority not "retained"?!

06-26

Shorting anyone ne?

Lucid Stock Jumps 8%, Thanks to Rivian

06-25

Most probably down to 109

05-14

Baba all the way 🤣🍻

02-16

Chinatown humsup dragon eyes! swee bo ? 🤣🍻

02-07

Buy?

Take Care Before Jumping Onto Yoma Strategic Holdings Ltd. (SGX:Z59) Even Though It's 25% Cheaper

01-25

$Tesla Motors(TSLA)$

01-10

Great ariticle, would you like to share it?

Will 2024 Be The Year Of Alibaba?

2023-12-29

$Alibaba(09988)$ Steady 😘

2023-12-08

Great ariticle, would you like to share it?

Alibaba Stock Is Too Cheap To Stay Away (Rating Upgrade)

2023-12-06

$Alibaba(09988)$ Liao liao

2023-11-30

Great ariticle, would you like to share it?

@TigerEvents:[Share your trades] PDD rose 70%, what did you gain?

2023-11-30

Great ariticle, would you like to share it?

@Tiger_SG:Berkshire Hathaway's Charlie Munger dies aged 99, RIP

2023-11-30

Great ariticle, would you like to share it?

@Value_investing:PDD may surpass BABA and JD as China's largest e-commerce!

2023-11-28

Great ariticle, would you like to share it?

3 Growth Stocks Billionaire Money Managers Are Loading Up On

2023-11-23

Nice 👍🏻🍻

Alibaba Is Hugely Undervalued?

