• A17·08-10A17
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    • StickyRice·08-08StickyRice
      Alibaba CEO highlights focus on narrowing losses, new board members amid scrutinyAlibaba (NYSE:BABA)$Alibaba(BABA)$  Chief Executive Daniel Zhang said the company has made "meaningful progress" on narrowing operating losses in several of its units, but the company still has more work to do.Speaking on Alibaba's (BABA) first-quarter earnings call, Zhang said the company's overall financial position is "healthy", with good free cash flow and cash reserves, but the company is working to narrow losses in several segments, including its delivery unit.Zhang also pointed out that Alibaba (BABA) added Irene Yun-Lien Lee, Chairman of Hysan Development Company Limited, and Albert Kong Ping Ng, former Chairman of Ernst & Young China, as independent directors to the company’s board.In a statement, Zhang said the "appointments are part of Alibaba’s ongoing enhancement of our corporate governance."Alibaba (BABA) said earlier this week that it would "strive" to keep its New York listing as the Securities and Exchange Commission said it could delist the company amid auditing concerns.Alibaba (BABA) was recently added to the list of companies at risk of facing a delisting as a result of the Holding Foreign Companies Accountable Act, or HFCAA.The HFCAA tasks the Public Company Accounting Oversight Board to determine companies "that it is unable to inspect or investigate completely because of a position taken by an authority in the foreign jurisdiction."The legislation states that a company would be delisted from a U.S. exchange if it was identified by the SEC for three consecutive years because of the PCAOB's inability to audit it properly.Going deeper into the company's results, Zhang explained that revenue from Alibaba's (BABA) cloud unit declined to 10% year-over-year growth, caused by multiple factors, including the slowing macro economic environment and a decline from its "top internet customer."However, Alibaba (BABA) is started to see more progress in cloud, the 50-year-old Zhang added.Zhang also noted that on a combined basis, Alibaba (BABA) international gross merchandise volume is now over $50B and the company is growing its cross-border model. Alibaba (BABA) is focusing on increasing logistics and despite the near-term sales fluctuation, the company is focused on increasing the flow from China to Europe.
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    • Kong123·08-08Kong123
    • Meows·08-08Meows
      Drop back down to 80!
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    • StickyRice·08-07StickyRice
      Alibaba trims personnel count by ~10K employees in June quarter amid sales slowdownAmid reporting flat growth in FQ1 net sales, weaker consumer spending and China economic headwinds, Alibaba (NYSE:BABA)$Alibaba(BABA)$  slashed ~10K employees for the quarter ended June 30.The company's total personnel stood at 245.7K down (after 9,241 employees left) from 254,941 at the end of March and 254,702 as of June 30 last year, as reported by South China Morning Post.This makes the total decrease in employee numbers for Alibaba to 13,616 over the six months to June marking the firm’s first drop in payroll size since March 2016.This step ramps up the company efforts to cut expenses and drive up efficiency amid continued regulatory pressure.The company chairman & CEO Daniel Zhang Yong indicated that in order to balance cost optimization and control, the company will add ~6K fresh university graduates to its headcount this year.
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    • Yonhuat·08-07Yonhuat
      Why I think $Alibaba(BABA)$ $baba$Alibaba(09988)$ can move back to uptrend? A major catalyst of Ant Group IPO will cause baba shares to turn uptrend. Alibaba represents a stake in china economy. The Hang Seng moves where the stock goes. The Chinese govt will back it when it will be needed most. Delisting fear will deminish when primary listings in HKSE comes into play, bringing more china investors into play, support their own china company. Target $140 EOY
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    • TheFarmer·08-06TheFarmer
      Up is the only way
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    • StickyRice·08-06StickyRice
      Is it finally time to buy BABA?Alibaba Group Holding Limited (NYSE:BABA, OTCPK:BABAF) presented June Quarter 2022 results on August 4th and delivered above-consensus performance with regard to both revenues and operating income. During the period April to June, Alibaba generated revenues of $30.69 billion, which indicates neither growth nor contraction as compared to the same period one year prior. But even though revenues remained flat, the performance is ahead of analyst consensus estimates, which estimated a 1.5% decrease year over year. Alibaba's income from operation was $3.7 billion, which is a decrease of about 19% as compared to the June quarter in 2021. But again, the performance is slightly ahead of analyst consensus estimates. Earnings per ADS was $1.74 versus $1.54 expected, which represents a 29% decrease year over year.Despite Alibaba's strong quarterly performance, the company has recorded its worst topline expansion since the company's inception. In fact, the topline slightly contracted. But the market is looking beyond the past quarter and believes that Alibaba can find back to topline growth as early as in the next three months. 
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    • clov·08-06clov
      $Alibaba(BABA)$  250. My avg is at 220. Help laaaa
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    • BoonHuat·08-06BoonHuat
      $135 by end of this year.
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    • ToughCoyote·08-06ToughCoyote
      Although $Alibaba(09988)$ is expected to report earnings of $30.16 billion in 2023 and earnings per share of $1.6. Looking forward to the earnings report after the market closes on August 4, and waiting for the result if it can beat expectations. As Alibaba is under severe national policy supervision, the recent row also involves the US Securities and Exchange Commission (sec) listing Alibaba as a delisting risk list. Therefore, Alibaba is under geopolitical pressure, and thus is subject to domestic and international pressures. In addition to the double blow from outside, Alibaba is also involved in the competition of domestic competitors. Therefore, in the face of great operational challenges, coupled with the ongoing epidemic situation, when operating profits began to decline, the stock price began to reflect everything. Although Alibaba's short-term rebound is based on expected earnings growth, I think it will be a short-term rebound. In the long run, it will be difficult to return to the stock price level of 190 yuan. It depends on national policies and geopolitics. Therefore, it is very difficult to invest in technology stocks in China. When investing temporarily, you need to wake up 12 minutes before investing, otherwise you will lose money. For the long-term investment in Alibaba, I do not recommend touching it; the reason is that the national policy heavily regulates the technology industry, making it difficult for technology stocks to exert their strengths and grow, and the US sec is included in the list of delisting, which makes investment Those who have lost a lot of investment confidence, it is difficult to hold up the stock price of 120 yuan or more, I believe that Alibaba will not have a clear trend after a slight rebound. Based on the above total negative news situation, I believe Alibaba is not running. From the perspective of short-term investment, you can trade on short-term positive news, you can make profits under the ups and downs, and reduce losses in long-term holdings. Since there are many retail investors who hold Alibaba above the 180 price, all their stocks on hand lose money, so I think short-term trading will help them reduce the cost of holding Alibaba and reduce their loss of principal.$Alibaba(BABA)$ @TigerStars @CaptainTiger 
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    • kend11·08-05kend11
      Target price is $120
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    • kend11·08-05kend11
    • Berlim·08-05Berlim
      What goes down will goes up
      25Comment
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    • Pandamoti·08-05Pandamoti
      Still my favourite ticker
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    • Optionspuppy·08-05Optionspuppy

      [Earnings Season] Alibaba recent rise 85 to 97.5 sell put90

      Alibaba beats estimafes by 10.83% in its latest earningss $Alibaba(09988)$ Q1 2023EPS beaten by 10.83% very bullis EPS Expected 10.58 Reported 11.73 10.83% Revenue Expected 203.80B Reported 205.56B$Alibaba(09988)$ $Alibaba(BABA)$ All beats estimates that's the reason of baba recovery from recent rise 85 to 97.