2023-11-18

Nice article. Do you beleive? 🤣🍻

Alibaba Is Now A Capital Return Play

2023-11-17

Comforting 🤣🍻

Why Alibaba's Post Fiscal Q2 Stock Pullback Presents A Great Opportunity

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I just buy in","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I just buy in","text":"$NVIDIA Corp(NVDA)$ I just buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331403172216984","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329035092844576,"gmtCreate":1721356177991,"gmtModify":1721356186693,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Accommodation provided by relevant authorities not&nbsp;\"retained\"?!","listText":"Accommodation provided by relevant authorities not&nbsp;\"retained\"?!","text":"Accommodation provided by relevant authorities not \"retained\"?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329035092844576","repostId":"1159878466","repostType":4,"repost":{"id":"1159878466","pubTimestamp":1721354618,"share":"https://ttm.financial/m/news/1159878466?lang=&edition=fundamental","pubTime":"2024-07-19 10:03","market":"us","language":"en","title":"Yoma Chairman With Myanmar Authorities, Communication Restricted","url":"https://stock-news.laohu8.com/highlight/detail?id=1159878466","media":"Bloomberg","summary":"Serge Pun, one of Myanmar’s richest tycoons, is in the country at accommodation “provided by the relevant authorities and cooperating,” Yoma Strategic Holdings Ltd. said Thursday.The relevant authorities didn’t say whether Yoma’s executive chairman Pun is under any house arrest or detained, Singapore-listed Yoma said in a statement. However, Pun and two other employees “do not have complete unrestricted use of their communication devices and would be expected to remain” in the country until the ","content":"<html><head></head><body><p>Serge Pun, one of Myanmar’s richest tycoons, is in the country at accommodation “provided by the relevant authorities and cooperating,” <u>Yoma Strategic Holdings Ltd.</u> said Thursday.</p><p style=\"text-align: start;\">The relevant authorities didn’t say whether Yoma’s executive chairman Pun is under any house arrest or detained, Singapore-listed Yoma said in a statement. However, Pun and two other employees “do not have complete unrestricted use of their communication devices and would be expected to remain” in the country until the authorities complete their queries, the filing said.</p><p style=\"text-align: start;\">Shares fell 9% at the start of Friday trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/20d571415bafd540eca449f0b067eded\" tg-width=\"401\" tg-height=\"394\"/></p><p style=\"text-align: start;\">The company said that there is no material impact from the events and that Melvyn Pun, Serge’s son and Yoma Strategic’s chief executive officer, continues to be in charge of day-to-day operations. Serge Pun’s separate banking business counts GIC Pte and Norfund AS as investors.</p><p style=\"text-align: start;\">Shares of Singapore-listed Yoma Strategic slumped 28%, the most in three years, when news broke on July 10 that Pun was under scrutiny in his native country. They recovered most of their losses in the following days through Thursday.</p></body></html>","source":"lsy1584095487587","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>Yoma Chairman With Myanmar Authorities, Communication Restricted</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\">\nYoma Chairman With Myanmar Authorities, Communication Restricted\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-19 10:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-07-19/yoma-chairman-with-myanmar-authorities-communication-restricted><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Serge Pun, one of Myanmar’s richest tycoons, is in the country at accommodation “provided by the relevant authorities and cooperating,” Yoma Strategic Holdings Ltd. said Thursday.The relevant ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-19/yoma-chairman-with-myanmar-authorities-communication-restricted\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z59.SI":"祐玛战略"},"source_url":"https://www.bloomberg.com/news/articles/2024-07-19/yoma-chairman-with-myanmar-authorities-communication-restricted","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159878466","content_text":"Serge Pun, one of Myanmar’s richest tycoons, is in the country at accommodation “provided by the relevant authorities and cooperating,” Yoma Strategic Holdings Ltd. said Thursday.The relevant authorities didn’t say whether Yoma’s executive chairman Pun is under any house arrest or detained, Singapore-listed Yoma said in a statement. However, Pun and two other employees “do not have complete unrestricted use of their communication devices and would be expected to remain” in the country until the authorities complete their queries, the filing said.Shares fell 9% at the start of Friday trading.The company said that there is no material impact from the events and that Melvyn Pun, Serge’s son and Yoma Strategic’s chief executive officer, continues to be in charge of day-to-day operations. Serge Pun’s separate banking business counts GIC Pte and Norfund AS as investors.Shares of Singapore-listed Yoma Strategic slumped 28%, the most in three years, when news broke on July 10 that Pun was under scrutiny in his native country. They recovered most of their losses in the following days through Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329034927632408,"gmtCreate":1721356026847,"gmtModify":1721356333037,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Z59.SI\">$Yoma Strategic(Z59.SI)$</a>&nbsp; https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20240719/SGX/8214b49b5d8341bfda0f6450d687c1a5 Accommodation provided by relevant authority not \"retained\"?!","listText":"<a href=\"https://ttm.financial/S/Z59.SI\">$Yoma Strategic(Z59.SI)$</a>&nbsp; https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20240719/SGX/8214b49b5d8341bfda0f6450d687c1a5 Accommodation provided by relevant authority not \"retained\"?!","text":"$Yoma Strategic(Z59.SI)$ https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20240719/SGX/8214b49b5d8341bfda0f6450d687c1a5 Accommodation provided by relevant authority not \"retained\"?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329034927632408","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320992055001352,"gmtCreate":1719390830779,"gmtModify":1719390835128,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Shorting anyone ne?","listText":"Shorting anyone ne?","text":"Shorting anyone ne?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320992055001352","repostId":"1167209913","repostType":4,"repost":{"id":"1167209913","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1719390619,"share":"https://ttm.financial/m/news/1167209913?lang=&edition=fundamental","pubTime":"2024-06-26 16:30","market":"us","language":"en","title":"Lucid Stock Jumps 8%, Thanks to Rivian","url":"https://stock-news.laohu8.com/highlight/detail?id=1167209913","media":"Tiger Newspress","summary":"Rivian shares soared 35% in premarket trading Wednesday following news that German automaker Volkswagen plans to invest $5 billion in the electric vehicle  startup as part of a joint venture to create industry-leading vehicle software technology.Rivian also lifted Lucid stock. The shares jumped 7.2% in premarket trading.","content":"<html><head></head><body><p>Rivian shares soared 35% in premarket trading Wednesday following news that German automaker Volkswagen plans to invest $5 billion in the electric vehicle (EV) startup as part of a joint venture to create industry-leading vehicle software technology.</p><p>Rivian also lifted its rival Lucid stock. The shares jumped 7.6% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7cfcce802c6baa9b5d348e2fdb753db8\" title=\"\" tg-width=\"868\" tg-height=\"634\"/></p><p></p></body></html>","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>Lucid Stock Jumps 8%, Thanks to Rivian</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\">\nLucid Stock Jumps 8%, Thanks to Rivian\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-06-26 16:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Rivian shares soared 35% in premarket trading Wednesday following news that German automaker Volkswagen plans to invest $5 billion in the electric vehicle (EV) startup as part of a joint venture to create industry-leading vehicle software technology.</p><p>Rivian also lifted its rival Lucid stock. The shares jumped 7.6% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7cfcce802c6baa9b5d348e2fdb753db8\" title=\"\" tg-width=\"868\" tg-height=\"634\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167209913","content_text":"Rivian shares soared 35% in premarket trading Wednesday following news that German automaker Volkswagen plans to invest $5 billion in the electric vehicle (EV) startup as part of a joint venture to create industry-leading vehicle software technology.Rivian also lifted its rival Lucid stock. The shares jumped 7.6% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320632523821280,"gmtCreate":1719301767345,"gmtModify":1719301772622,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Most probably down to 109","listText":"Most probably down to 109","text":"Most probably down to 109","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320632523821280","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":305826680877152,"gmtCreate":1715699878776,"gmtModify":1715699882968,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Baba all the way 🤣🍻","listText":"Baba all the way 🤣🍻","text":"Baba all the way 🤣🍻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/305826680877152","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274550703771784,"gmtCreate":1708066920289,"gmtModify":1708066926163,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Chinatown humsup dragon eyes! swee bo ? 🤣🍻","listText":"Chinatown humsup dragon eyes! swee bo ? 🤣🍻","text":"Chinatown humsup dragon eyes! swee bo ? 🤣🍻","images":[{"img":"https://community-static.tradeup.com/news/9103a2a817bbea35f971dd9e54bb83be"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274550703771784","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":271300245020736,"gmtCreate":1707273342517,"gmtModify":1707273346650,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271300245020736","repostId":"2409740461","repostType":2,"repost":{"id":"2409740461","pubTimestamp":1707172384,"share":"https://ttm.financial/m/news/2409740461?lang=&edition=fundamental","pubTime":"2024-02-06 06:33","market":"hk","language":"en","title":"Take Care Before Jumping Onto Yoma Strategic Holdings Ltd. (SGX:Z59) Even Though It's 25% Cheaper","url":"https://stock-news.laohu8.com/highlight/detail?id=2409740461","media":"Simply Wall St.","summary":"The Yoma Strategic Holdings Ltd. ( SGX:Z59 ) share price has fared very poorly over the last month, falling by a...","content":"<html><body><div><p> The <strong>Yoma Strategic Holdings Ltd.</strong> (SGX:Z59) share price has fared very poorly over the last month, falling by a substantial 25%.    For any long-term shareholders, the last month ends a year to forget by locking in a 53% share price decline.   </p><p> After such a large drop in price, Yoma Strategic Holdings may be sending buy signals at present with its price-to-sales (or \"P/S\") ratio of 0.5x, considering almost half of all companies in the Real Estate industry in Singapore have P/S ratios greater than 1.6x and even P/S higher than 4x aren't out of the ordinary.   However, the P/S might be low for a reason and it requires further investigation to determine if it's justified.   </p> <p><span> See our latest analysis for Yoma Strategic Holdings </span></p><figure><img height=\"325\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/24906487-ps-multiple-vs-industry-1-dark/1707171976547\" width=\"820\"/><figcaption>SGX:Z59 Price to Sales Ratio vs Industry February 5th 2024</figcaption></figure><h3> How Yoma Strategic Holdings Has Been Performing </h3><p> Recent times have been quite advantageous for Yoma Strategic Holdings as its revenue has been rising very briskly.   One possibility is that the P/S ratio is low because investors think this strong revenue growth might actually underperform the broader industry in the near future.  Those who are bullish on Yoma Strategic Holdings will be hoping that this isn't the case, so that they can pick up the stock at a lower valuation.    </p> We don't have analyst forecasts, but you can see how recent trends are setting up the company for the future by checking out our <strong>free </strong>report on Yoma Strategic Holdings' earnings, revenue and cash flow.  <h2> How Is Yoma Strategic Holdings' Revenue Growth Trending?  </h2><p> The only time you'd be truly comfortable seeing a P/S as low as Yoma Strategic Holdings' is when the company's growth is on track to lag the industry.  </p><p> If we review the last year of revenue growth, the company posted a terrific increase of 129%.   Pleasingly, revenue has also lifted 85% in aggregate from three years ago, thanks to the last 12 months of growth.  So we can start by confirming that the company has done a great job of growing revenue over that time.   </p> <p> Weighing the recent medium-term upward revenue trajectory against the broader industry's one-year forecast for contraction of 0.4% shows it's a great look while it lasts. </p><p> In light of this, it's quite peculiar that Yoma Strategic Holdings' P/S sits below the majority of other companies.  It looks like most investors are not convinced at all that the company can maintain its recent positive growth rate in the face of a shrinking broader industry.  </p> <h2> What Does Yoma Strategic Holdings' P/S Mean For Investors? </h2><p> The southerly movements of Yoma Strategic Holdings' shares means its P/S is now sitting at a pretty low level.      It's argued the price-to-sales ratio is an inferior measure of value within certain industries, but it can be a powerful business sentiment indicator. </p><p> Looking at the figures, it's surprising to see Yoma Strategic Holdings currently trades on a much lower than expected P/S since its recent three-year revenue growth is beating forecasts for a struggling industry.  One assumption would be that there are some underlying risks to revenue that are keeping the P/S from rising to match the its strong performance.  The most obvious risk is that its revenue trajectory may not keep outperforming under these tough industry conditions.  While the chance of the share price dropping sharply is fairly remote, investors do seem to be anticipating future revenue instability.    </p><p> It is also worth noting that we have found <strong>2 warning signs for Yoma Strategic Holdings</strong> (1 makes us a bit uncomfortable!) that you need to take into consideration.  </p><p> It's important to <strong>make sure you look for a great company, not just the first idea you come across.</strong> So if growing profitability aligns with your idea of a great company, take a peek at this <strong>free</strong> list of interesting companies with strong recent earnings growth (and a low P/E). </p><div><h3>Valuation is complex, but we're helping make it simple.</h3><p>Find out whether Yoma Strategic Holdings is potentially over or undervalued by checking out our comprehensive analysis, which includes <strong>fair value estimates, risks and warnings, dividends, insider transactions and financial health.</strong></p>View the Free Analysis</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Take Care Before Jumping Onto Yoma Strategic Holdings Ltd. (SGX:Z59) Even Though It's 25% Cheaper</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\">\nTake Care Before Jumping Onto Yoma Strategic Holdings Ltd. (SGX:Z59) Even Though It's 25% Cheaper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-06 06:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/real-estate-management-and-development/sgx-z59/yoma-strategic-holdings-shares/news/take-care-before-jumping-onto-yoma-strategic-holdings-ltd-sg><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Yoma Strategic Holdings Ltd. (SGX:Z59) share price has fared very poorly over the last month, falling by a substantial 25%.    For any long-term shareholders, the last month ends a year to forget ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/real-estate-management-and-development/sgx-z59/yoma-strategic-holdings-shares/news/take-care-before-jumping-onto-yoma-strategic-holdings-ltd-sg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/9612015-choice2-main-header/1585186667158","relate_stocks":{"Z59.SI":"祐玛战略","BK6512":"房地产股","BK4024":"房地产开发","YMAIF":"Yoma Strategic Holdings Ltd.","BK6117":"房地产开发"},"source_url":"https://simplywall.st/stocks/sg/real-estate-management-and-development/sgx-z59/yoma-strategic-holdings-shares/news/take-care-before-jumping-onto-yoma-strategic-holdings-ltd-sg","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409740461","content_text":"The Yoma Strategic Holdings Ltd. (SGX:Z59) share price has fared very poorly over the last month, falling by a substantial 25%.    For any long-term shareholders, the last month ends a year to forget by locking in a 53% share price decline.    After such a large drop in price, Yoma Strategic Holdings may be sending buy signals at present with its price-to-sales (or \"P/S\") ratio of 0.5x, considering almost half of all companies in the Real Estate industry in Singapore have P/S ratios greater than 1.6x and even P/S higher than 4x aren't out of the ordinary.   However, the P/S might be low for a reason and it requires further investigation to determine if it's justified.     See our latest analysis for Yoma Strategic Holdings SGX:Z59 Price to Sales Ratio vs Industry February 5th 2024 How Yoma Strategic Holdings Has Been Performing  Recent times have been quite advantageous for Yoma Strategic Holdings as its revenue has been rising very briskly.   One possibility is that the P/S ratio is low because investors think this strong revenue growth might actually underperform the broader industry in the near future.  Those who are bullish on Yoma Strategic Holdings will be hoping that this isn't the case, so that they can pick up the stock at a lower valuation.     We don't have analyst forecasts, but you can see how recent trends are setting up the company for the future by checking out our free report on Yoma Strategic Holdings' earnings, revenue and cash flow.   How Is Yoma Strategic Holdings' Revenue Growth Trending?   The only time you'd be truly comfortable seeing a P/S as low as Yoma Strategic Holdings' is when the company's growth is on track to lag the industry.   If we review the last year of revenue growth, the company posted a terrific increase of 129%.   Pleasingly, revenue has also lifted 85% in aggregate from three years ago, thanks to the last 12 months of growth.  So we can start by confirming that the company has done a great job of growing revenue over that time.     Weighing the recent medium-term upward revenue trajectory against the broader industry's one-year forecast for contraction of 0.4% shows it's a great look while it lasts.  In light of this, it's quite peculiar that Yoma Strategic Holdings' P/S sits below the majority of other companies.  It looks like most investors are not convinced at all that the company can maintain its recent positive growth rate in the face of a shrinking broader industry.    What Does Yoma Strategic Holdings' P/S Mean For Investors?  The southerly movements of Yoma Strategic Holdings' shares means its P/S is now sitting at a pretty low level.      It's argued the price-to-sales ratio is an inferior measure of value within certain industries, but it can be a powerful business sentiment indicator.  Looking at the figures, it's surprising to see Yoma Strategic Holdings currently trades on a much lower than expected P/S since its recent three-year revenue growth is beating forecasts for a struggling industry.  One assumption would be that there are some underlying risks to revenue that are keeping the P/S from rising to match the its strong performance.  The most obvious risk is that its revenue trajectory may not keep outperforming under these tough industry conditions.  While the chance of the share price dropping sharply is fairly remote, investors do seem to be anticipating future revenue instability.     It is also worth noting that we have found 2 warning signs for Yoma Strategic Holdings (1 makes us a bit uncomfortable!) that you need to take into consideration.   It's important to make sure you look for a great company, not just the first idea you come across. So if growing profitability aligns with your idea of a great company, take a peek at this free list of interesting companies with strong recent earnings growth (and a low P/E). Valuation is complex, but we're helping make it simple.Find out whether Yoma Strategic Holdings is potentially over or undervalued by checking out our comprehensive analysis, which includes fair value estimates, risks and warnings, dividends, insider transactions and financial health.View the Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266909907832840,"gmtCreate":1706173568699,"gmtModify":1706179235608,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266909907832840","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261482544533736,"gmtCreate":1704848999836,"gmtModify":1704849002957,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261482544533736","repostId":"2402151944","repostType":2,"repost":{"id":"2402151944","pubTimestamp":1704854872,"share":"https://ttm.financial/m/news/2402151944?lang=&edition=fundamental","pubTime":"2024-01-10 10:47","market":"us","language":"en","title":"Will 2024 Be The Year Of Alibaba?","url":"https://stock-news.laohu8.com/highlight/detail?id=2402151944","media":"Seeking Alpha","summary":"Alibaba's stock selloff could end in 2024 due to stable revenue and earnings, and its current low valuation.Despite years of negative sentiment, Alibaba's financial performance has been decent, with r","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba&#39;s stock selloff could end in 2024 due to stable revenue and earnings, and its current low valuation.</p></li><li><p>Despite years of negative sentiment, Alibaba&#39;s financial performance has been decent, with revenue up 38% since the stock peaked.</p></li><li><p>Alibaba&#39;s P/E of 10 and potential catalysts like AI integration and international expansion make it a good choice for 2024.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c734479100befddea1e6e6d9d50f31a2\" alt=\"maybefalse\" title=\"maybefalse\" tg-width=\"750\" tg-height=\"496\"/><span>maybefalse</span></p><h2 id=\"id_2675212066\">Thesis</h2><p>The years-long selloff in Alibaba (NYSE:BABA) stock could come to an end in 2024 given the company&#39;s stable revenue and earnings, and the stock&#39;s current low valuation.</p><h2 id=\"id_1920545195\">Background</h2><p>I last covered Alibaba in 2021, when I issued a buy rating at nearly twice today&#39;s $72.88 price. I&#39;ll be the first to admit that at the time, I was overly bullish on Alibaba&#39;s growth potential and I did not expect the relatively flat growth that Alibaba has experienced since my last article.</p><p>While many investors have given up on Alibaba since 2021, I continue to hold shares. From its current valuation of 10 P/E, Alibaba is no longer priced like a growth stock, and is in fact cheaper than many USA-based value stocks in today&#39;s market. At the same time, revenue has stabilized and EPS is trending back up. As a result, I believe that now is a good time to take another look at Alibaba.</p><h2 id=\"id_795894148\">Stock Price vs Business Fundamentals</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aeff60aea9e3ef30a5878a510f94c1d\" alt=\"BABA Stock 5 Year Chart (Seeking Alpha)\" title=\"BABA Stock 5 Year Chart (Seeking Alpha)\" tg-width=\"640\" tg-height=\"361\"/><span>BABA Stock 5 Year Chart (Seeking Alpha)</span></p><p>Alibaba stock peaked in Q4 of 2020 and has a return of -75% since then. It&#39;s sold off on a nonstop stream of negative sentiment including the disappearance of Jack Ma, the cancellation of the Ant Group IPO, a regulatory crackdown that charged Alibaba hefty fines, concerns about a China real estate bubble, concerns about China&#39;s demographics and a potential recession, and the cancellation of a cloud business spin-off (in favor of an internal restructuring).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2f8743e1a3b7c467b8fd68acf1a3e34\" alt=\"Alibaba ttm revenue (quarterly) (Macrotrends)\" title=\"Alibaba ttm revenue (quarterly) (Macrotrends)\" tg-width=\"640\" tg-height=\"184\"/><span>Alibaba ttm revenue (quarterly) (Macrotrends)</span></p><p>Despite all these issues, Alibaba&#39;s financial performance has been decent. Revenue is up 38% since the stock peaked, although four of the past six quarters had slightly negative growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d5b10beac2a6ada292f2b42ffe10d95\" alt=\"Alibaba ttm EPS (quarterly) (Macrotrends)\" title=\"Alibaba ttm EPS (quarterly) (Macrotrends)\" tg-width=\"640\" tg-height=\"177\"/><span>Alibaba ttm EPS (quarterly) (Macrotrends)</span></p><p>On the other hand, earnings per share (EPS) is down 16% since the stock&#39;s peak, but EPS has been rebounding quickly over the past year. It should be noted that the EPS decline is largely artificial due to fines and other temporary issues; shares outstanding have declined in every quarter since 3Q2021 and operating income is at an all-time high.</p><h2 id=\"id_2453739933\">Valuation &amp; Growth</h2><p>Based on the above charts, it&#39;s clear that despite some EPS volatility in 2022, Alibaba&#39;s business fundamentals are stable. In other words, the primary cause of BABA stock&#39;s underperformance has been multiple compression rather than a huge decline in earnings.</p><p>Some of this multiple compression is certainly justified considering that Alibaba was valued as a growth stock in 2020 but has not exhibited meaningful growth over the past three years. However, the multiple compression has gone too far in my view.</p><p>Alibaba currently has a P/E of 10, which means that investors would make their money back in 10 years if Alibaba simply kept its financials stable without growing at all. After the stock market as a whole did very well in 2023, it&#39;s very difficult to find stocks valued below 10 P/E, especially in industries that are projected for future growth like e-commerce and cloud. Given its industry positioning, there are many possible catalysts that could put Alibaba back on a better growth trajectory and lead to multiple expansion.</p><p>In an age where every stock associated with AI has soared to a high valuation, it&#39;s seemingly forgotten that Alibaba has a large language model similar to ChatGPT. While I can&#39;t personally attest to the quality of this model, investors who want exposure to AI at a reasonable valuation may soon look to Alibaba. In their recent earnings call, Alibaba mentioned integrating AI as a key focus in both their cloud business and their e-commerce business.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de77531e0dcd358f566972d21dddbb71\" alt=\"China GDP growth forecast (Statistica)\" title=\"China GDP growth forecast (Statistica)\" tg-width=\"640\" tg-height=\"400\"/><span>China GDP growth forecast (Statistica)</span></p><p>Another possible catalyst for faster growth is a recovery in China&#39;s economy. Analysts are currently very bearish on China and expect its annual GDP growth to decline from about 5% last year to 3% in 2028.</p><p>If China&#39;s economy can rebound to the high single digit growth rates that investors came to expect over the past couple decades - or even stabilize at current levels - it would mean that investors are likely too gloomy about Alibaba&#39;s growth prospects. After all, Alibaba is a cyclical company and its growth prospects are largely tied to China&#39;s economy. One possible catalyst for GDP growth is China&#39;s increasingly advanced technology; a 2023 Guardian report found that China leads in 37 of 44 emerging high tech industries.</p><p>International expansion is another way that Alibaba could kickstart revenue growth. Alibaba is already integral to the global dropshipping industry, which has grown more popular in recent years. It also has a strong e-commerce presence in Southeast Asia, including in many countries with better demographics than China.</p><h2 id=\"id_4009153190\">Limited Downside Risk</h2><p>Emerging markets are always volatile, so it&#39;s not possible to completely rule out further multiple compression. If Alibaba&#39;s multiple simply compressed from 10 to 8, that would represent 20% downside in the stock price. However, a starting P/E of 10 is about as safe as you can get in the stock market today, and it makes another 75% decline driven only by multiple compression very unlikely. In other words, a major decline in BABA stock from the current valuation would require a further deterioration in the business fundamentals.</p><p>There are some reasons to be worried about Alibaba&#39;s business fundamentals. For one, there have been concerns about China&#39;s economy and property sector, which could mean that the GDP growth estimates shared in the previous section are actually too optimistic. Ultimately, GDP growth is difficult to predict, and if China unexpectedly experienced negative GDP growth in the coming years it could be disastrous for a cyclical stock like Alibaba.</p><p>Another potential concern is competition. Fortunately, Alibaba&#39;s largest competitor, JD.com (JD), has had similar struggles growing revenue in recent years as well. However, a smaller competitor called PDD Holdings (PDD) posted an impressive 83% revenue growth rate in the most recent quarter and has been growing faster than Alibaba for years. If PDD continues to grow larger, it could eventually start to take significant revenue from Alibaba.</p><p>Lastly, while China&#39;s government is likely to focus more on kickstarting growth as long as its economy struggles, the possibility of further regulation, fines, or trade wars that harm Alibaba can&#39;t be ruled out.</p><p>While these risks should not be ignored, investors have a reasonable margin of safety from Alibaba&#39;s current P/E of 10. Even in a worse economic climate, Chinese people will continue to purchase products online, and Alibaba will continue to be one of the main places they make those purchases. As a result, it would take a true black swan event - or extremely poor management - to cause a large and prolonged decline in Alibaba&#39;s revenue.</p><h2 id=\"id_1324214884\">Conclusion</h2><p>It&#39;s been a difficult few years for Alibaba investors, and it&#39;s impossible to predict with certainty when that trend will change. However, Alibaba&#39;s current P/E multiple of 10 and stabilizing revenue and earnings are reasons for optimism. In a time with most investors are pessimistic about China, 2024 might be a good year for opportunistic investors to look to Alibaba for both value and growth.</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>Will 2024 Be The Year Of Alibaba?</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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I'll be the first to admit that at the time, I was overly bullish on Alibaba's growth potential and I did not expect the relatively flat growth that Alibaba has experienced since my last article.While many investors have given up on Alibaba since 2021, I continue to hold shares. From its current valuation of 10 P/E, Alibaba is no longer priced like a growth stock, and is in fact cheaper than many USA-based value stocks in today's market. At the same time, revenue has stabilized and EPS is trending back up. As a result, I believe that now is a good time to take another look at Alibaba.Stock Price vs Business FundamentalsBABA Stock 5 Year Chart (Seeking Alpha)Alibaba stock peaked in Q4 of 2020 and has a return of -75% since then. It's sold off on a nonstop stream of negative sentiment including the disappearance of Jack Ma, the cancellation of the Ant Group IPO, a regulatory crackdown that charged Alibaba hefty fines, concerns about a China real estate bubble, concerns about China's demographics and a potential recession, and the cancellation of a cloud business spin-off (in favor of an internal restructuring).Alibaba ttm revenue (quarterly) (Macrotrends)Despite all these issues, Alibaba's financial performance has been decent. Revenue is up 38% since the stock peaked, although four of the past six quarters had slightly negative growth.Alibaba ttm EPS (quarterly) (Macrotrends)On the other hand, earnings per share (EPS) is down 16% since the stock's peak, but EPS has been rebounding quickly over the past year. It should be noted that the EPS decline is largely artificial due to fines and other temporary issues; shares outstanding have declined in every quarter since 3Q2021 and operating income is at an all-time high.Valuation & GrowthBased on the above charts, it's clear that despite some EPS volatility in 2022, Alibaba's business fundamentals are stable. In other words, the primary cause of BABA stock's underperformance has been multiple compression rather than a huge decline in earnings.Some of this multiple compression is certainly justified considering that Alibaba was valued as a growth stock in 2020 but has not exhibited meaningful growth over the past three years. However, the multiple compression has gone too far in my view.Alibaba currently has a P/E of 10, which means that investors would make their money back in 10 years if Alibaba simply kept its financials stable without growing at all. After the stock market as a whole did very well in 2023, it's very difficult to find stocks valued below 10 P/E, especially in industries that are projected for future growth like e-commerce and cloud. Given its industry positioning, there are many possible catalysts that could put Alibaba back on a better growth trajectory and lead to multiple expansion.In an age where every stock associated with AI has soared to a high valuation, it's seemingly forgotten that Alibaba has a large language model similar to ChatGPT. While I can't personally attest to the quality of this model, investors who want exposure to AI at a reasonable valuation may soon look to Alibaba. In their recent earnings call, Alibaba mentioned integrating AI as a key focus in both their cloud business and their e-commerce business.China GDP growth forecast (Statistica)Another possible catalyst for faster growth is a recovery in China's economy. Analysts are currently very bearish on China and expect its annual GDP growth to decline from about 5% last year to 3% in 2028.If China's economy can rebound to the high single digit growth rates that investors came to expect over the past couple decades - or even stabilize at current levels - it would mean that investors are likely too gloomy about Alibaba's growth prospects. After all, Alibaba is a cyclical company and its growth prospects are largely tied to China's economy. One possible catalyst for GDP growth is China's increasingly advanced technology; a 2023 Guardian report found that China leads in 37 of 44 emerging high tech industries.International expansion is another way that Alibaba could kickstart revenue growth. Alibaba is already integral to the global dropshipping industry, which has grown more popular in recent years. It also has a strong e-commerce presence in Southeast Asia, including in many countries with better demographics than China.Limited Downside RiskEmerging markets are always volatile, so it's not possible to completely rule out further multiple compression. If Alibaba's multiple simply compressed from 10 to 8, that would represent 20% downside in the stock price. However, a starting P/E of 10 is about as safe as you can get in the stock market today, and it makes another 75% decline driven only by multiple compression very unlikely. In other words, a major decline in BABA stock from the current valuation would require a further deterioration in the business fundamentals.There are some reasons to be worried about Alibaba's business fundamentals. For one, there have been concerns about China's economy and property sector, which could mean that the GDP growth estimates shared in the previous section are actually too optimistic. Ultimately, GDP growth is difficult to predict, and if China unexpectedly experienced negative GDP growth in the coming years it could be disastrous for a cyclical stock like Alibaba.Another potential concern is competition. Fortunately, Alibaba's largest competitor, JD.com (JD), has had similar struggles growing revenue in recent years as well. However, a smaller competitor called PDD Holdings (PDD) posted an impressive 83% revenue growth rate in the most recent quarter and has been growing faster than Alibaba for years. If PDD continues to grow larger, it could eventually start to take significant revenue from Alibaba.Lastly, while China's government is likely to focus more on kickstarting growth as long as its economy struggles, the possibility of further regulation, fines, or trade wars that harm Alibaba can't be ruled out.While these risks should not be ignored, investors have a reasonable margin of safety from Alibaba's current P/E of 10. Even in a worse economic climate, Chinese people will continue to purchase products online, and Alibaba will continue to be one of the main places they make those purchases. As a result, it would take a true black swan event - or extremely poor management - to cause a large and prolonged decline in Alibaba's revenue.ConclusionIt's been a difficult few years for Alibaba investors, and it's impossible to predict with certainty when that trend will change. However, Alibaba's current P/E multiple of 10 and stabilizing revenue and earnings are reasons for optimism. In a time with most investors are pessimistic about China, 2024 might be a good year for opportunistic investors to look to Alibaba for both value and growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257157722853472,"gmtCreate":1703816543035,"gmtModify":1703816545574,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Steady 😘","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Steady 😘","text":"$Alibaba(09988)$ Steady 😘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257157722853472","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249931524005984,"gmtCreate":1702037557421,"gmtModify":1702037561416,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249931524005984","repostId":"2389023373","repostType":2,"repost":{"id":"2389023373","pubTimestamp":1702019729,"share":"https://ttm.financial/m/news/2389023373?lang=&edition=fundamental","pubTime":"2023-12-08 15:15","market":"hk","language":"en","title":"Alibaba Stock Is Too Cheap To Stay Away (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2389023373","media":"Seekingalpha","summary":"Alibaba stock is undervalued and presents a good investing opportunity, with a potential upside of over 60%.Despite strong quarterly performance, the stock price declined due to disappointment over th","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba stock is undervalued and presents a good investing opportunity, with a potential upside of over 60%.</p></li><li><p>Despite strong quarterly performance, the stock price declined due to disappointment over the cancellation of restructuring plans.</p></li><li><p>Alibaba is well-positioned in the e-commerce, cloud computing, and AI sectors, with positive earnings expectations and growth potential.</p></li></ul><h2 id=\"id_4006473744\">Investment thesis</h2><p>My previous bearish thesis about Alibaba (NYSE: BABA) aged well, as the stock tanked by almost 17% since mid-September. While I understand that the risks of investing in Chinese stocks in general and in Alibaba are inherently risky due to massive political risks and headwinds in the macro economy, I believe the stock is too cheap at the moment. In my opinion, the sell-off after the cancellation of the restructuring plans was the market&#39;s overreaction. My valuation analysis under very conservative assumptions suggests that the stock is more than 60% undervalued. From a fundamental perspective, Alibaba is a high-quality business that is well-positioned to absorb multiple positive tailwinds. Overall, I believe the current stock price provides a good investing opportunity and I assign BABA a &#34;Strong Buy&#34; rating.</p><h2 id=\"id_1505036418\">Recent developments</h2><p>BABA released its latest quarterly earnings on November 16, when the company topped consensus estimates. Revenue increased by 7.2% YoY, and the adjusted EPS expanded notably. The EPS strength was ensured by robust operating leverage as the operating margin expanded YoY from 12.13% to 14.94%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c941106fe94c77d125c689ab584022e2\" tg-width=\"579\" tg-height=\"205\"/></p><p>Seeking Alpha</p><p>The strong operating performance allowed BABA to generate $5.8 billion in levered free cash flow [FCF], and the company continued to improve its balance sheet. As of the latest reporting date, Alibaba had almost $79 billion in outstanding cash, around three times higher than the total debt. Liquidity metrics are also stellar. Alibaba&#39;s fortress financial position makes the company well-positioned to fuel growth and innovation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a284e43be3c40ffea44281297823c943\" tg-width=\"417\" tg-height=\"426\"/></p><p>Seeking Alpha</p><p>Despite delivering strong quarterly performance, the stock price declined by more than ten percent in one day after the earnings release went live. The reason for investors&#39; disappointment is after the announcement that the company&#39;s plans to spin out BABA&#39;s cloud computing division were canceled. The plans to restructure the business were shared by Alibaba in March 2023, and it met a lot of optimism from investors as it was expected that the cloud-business spin-off would help it to be more flexible in the constantly evolving environment. I think this was the market&#39;s overreaction as the stock price dipped below the early March 2023 levels.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dad1eecc9e4d1bd36921102a673713ac\" tg-width=\"640\" tg-height=\"285\"/></p><p>Seeking Alpha</p><p>The earnings release for the upcoming quarter is scheduled for February 22, 2024. Quarterly revenue is expected by consensus at $37.74 billion, which indicates a 5% YoY increase. The adjusted EPS is expected to stay flat at $2.79.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b1c84ab0a8327ce0efd0f7d27e2a3e2\" tg-width=\"585\" tg-height=\"212\"/></p><p>Seeking Alpha</p><p>For the full fiscal 2024, consensus estimates forecast an 8.6% YoY growth, which is solid. Profitability is also poised to expand by 17% YoY, another bullish sign. I think that positive earnings expectations are fair, given that the company is well-exposed to several of the hottest technological shifts, like e-commerce, cloud computing, and artificial intelligence [AI]. According to statista.com, the Chinese e-commerce market is expected to compound at 10% annually over the next five years, which is a solid tailwind for Alibaba&#39;s core business.</p><p>Alibaba is well behind the American technological hyper scalers in the cloud infrastructure global market share, but 4% of the global market is still a substantial share of the big pie. Being by far the leading cloud company outside the U.S. makes Alibaba well-exposed to capitalize on the 13% cloud market CAGR up to 2030.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/addea684b36d8d6b4a589c7812cde5a4\" tg-width=\"640\" tg-height=\"374\"/></p><p>statista.com</p><p>Having vast amounts of data accumulated by Alibaba&#39;s diversified set of businesses also makes the company well-positioned in the AI and machine learning [ML] fields. For example, data from e-commerce transactions can provide insights into consumer preferences and market dynamics, while financial data can be leveraged for risk analysis and fraud detection. This multifaceted dataset creates a holistic view of various aspects of business and consumer activities.</p><h2 id=\"id_3388908284\">BABA stock valuation</h2><p>BABA tanked by 21% year-to-date, underperforming both the broader U.S. stock market and the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> MSCI China ETF (MCHI). Seeking Alpha Quant assigns Alibaba&#39;s stock a high &#34;B+&#34; valuation grade because the ratios are significantly lower than historical averages and the sector median. From the valuation multiples perspective, BABA looks substantially undervalued.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/252c809541cb9a974deb377961429bd1\" tg-width=\"640\" tg-height=\"500\"/></p><p>Seeking Alpha</p><p>I want to proceed with the discounted cash flow [DCF] simulation. I use a high 15% WACC due to inherently high political and geopolitical risks for all Chinese public companies listed in the U.S. I use a very conservative assumption that the FCF margin will be flat at 10.8%, which is the current TTM level. I have revenue consensus estimates available up to FY 2029 and forecast a 5% CAGR for the years beyond. As a result of the combination of consensus estimates and my long-term revenue growth projection, the revenue CAGR for the next decade is 6.2%, which is very conservative.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbe9842c502663c20e1355a0136213a8\" tg-width=\"640\" tg-height=\"250\"/></p><p>Author&#39;s calculations</p><p>According to my DCF simulation, the business&#39;s fair value is approximately $310 billion. This is 64% higher than the current market cap, indicating a massive upside potential. That said, my target price for BABA is $120.</p><h2 id=\"id_1318581181\">Risks of investing in BABA stock</h2><p>As my analysis suggests, the current Alibaba&#39;s stock price is far from underlying fundamentals, which keep improving. It is well-known that investors&#39; sentiment prevails over fundamentals in the short-term perspective. However, Alibaba&#39;s stock price seems to be in a secular decline because it has been falling for over three years with temporary short-term bounces. Investor&#39;s fears started when the company&#39;s iconic founder, Jack Ma, suddenly disappeared in late 2020 after publicly criticizing the Chinese government. Subsequently, the company underwent multiple restructurings due to regulatory interventions by the Chinese government. I believe these events contribute significantly to the persistently negative sentiment among investors towards BABA. That said, there is a high level of uncertainty regarding the timing of the sentiment pivot towards Alibaba stock.</p><p>Uncertainties regarding the Chinese economy are also a substantial risk for one of its largest companies. The real estate sector, a cornerstone of any economy, is in a &#34;slow-motion&#34; crisis. The real estate boom was one of the main drivers that fueled the Chinese economic miracle, and difficulties in the sector apparently weighed on the broader economy&#39;s growth. Apart from this, let us also not underestimate the potential adverse effect on the economy of the demographic shifts. That said, despite having strong secular technological tailwinds, Alibaba also faces macro headwinds.</p><h2 id=\"id_887506278\">Bottom line</h2><p>To conclude, Alibaba is a &#34;Strong Buy&#34; at the current stock price level. The risks of investing in BABA are substantial, but I believe the upside potential far outweighs all the uncertainties. The company is fundamentally strong, and its balance sheet positions Alibaba strategically to continue investing in growth and innovation. I agree with bright consensus revenue and EPS forecasts as the company is well exposed to the hottest technological trends within industries expected to compound double digits in the next decade.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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 Stock Is Too Cheap To Stay Away (Rating Upgrade)</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 Stock Is Too Cheap To Stay Away (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-08 15:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4656521-alibaba-stock-is-too-cheap-to-stay-away-ratings-upgrade><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba stock is undervalued and presents a good investing opportunity, with a potential upside of over 60%.Despite strong quarterly performance, the stock price declined due to disappointment over ...</p>\n\n<a href=\"https://seekingalpha.com/article/4656521-alibaba-stock-is-too-cheap-to-stay-away-ratings-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","BK4554":"元宇宙及AR概念","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4531":"中概回港概念","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4558":"双十一","BK4587":"ChatGPT概念","BK4535":"淡马锡持仓","BK4220":"综合零售","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4524":"宅经济概念","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4538":"云计算","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4527":"明星科技股","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4526":"热门中概股","BK4588":"碎股","BK4579":"人工智能","09988":"阿里巴巴-W","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4503":"景林资产持仓","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4122":"互联网与直销零售","BABA":"阿里巴巴","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4502":"阿里概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4565":"NFT概念","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","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/4656521-alibaba-stock-is-too-cheap-to-stay-away-ratings-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2389023373","content_text":"Alibaba stock is undervalued and presents a good investing opportunity, with a potential upside of over 60%.Despite strong quarterly performance, the stock price declined due to disappointment over the cancellation of restructuring plans.Alibaba is well-positioned in the e-commerce, cloud computing, and AI sectors, with positive earnings expectations and growth potential.Investment thesisMy previous bearish thesis about Alibaba (NYSE: BABA) aged well, as the stock tanked by almost 17% since mid-September. While I understand that the risks of investing in Chinese stocks in general and in Alibaba are inherently risky due to massive political risks and headwinds in the macro economy, I believe the stock is too cheap at the moment. In my opinion, the sell-off after the cancellation of the restructuring plans was the market's overreaction. My valuation analysis under very conservative assumptions suggests that the stock is more than 60% undervalued. From a fundamental perspective, Alibaba is a high-quality business that is well-positioned to absorb multiple positive tailwinds. Overall, I believe the current stock price provides a good investing opportunity and I assign BABA a \"Strong Buy\" rating.Recent developmentsBABA released its latest quarterly earnings on November 16, when the company topped consensus estimates. Revenue increased by 7.2% YoY, and the adjusted EPS expanded notably. The EPS strength was ensured by robust operating leverage as the operating margin expanded YoY from 12.13% to 14.94%.Seeking AlphaThe strong operating performance allowed BABA to generate $5.8 billion in levered free cash flow [FCF], and the company continued to improve its balance sheet. As of the latest reporting date, Alibaba had almost $79 billion in outstanding cash, around three times higher than the total debt. Liquidity metrics are also stellar. Alibaba's fortress financial position makes the company well-positioned to fuel growth and innovation.Seeking AlphaDespite delivering strong quarterly performance, the stock price declined by more than ten percent in one day after the earnings release went live. The reason for investors' disappointment is after the announcement that the company's plans to spin out BABA's cloud computing division were canceled. The plans to restructure the business were shared by Alibaba in March 2023, and it met a lot of optimism from investors as it was expected that the cloud-business spin-off would help it to be more flexible in the constantly evolving environment. I think this was the market's overreaction as the stock price dipped below the early March 2023 levels.Seeking AlphaThe earnings release for the upcoming quarter is scheduled for February 22, 2024. Quarterly revenue is expected by consensus at $37.74 billion, which indicates a 5% YoY increase. The adjusted EPS is expected to stay flat at $2.79.Seeking AlphaFor the full fiscal 2024, consensus estimates forecast an 8.6% YoY growth, which is solid. Profitability is also poised to expand by 17% YoY, another bullish sign. I think that positive earnings expectations are fair, given that the company is well-exposed to several of the hottest technological shifts, like e-commerce, cloud computing, and artificial intelligence [AI]. According to statista.com, the Chinese e-commerce market is expected to compound at 10% annually over the next five years, which is a solid tailwind for Alibaba's core business.Alibaba is well behind the American technological hyper scalers in the cloud infrastructure global market share, but 4% of the global market is still a substantial share of the big pie. Being by far the leading cloud company outside the U.S. makes Alibaba well-exposed to capitalize on the 13% cloud market CAGR up to 2030.statista.comHaving vast amounts of data accumulated by Alibaba's diversified set of businesses also makes the company well-positioned in the AI and machine learning [ML] fields. For example, data from e-commerce transactions can provide insights into consumer preferences and market dynamics, while financial data can be leveraged for risk analysis and fraud detection. This multifaceted dataset creates a holistic view of various aspects of business and consumer activities.BABA stock valuationBABA tanked by 21% year-to-date, underperforming both the broader U.S. stock market and the iShares MSCI China ETF (MCHI). Seeking Alpha Quant assigns Alibaba's stock a high \"B+\" valuation grade because the ratios are significantly lower than historical averages and the sector median. From the valuation multiples perspective, BABA looks substantially undervalued.Seeking AlphaI want to proceed with the discounted cash flow [DCF] simulation. I use a high 15% WACC due to inherently high political and geopolitical risks for all Chinese public companies listed in the U.S. I use a very conservative assumption that the FCF margin will be flat at 10.8%, which is the current TTM level. I have revenue consensus estimates available up to FY 2029 and forecast a 5% CAGR for the years beyond. As a result of the combination of consensus estimates and my long-term revenue growth projection, the revenue CAGR for the next decade is 6.2%, which is very conservative.Author's calculationsAccording to my DCF simulation, the business's fair value is approximately $310 billion. This is 64% higher than the current market cap, indicating a massive upside potential. That said, my target price for BABA is $120.Risks of investing in BABA stockAs my analysis suggests, the current Alibaba's stock price is far from underlying fundamentals, which keep improving. It is well-known that investors' sentiment prevails over fundamentals in the short-term perspective. However, Alibaba's stock price seems to be in a secular decline because it has been falling for over three years with temporary short-term bounces. Investor's fears started when the company's iconic founder, Jack Ma, suddenly disappeared in late 2020 after publicly criticizing the Chinese government. Subsequently, the company underwent multiple restructurings due to regulatory interventions by the Chinese government. I believe these events contribute significantly to the persistently negative sentiment among investors towards BABA. That said, there is a high level of uncertainty regarding the timing of the sentiment pivot towards Alibaba stock.Uncertainties regarding the Chinese economy are also a substantial risk for one of its largest companies. The real estate sector, a cornerstone of any economy, is in a \"slow-motion\" crisis. The real estate boom was one of the main drivers that fueled the Chinese economic miracle, and difficulties in the sector apparently weighed on the broader economy's growth. Apart from this, let us also not underestimate the potential adverse effect on the economy of the demographic shifts. That said, despite having strong secular technological tailwinds, Alibaba also faces macro headwinds.Bottom lineTo conclude, Alibaba is a \"Strong Buy\" at the current stock price level. The risks of investing in BABA are substantial, but I believe the upside potential far outweighs all the uncertainties. The company is fundamentally strong, and its balance sheet positions Alibaba strategically to continue investing in growth and innovation. I agree with bright consensus revenue and EPS forecasts as the company is well exposed to the hottest technological trends within industries expected to compound double digits in the next decade.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249036782182624,"gmtCreate":1701831937761,"gmtModify":1701831940240,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v>Liao liao","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v>Liao liao","text":"$Alibaba(09988)$ Liao liao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249036782182624","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247022589685856,"gmtCreate":1701329552871,"gmtModify":1701329556092,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247022589685856","repostId":"246676911538408","repostType":1,"repost":{"id":246676911538408,"gmtCreate":1701261023735,"gmtModify":1703679901281,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Share your trades] PDD rose 70%, what did you gain?","htmlText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a> 's stock price has surged nearly 70% this year, hitting new highs. In the past 14 months, it's soared by 527% from its 2022 low of $22 per share. 🚀🚀Several factors drive this rise. Economic downturn and the post-pandemic era have reshaped consumer behavior, intensifying sensitivity to prices and value. Brands and retailers are fiercely competing on low prices, with Pinduoduo emerging as a top winner during this year's Singles' Day.Additionally, Pinduoduo's overseas expansion, particularly through Temu, its international version, has been a success. Temu ranks consistently as the top download on Apple and Google apps in the U.S., with around 120 million global users as of September. Temu is now operational in 47 countries.Have","listText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a> 's stock price has surged nearly 70% this year, hitting new highs. In the past 14 months, it's soared by 527% from its 2022 low of $22 per share. 🚀🚀Several factors drive this rise. Economic downturn and the post-pandemic era have reshaped consumer behavior, intensifying sensitivity to prices and value. Brands and retailers are fiercely competing on low prices, with Pinduoduo emerging as a top winner during this year's Singles' Day.Additionally, Pinduoduo's overseas expansion, particularly through Temu, its international version, has been a success. Temu ranks consistently as the top download on Apple and Google apps in the U.S., with around 120 million global users as of September. Temu is now operational in 47 countries.Have","text":"$Pinduoduo Inc.(PDD)$ 's stock price has surged nearly 70% this year, hitting new highs. In the past 14 months, it's soared by 527% from its 2022 low of $22 per share. 🚀🚀Several factors drive this rise. Economic downturn and the post-pandemic era have reshaped consumer behavior, intensifying sensitivity to prices and value. Brands and retailers are fiercely competing on low prices, with Pinduoduo emerging as a top winner during this year's Singles' Day.Additionally, Pinduoduo's overseas expansion, particularly through Temu, its international version, has been a success. Temu ranks consistently as the top download on Apple and Google apps in the U.S., with around 120 million global users as of September. Temu is now operational in 47 countries.Have","images":[{"img":"https://community-static.tradeup.com/news/7ab99a9e4e4301b89caa738fec70ec1d"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246676911538408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247022562418688,"gmtCreate":1701329532154,"gmtModify":1701329535335,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247022562418688","repostId":"246659794743528","repostType":1,"repost":{"id":246659794743528,"gmtCreate":1701256844830,"gmtModify":1701256862385,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"Berkshire Hathaway's Charlie Munger dies aged 99, RIP","htmlText":"Charlie Munger dies, traders lament \"The investment community has lost a champion\"(Nov. 28) Berkshire Hathaway announced in a statement that the company's vice chairman, Charlie Munger, passed away peacefully in a California hospital this morning at the age of 99.“Berkshire Hathaway could not have been built to its present status without Charlie’s inspiration, wisdom and participation.” Buffett said in a statement.https://www.berkshirehathaway.com/news/nov2823.pdfIn just over a month, on January 1, 2024, Munger will be 100 years old.Many investors lament that \"the investment world has lost a master\"Charles T. Munger, Much More Than Warren Buffett's No. 2, Dies at 99 - The New York TimesAs a top investor and wise elder, Charlie Munger is known around the world for his famous aphorisms.In th","listText":"Charlie Munger dies, traders lament \"The investment community has lost a champion\"(Nov. 28) Berkshire Hathaway announced in a statement that the company's vice chairman, Charlie Munger, passed away peacefully in a California hospital this morning at the age of 99.“Berkshire Hathaway could not have been built to its present status without Charlie’s inspiration, wisdom and participation.” Buffett said in a statement.https://www.berkshirehathaway.com/news/nov2823.pdfIn just over a month, on January 1, 2024, Munger will be 100 years old.Many investors lament that \"the investment world has lost a master\"Charles T. Munger, Much More Than Warren Buffett's No. 2, Dies at 99 - The New York TimesAs a top investor and wise elder, Charlie Munger is known around the world for his famous aphorisms.In th","text":"Charlie Munger dies, traders lament \"The investment community has lost a champion\"(Nov. 28) Berkshire Hathaway announced in a statement that the company's vice chairman, Charlie Munger, passed away peacefully in a California hospital this morning at the age of 99.“Berkshire Hathaway could not have been built to its present status without Charlie’s inspiration, wisdom and participation.” Buffett said in a statement.https://www.berkshirehathaway.com/news/nov2823.pdfIn just over a month, on January 1, 2024, Munger will be 100 years old.Many investors lament that \"the investment world has lost a master\"Charles T. Munger, Much More Than Warren Buffett's No. 2, Dies at 99 - The New York TimesAs a top investor and wise elder, Charlie Munger is known around the world for his famous aphorisms.In th","images":[{"img":"https://community-static.tradeup.com/news/f74fdd5356b57d1c8cb73edc380a0588","width":"784","height":"529"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246659794743528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247022397665544,"gmtCreate":1701329507185,"gmtModify":1701329511408,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247022397665544","repostId":"246342455800040","repostType":1,"repost":{"id":246342455800040,"gmtCreate":1701179369502,"gmtModify":1701179501498,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"PDD may surpass BABA and JD as China's largest e-commerce!","htmlText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a> just released its third quarter results, the stock soared 16% in pre-market trading, and the market capitalization reached $181.4 billion, which is four times that of <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> <a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$</a> and approaching <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>'s $197.2 billion. The throne of China's largest e-commerce is about to change!PDD is the last of the three e-commerce giants to disclose third quarter reports. Though belated, the results have exploded, crushing Wall Street expectations in terms of revenue and profits:Specifically, PDD's revenue was 68.84 billion yuan","listText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a> just released its third quarter results, the stock soared 16% in pre-market trading, and the market capitalization reached $181.4 billion, which is four times that of <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> <a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$</a> and approaching <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>'s $197.2 billion. The throne of China's largest e-commerce is about to change!PDD is the last of the three e-commerce giants to disclose third quarter reports. Though belated, the results have exploded, crushing Wall Street expectations in terms of revenue and profits:Specifically, PDD's revenue was 68.84 billion yuan","text":"$Pinduoduo Inc.(PDD)$ just released its third quarter results, the stock soared 16% in pre-market trading, and the market capitalization reached $181.4 billion, which is four times that of $JD.com(JD)$ $JD-SW(09618)$ and approaching $Alibaba(BABA)$ $Alibaba(09988)$'s $197.2 billion. The throne of China's largest e-commerce is about to change!PDD is the last of the three e-commerce giants to disclose third quarter reports. Though belated, the results have exploded, crushing Wall Street expectations in terms of revenue and profits:Specifically, PDD's revenue was 68.84 billion yuan","images":[{"img":"https://community-static.tradeup.com/news/8a40a6a82d5dd761db61c6e0ad2ce26e","width":"1268","height":"768"},{"img":"https://community-static.tradeup.com/news/181b46c6250946bd05190189ac169a8d","width":"1111","height":"376"},{"img":"https://community-static.tradeup.com/news/1c6758e458fa1b452b06402ffbe8374b","width":"898","height":"399"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246342455800040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246430358736944,"gmtCreate":1701185142168,"gmtModify":1701185145958,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246430358736944","repostId":"2386137607","repostType":2,"repost":{"id":"2386137607","pubTimestamp":1701131895,"share":"https://ttm.financial/m/news/2386137607?lang=&edition=fundamental","pubTime":"2023-11-28 08:38","market":"us","language":"en","title":"3 Growth Stocks Billionaire Money Managers Are Loading Up On","url":"https://stock-news.laohu8.com/highlight/detail?id=2386137607","media":"InvestorPlace","summary":"See why top billionaire money managers and hedge fund investors are buying these three stocks across banking, tech, and energy.","content":"<html><head></head><body><ul style=\"\"><li><p>See why top billionaire money managers and hedge fund investors are buying these three stocks.</p></li><li><p><strong>Bank of America</strong> (<strong>BAC</strong>): Top money managers see significant upside in the mega-cap bank stock.</p></li><li><p><strong>Alibaba</strong> (<strong>BABA</strong>): Leading e-commerce player poised for multi-year growth rebound after valuation pullback.</p></li><li><p><strong>Kinder Morgan</strong> (<strong>KMI</strong>): Vital energy infrastructure giant well-positioned to benefit from global LNG trends.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a06f67321896b3debf37867e294620b\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: 3rdtimeluckystudio / Shutterstock</p><p>When it comes to picking growth stocks, there’s no shortage of options out there. As an individual investor, it can be incredibly difficult to determine which names have that magical combination of a disruptive business model, strong leadership, and growth potential that can lead to market-crushing returns over the long-haul. However, there’s an easier way to find these companies than poring over financial statements until your eyes glaze over. We can look at what the smart money is buying.</p><p>Billionaire investors and hedge fund managers have access to vast research resources, industry experts, and in some cases, insights that aren’t available to the average Joe. So when we see these investors loading up on a particular stock, it pays to take notice. I decided to dig into the recent activity of some top money managers to find out what growth stocks they are most excited about.</p><p>I’ll discuss three long-term growth stocks that some of the best in the business have been accumulating recently. By looking at who’s buying these companies and why, we can get a better sense of which names might be built to enrich investors for decades to come. Of course, investing alongside the billionaires doesn’t guarantee success, but it can certainly help tilt the odds in our favor. So, without further ado, let’s dive into three growth stocks billionaires are loading up on!</p><h2 id=\"id_2445655769\">Bank of America (BAC)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7aa9e50b283b5499df9bafc1992e2c4d\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Tero Vesalainen / Shutterstock.com</p><p><strong>Bank of America</strong> (NYSE:<strong><u>BAC</u></strong>) is charting a return to normalcy after the banking sector flirted with a debacle earlier this year. As some of the biggest tech-focused banks started to collapse, the entire sector went through a bearish period, sending bank stocks tumbling to depressed prices. Of course, such news is generally bad for the entire industry. However, the story was quite different for Bank of America. As one of the safest mega-banks in the U.S., the crisis only marginally impacted BAC stock, and actually ended up strengthening the company’s position, as customers fled smaller regional banks for the security of the big banks.</p><p>Additionally, the Federal Reserve’s intervention cooled withdrawals, and Bank of America reaped significant gains. Still, there are naysayers pointing to unrealized losses on bank balance sheets and looming recessionary risks. However, these paper losses on fixed-income assets will likely see some recovery as bond prices rise again. In my view, BAC stock is trading at a highly-discounted price right now, providing investors with a substantial margin of safety. Once confidence starts to return more broadly, Bank of America will likely see a sustained recovery back toward normal valuation levels.</p><h2 id=\"id_2823707442\">Alibaba (BABA)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefe54545efba1a3d4a43f7873e2ea3b\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: testing / Shutterstock.com</p><p>In contrast to Bank of America’s situation, <strong>Alibaba</strong> (NYSE:<strong><u>BABA</u></strong>) is a stock that has been trading sideways at discounted prices for quite some time. This stems primarily from post-pandemic e-commerce growth hitting a sluggish pace, leading to falling stock prices industry-wide. Indeed, BABA stock has been a victim of this valuation readjustment, currently trading around $77 per share. However, I believe the stock will recover in the coming years as e-commerce trends higher again and Alibaba’s other business segments gain traction.</p><p>Notably, Alibaba has overhauled its management team and is directing resources into high-growth areas like AI and quantum computing. Of course, monetizing these futuristic technologies can take ample time to materialize profits. Nevertheless, even based on existing growth drivers, BABA stock looks severely underpriced at just 8.7-times forward earnings, with near double-digit sales growth expected for years ahead. In my opinion, this is an opportunity where patience through temporary headwinds can pay off handsomely later.</p><h2 id=\"id_2497427802\">Kinder Morgan (KMI)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da395198e2fa3aebbace3c617024a286\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: bht2000 / Shutterstock.com</p><p>Transitioning to the energy sector, <strong>Kinder Morgan</strong> (NYSE:<strong><u>KMI</u></strong>) is more of a dividend and value play rather than a high-growth tech stock like Alibaba. However, investors have significant total return upside with this stock, thanks to its strategically vital pipeline network. As the Ukraine conflict continues to alter global energy trade flows, American energy exports have surged on high overseas demand, especially heading across the Atlantic to Europe. Therefore, with winter ahead spurring even greater consumption, Kinder Morgan is primed to benefit in a big way from this export super-cycle.</p><p>Kinder Morgan has massive existing energy export infrastructure and pipeline networks feeding export hubs, including liquid natural gas (LNG) export terminals. My take is that even if the geopolitical situation stabilizes sooner than expected, the global energy supply chain reconfiguration will likely persist for years, if not decades, due to the long-term impacts of sanctions on Russia. In my view, this backdrop provides a tremendous multi-year growth runway for Kinder Morgan’s pipeline network and export-linked infrastructure, making it a highly-appealing investment for billionaires.</p></body></html>","source":"investorplace_stock_picks","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>3 Growth Stocks Billionaire Money Managers Are Loading Up On</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\">\n3 Growth Stocks Billionaire Money Managers Are Loading Up On\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-28 08:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/11/3-growth-stocks-billionaire-money-managers-are-loading-up-on/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>See why top billionaire money managers and hedge fund investors are buying these three stocks.Bank of America (BAC): Top money managers see significant upside in the mega-cap bank stock.Alibaba (BABA)...</p>\n\n<a href=\"https://investorplace.com/2023/11/3-growth-stocks-billionaire-money-managers-are-loading-up-on/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4565":"NFT概念","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","09988":"阿里巴巴-W","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4554":"元宇宙及AR概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4553":"喜马拉雅资本持仓","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4531":"中概回港概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4534":"瑞士信贷持仓","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","KMI":"金德尔摩根","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0106831901.USD":"贝莱德世界金融基金A2","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4220":"综合零售","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4535":"淡马锡持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","BAC":"美国银行","BK4538":"云计算","BK4526":"热门中概股","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4504":"桥水持仓","BABA":"阿里巴巴"},"source_url":"https://investorplace.com/2023/11/3-growth-stocks-billionaire-money-managers-are-loading-up-on/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2386137607","content_text":"See why top billionaire money managers and hedge fund investors are buying these three stocks.Bank of America (BAC): Top money managers see significant upside in the mega-cap bank stock.Alibaba (BABA): Leading e-commerce player poised for multi-year growth rebound after valuation pullback.Kinder Morgan (KMI): Vital energy infrastructure giant well-positioned to benefit from global LNG trends.Source: 3rdtimeluckystudio / ShutterstockWhen it comes to picking growth stocks, there’s no shortage of options out there. As an individual investor, it can be incredibly difficult to determine which names have that magical combination of a disruptive business model, strong leadership, and growth potential that can lead to market-crushing returns over the long-haul. However, there’s an easier way to find these companies than poring over financial statements until your eyes glaze over. We can look at what the smart money is buying.Billionaire investors and hedge fund managers have access to vast research resources, industry experts, and in some cases, insights that aren’t available to the average Joe. So when we see these investors loading up on a particular stock, it pays to take notice. I decided to dig into the recent activity of some top money managers to find out what growth stocks they are most excited about.I’ll discuss three long-term growth stocks that some of the best in the business have been accumulating recently. By looking at who’s buying these companies and why, we can get a better sense of which names might be built to enrich investors for decades to come. Of course, investing alongside the billionaires doesn’t guarantee success, but it can certainly help tilt the odds in our favor. So, without further ado, let’s dive into three growth stocks billionaires are loading up on!Bank of America (BAC)Source: Tero Vesalainen / Shutterstock.comBank of America (NYSE:BAC) is charting a return to normalcy after the banking sector flirted with a debacle earlier this year. As some of the biggest tech-focused banks started to collapse, the entire sector went through a bearish period, sending bank stocks tumbling to depressed prices. Of course, such news is generally bad for the entire industry. However, the story was quite different for Bank of America. As one of the safest mega-banks in the U.S., the crisis only marginally impacted BAC stock, and actually ended up strengthening the company’s position, as customers fled smaller regional banks for the security of the big banks.Additionally, the Federal Reserve’s intervention cooled withdrawals, and Bank of America reaped significant gains. Still, there are naysayers pointing to unrealized losses on bank balance sheets and looming recessionary risks. However, these paper losses on fixed-income assets will likely see some recovery as bond prices rise again. In my view, BAC stock is trading at a highly-discounted price right now, providing investors with a substantial margin of safety. Once confidence starts to return more broadly, Bank of America will likely see a sustained recovery back toward normal valuation levels.Alibaba (BABA)Source: testing / Shutterstock.comIn contrast to Bank of America’s situation, Alibaba (NYSE:BABA) is a stock that has been trading sideways at discounted prices for quite some time. This stems primarily from post-pandemic e-commerce growth hitting a sluggish pace, leading to falling stock prices industry-wide. Indeed, BABA stock has been a victim of this valuation readjustment, currently trading around $77 per share. However, I believe the stock will recover in the coming years as e-commerce trends higher again and Alibaba’s other business segments gain traction.Notably, Alibaba has overhauled its management team and is directing resources into high-growth areas like AI and quantum computing. Of course, monetizing these futuristic technologies can take ample time to materialize profits. Nevertheless, even based on existing growth drivers, BABA stock looks severely underpriced at just 8.7-times forward earnings, with near double-digit sales growth expected for years ahead. In my opinion, this is an opportunity where patience through temporary headwinds can pay off handsomely later.Kinder Morgan (KMI)Source: bht2000 / Shutterstock.comTransitioning to the energy sector, Kinder Morgan (NYSE:KMI) is more of a dividend and value play rather than a high-growth tech stock like Alibaba. However, investors have significant total return upside with this stock, thanks to its strategically vital pipeline network. As the Ukraine conflict continues to alter global energy trade flows, American energy exports have surged on high overseas demand, especially heading across the Atlantic to Europe. Therefore, with winter ahead spurring even greater consumption, Kinder Morgan is primed to benefit in a big way from this export super-cycle.Kinder Morgan has massive existing energy export infrastructure and pipeline networks feeding export hubs, including liquid natural gas (LNG) export terminals. My take is that even if the geopolitical situation stabilizes sooner than expected, the global energy supply chain reconfiguration will likely persist for years, if not decades, due to the long-term impacts of sanctions on Russia. In my view, this backdrop provides a tremendous multi-year growth runway for Kinder Morgan’s pipeline network and export-linked infrastructure, making it a highly-appealing investment for billionaires.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244498521649216,"gmtCreate":1700716062691,"gmtModify":1700716066894,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Nice 👍🏻🍻","listText":"Nice 👍🏻🍻","text":"Nice 👍🏻🍻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244498521649216","repostId":"2385466779","repostType":2,"repost":{"id":"2385466779","pubTimestamp":1700722800,"share":"https://ttm.financial/m/news/2385466779?lang=&edition=fundamental","pubTime":"2023-11-23 15:00","market":"us","language":"en","title":"Alibaba Is Hugely Undervalued?","url":"https://stock-news.laohu8.com/highlight/detail?id=2385466779","media":"Seeking Alpha","summary":"Alibaba Group Holding Limited offers a compelling investment opportunity with a diversified portfolio spanning e-commerce, cloud services, logistics, and digital media, providing resilience in a dynam","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba Group Holding Limited offers a compelling investment opportunity with a diversified portfolio spanning e-commerce, cloud services, logistics, and digital media, providing resilience in a dynamic market.</p></li><li><p>Despite recent challenges and regulatory uncertainties, Alibaba&#39;s strategic segments, both domestically and internationally, showcase robust growth potential, emphasizing the company&#39;s adaptability and innovation.</p></li><li><p>The recent stock pullback, coupled with an undervaluation that could be as high as 161.9%, presents an attractive entry point for investors looking to capitalize on Alibaba&#39;s long-term growth prospects.</p></li><li><p>Investors must remain vigilant to potential risks, including governmental influence, economic downturns, and competition from foreign players, acknowledging the nuanced balance between Alibaba&#39;s strengths and external factors.</p></li><li><p>Alibaba&#39;s solid financial foundation, diversified revenue streams, and strategic positioning position it favorably for long-term growth, making it a promising investment choice.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84b6aeab08dc480ef3a214462aadfcfd\" title=\"Robert Way\" tg-width=\"750\" tg-height=\"500\"/><span>Robert Way</span></p><h2 id=\"id_522885472\">Thesis</h2><p>After the release of FQ2 2024, <strong>Alibaba Group Holding Limited</strong> (NYSE:BABA) experienced a 10% decline as the company fell short of revenue expectations by $250 million, despite EPS estimates. Additionally, the company abandoned its plans to spin off its cloud business, citing uncertainties in the growth trajectory caused by the U.S.-imposed restrictions on AI chip imports.</p><p>Nevertheless, in this article, I will elucidate using two valuation models why Alibaba is significantly undervalued, marking an undervaluation of up to 80%. This substantial undervaluation provides a considerable margin of security for investors, warranting a &#34;strong buy&#34; recommendation. I propose a fair price of $148.1 for the stock.</p><h2 id=\"id_1987249582\">Overview</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/081c2dd239fb542c7136a40c1b6c2ad1\" alt=\"FQ2 2024 Alibaba\" title=\"FQ2 2024 Alibaba\" tg-width=\"640\" tg-height=\"133\"/><span>FQ2 2024 Alibaba</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6bb4b66323db07420db79ea50a4c420\" alt=\"FY 2023\" title=\"FY 2023\" tg-width=\"640\" tg-height=\"417\"/><span>FY 2023</span></p><h3 id=\"id_3914187007\">Q2 2024 Earnings</h3><p>In FQ2 2024, Alibaba outperformed expectations in earnings but fell short on revenue, with a notable miss of $230 million. Despite this, the company reported an impressive EPS of $2.14, surpassing the consensus by $0.05.</p><p>The most significant blow to these earnings results came as Alibaba opted to abandon its plan to spin off its cloud business. The rationale behind this decision was a belief that the spin-off would not deliver the anticipated shareholder value. Furthermore, the company pointed to the current export restrictions on AI chips imposed by the U.S., which has cast uncertainty over the prospects of its cloud segment.</p><p>Adding to the challenges, Alibaba disclosed that Jack Ma&#39;s family trust intends to sell 10 million shares valued at $870.71 million on November 21.</p><h3 id=\"id_2851468396\">Market</h3><h4 id=\"id_4264278908\">E-Commerce China</h4><p>Alibaba&#39;s primary focus lies in e-commerce, as illustrated in the table below, with a significant dependency on China, representing 67% of this segment. However, since 2021, Alibaba has successfully reduced its reliance on the Chinese market by 3%.</p><p>In addition to its Chinese and international e-commerce segments, Alibaba operates in the &#34;wholesale&#34; segment. This facet involves collaboration with Chinese factories, functioning in a producer-to-consumer model. Notably, the cost per unit decreases with higher purchase quantities.</p><p>Projections indicate an anticipated growth rate of 8.21% for the Chinese e-commerce market throughout 2027. In contrast, the global e-commerce market is expected to experience a more robust growth rate of approximately 15% by 2032.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb5ffc078e262abf6dae01b3008e5789\" alt=\"Statista\" title=\"Statista\" tg-width=\"640\" tg-height=\"340\"/><span>Statista</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa869592dad3d103e32094e603a07313\" alt=\"Precedence Research\" title=\"Precedence Research\" tg-width=\"1000\" tg-height=\"592\"/><span>Precedence Research</span></p><h4 id=\"id_21983917\">Local Consumer Services</h4><p>The Local Consumer Services segment of Alibaba encompasses a range of diverse services designed to cater to various consumer needs. Among these services are Ele.me, a prominent on-demand delivery platform, Amap, providing digital mapping services along with real-time traffic information, Fliggy, an online travel platform, and Taoxianda, a platform aiding retailers in establishing and managing online stores.</p><h4 id=\"id_2699114686\">Cainiao - Platform Delivery China</h4><p>Cainiao, a company 70% owned by Alibaba following its acquisition of the majority stake in 2017, specializes in logistics. Serving as a crucial complement to Alibaba&#39;s e-commerce operations in China, Cainiao plays a pivotal role in ensuring timely deliveries within China, often achieving the impressive feat of completing deliveries in less than 24 hours.</p><p>Notably, the platform delivery segment has experienced recent growth, propelled by the surge in e-commerce sales. Projections indicate a continued growth rate of 5.15% for this market throughout 2027.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd03ba9b4a58c40599efe510d0bd95e0\" alt=\"Author&#39;s Calculations with base on Statista\" title=\"Author&#39;s Calculations with base on Statista\" tg-width=\"640\" tg-height=\"385\"/><span>Author&#39;s Calculations with base on Statista</span></p><h4 id=\"id_2806472205\">Cloud - China</h4><p>Alibaba also boasts a formidable presence in the cloud segment, initially slated for a significant spinoff as part of a major strategic plan. This move garnered widespread acclaim from investors, given the robust prospects of the cloud market in China. Projections estimate a noteworthy growth rate of 20.44%, and the autonomy of an independent Alibaba Cloud company is anticipated to drive rapid revenue expansion and robust cash-flow growth, particularly considering the high profitability associated with cloud services.</p><p>Notably, the projected growth rate of 20.44% for the Chinese cloud market closely aligns with the impressive revenue growth that Alibaba has consistently demonstrated within its cloud segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c83a9ff7534361801c44c57f6842844\" alt=\"Author&#39;s Calculations with base on Statista\" title=\"Author&#39;s Calculations with base on Statista\" tg-width=\"640\" tg-height=\"385\"/><span>Author&#39;s Calculations with base on Statista</span></p><h4 id=\"id_1524553402\">Digital Media &amp; Entertainment - China</h4><p>The final segment in Alibaba&#39;s diverse portfolio is Digital Media and Entertainment, featuring key components such as Youku, a prominent video platform, and Alibaba Pictures, which encompasses intellectual property, licensing, and cinema ticketing management for the movie industry. Additionally, the company provides other content platforms and engages in the online gaming sector.</p><p>Projections for the digital media market in China are optimistic, with an expected growth rate of 10.88%. This growth is anticipated to be fueled by the increasing revenue per user, projected to experience a substantial uptick of 7.6% from 2023 to 2027.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68b6148617c06e49a88276236a24288e\" alt=\"Statista\" title=\"Statista\" tg-width=\"640\" tg-height=\"402\"/><span>Statista</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d15ed857ad6619ed880668554372e704\" alt=\"Statista\" title=\"Statista\" tg-width=\"640\" tg-height=\"378\"/><span>Statista</span></p><h2 id=\"id_3984174781\">Financial</h2><p>Alibaba has demonstrated remarkable revenue growth over the past six years. Since FY2018, the company has achieved an annual revenue growth rate of 35.68%. However, in a recent development, Alibaba experienced its first decline in revenue, with a year-over-year reduction of 5.97%.</p><p>What stands out is the company&#39;s ability to consistently grow its net income, a crucial factor influencing a discounted cash flow (&#34;DCF&#34;) model. The net income has grown at a commendable annual rate of 15.57%, currently standing at $18.16 billion, though below the 2021 all-time high of $22.98 billion.</p><p>In terms of margins, a noticeable downward trend is observed in both operating margin and net income margin. In FY2018, these metrics were above 25%, with the operating margin at 28.21% and the net income margin at 25.61%. As of the latest earnings release, both metrics have decreased to 14.66% and 14.50%, respectively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/960c6966b32c3d6338927f89928133eb\" alt=\"Author&#39;s Calculations\" title=\"Author&#39;s Calculations\" tg-width=\"640\" tg-height=\"384\"/><span>Author&#39;s Calculations</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c879d4d20ebba8a4b090bf207e7fdaa6\" alt=\"Author&#39;s Calculations\" title=\"Author&#39;s Calculations\" tg-width=\"640\" tg-height=\"389\"/><span>Author&#39;s Calculations</span></p><p>Alibaba&#39;s financial foundation appears robust, with a substantial cash reserve of $78.66 billion and a comparatively low debt burden. Long-term debt stands at $21.71 billion, while short-term debt is at $5.4 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29d34db56f2ac763355ca3f8ce4693ef\" alt=\"Author&#39;s Calculations\" title=\"Author&#39;s Calculations\" tg-width=\"640\" tg-height=\"391\"/><span>Author&#39;s Calculations</span></p><p>Despite the overall positive financial outlook, Alibaba&#39;s free cash flow has experienced annual growth of 9.38%. The free cash flow margin, however, has seen a significant decrease from FY2018&#39;s 36.6% to the current level of 18.2%. This indicates a potential decrease in efficiency, and Alibaba attributes this shift to the presence of project-based contracts, which inherently have lower margins. The company is actively working to reduce the impact of these contracts to enhance overall margins.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd64025d13a547be8d4e59fe5383e405\" alt=\"Author&#39;s Calculations\" title=\"Author&#39;s Calculations\" tg-width=\"640\" tg-height=\"461\"/><span>Author&#39;s Calculations</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5ab121ecbf172e600e9baf213607a57\" alt=\"Author&#39;s Calculations\" title=\"Author&#39;s Calculations\" tg-width=\"640\" tg-height=\"476\"/><span>Author&#39;s Calculations</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e791c46f8ca163f7aa30e11f9d6c939\" alt=\"Author&#39;s Calculations\" title=\"Author&#39;s Calculations\" tg-width=\"640\" tg-height=\"358\"/><span>Author&#39;s Calculations</span></p><h2 id=\"id_3734509088\">Valuation</h2><p>In this valuation of Alibaba, I will employ two distinct models: the first relies on analysts&#39; estimates for revenue and net income, while the second model involves my own estimates formulated from scratch. These estimates are based on the anticipated growth rates within the markets of each of Alibaba&#39;s operating segments.</p><p>The table below outlines the assumptions integral to calculating Alibaba&#39;s fair stock price. Notably, D&amp;A, interest expenses, and CapEx will be computed using margins tied to revenue.</p><p>Ultimately, the WACC will be derived from variables such as equity value, debt value, and the cost of debt, utilizing the widely recognized formula.</p><p>For FY2023 and FY2024, analysts anticipate revenues of $133.3 billion and $145.93 billion, respectively. Subsequently, for FY2026-2029, I will apply an expected forward revenue growth rate of 4.87%.</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/></colgroup><tbody><tr><td colspan=\"2\" style=\"text-align:left;\"><p>TABLE OF ASSUMPTIONS</p></td></tr><tr><td style=\"text-align:left;\"><p>(Current data)</p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p>Assumptions Part 1</p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p>Equity Value</p></td><td style=\"text-align:left;\"><p>141,772.60</p></td></tr><tr><td style=\"text-align:left;\"><p>Debt Value</p></td><td style=\"text-align:left;\"><p>27,182.30</p></td></tr><tr><td style=\"text-align:left;\"><p>Cost of Debt</p></td><td style=\"text-align:left;\"><p>3.49%</p></td></tr><tr><td style=\"text-align:left;\"><p>Tax Rate</p></td><td style=\"text-align:left;\"><p>12.76%</p></td></tr><tr><td style=\"text-align:left;\"><p>10y Treasury</p></td><td style=\"text-align:left;\"><p>4.80%</p></td></tr><tr><td style=\"text-align:left;\"><p>Beta</p></td><td style=\"text-align:left;\"><p>0.89</p></td></tr><tr><td style=\"text-align:left;\"><p>Market Return</p></td><td style=\"text-align:left;\"><p>10.50%</p></td></tr><tr><td style=\"text-align:left;\"><p>Cost of Equity</p></td><td style=\"text-align:left;\"><p>9.87%</p></td></tr><tr><td style=\"text-align:left;\"><p>Assumptions Part 2</p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p>CapEx</p></td><td style=\"text-align:left;\"><p>4,702.10</p></td></tr><tr><td style=\"text-align:left;\"><p>Capex Margin</p></td><td style=\"text-align:left;\"><p>3.75%</p></td></tr><tr><td style=\"text-align:left;\"><p>Net Income</p></td><td style=\"text-align:left;\"><p>18,168.20</p></td></tr><tr><td style=\"text-align:left;\"><p>Interest</p></td><td style=\"text-align:left;\"><p>948.40</p></td></tr><tr><td style=\"text-align:left;\"><p>Tax</p></td><td style=\"text-align:left;\"><p>2,656.80</p></td></tr><tr><td style=\"text-align:left;\"><p>D&amp;A</p></td><td style=\"text-align:left;\"><p>6,245.60</p></td></tr><tr><td style=\"text-align:left;\"><p>Ebitda</p></td><td style=\"text-align:left;\"><p>28,019.00</p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p>D&amp;A Margin</p></td><td style=\"text-align:left;\"><p>4.98%</p></td></tr><tr><td style=\"text-align:left;\"><p>Interest Expense Margin</p></td><td style=\"text-align:left;\"><p>0.76%</p></td></tr><tr><td style=\"text-align:left;\"><p>Revenue</p></td><td style=\"text-align:left;\"><p>125,311.9</p></td></tr></tbody></table><p></p><h3 id=\"id_56021089\">Analysts&#39; Estimates</h3><p>For FY2023 and FY2024, analysts are anticipating revenues of $133.3 billion and $145.93 billion, respectively. Looking ahead to FY2026-2029, a forward revenue growth rate of 4.87% will be applied.</p><p>In terms of net income, analysts project an EPS of $8.92, translating to a net income of $22.63 billion for FY2024. For FY2025, the estimate increases to an EPS of $9.75, corresponding to a net income of $24.74 billion. Subsequently, for FY2026-2029, the anticipated 3-5 year long-term expected EPS growth rate of 17.45% will be applied.</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p>Revenue</p></td><td style=\"text-align:left;\"><p>Net Income</p></td><td style=\"text-align:left;\"><p>Plus Taxes</p></td><td style=\"text-align:left;\"><p>Plus D&amp;A</p></td><td style=\"text-align:left;\"><p>Plus Interest</p></td></tr><tr><td style=\"text-align:left;\"><p>2023</p></td><td style=\"text-align:left;\"><p>$133,310.0</p></td><td style=\"text-align:left;\"><p>$22,634.50</p></td><td style=\"text-align:left;\"><p>$25,522.15</p></td><td style=\"text-align:left;\"><p>$32,104.47</p></td><td style=\"text-align:left;\"><p>$33,104.00</p></td></tr><tr><td style=\"text-align:left;\"><p>2024</p></td><td style=\"text-align:left;\"><p>$145,930.0</p></td><td style=\"text-align:left;\"><p>$24,740.63</p></td><td style=\"text-align:left;\"><p>$27,896.97</p></td><td style=\"text-align:left;\"><p>$34,479.29</p></td><td style=\"text-align:left;\"><p>$35,478.82</p></td></tr><tr><td style=\"text-align:left;\"><p>2025</p></td><td style=\"text-align:left;\"><p>$152,715.7</p></td><td style=\"text-align:left;\"><p>$29,057.86</p></td><td style=\"text-align:left;\"><p>$32,764.99</p></td><td style=\"text-align:left;\"><p>$40,305.48</p></td><td style=\"text-align:left;\"><p>$41,450.52</p></td></tr><tr><td style=\"text-align:left;\"><p>2026</p></td><td style=\"text-align:left;\"><p>$159,817.0</p></td><td style=\"text-align:left;\"><p>$34,128.46</p></td><td style=\"text-align:left;\"><p>$38,482.48</p></td><td style=\"text-align:left;\"><p>$46,373.61</p></td><td style=\"text-align:left;\"><p>$47,571.88</p></td></tr><tr><td style=\"text-align:left;\"><p>2027</p></td><td style=\"text-align:left;\"><p>$167,248.5</p></td><td style=\"text-align:left;\"><p>$40,083.88</p></td><td style=\"text-align:left;\"><p>$45,197.68</p></td><td style=\"text-align:left;\"><p>$53,455.74</p></td><td style=\"text-align:left;\"><p>$54,709.73</p></td></tr><tr><td style=\"text-align:left;\"><p>2028</p></td><td style=\"text-align:left;\"><p>$175,025.6</p></td><td style=\"text-align:left;\"><p>$47,078.51</p></td><td style=\"text-align:left;\"><p>$53,084.67</p></td><td style=\"text-align:left;\"><p>$61,726.73</p></td><td style=\"text-align:left;\"><p>$63,039.04</p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p>^Final EBITA^</p></td></tr></tbody></table><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90a2b3d81905562e6d4cd4d6443240d7\" alt=\"Author&#39;s Calculations\" title=\"Author&#39;s Calculations\" tg-width=\"640\" tg-height=\"679\"/><span>Author&#39;s Calculations</span></p><p>The initial model suggests that Alibaba is undervalued by a significant margin, approximately 161.9%. According to this model, the fair stock price is estimated to be $204.9, closely aligning with the stock price on July 9, 2021, when the stock traded at $205.94, a period within the onset of the bear market.</p><p>Additionally, the model indicates a projected future stock price of $274.7. This implies a potential gain of 41.9% until 2028, aligning with Alibaba&#39;s FY2029.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0901371041fe275255a832be806605b0\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"344\"/><span>Seeking Alpha</span></p><h3 id=\"id_3561401362\">My Estimates</h3><p>In this alternative model, I have projected the growth of each of Alibaba&#39;s segments based on the expected CAGR in their respective markets. The Chinese Retail &amp; Wholesale segments are forecasted to grow at a CAGR of 8.21%, International Retail &amp; Wholesale at 15%, Cainiao in the Platform Delivery market at 5.15%, Chinese cloud at 20.44%, and Chinese Digital Media &amp; Entertainment at a rate of 10.88%. For Local Consumer Services, where estimating revenues is challenging, a conservative growth rate of 5% has been applied, which is notably below the current YoY growth of 16% for this segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0aba12ef54f1700a42b67ae82e18682\" alt=\"Author&#39;s Calculations\" title=\"Author&#39;s Calculations\" tg-width=\"640\" tg-height=\"98\"/><span>Author&#39;s Calculations</span></p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p>Revenue</p></td><td style=\"text-align:left;\"><p>Net Income</p></td><td style=\"text-align:left;\"><p>Plus Taxes</p></td><td style=\"text-align:left;\"><p>Plus D&amp;A</p></td><td style=\"text-align:left;\"><p>Plus Interest</p></td></tr><tr><td style=\"text-align:left;\"><p>FY 2024</p></td><td style=\"text-align:left;\"><p>$125,311.9</p></td><td style=\"text-align:left;\"><p>$18,170.23</p></td><td style=\"text-align:left;\"><p>$20,488.34</p></td><td style=\"text-align:left;\"><p>$26,733.94</p></td><td style=\"text-align:left;\"><p>$27,682.34</p></td></tr><tr><td style=\"text-align:left;\"><p>FY 2025</p></td><td style=\"text-align:left;\"><p>$137,322.4</p></td><td style=\"text-align:left;\"><p>$19,911.75</p></td><td style=\"text-align:left;\"><p>$22,452.04</p></td><td style=\"text-align:left;\"><p>$28,697.64</p></td><td style=\"text-align:left;\"><p>$29,646.04</p></td></tr><tr><td style=\"text-align:left;\"><p>FY 2026</p></td><td style=\"text-align:left;\"><p>$150,693.7</p></td><td style=\"text-align:left;\"><p>$21,850.58</p></td><td style=\"text-align:left;\"><p>$24,638.23</p></td><td style=\"text-align:left;\"><p>$32,148.86</p></td><td style=\"text-align:left;\"><p>$33,289.36</p></td></tr><tr><td style=\"text-align:left;\"><p>FY 2027</p></td><td style=\"text-align:left;\"><p>$165,610.7</p></td><td style=\"text-align:left;\"><p>$24,013.55</p></td><td style=\"text-align:left;\"><p>$27,077.14</p></td><td style=\"text-align:left;\"><p>$35,331.25</p></td><td style=\"text-align:left;\"><p>$36,584.65</p></td></tr><tr><td style=\"text-align:left;\"><p>FY 2028</p></td><td style=\"text-align:left;\"><p>$182,287.9</p></td><td style=\"text-align:left;\"><p>$26,431.75</p></td><td style=\"text-align:left;\"><p>$29,803.84</p></td><td style=\"text-align:left;\"><p>$38,889.16</p></td><td style=\"text-align:left;\"><p>$40,268.77</p></td></tr><tr><td style=\"text-align:left;\"><p>FY 2029</p></td><td style=\"text-align:left;\"><p>$200,974.3</p></td><td style=\"text-align:left;\"><p>$29,141.27</p></td><td style=\"text-align:left;\"><p>$32,859.04</p></td><td style=\"text-align:left;\"><p>$42,875.69</p></td><td style=\"text-align:left;\"><p>$44,396.73</p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p>^Final EBITA^</p></td></tr></tbody></table><p>Author&#39;s Calculations</p><p>This more conservative model suggests a fair price of $148.1, indicating an upside of 89.3% from the current stock price of $78.2. Looking ahead to FY2029, the projected stock price is $184.2, translating into annual returns of 22.6%. While not as high as the previous model, these returns are still substantial and attractive.</p><h2 id=\"id_3686040600\">Risks to Thesis</h2><p>The primary risk factor in this bullish thesis revolves around the influence exerted by the Chinese Government. The government&#39;s control over corporations, as evidenced by the halt in the Ant Group&#39;s IPO in Hong Kong, poses a considerable risk. If there were a concerted effort to sideline Jack Ma, a key figure in the company&#39;s direction, it could deliver a significant intellectual blow to Alibaba. In such a scenario, the company would need to secure an equally capable protector, given Ma&#39;s influential role despite not holding the CEO position.</p><p>Secondly, there exists the risk of a severe Chinese recession impacting Alibaba&#39;s sales volume. With over 65% of e-commerce revenues hinging on the Chinese market, the company is vulnerable to economic downturns. This vulnerability extends beyond e-commerce to include entertainment platforms and Cainiao, which is intricately tied to e-commerce operations.</p><p>Lastly, there is the risk of a foreign competitor, such as Amazon.com, Inc. (AMZN), succeeding in growing aggressively within the Chinese market. Alibaba&#39;s lack of logistical infrastructure in the US to counterbalance Amazon&#39;s influence could position the company unfavorably in the long term. To mitigate this risk, Alibaba would need to consider strategic expansion into other markets.</p><h2 id=\"id_2850560331\">Conclusion</h2><p>In conclusion, Alibaba Group Holdings Limited emerges as a compelling investment opportunity marked by a resilient business model and diversified revenue streams. Despite recent challenges and regulatory uncertainties, the company&#39;s strategic segments, including e-commerce, cloud, and logistics, showcase robust growth potential domestically and internationally.</p><p>Throughout two DCF models, we observe that Alibaba&#39;s undervaluation could be as high as 161.9% considering analysts&#39; estimates. However, to make it more conservative, I conducted my own estimates which suggest that Alibaba is undervalued by 89.3%. After conducting the two models, I am assigning Alibaba a stock price target of $148.1, which is an 89.3% upside from the current stock price of $78.2. Furthermore, the stock could reach a price of $184.2 in FY 2029 (year 2028), which translates into 22.4% annual returns.</p><p>The undervaluation indicators, coupled with the recent stock pullback, suggest this is an attractive entry point for Alibaba Group Holding Limited stock, but investors must remain vigilant to risks associated with governmental influence, economic downturns, and foreign competition. Alibaba&#39;s adeptness in navigating these challenges, coupled with its financial strength and strategic positioning, positions it favorably for long-term growth.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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 Is Hugely Undervalued?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Is Hugely Undervalued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-23 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4653737-alibaba-is-hugely-undervalued><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group Holding Limited offers a compelling investment opportunity with a diversified portfolio spanning e-commerce, cloud services, logistics, and digital media, providing resilience in a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4653737-alibaba-is-hugely-undervalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4538":"云计算","BK4550":"红杉资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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Templeton Global Equity Income A MDIS SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4535":"淡马锡持仓"},"source_url":"https://seekingalpha.com/article/4653737-alibaba-is-hugely-undervalued","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2385466779","content_text":"Alibaba Group Holding Limited offers a compelling investment opportunity with a diversified portfolio spanning e-commerce, cloud services, logistics, and digital media, providing resilience in a dynamic market.Despite recent challenges and regulatory uncertainties, Alibaba's strategic segments, both domestically and internationally, showcase robust growth potential, emphasizing the company's adaptability and innovation.The recent stock pullback, coupled with an undervaluation that could be as high as 161.9%, presents an attractive entry point for investors looking to capitalize on Alibaba's long-term growth prospects.Investors must remain vigilant to potential risks, including governmental influence, economic downturns, and competition from foreign players, acknowledging the nuanced balance between Alibaba's strengths and external factors.Alibaba's solid financial foundation, diversified revenue streams, and strategic positioning position it favorably for long-term growth, making it a promising investment choice.Robert WayThesisAfter the release of FQ2 2024, Alibaba Group Holding Limited (NYSE:BABA) experienced a 10% decline as the company fell short of revenue expectations by $250 million, despite EPS estimates. Additionally, the company abandoned its plans to spin off its cloud business, citing uncertainties in the growth trajectory caused by the U.S.-imposed restrictions on AI chip imports.Nevertheless, in this article, I will elucidate using two valuation models why Alibaba is significantly undervalued, marking an undervaluation of up to 80%. This substantial undervaluation provides a considerable margin of security for investors, warranting a \"strong buy\" recommendation. I propose a fair price of $148.1 for the stock.OverviewFQ2 2024 AlibabaFY 2023Q2 2024 EarningsIn FQ2 2024, Alibaba outperformed expectations in earnings but fell short on revenue, with a notable miss of $230 million. Despite this, the company reported an impressive EPS of $2.14, surpassing the consensus by $0.05.The most significant blow to these earnings results came as Alibaba opted to abandon its plan to spin off its cloud business. The rationale behind this decision was a belief that the spin-off would not deliver the anticipated shareholder value. Furthermore, the company pointed to the current export restrictions on AI chips imposed by the U.S., which has cast uncertainty over the prospects of its cloud segment.Adding to the challenges, Alibaba disclosed that Jack Ma's family trust intends to sell 10 million shares valued at $870.71 million on November 21.MarketE-Commerce ChinaAlibaba's primary focus lies in e-commerce, as illustrated in the table below, with a significant dependency on China, representing 67% of this segment. However, since 2021, Alibaba has successfully reduced its reliance on the Chinese market by 3%.In addition to its Chinese and international e-commerce segments, Alibaba operates in the \"wholesale\" segment. This facet involves collaboration with Chinese factories, functioning in a producer-to-consumer model. Notably, the cost per unit decreases with higher purchase quantities.Projections indicate an anticipated growth rate of 8.21% for the Chinese e-commerce market throughout 2027. In contrast, the global e-commerce market is expected to experience a more robust growth rate of approximately 15% by 2032.StatistaPrecedence ResearchLocal Consumer ServicesThe Local Consumer Services segment of Alibaba encompasses a range of diverse services designed to cater to various consumer needs. Among these services are Ele.me, a prominent on-demand delivery platform, Amap, providing digital mapping services along with real-time traffic information, Fliggy, an online travel platform, and Taoxianda, a platform aiding retailers in establishing and managing online stores.Cainiao - Platform Delivery ChinaCainiao, a company 70% owned by Alibaba following its acquisition of the majority stake in 2017, specializes in logistics. Serving as a crucial complement to Alibaba's e-commerce operations in China, Cainiao plays a pivotal role in ensuring timely deliveries within China, often achieving the impressive feat of completing deliveries in less than 24 hours.Notably, the platform delivery segment has experienced recent growth, propelled by the surge in e-commerce sales. Projections indicate a continued growth rate of 5.15% for this market throughout 2027.Author's Calculations with base on StatistaCloud - ChinaAlibaba also boasts a formidable presence in the cloud segment, initially slated for a significant spinoff as part of a major strategic plan. This move garnered widespread acclaim from investors, given the robust prospects of the cloud market in China. Projections estimate a noteworthy growth rate of 20.44%, and the autonomy of an independent Alibaba Cloud company is anticipated to drive rapid revenue expansion and robust cash-flow growth, particularly considering the high profitability associated with cloud services.Notably, the projected growth rate of 20.44% for the Chinese cloud market closely aligns with the impressive revenue growth that Alibaba has consistently demonstrated within its cloud segment.Author's Calculations with base on StatistaDigital Media & Entertainment - ChinaThe final segment in Alibaba's diverse portfolio is Digital Media and Entertainment, featuring key components such as Youku, a prominent video platform, and Alibaba Pictures, which encompasses intellectual property, licensing, and cinema ticketing management for the movie industry. Additionally, the company provides other content platforms and engages in the online gaming sector.Projections for the digital media market in China are optimistic, with an expected growth rate of 10.88%. This growth is anticipated to be fueled by the increasing revenue per user, projected to experience a substantial uptick of 7.6% from 2023 to 2027.StatistaStatistaFinancialAlibaba has demonstrated remarkable revenue growth over the past six years. Since FY2018, the company has achieved an annual revenue growth rate of 35.68%. However, in a recent development, Alibaba experienced its first decline in revenue, with a year-over-year reduction of 5.97%.What stands out is the company's ability to consistently grow its net income, a crucial factor influencing a discounted cash flow (\"DCF\") model. The net income has grown at a commendable annual rate of 15.57%, currently standing at $18.16 billion, though below the 2021 all-time high of $22.98 billion.In terms of margins, a noticeable downward trend is observed in both operating margin and net income margin. In FY2018, these metrics were above 25%, with the operating margin at 28.21% and the net income margin at 25.61%. As of the latest earnings release, both metrics have decreased to 14.66% and 14.50%, respectively.Author's CalculationsAuthor's CalculationsAlibaba's financial foundation appears robust, with a substantial cash reserve of $78.66 billion and a comparatively low debt burden. Long-term debt stands at $21.71 billion, while short-term debt is at $5.4 billion.Author's CalculationsDespite the overall positive financial outlook, Alibaba's free cash flow has experienced annual growth of 9.38%. The free cash flow margin, however, has seen a significant decrease from FY2018's 36.6% to the current level of 18.2%. This indicates a potential decrease in efficiency, and Alibaba attributes this shift to the presence of project-based contracts, which inherently have lower margins. The company is actively working to reduce the impact of these contracts to enhance overall margins.Author's CalculationsAuthor's CalculationsAuthor's CalculationsValuationIn this valuation of Alibaba, I will employ two distinct models: the first relies on analysts' estimates for revenue and net income, while the second model involves my own estimates formulated from scratch. These estimates are based on the anticipated growth rates within the markets of each of Alibaba's operating segments.The table below outlines the assumptions integral to calculating Alibaba's fair stock price. Notably, D&A, interest expenses, and CapEx will be computed using margins tied to revenue.Ultimately, the WACC will be derived from variables such as equity value, debt value, and the cost of debt, utilizing the widely recognized formula.For FY2023 and FY2024, analysts anticipate revenues of $133.3 billion and $145.93 billion, respectively. Subsequently, for FY2026-2029, I will apply an expected forward revenue growth rate of 4.87%.TABLE OF ASSUMPTIONS(Current data)Assumptions Part 1Equity Value141,772.60Debt Value27,182.30Cost of Debt3.49%Tax Rate12.76%10y Treasury4.80%Beta0.89Market Return10.50%Cost of Equity9.87%Assumptions Part 2CapEx4,702.10Capex Margin3.75%Net Income18,168.20Interest948.40Tax2,656.80D&A6,245.60Ebitda28,019.00D&A Margin4.98%Interest Expense Margin0.76%Revenue125,311.9Analysts' EstimatesFor FY2023 and FY2024, analysts are anticipating revenues of $133.3 billion and $145.93 billion, respectively. Looking ahead to FY2026-2029, a forward revenue growth rate of 4.87% will be applied.In terms of net income, analysts project an EPS of $8.92, translating to a net income of $22.63 billion for FY2024. For FY2025, the estimate increases to an EPS of $9.75, corresponding to a net income of $24.74 billion. Subsequently, for FY2026-2029, the anticipated 3-5 year long-term expected EPS growth rate of 17.45% will be applied.RevenueNet IncomePlus TaxesPlus D&APlus Interest2023$133,310.0$22,634.50$25,522.15$32,104.47$33,104.002024$145,930.0$24,740.63$27,896.97$34,479.29$35,478.822025$152,715.7$29,057.86$32,764.99$40,305.48$41,450.522026$159,817.0$34,128.46$38,482.48$46,373.61$47,571.882027$167,248.5$40,083.88$45,197.68$53,455.74$54,709.732028$175,025.6$47,078.51$53,084.67$61,726.73$63,039.04^Final EBITA^Author's CalculationsThe initial model suggests that Alibaba is undervalued by a significant margin, approximately 161.9%. According to this model, the fair stock price is estimated to be $204.9, closely aligning with the stock price on July 9, 2021, when the stock traded at $205.94, a period within the onset of the bear market.Additionally, the model indicates a projected future stock price of $274.7. This implies a potential gain of 41.9% until 2028, aligning with Alibaba's FY2029.Seeking AlphaMy EstimatesIn this alternative model, I have projected the growth of each of Alibaba's segments based on the expected CAGR in their respective markets. The Chinese Retail & Wholesale segments are forecasted to grow at a CAGR of 8.21%, International Retail & Wholesale at 15%, Cainiao in the Platform Delivery market at 5.15%, Chinese cloud at 20.44%, and Chinese Digital Media & Entertainment at a rate of 10.88%. For Local Consumer Services, where estimating revenues is challenging, a conservative growth rate of 5% has been applied, which is notably below the current YoY growth of 16% for this segment.Author's CalculationsRevenueNet IncomePlus TaxesPlus D&APlus InterestFY 2024$125,311.9$18,170.23$20,488.34$26,733.94$27,682.34FY 2025$137,322.4$19,911.75$22,452.04$28,697.64$29,646.04FY 2026$150,693.7$21,850.58$24,638.23$32,148.86$33,289.36FY 2027$165,610.7$24,013.55$27,077.14$35,331.25$36,584.65FY 2028$182,287.9$26,431.75$29,803.84$38,889.16$40,268.77FY 2029$200,974.3$29,141.27$32,859.04$42,875.69$44,396.73^Final EBITA^Author's CalculationsThis more conservative model suggests a fair price of $148.1, indicating an upside of 89.3% from the current stock price of $78.2. Looking ahead to FY2029, the projected stock price is $184.2, translating into annual returns of 22.6%. While not as high as the previous model, these returns are still substantial and attractive.Risks to ThesisThe primary risk factor in this bullish thesis revolves around the influence exerted by the Chinese Government. The government's control over corporations, as evidenced by the halt in the Ant Group's IPO in Hong Kong, poses a considerable risk. If there were a concerted effort to sideline Jack Ma, a key figure in the company's direction, it could deliver a significant intellectual blow to Alibaba. In such a scenario, the company would need to secure an equally capable protector, given Ma's influential role despite not holding the CEO position.Secondly, there exists the risk of a severe Chinese recession impacting Alibaba's sales volume. With over 65% of e-commerce revenues hinging on the Chinese market, the company is vulnerable to economic downturns. This vulnerability extends beyond e-commerce to include entertainment platforms and Cainiao, which is intricately tied to e-commerce operations.Lastly, there is the risk of a foreign competitor, such as Amazon.com, Inc. (AMZN), succeeding in growing aggressively within the Chinese market. Alibaba's lack of logistical infrastructure in the US to counterbalance Amazon's influence could position the company unfavorably in the long term. To mitigate this risk, Alibaba would need to consider strategic expansion into other markets.ConclusionIn conclusion, Alibaba Group Holdings Limited emerges as a compelling investment opportunity marked by a resilient business model and diversified revenue streams. Despite recent challenges and regulatory uncertainties, the company's strategic segments, including e-commerce, cloud, and logistics, showcase robust growth potential domestically and internationally.Throughout two DCF models, we observe that Alibaba's undervaluation could be as high as 161.9% considering analysts' estimates. However, to make it more conservative, I conducted my own estimates which suggest that Alibaba is undervalued by 89.3%. After conducting the two models, I am assigning Alibaba a stock price target of $148.1, which is an 89.3% upside from the current stock price of $78.2. Furthermore, the stock could reach a price of $184.2 in FY 2029 (year 2028), which translates into 22.4% annual returns.The undervaluation indicators, coupled with the recent stock pullback, suggest this is an attractive entry point for Alibaba Group Holding Limited stock, but investors must remain vigilant to risks associated with governmental influence, economic downturns, and foreign competition. Alibaba's adeptness in navigating these challenges, coupled with its financial strength and strategic positioning, positions it favorably for long-term growth.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242662069493872,"gmtCreate":1700280822201,"gmtModify":1700280827404,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Nice article. Do you beleive? 🤣🍻","listText":"Nice article. Do you beleive? 🤣🍻","text":"Nice article. Do you beleive? 🤣🍻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242662069493872","repostId":"2384136807","repostType":4,"repost":{"id":"2384136807","pubTimestamp":1700276400,"share":"https://ttm.financial/m/news/2384136807?lang=&edition=fundamental","pubTime":"2023-11-18 11:00","market":"hk","language":"en","title":"Alibaba Is Now A Capital Return Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2384136807","media":"Seeking Alpha","summary":"Alibaba Group Holding Limited said it would scrap its Cloud Intelligence Group spinoff due to chip supply uncertainty. The news sent shares of Alibaba 9% lower.The e-Commerce firm's revenue growth slowed slightly in second fiscal quarter, but strong earnings and free cash flow were two positive takeaways.The introduction of a dividend increases the appeal of Alibaba shares.Alibaba's valuation is cheap, but risks include a further slowdown in Alibaba's core e-Commerce business.   Richard Drury Shares of Alibaba Group Holding Limited  slumped 9% after the company called off its Cloud Intelligence Group spinoff due to uncertainty over securing chip supplies. Alibaba’s results for the second fiscal quarter, however, were quite good, although revenue growth slowed compared to the first fiscal quarter. Alibaba generated strong earnings and free cash flow, and the company announced that it would start paying a dividend to shareholders…which should increase the appeal of Alibaba’s shares. Cons","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba Group Holding Limited said it would scrap its Cloud Intelligence Group spinoff due to chip supply uncertainty. The news sent shares of Alibaba 9% lower.</p></li><li><p>The e-Commerce firm&#39;s revenue growth slowed slightly in second fiscal quarter, but strong earnings and free cash flow were two positive takeaways.</p></li><li><p>The introduction of a dividend increases the appeal of Alibaba shares.</p></li><li><p>Alibaba&#39;s valuation is cheap, but risks include a further slowdown in Alibaba&#39;s core e-Commerce business.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb25a5d1b86a83b828233bfd85248396\" alt=\"Richard Drury\" title=\"Richard Drury\" tg-width=\"750\" tg-height=\"500\"/><span>Richard Drury</span></p><p>Shares of <strong>Alibaba Group Holding Limited</strong> (NYSE:BABA) slumped 9% after the company called off its Cloud Intelligence Group spinoff due to uncertainty over securing chip supplies. Alibaba’s results for the second fiscal quarter, however, were quite good, although revenue growth slowed compared to the first fiscal quarter. Alibaba generated strong earnings and free cash flow, and the company announced that it would start paying a dividend to shareholders… which should increase the appeal of Alibaba’s shares. Considering that Alibaba returned 40% of its free cash flow to shareholders in the first six months of the year and will pay a dividend, I believe Alibaba might best be seen as a capital return play going forward!</p><h2 id=\"id_1086132218\">Previous rating</h2><p>In my work “Cloud Spin-Off Incoming,&#34; I said that Alibaba’s Cloud spinoff could be worth up to $60B as Alibaba pushed for a major reorganization of its business. Reasons why I rated Alibaba a hold until now related to the company&#39;s strength in its Cainiao logistics business, but I recognized e-Commerce headwinds as well. Given that Alibaba is now a capital return play, I am upgrading BABA to buy.</p><h2 id=\"id_3653284237\">Alibaba delivers a solid earnings sheet</h2><p>Alibaba generated 9% top line growth in the second fiscal quarter compared to an 14% revenue growth rate in the previous quarter. Alibaba’s total revenues in FQ2’24 were 224.8B Chinese Yuan ($30.8B).</p><p>Unfortunately, Alibaba saw a slowdown in the important Taobao and Tmall Group e-Commerce business in the September quarter which generated 97.7B Chinese Yuan ($13.4B) in revenues, showing a year over year growth rate of 4%. In the previous quarter, FQ1’24, the segment saw 12% growth. However, weakness in Taobao and Tmall Group was partially offset by strength in Alibaba’s international e-Commerce operations, which saw 53% Y/Y growth in FQ2’24 (41% growth in FQ1&#39;24) and generated 24.5B Chinese Yuan ($3.4B) in revenues.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2762f1d11afd77936f07d058dfd53ff\" alt=\"Source: Alibaba\" title=\"Source: Alibaba\" tg-width=\"640\" tg-height=\"171\"/><span>Source: Alibaba</span></p><p>Despite slowing top line growth, Alibaba did, however, post strong profitability, with earnings soaring in the second fiscal quarter. Alibaba&#39;s net income totaled 27.7B Chinese Yuan ($3.8B) compared a loss-making period last year. The return to profitability, and especially Alibaba&#39;s strong free cash flow, underline why Alibaba&#39;s shares are undervalued, in my opinion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8bf6d82edcc3bb56a64c5e5699d4e67\" alt=\"Source: Alibaba\" title=\"Source: Alibaba\" tg-width=\"640\" tg-height=\"275\"/><span>Source: Alibaba</span></p><h2 id=\"id_422758144\">Alibaba is now a capital return play, and announces a first-ever dividend payment</h2><p>Alibaba did report a solid amount of free cash flow for the second fiscal quarter, underlining the notion that even with moderate top line growth the Chinese e-Commerce firm can generate a ton of free cash flow… which the company also uses to reward shareholders.</p><p>Alibaba reported 45.2B Chinese Yuan ($6.2B) in free cash flow in the second fiscal quarter on revenues of 224.8B Chinese Yuan ($30.8B)… which calculates to an impressive free cash flow margin of 20%. In the year-earlier period, Alibaba generated a FCF margin of 17%.</p><p>Importantly, Alibaba returns a considerable percentage of its free cash flow to shareholders through stock buybacks, which makes Alibaba a bit of capital return play (especially after the company also introduced its first-ever dividend), in addition to being a broad investment bet on the Chinese e-Commerce economy.</p><p>In the second fiscal quarter, Alibaba spent 11.8B Chinese Yuan ($1.6B) on stock buybacks, which implies a free cash flow return percentage of 26%. In the first six months of the current fiscal year, Alibaba repurchased 34.0B Chinese Yuan ($4.7B) worth of its own shares, which represents a free cash flow return percentage of 40%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e420ababeca8357556d60a4c8c9c5de\" alt=\"Source: Alibaba\" title=\"Source: Alibaba\" tg-width=\"640\" tg-height=\"203\"/><span>Source: Alibaba</span></p><p>Alibaba also announced that it was introducing a dividend in the amount of $0.125 per ordinary share which will be paid to holders of ordinary shares and ADSs as of the close of business on December 21, 2023. While the dividend payment itself, with regard to its total dollar amount, is not that significant, Alibaba signals its confidence in its business model and future earnings trajectory... which is a positive. Together with an already high FCF return percentage, I believe the deal should improve investor sentiment for Alibaba going forward.</p><h2 id=\"id_3153262837\">Cloud spinoff likely only delayed</h2><p>Alibaba announced that it scrapped its Cloud Intelligence Group spin-off due to concerns about U.S. chip export bans affecting China and the availability of AI chips from companies like Nvidia. The U.S. government has limited the availability of high-performance chips to China, such as Nvidia’s (NVDA) H100 chip, as they could be used for military purposes. However, in the long term, I believe Alibaba&#39;s Cloud business will be spun off as trade tensions between China and U.S. ease.</p><h2 id=\"id_2260370504\">Alibaba’s valuation vs. Chinese e-Commerce rivals</h2><p>Alibaba is cheaper than cheap: shares of the Chinese e-Commerce company are trading at merely 8.2X forward earnings and 6.8X free cash flow. JD.com (JD) sells at similarly depressed earnings and FCF multiplier factors, while PDD Holdings (PDD) is more expensive on both an earnings and free cash flow basis.</p><p>Alibaba&#39;s 8.2X P/E ratio implies a massive earnings yield of 12% which suggests that the market may be too bearish on the Chinese e-Commerce company (the FCF yield is even higher at 15%). Considering how much free cash flow the company generates, I believe Alibaba represents very strong earnings and free cash flow value for long term investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed287e1105f6419853aa34a170e2d05e\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"549\"/><span>Data by YCharts</span></p><h2 id=\"id_1921923231\">Risks with Alibaba</h2><p>Alibaba has proven to be a volatile stock and the company has had its fair amount of disappointments, ranging from brutal COVID-19 lockdowns in China to government crackdowns and now the scrapped Cloud Intelligence Group spinoff. The biggest risk for Alibaba, as I see it, is a further slowdown in the e-Commerce business, especially in the Taobao and Tmall Group, which is still responsible for the majority of revenues in Alibaba’s business portfolio.</p><h2 id=\"id_134432248\">Final thoughts</h2><p>Alibaba scrapped its Cloud Intelligence Group spinoff, which weighed heavily on shares, but this announcement clouded an otherwise solid earnings release that included a 9% top line increase Y/Y, impressive profitability and strong free cash flow (and a growing free cash flow margin). Alibaba also announced that it would start to pay a dividend… which together with an already high free cash flow return percentage makes Alibaba not only a bet on Chinese e-Commerce growth, but a capital return play as well.</p><p>Additionally, Alibaba’s shares remain firmly in the bargain zone, trading at less than 9X FY 2024 earnings… implying an earnings yield of 12%. While the scrapped Cloud spinoff is a short-term setback for investors, I believe shares should rebound quickly given the prospects for higher capital returns going forward. Alibaba, after all, is now a dividend stock!</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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 Is Now A Capital Return Play</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Is Now A Capital Return Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-18 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4652671-alibaba-is-now-a-dividend-stock-rating-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group Holding Limited said it would scrap its Cloud Intelligence Group spinoff due to chip supply uncertainty. The news sent shares of Alibaba 9% lower.The e-Commerce firm's revenue growth ...</p>\n\n<a href=\"https://seekingalpha.com/article/4652671-alibaba-is-now-a-dividend-stock-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4565":"NFT概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BABA":"阿里巴巴","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4592":"伊斯兰概念","LU0080751232.USD":"富达环球多元动力基金A","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","BK4567":"ESG概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4220":"综合零售","BK4501":"段永平概念","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4588":"碎股","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4503":"景林资产持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4502":"阿里概念","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4505":"高瓴资本持仓","LU1051768304.USD":"贝莱德新兴市场股票收益A6","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","BK4504":"桥水持仓","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4652671-alibaba-is-now-a-dividend-stock-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2384136807","content_text":"Alibaba Group Holding Limited said it would scrap its Cloud Intelligence Group spinoff due to chip supply uncertainty. The news sent shares of Alibaba 9% lower.The e-Commerce firm's revenue growth slowed slightly in second fiscal quarter, but strong earnings and free cash flow were two positive takeaways.The introduction of a dividend increases the appeal of Alibaba shares.Alibaba's valuation is cheap, but risks include a further slowdown in Alibaba's core e-Commerce business.Richard DruryShares of Alibaba Group Holding Limited (NYSE:BABA) slumped 9% after the company called off its Cloud Intelligence Group spinoff due to uncertainty over securing chip supplies. Alibaba’s results for the second fiscal quarter, however, were quite good, although revenue growth slowed compared to the first fiscal quarter. Alibaba generated strong earnings and free cash flow, and the company announced that it would start paying a dividend to shareholders… which should increase the appeal of Alibaba’s shares. Considering that Alibaba returned 40% of its free cash flow to shareholders in the first six months of the year and will pay a dividend, I believe Alibaba might best be seen as a capital return play going forward!Previous ratingIn my work “Cloud Spin-Off Incoming,\" I said that Alibaba’s Cloud spinoff could be worth up to $60B as Alibaba pushed for a major reorganization of its business. Reasons why I rated Alibaba a hold until now related to the company's strength in its Cainiao logistics business, but I recognized e-Commerce headwinds as well. Given that Alibaba is now a capital return play, I am upgrading BABA to buy.Alibaba delivers a solid earnings sheetAlibaba generated 9% top line growth in the second fiscal quarter compared to an 14% revenue growth rate in the previous quarter. Alibaba’s total revenues in FQ2’24 were 224.8B Chinese Yuan ($30.8B).Unfortunately, Alibaba saw a slowdown in the important Taobao and Tmall Group e-Commerce business in the September quarter which generated 97.7B Chinese Yuan ($13.4B) in revenues, showing a year over year growth rate of 4%. In the previous quarter, FQ1’24, the segment saw 12% growth. However, weakness in Taobao and Tmall Group was partially offset by strength in Alibaba’s international e-Commerce operations, which saw 53% Y/Y growth in FQ2’24 (41% growth in FQ1'24) and generated 24.5B Chinese Yuan ($3.4B) in revenues.Source: AlibabaDespite slowing top line growth, Alibaba did, however, post strong profitability, with earnings soaring in the second fiscal quarter. Alibaba's net income totaled 27.7B Chinese Yuan ($3.8B) compared a loss-making period last year. The return to profitability, and especially Alibaba's strong free cash flow, underline why Alibaba's shares are undervalued, in my opinion.Source: AlibabaAlibaba is now a capital return play, and announces a first-ever dividend paymentAlibaba did report a solid amount of free cash flow for the second fiscal quarter, underlining the notion that even with moderate top line growth the Chinese e-Commerce firm can generate a ton of free cash flow… which the company also uses to reward shareholders.Alibaba reported 45.2B Chinese Yuan ($6.2B) in free cash flow in the second fiscal quarter on revenues of 224.8B Chinese Yuan ($30.8B)… which calculates to an impressive free cash flow margin of 20%. In the year-earlier period, Alibaba generated a FCF margin of 17%.Importantly, Alibaba returns a considerable percentage of its free cash flow to shareholders through stock buybacks, which makes Alibaba a bit of capital return play (especially after the company also introduced its first-ever dividend), in addition to being a broad investment bet on the Chinese e-Commerce economy.In the second fiscal quarter, Alibaba spent 11.8B Chinese Yuan ($1.6B) on stock buybacks, which implies a free cash flow return percentage of 26%. In the first six months of the current fiscal year, Alibaba repurchased 34.0B Chinese Yuan ($4.7B) worth of its own shares, which represents a free cash flow return percentage of 40%.Source: AlibabaAlibaba also announced that it was introducing a dividend in the amount of $0.125 per ordinary share which will be paid to holders of ordinary shares and ADSs as of the close of business on December 21, 2023. While the dividend payment itself, with regard to its total dollar amount, is not that significant, Alibaba signals its confidence in its business model and future earnings trajectory... which is a positive. Together with an already high FCF return percentage, I believe the deal should improve investor sentiment for Alibaba going forward.Cloud spinoff likely only delayedAlibaba announced that it scrapped its Cloud Intelligence Group spin-off due to concerns about U.S. chip export bans affecting China and the availability of AI chips from companies like Nvidia. The U.S. government has limited the availability of high-performance chips to China, such as Nvidia’s (NVDA) H100 chip, as they could be used for military purposes. However, in the long term, I believe Alibaba's Cloud business will be spun off as trade tensions between China and U.S. ease.Alibaba’s valuation vs. Chinese e-Commerce rivalsAlibaba is cheaper than cheap: shares of the Chinese e-Commerce company are trading at merely 8.2X forward earnings and 6.8X free cash flow. JD.com (JD) sells at similarly depressed earnings and FCF multiplier factors, while PDD Holdings (PDD) is more expensive on both an earnings and free cash flow basis.Alibaba's 8.2X P/E ratio implies a massive earnings yield of 12% which suggests that the market may be too bearish on the Chinese e-Commerce company (the FCF yield is even higher at 15%). Considering how much free cash flow the company generates, I believe Alibaba represents very strong earnings and free cash flow value for long term investors.Data by YChartsRisks with AlibabaAlibaba has proven to be a volatile stock and the company has had its fair amount of disappointments, ranging from brutal COVID-19 lockdowns in China to government crackdowns and now the scrapped Cloud Intelligence Group spinoff. The biggest risk for Alibaba, as I see it, is a further slowdown in the e-Commerce business, especially in the Taobao and Tmall Group, which is still responsible for the majority of revenues in Alibaba’s business portfolio.Final thoughtsAlibaba scrapped its Cloud Intelligence Group spinoff, which weighed heavily on shares, but this announcement clouded an otherwise solid earnings release that included a 9% top line increase Y/Y, impressive profitability and strong free cash flow (and a growing free cash flow margin). Alibaba also announced that it would start to pay a dividend… which together with an already high free cash flow return percentage makes Alibaba not only a bet on Chinese e-Commerce growth, but a capital return play as well.Additionally, Alibaba’s shares remain firmly in the bargain zone, trading at less than 9X FY 2024 earnings… implying an earnings yield of 12%. While the scrapped Cloud spinoff is a short-term setback for investors, I believe shares should rebound quickly given the prospects for higher capital returns going forward. Alibaba, after all, is now a dividend stock!Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242263347540120,"gmtCreate":1700183540542,"gmtModify":1700183544462,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Comforting 🤣🍻","listText":"Comforting 🤣🍻","text":"Comforting 🤣🍻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242263347540120","repostId":"2384068708","repostType":4,"repost":{"id":"2384068708","pubTimestamp":1700182520,"share":"https://ttm.financial/m/news/2384068708?lang=&edition=fundamental","pubTime":"2023-11-17 08:55","market":"hk","language":"en","title":"Why Alibaba's Post Fiscal Q2 Stock Pullback Presents A Great Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=2384068708","media":"Seekingalpha","summary":"Alibaba Group Holding Limited's recent fiscal Q2 earnings report presents a mixed bag of results, but its international retail sector shows strong growth.The Alibaba decision not to proceed with a ful","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group Holding Limited&#39;s recent fiscal Q2 earnings report presents a mixed bag of results, but its international retail sector shows strong growth.</p></li><li><p>The Alibaba decision not to proceed with a full spinoff of the Cloud Intelligence Group and Freshippo&#39;s deferred IPO plan may negatively impact the share price.</p></li><li><p>Alibaba&#39;s strategic shift towards AI-driven cloud computing services and its commitment to return value to shareholders make it an attractive investment opportunity.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f805543ab3786cb8cb1d7d9034e0368\" title=\"\" tg-width=\"750\" tg-height=\"500\"/></p><p>Robert Way</p><p>In the world of investment, every cloud indeed has a silver lining. The recent pullback in <strong>Alibaba Group Holding Limited&#39;s</strong> (<a href=\"https://laohu8.com/S/NYSE\">NYSE</a>:BABA, OTCPK:BABAF) stock price presents investors with an attractive opportunity to tap into a company poised for potentially accelerating growth. While the latest fiscal Q2 earnings report presents a mixed bag of results, it&#39;s important to view this in the context of Alibaba&#39;s strategic shift towards a more sustainable growth model. Despite the temporary setbacks, Alibaba&#39;s robust financial performance, particularly in its international retail sector, paints an encouraging picture for the future.</p><h2 id=\"id_1956584987\">Fiscal Q2 Earnings Analysis</h2><p>Alibaba&#39;s recent earnings report has presented a mixed bag of results, with the top line and adjusted EPS generally meeting expectations. However, the company&#39;s decision not to proceed with a full spinoff of the Cloud Intelligence Group, largely due to the U.S. government&#39;s restrictions on exports of advanced computing chips and semiconductor manufacturing equipment, is likely to trigger a negative response in the share price, in our view. Similarly, Freshippo&#39;s deferred IPO plan adds to the uncertainties.</p><p>Notable positives include the performance of Alibaba International Digital Commerce Group (AIDC). This unit has delivered a strong 53% YoY revenue growth, up from 41% last quarter. International retail revenue outpaced this, achieving an impressive 73% YoY growth. AIDC&#39;s ongoing preparations for external fundraising could further bolster its financial performance.</p><p><a href=\"https://laohu8.com/S/TSS\">Total</a> adjusted EBITA exceeded our estimate by 9%, primarily due to better-than-expected profits from Taobao and Tmall Group. Furthermore, the company&#39;s announcement of its first annual cash dividend distribution of US$1 per ADS, yielding 1.1% on the current share price, is an encouraging development for investors.</p><p>On the downside, the cloud business underperformed, registering a mere 2% YoY revenue growth—falling short of our 5% YoY estimate. The decision to halt the full spinoff of the Cloud Intelligence Group, primarily because of U.S. export restrictions, complicates the future of this segment.</p><p>The modest YoY decline in Taobao/Tmall&#39;s online paid GMV this quarter also raises concerns. This downturn could be symptomatic of broader challenges in the e-commerce sector, or it might be specific to Alibaba&#39;s platform. More data and subsequent quarters&#39; results will be needed to understand this trend fully.</p><h3 id=\"id_2154279053\">Insights From Call</h3><p>Alibaba Group&#39;s earnings call focused on a strategic shift towards a more sustainable growth model anchored on AI-driven demand for scalable and networked cloud computing services. The company opts against spinning off its Cloud Intelligence Group due to uncertainties from U.S. export restrictions on advanced computing chips. Instead, Alibaba is betting on the surge in AI, anticipating a continuous growth in demand for computing power and large model services.</p><p>The company&#39;s capital management plan revolves around four key areas. Firstly, enhancing return on invested capital is a priority. Alibaba aims to increase its single-digit ROIC to double digits, indicating an emphasis on profitability and efficiency improvements. Secondly, Alibaba plans to invest in strategic growth opportunities highlighted by its business reorganization, leveraging its robust balance sheet.</p><p>Thirdly, monetizing non-core assets is a strategic move for Alibaba. The company&#39;s balance sheet carries USD $67 billion in equity securities and other investments, which are not core but strategically important. The company is exploring ways to monetize these assets and return value to shareholders. Lastly, Alibaba&#39;s commitment to returning value to shareholders is evident in its share repurchase program and newly announced plans to pay an annual dividend.</p><p>Alibaba&#39;s Cloud Intelligence Group is at the forefront of the company&#39;s growth strategy. This strategy hinges on AI and prioritizing public cloud. The Group plans to aggressively invest in AI-related software and hardware, symbolizing a shift from traditional to AI computing. Alibaba envisions most AI computing to run in the cloud in the future and is positioning itself to be a leading provider of stable and efficient AI infrastructure across all industries.</p><p>The company is also creating an open and prosperous AI ecosystem. This was demonstrated by its recent announcement at the Apsara conference of a comprehensive upgrade of its AI infrastructure. Alibaba is actively managing the quality of its cloud revenue to enhance profitability. It plans to reduce project-based revenue exposure, invest more in core products for the public cloud, and improve the revenue quality of the cloud business by focusing on the public cloud.</p><h2 id=\"id_137944569\">Financial &amp; Valuation</h2><p><em>Note: All historical data in this section comes from the company’s SEC filings, and all consensus numbers come from FactSet.</em></p><p>Looking at the bigger picture, BABA&#39;s revenue growth, with a CAGR of 20.1% over the past three fiscal years, is impressive. However, forecasts suggest a slowdown in growth, with revenues expected to grow by 7.2% this fiscal year, reaching $132.5 billion, and by 9.8% the following year, reaching $145.5 billion. The EBIT margin, which decreased by 6.4% points over the past three fiscal years, from 18.0% to 11.6%, is expected to expand by 371 basis points this fiscal year to 15.3% and by another 7 basis points the following fiscal year to 15.4%.</p><p>We see a positive trend in the company&#39;s share dynamics. Over the past three years, BABA spent 4.4% of its revenue on share-based compensation. Meanwhile, the diluted outstanding common shares decreased by 6.4%, suggesting a strategic usage of share repurchases to offset shareholder dilution. This strategy, however, has not driven EPS growth significantly, which grew at a CAGR of only 1.5% over the past 3 fiscal years, lagging behind its revenue growth. The consensus forecasts EPS to increase by 15.8% to $8.99 this fiscal year, and by 4.5% to $9.40 the following fiscal year.</p><p>The projected free cash flow (&#34;FCF&#34;) for the current fiscal year is $22,194 million, a 16.7% FCF margin, which is a drop compared to four fiscal years ago, when it was $21,137 million, a 29.6% FCF margin. Considering the average FCF margin of 21.5% over the past four completed fiscal years, this seems to be a declining trend, which is a cause for concern. On the other hand, the capital expenditure as a percentage of revenue averaged 7.3% over the same period, suggesting that the business has relatively high capital intensity.</p><p>Alibaba&#39;s balance sheet looks healthy, with a net cash of $48,843 million. Now that Alibaba is paying a dividend, the stock should attractive income-focused investors.</p><p>Looking at its valuation on 2024 estimates, BABA is trading at an EV/Sales multiple of 1.0, an EV/EBIT multiple of 6.3, a P/E multiple of 8.4, and a FCF multiple of 7.9. These valuation multiples are significantly lower than the S&amp;P 500, suggesting that the stock is undervalued.</p><p>Using the rolling forward 12-month P/E metric, BABA is currently trading at 9.4, which is a historically low valuation relative to its 5-year mean of 19.9 and a 2-standard deviation range of 7.5 to 32.3. Compared to its peer JD, which is trading at a forward 12-month P/E of 8.9, BABA seems to be relatively well-valued.</p><h2 id=\"id_273496880\">Conclusion</h2><p>In an era where the power of AI and cloud computing is rapidly reshaping industries, Alibaba stands as a potential titan ready to emerge from the shadows. Its strategic shift towards AI-driven demand for scalable and networked cloud computing services, coupled with its commitment to return value to shareholders, underscores the company&#39;s resilience and determination to stay ahead of the curve.</p><p>Despite the recent pullback in the stock price, Alibaba&#39;s strong fundamentals, coupled with its historically low valuation relative to its 5-year mean, make it an attractive proposition for value investors. The company&#39;s robust balance sheet and impressive international retail growth, along with its focus on profitability and efficiency improvements, suggest a positive trajectory going forward. With its Cloud Intelligence Group at the forefront of the company&#39;s growth strategy, Alibaba is clearly positioning itself to be a leading provider of stable and efficient AI infrastructure across all industries.</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>Why Alibaba's Post Fiscal Q2 Stock Pullback Presents A Great Opportunity</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\">\nWhy Alibaba's Post Fiscal Q2 Stock Pullback Presents A Great Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-17 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4652492-why-alibaba-post-fiscal-q2-stock-pullback-presents-a-great-opportunity><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group Holding Limited's recent fiscal Q2 earnings report presents a mixed bag of results, but its international retail sector shows strong growth.The Alibaba decision not to proceed with a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4652492-why-alibaba-post-fiscal-q2-stock-pullback-presents-a-great-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4565":"NFT概念","BK4505":"高瓴资本持仓","BK4212":"包装食品与肉类","BK4554":"元宇宙及AR概念","BK4504":"桥水持仓","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","BK4585":"ETF&股票定投概念","BK4502":"阿里概念","BK4538":"云计算","BK4558":"双十一","BK4575":"芯片概念","BK4587":"ChatGPT概念","BK4524":"宅经济概念","BABA":"阿里巴巴","BK4220":"综合零售","BK4527":"明星科技股","BK4535":"淡马锡持仓","BK4588":"碎股","BK4579":"人工智能","BK4526":"热门中概股","09988":"阿里巴巴-W","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4531":"中概回港概念","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://seekingalpha.com/article/4652492-why-alibaba-post-fiscal-q2-stock-pullback-presents-a-great-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2384068708","content_text":"Alibaba Group Holding Limited's recent fiscal Q2 earnings report presents a mixed bag of results, but its international retail sector shows strong growth.The Alibaba decision not to proceed with a full spinoff of the Cloud Intelligence Group and Freshippo's deferred IPO plan may negatively impact the share price.Alibaba's strategic shift towards AI-driven cloud computing services and its commitment to return value to shareholders make it an attractive investment opportunity.Robert WayIn the world of investment, every cloud indeed has a silver lining. The recent pullback in Alibaba Group Holding Limited's (NYSE:BABA, OTCPK:BABAF) stock price presents investors with an attractive opportunity to tap into a company poised for potentially accelerating growth. While the latest fiscal Q2 earnings report presents a mixed bag of results, it's important to view this in the context of Alibaba's strategic shift towards a more sustainable growth model. Despite the temporary setbacks, Alibaba's robust financial performance, particularly in its international retail sector, paints an encouraging picture for the future.Fiscal Q2 Earnings AnalysisAlibaba's recent earnings report has presented a mixed bag of results, with the top line and adjusted EPS generally meeting expectations. However, the company's decision not to proceed with a full spinoff of the Cloud Intelligence Group, largely due to the U.S. government's restrictions on exports of advanced computing chips and semiconductor manufacturing equipment, is likely to trigger a negative response in the share price, in our view. Similarly, Freshippo's deferred IPO plan adds to the uncertainties.Notable positives include the performance of Alibaba International Digital Commerce Group (AIDC). This unit has delivered a strong 53% YoY revenue growth, up from 41% last quarter. International retail revenue outpaced this, achieving an impressive 73% YoY growth. AIDC's ongoing preparations for external fundraising could further bolster its financial performance.Total adjusted EBITA exceeded our estimate by 9%, primarily due to better-than-expected profits from Taobao and Tmall Group. Furthermore, the company's announcement of its first annual cash dividend distribution of US$1 per ADS, yielding 1.1% on the current share price, is an encouraging development for investors.On the downside, the cloud business underperformed, registering a mere 2% YoY revenue growth—falling short of our 5% YoY estimate. The decision to halt the full spinoff of the Cloud Intelligence Group, primarily because of U.S. export restrictions, complicates the future of this segment.The modest YoY decline in Taobao/Tmall's online paid GMV this quarter also raises concerns. This downturn could be symptomatic of broader challenges in the e-commerce sector, or it might be specific to Alibaba's platform. More data and subsequent quarters' results will be needed to understand this trend fully.Insights From CallAlibaba Group's earnings call focused on a strategic shift towards a more sustainable growth model anchored on AI-driven demand for scalable and networked cloud computing services. The company opts against spinning off its Cloud Intelligence Group due to uncertainties from U.S. export restrictions on advanced computing chips. Instead, Alibaba is betting on the surge in AI, anticipating a continuous growth in demand for computing power and large model services.The company's capital management plan revolves around four key areas. Firstly, enhancing return on invested capital is a priority. Alibaba aims to increase its single-digit ROIC to double digits, indicating an emphasis on profitability and efficiency improvements. Secondly, Alibaba plans to invest in strategic growth opportunities highlighted by its business reorganization, leveraging its robust balance sheet.Thirdly, monetizing non-core assets is a strategic move for Alibaba. The company's balance sheet carries USD $67 billion in equity securities and other investments, which are not core but strategically important. The company is exploring ways to monetize these assets and return value to shareholders. Lastly, Alibaba's commitment to returning value to shareholders is evident in its share repurchase program and newly announced plans to pay an annual dividend.Alibaba's Cloud Intelligence Group is at the forefront of the company's growth strategy. This strategy hinges on AI and prioritizing public cloud. The Group plans to aggressively invest in AI-related software and hardware, symbolizing a shift from traditional to AI computing. Alibaba envisions most AI computing to run in the cloud in the future and is positioning itself to be a leading provider of stable and efficient AI infrastructure across all industries.The company is also creating an open and prosperous AI ecosystem. This was demonstrated by its recent announcement at the Apsara conference of a comprehensive upgrade of its AI infrastructure. Alibaba is actively managing the quality of its cloud revenue to enhance profitability. It plans to reduce project-based revenue exposure, invest more in core products for the public cloud, and improve the revenue quality of the cloud business by focusing on the public cloud.Financial & ValuationNote: All historical data in this section comes from the company’s SEC filings, and all consensus numbers come from FactSet.Looking at the bigger picture, BABA's revenue growth, with a CAGR of 20.1% over the past three fiscal years, is impressive. However, forecasts suggest a slowdown in growth, with revenues expected to grow by 7.2% this fiscal year, reaching $132.5 billion, and by 9.8% the following year, reaching $145.5 billion. The EBIT margin, which decreased by 6.4% points over the past three fiscal years, from 18.0% to 11.6%, is expected to expand by 371 basis points this fiscal year to 15.3% and by another 7 basis points the following fiscal year to 15.4%.We see a positive trend in the company's share dynamics. Over the past three years, BABA spent 4.4% of its revenue on share-based compensation. Meanwhile, the diluted outstanding common shares decreased by 6.4%, suggesting a strategic usage of share repurchases to offset shareholder dilution. This strategy, however, has not driven EPS growth significantly, which grew at a CAGR of only 1.5% over the past 3 fiscal years, lagging behind its revenue growth. The consensus forecasts EPS to increase by 15.8% to $8.99 this fiscal year, and by 4.5% to $9.40 the following fiscal year.The projected free cash flow (\"FCF\") for the current fiscal year is $22,194 million, a 16.7% FCF margin, which is a drop compared to four fiscal years ago, when it was $21,137 million, a 29.6% FCF margin. Considering the average FCF margin of 21.5% over the past four completed fiscal years, this seems to be a declining trend, which is a cause for concern. On the other hand, the capital expenditure as a percentage of revenue averaged 7.3% over the same period, suggesting that the business has relatively high capital intensity.Alibaba's balance sheet looks healthy, with a net cash of $48,843 million. Now that Alibaba is paying a dividend, the stock should attractive income-focused investors.Looking at its valuation on 2024 estimates, BABA is trading at an EV/Sales multiple of 1.0, an EV/EBIT multiple of 6.3, a P/E multiple of 8.4, and a FCF multiple of 7.9. These valuation multiples are significantly lower than the S&P 500, suggesting that the stock is undervalued.Using the rolling forward 12-month P/E metric, BABA is currently trading at 9.4, which is a historically low valuation relative to its 5-year mean of 19.9 and a 2-standard deviation range of 7.5 to 32.3. Compared to its peer JD, which is trading at a forward 12-month P/E of 8.9, BABA seems to be relatively well-valued.ConclusionIn an era where the power of AI and cloud computing is rapidly reshaping industries, Alibaba stands as a potential titan ready to emerge from the shadows. Its strategic shift towards AI-driven demand for scalable and networked cloud computing services, coupled with its commitment to return value to shareholders, underscores the company's resilience and determination to stay ahead of the curve.Despite the recent pullback in the stock price, Alibaba's strong fundamentals, coupled with its historically low valuation relative to its 5-year mean, make it an attractive proposition for value investors. The company's robust balance sheet and impressive international retail growth, along with its focus on profitability and efficiency improvements, suggest a positive trajectory going forward. With its Cloud Intelligence Group at the forefront of the company's growth strategy, Alibaba is clearly positioning itself to be a leading provider of stable and efficient AI infrastructure across all industries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":329034927632408,"gmtCreate":1721356026847,"gmtModify":1721356333037,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Z59.SI\">$Yoma Strategic(Z59.SI)$</a>&nbsp; https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20240719/SGX/8214b49b5d8341bfda0f6450d687c1a5 Accommodation provided by relevant authority not \"retained\"?!","listText":"<a href=\"https://ttm.financial/S/Z59.SI\">$Yoma Strategic(Z59.SI)$</a>&nbsp; https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20240719/SGX/8214b49b5d8341bfda0f6450d687c1a5 Accommodation provided by relevant authority not \"retained\"?!","text":"$Yoma Strategic(Z59.SI)$ https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20240719/SGX/8214b49b5d8341bfda0f6450d687c1a5 Accommodation provided by relevant authority not \"retained\"?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329034927632408","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331403172216984,"gmtCreate":1721916528979,"gmtModify":1721916532545,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I just buy in","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I just buy in","text":"$NVIDIA Corp(NVDA)$ I just buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331403172216984","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274550703771784,"gmtCreate":1708066920289,"gmtModify":1708066926163,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Chinatown humsup dragon eyes! swee bo ? 🤣🍻","listText":"Chinatown humsup dragon eyes! swee bo ? 🤣🍻","text":"Chinatown humsup dragon eyes! swee bo ? 🤣🍻","images":[{"img":"https://community-static.tradeup.com/news/9103a2a817bbea35f971dd9e54bb83be"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274550703771784","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":221111821021208,"gmtCreate":1695003614543,"gmtModify":1695005105593,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A78.SI\">$SHEN YAO HOLDINGS LIMITED(A78.SI)$&nbsp;</a> https://links.sgx.com/FileOpen/26641798_Announcement_MOU.ashx?App=Announcement&amp;FileID=772475","listText":"<a href=\"https://ttm.financial/S/A78.SI\">$SHEN YAO HOLDINGS LIMITED(A78.SI)$&nbsp;</a> https://links.sgx.com/FileOpen/26641798_Announcement_MOU.ashx?App=Announcement&amp;FileID=772475","text":"$SHEN YAO HOLDINGS LIMITED(A78.SI)$ https://links.sgx.com/FileOpen/26641798_Announcement_MOU.ashx?App=Announcement&FileID=772475","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221111821021208","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093321742,"gmtCreate":1643523119554,"gmtModify":1676533828606,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>I am leaving one comment for you guys to like. Just like ok. 🤣","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>I am leaving one comment for you guys to like. Just like ok. 🤣","text":"$Grab Holdings(GRAB)$I am leaving one comment for you guys to like. Just like ok. 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093321742","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006690412,"gmtCreate":1641699583054,"gmtModify":1676533641179,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Will Grab continue uptrend? What do you think?","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Will Grab continue uptrend? What do you think?","text":"$Grab Holdings(GRAB)$Will Grab continue uptrend? What do you think?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006690412","isVote":1,"tweetType":1,"viewCount":1263,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101294624300960","authorId":"4101294624300960","name":"Blake316","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4101294624300960","authorIdStr":"4101294624300960"},"content":"Slowly but surely","text":"Slowly but surely","html":"Slowly but surely"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092788840,"gmtCreate":1644730494628,"gmtModify":1676533957527,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Need to give a commentto get a like. That's that. 😂&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Need to give a commentto get a like. That's that. 😂&nbsp;","text":"$Grab Holdings(GRAB)$Need to give a commentto get a like. That's that. 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092788840","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096982605,"gmtCreate":1644281850706,"gmtModify":1676533907825,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>No know what to comment. Please like. Lol","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>No know what to comment. Please like. Lol","text":"$Grab Holdings(GRAB)$No know what to comment. Please like. Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096982605","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886741869,"gmtCreate":1631627982451,"gmtModify":1676530594065,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Possible to go back to $8 &amp; below? ?","listText":"Possible to go back to $8 &amp; below? ?","text":"Possible to go back to $8 & below? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/886741869","repostId":"1117962011","repostType":4,"repost":{"id":"1117962011","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631627749,"share":"https://ttm.financial/m/news/1117962011?lang=&edition=fundamental","pubTime":"2021-09-14 21:55","market":"us","language":"en","title":"Support.com shares dropped more than 8% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1117962011","media":"Tiger Newspress","summary":"Support.com shares dropped more than 8% in morning trading as its stock under more pressure with sho","content":"<p>Support.com shares dropped more than 8%&nbsp;in morning trading&nbsp;as&nbsp;its&nbsp;stock under more pressure with short interest topping 70%.</p>\n<p><img src=\"https://static.tigerbbs.com/a2d6df5a943b52e82f9bf97cb4841af7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Support.com shares dropped more than 8% in morning trading</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\">\nSupport.com shares dropped more than 8% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-14 21:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Support.com shares dropped more than 8%&nbsp;in morning trading&nbsp;as&nbsp;its&nbsp;stock under more pressure with short interest topping 70%.</p>\n<p><img src=\"https://static.tigerbbs.com/a2d6df5a943b52e82f9bf97cb4841af7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117962011","content_text":"Support.com shares dropped more than 8% in morning trading as its stock under more pressure with short interest topping 70%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838574965,"gmtCreate":1629422029757,"gmtModify":1676530034424,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"When you have funds from investors you will not fear as long not from&nbsp;you own pockets. ?","listText":"When you have funds from investors you will not fear as long not from&nbsp;you own pockets. ?","text":"When you have funds from investors you will not fear as long not from you own pockets. ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/838574965","repostId":"2160848793","repostType":4,"repost":{"id":"2160848793","pubTimestamp":1629420499,"share":"https://ttm.financial/m/news/2160848793?lang=&edition=fundamental","pubTime":"2021-08-20 08:48","market":"us","language":"en","title":"Ark's Cathie Wood says stock market 'couldn't be further away from a bubble.' Here's why.","url":"https://stock-news.laohu8.com/highlight/detail?id=2160848793","media":"MarketWatch","summary":"Wood says she's emboldened by bad news\nCathie Wood, chief executive officer and chief investment off","content":"<p>Wood says she's emboldened by bad news</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b1e646cb0a6ddf4ac942ed5c913a4e4\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Cathie Wood, chief executive officer and chief investment officer of ARK Investment Management</span></p>\n<p>There'a growing sense of unease emanating from equity markets in recent trade, despite, and perhaps because, of the Dow Jones Industrial Average and the S&amp;P 500 index trading near record heights.</p>\n<p>However, star investor Cathie Wood, who runs a suite of popular ETFs in Ark Investment Management, says that there's no reason to fear that the market is becoming too bubblicious.</p>\n<p>As the Ark founder puts it: \"I don't think we're in a bubble which is what I think many bears think we are,\" during a Thursday interview with CNBC near midday .</p>\n<p>Her comments coming amid intensifying worries about a possible slowdown in economic growth as the delta variant of COVID-19 gathers momentum, creating headwinds for a fuller recovery from the pandemic that has gripped the globe for well over a year.</p>\n<p>Investors also have been wringing their hands over the prospects of the Federal Reserve scaling back easy-money policies, notably the monthly purchases of $120 billion in Treasurys and mortage-backed securities, as anxieties grow.</p>\n<p>Wood's investment funds, highlighted by the flagship Ark Innovation, have been <a href=\"https://laohu8.com/S/AONE.U\">one</a> area that has been cited as possibly overvalued and vulnerable to a dramatic swing lower if the market starts to deflate considerably from its current levels.</p>\n<p>Ark Innovation ETF is down 5.2% so far this week and has lost 8.6% in the year to date, badly underperforming the broader market and coming after the fund rang up one-year return of 149%, FactSet data show.</p>\n<p><img src=\"https://static.tigerbbs.com/5cca916bae90134d64f9ba249031e782\" tg-width=\"949\" tg-height=\"666\" width=\"100%\" height=\"auto\"></p>\n<p>By comparison , the Dow Jones Industrial Average is down 1.8% this week but up 14% this year, while the technology-laden Nasdaq Composite Index is off 1.9% on the week but has risen over 12.8% so far in 2021, and the broad-market S&amp;P 500 index is off 1.4% in the week to date but boasts a nearly 17.3% gain for 2021.</p>\n<p>Wood's view on the market, however, is that investors are acting much more sedately and prudently, compared with the euphoria that was characteristic of the late 1990s and early 2000s dot-com boom.</p>\n<p>\"In a bubble...and I remember the late '90s...our strategies would have been cheered on,\" she told the business network. \"You remember the leapfrogging of analysts making estimates one higher than the other, price targets one higher than the other,\" she said on \"Tech Check.\"</p>\n<p>She also noted that negative sentiment in the market as a contra-indication, suggesting that growing pessimism may actually fuel further gains rather than inflating a bubble.</p>\n<p>\"I like bad news,\" she said.</p>\n<p>\"When I see such negative sentiment out there, especially when it comes to valuation and longer time horizons, investment time horizons, I actually feel a little more comfortable,\" Wood said.</p>","source":"lsy1603348471595","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>Ark's Cathie Wood says stock market 'couldn't be further away from a bubble.' Here's why.</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\">\nArk's Cathie Wood says stock market 'couldn't be further away from a bubble.' Here's why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/arks-cathie-wood-says-stock-market-couldnt-be-further-away-from-a-bubble-heres-why-11629393761?adobe_mc=MCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1629420103><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wood says she's emboldened by bad news\nCathie Wood, chief executive officer and chief investment officer of ARK Investment Management\nThere'a growing sense of unease emanating from equity markets in ...</p>\n\n<a href=\"https://www.marketwatch.com/story/arks-cathie-wood-says-stock-market-couldnt-be-further-away-from-a-bubble-heres-why-11629393761?adobe_mc=MCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1629420103\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","ARKK":"ARK Innovation ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/arks-cathie-wood-says-stock-market-couldnt-be-further-away-from-a-bubble-heres-why-11629393761?adobe_mc=MCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1629420103","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160848793","content_text":"Wood says she's emboldened by bad news\nCathie Wood, chief executive officer and chief investment officer of ARK Investment Management\nThere'a growing sense of unease emanating from equity markets in recent trade, despite, and perhaps because, of the Dow Jones Industrial Average and the S&P 500 index trading near record heights.\nHowever, star investor Cathie Wood, who runs a suite of popular ETFs in Ark Investment Management, says that there's no reason to fear that the market is becoming too bubblicious.\nAs the Ark founder puts it: \"I don't think we're in a bubble which is what I think many bears think we are,\" during a Thursday interview with CNBC near midday .\nHer comments coming amid intensifying worries about a possible slowdown in economic growth as the delta variant of COVID-19 gathers momentum, creating headwinds for a fuller recovery from the pandemic that has gripped the globe for well over a year.\nInvestors also have been wringing their hands over the prospects of the Federal Reserve scaling back easy-money policies, notably the monthly purchases of $120 billion in Treasurys and mortage-backed securities, as anxieties grow.\nWood's investment funds, highlighted by the flagship Ark Innovation, have been one area that has been cited as possibly overvalued and vulnerable to a dramatic swing lower if the market starts to deflate considerably from its current levels.\nArk Innovation ETF is down 5.2% so far this week and has lost 8.6% in the year to date, badly underperforming the broader market and coming after the fund rang up one-year return of 149%, FactSet data show.\n\nBy comparison , the Dow Jones Industrial Average is down 1.8% this week but up 14% this year, while the technology-laden Nasdaq Composite Index is off 1.9% on the week but has risen over 12.8% so far in 2021, and the broad-market S&P 500 index is off 1.4% in the week to date but boasts a nearly 17.3% gain for 2021.\nWood's view on the market, however, is that investors are acting much more sedately and prudently, compared with the euphoria that was characteristic of the late 1990s and early 2000s dot-com boom.\n\"In a bubble...and I remember the late '90s...our strategies would have been cheered on,\" she told the business network. \"You remember the leapfrogging of analysts making estimates one higher than the other, price targets one higher than the other,\" she said on \"Tech Check.\"\nShe also noted that negative sentiment in the market as a contra-indication, suggesting that growing pessimism may actually fuel further gains rather than inflating a bubble.\n\"I like bad news,\" she said.\n\"When I see such negative sentiment out there, especially when it comes to valuation and longer time horizons, investment time horizons, I actually feel a little more comfortable,\" Wood said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574563425538377","authorId":"3574563425538377","name":"MonaMaMa","avatar":"https://static.tigerbbs.com/a0368c85249a7a2f30679720235bb7a7","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574563425538377","authorIdStr":"3574563425538377"},"content":"true that","text":"true that","html":"true that"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169029634,"gmtCreate":1623809632429,"gmtModify":1703820142235,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Sad news ?","listText":"Sad news ?","text":"Sad news ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/169029634","repostId":"1191543581","repostType":4,"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098432858,"gmtCreate":1644199626333,"gmtModify":1676533898869,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Need to leave a comment for you to like. 🤣","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Need to leave a comment for you to like. 🤣","text":"$Grab Holdings(GRAB)$Need to leave a comment for you to like. 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098432858","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090438253,"gmtCreate":1643242979177,"gmtModify":1676533789224,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Not too bad. I jist need some one to like my comment. Lol 🤣","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Not too bad. I jist need some one to like my comment. Lol 🤣","text":"$Grab Holdings(GRAB)$Not too bad. I jist need some one to like my comment. Lol 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090438253","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836567368,"gmtCreate":1629508517354,"gmtModify":1676530060799,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Anyone with me?","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Anyone with me?","text":"$AMC Entertainment(AMC)$Anyone with me?","images":[{"img":"https://static.tigerbbs.com/e249b48954093a7212faec7881e6e8ab","width":"825","height":"1361"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836567368","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":135003252,"gmtCreate":1622119963976,"gmtModify":1704179802453,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>keep calm ??","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>keep calm ??","text":"$GameStop(GME)$keep calm ??","images":[{"img":"https://static.tigerbbs.com/99fda39a51b1f9e04fedf5ec3c3c82a4","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/135003252","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578321980692896","authorId":"3578321980692896","name":"鑫仔_7202","avatar":"https://static.tigerbbs.com/ed04e0f3f18e5be8398ef8ea28896348","crmLevel":2,"crmLevelSwitch":0,"idStr":"3578321980692896","authorIdStr":"3578321980692896"},"content":"Start to decline tonight, stop loss early","text":"Start to decline tonight, stop loss early","html":"Start to decline tonight, stop loss early"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9007700938,"gmtCreate":1642994126149,"gmtModify":1676533763342,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>I need to leave a comment for you guys to like. Please like. 🤣&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>I need to leave a comment for you guys to like. Please like. 🤣&nbsp;","text":"$Grab Holdings(GRAB)$I need to leave a comment for you guys to like. Please like. 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007700938","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818966071,"gmtCreate":1630371229993,"gmtModify":1676530282771,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"Looking forward to <a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>growth story ??????","listText":"Looking forward to <a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>growth story ??????","text":"Looking forward to $Tiger Brokers(TIGR)$growth story ??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/818966071","repostId":"1155996171","repostType":2,"repost":{"id":"1155996171","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630045491,"share":"https://ttm.financial/m/news/1155996171?lang=&edition=fundamental","pubTime":"2021-08-27 14:24","market":"us","language":"en","title":"UP Fintech Holding Limited to Report Second Quarter 2021 Financial Results on September 10, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1155996171","media":"Tiger Newspress","summary":"BEIJING, Aug. 27, 2021 (GLOBE NEWSWIRE) -- UP Fintech Holding Limited (“UP Fintech” or the “Company”","content":"<p>BEIJING, Aug. 27, 2021 (GLOBE NEWSWIRE) -- UP Fintech Holding Limited (“UP Fintech” or the “Company”) (NASDAQ: TIGR), a leading online brokerage firm focusing on global investors, today announced that it will report its financial results for the second quarter ended June 30, 2021 before the U.S. market opens on September 10, 2021.</p><p>UP Fintech’s management will hold an earnings conference call at 8:00 AM on September 10, 2021, U.S. Eastern Time (8:00 PM on September 10, 2021 Beijing/Hong Kong Time).</p><p><b>Conference Call Information:</b></p><p>Due to the outbreak of COVID-19, operator assisted conference calls are not available at this time. All participants wishing to attend the call must preregister online before they may receive the dial-in numbers. Preregistration may require a few minutes to complete. UP Fintech would like to apologize for any inconvenience caused by not having an operator.</p><p><b>Preregistration Information:</b></p><p>Participants may register for the conference call by navigating to:http://apac.directeventreg.com/registration/event/3996772</p><p>Once preregistration has been complete, participants will receive dial-in numbers, direct event passcode, and registrant id. The conference ID: is 3996772</p><p>To join the conference, simply dial the number in the calendar invite you receive after preregistering, enter the passcode followed by your PIN, and you will join the conference instantly.</p><p>A telephone replay of the call will be available after the conclusion of the conference call through September 24, 2021. Dial-in numbers for the replay are as follows:</p><p>International: +61 2 8199 0299</p><p>Passcode: 3996772</p><p>A live and archived webcast of the conference call will be available athttps://ir.itiger.com.</p><p><b>About UP Fintech Holding Limited</b></p><p>UP Fintech Holding Limited is a leading online brokerage firm focusing on global investors. The Company’s proprietary mobile and online trading platform enables investors to trade in equities and other financial instruments on multiple exchanges around the world. The Company offers innovative products and services as well as a superior user experience to customers through its “mobile first” strategy, which enables it to better serve and retain current customers as well as attract new ones. The Company offers customers comprehensive brokerage and value-added services, including trade order placement and execution, margin financing, IPO subscription, ESOP management, investor education, community discussion and customer support. The Company’s proprietary infrastructure and advanced technology are able to support trades across multiple currencies, multiple markets, multiple products, multiple execution venues and multiple clearinghouses. For more information on the Company, please visit:https://ir.itiger.com.</p><p><b>Investor Relations Contact</b></p><p>Mr. Clark S. Soucy</p><p>UP Fintech Holding Limited</p><p>Email:ir@itiger.com</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UP Fintech Holding Limited to Report Second Quarter 2021 Financial Results on September 10, 2021</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\">\nUP Fintech Holding Limited to Report Second Quarter 2021 Financial Results on September 10, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-27 14:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, Aug. 27, 2021 (GLOBE NEWSWIRE) -- UP Fintech Holding Limited (“UP Fintech” or the “Company”) (NASDAQ: TIGR), a leading online brokerage firm focusing on global investors, today announced that it will report its financial results for the second quarter ended June 30, 2021 before the U.S. market opens on September 10, 2021.</p><p>UP Fintech’s management will hold an earnings conference call at 8:00 AM on September 10, 2021, U.S. Eastern Time (8:00 PM on September 10, 2021 Beijing/Hong Kong Time).</p><p><b>Conference Call Information:</b></p><p>Due to the outbreak of COVID-19, operator assisted conference calls are not available at this time. All participants wishing to attend the call must preregister online before they may receive the dial-in numbers. Preregistration may require a few minutes to complete. UP Fintech would like to apologize for any inconvenience caused by not having an operator.</p><p><b>Preregistration Information:</b></p><p>Participants may register for the conference call by navigating to:http://apac.directeventreg.com/registration/event/3996772</p><p>Once preregistration has been complete, participants will receive dial-in numbers, direct event passcode, and registrant id. The conference ID: is 3996772</p><p>To join the conference, simply dial the number in the calendar invite you receive after preregistering, enter the passcode followed by your PIN, and you will join the conference instantly.</p><p>A telephone replay of the call will be available after the conclusion of the conference call through September 24, 2021. Dial-in numbers for the replay are as follows:</p><p>International: +61 2 8199 0299</p><p>Passcode: 3996772</p><p>A live and archived webcast of the conference call will be available athttps://ir.itiger.com.</p><p><b>About UP Fintech Holding Limited</b></p><p>UP Fintech Holding Limited is a leading online brokerage firm focusing on global investors. The Company’s proprietary mobile and online trading platform enables investors to trade in equities and other financial instruments on multiple exchanges around the world. The Company offers innovative products and services as well as a superior user experience to customers through its “mobile first” strategy, which enables it to better serve and retain current customers as well as attract new ones. The Company offers customers comprehensive brokerage and value-added services, including trade order placement and execution, margin financing, IPO subscription, ESOP management, investor education, community discussion and customer support. The Company’s proprietary infrastructure and advanced technology are able to support trades across multiple currencies, multiple markets, multiple products, multiple execution venues and multiple clearinghouses. For more information on the Company, please visit:https://ir.itiger.com.</p><p><b>Investor Relations Contact</b></p><p>Mr. Clark S. Soucy</p><p>UP Fintech Holding Limited</p><p>Email:ir@itiger.com</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155996171","content_text":"BEIJING, Aug. 27, 2021 (GLOBE NEWSWIRE) -- UP Fintech Holding Limited (“UP Fintech” or the “Company”) (NASDAQ: TIGR), a leading online brokerage firm focusing on global investors, today announced that it will report its financial results for the second quarter ended June 30, 2021 before the U.S. market opens on September 10, 2021.UP Fintech’s management will hold an earnings conference call at 8:00 AM on September 10, 2021, U.S. Eastern Time (8:00 PM on September 10, 2021 Beijing/Hong Kong Time).Conference Call Information:Due to the outbreak of COVID-19, operator assisted conference calls are not available at this time. All participants wishing to attend the call must preregister online before they may receive the dial-in numbers. Preregistration may require a few minutes to complete. UP Fintech would like to apologize for any inconvenience caused by not having an operator.Preregistration Information:Participants may register for the conference call by navigating to:http://apac.directeventreg.com/registration/event/3996772Once preregistration has been complete, participants will receive dial-in numbers, direct event passcode, and registrant id. The conference ID: is 3996772To join the conference, simply dial the number in the calendar invite you receive after preregistering, enter the passcode followed by your PIN, and you will join the conference instantly.A telephone replay of the call will be available after the conclusion of the conference call through September 24, 2021. Dial-in numbers for the replay are as follows:International: +61 2 8199 0299Passcode: 3996772A live and archived webcast of the conference call will be available athttps://ir.itiger.com.About UP Fintech Holding LimitedUP Fintech Holding Limited is a leading online brokerage firm focusing on global investors. The Company’s proprietary mobile and online trading platform enables investors to trade in equities and other financial instruments on multiple exchanges around the world. The Company offers innovative products and services as well as a superior user experience to customers through its “mobile first” strategy, which enables it to better serve and retain current customers as well as attract new ones. The Company offers customers comprehensive brokerage and value-added services, including trade order placement and execution, margin financing, IPO subscription, ESOP management, investor education, community discussion and customer support. The Company’s proprietary infrastructure and advanced technology are able to support trades across multiple currencies, multiple markets, multiple products, multiple execution venues and multiple clearinghouses. For more information on the Company, please visit:https://ir.itiger.com.Investor Relations ContactMr. Clark S. SoucyUP Fintech Holding LimitedEmail:ir@itiger.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127664259,"gmtCreate":1624846699671,"gmtModify":1703846067487,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"hey Yomaian, I’m joining as sharehodler ???<a href=\"https://laohu8.com/S/Z59.SI\">$YOMA STRATEGIC HOLDINGS LTD(Z59.SI)$</a>","listText":"hey Yomaian, I’m joining as sharehodler ???<a href=\"https://laohu8.com/S/Z59.SI\">$YOMA STRATEGIC HOLDINGS LTD(Z59.SI)$</a>","text":"hey Yomaian, I’m joining as sharehodler ???$YOMA STRATEGIC HOLDINGS LTD(Z59.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/127664259","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560932213300008","authorId":"3560932213300008","name":"yongts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3560932213300008","authorIdStr":"3560932213300008"},"content":"can you explain why you buying into this stock?. if good I will join in too. thanks","text":"can you explain why you buying into this stock?. if good I will join in too. thanks","html":"can you explain why you buying into this stock?. if good I will join in too. thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093479434,"gmtCreate":1643694843754,"gmtModify":1676533845641,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Ok good to see is green.Like my comment please. Thanks. 🤣","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Ok good to see is green.Like my comment please. Thanks. 🤣","text":"$Grab Holdings(GRAB)$Ok good to see is green.Like my comment please. Thanks. 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093479434","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916206791,"gmtCreate":1664593495813,"gmtModify":1676537482279,"author":{"id":"3585091471152160","authorId":"3585091471152160","name":"HzxS","avatar":"https://community-static.tradeup.com/news/def522cb7b738597b941a2939e4fbbe7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585091471152160","authorIdStr":"3585091471152160"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"0\"></v-v>Bullish 🤣🍻","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"0\"></v-v>Bullish 🤣🍻","text":"$Alibaba(BABA)$Bullish 🤣🍻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9916206791","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}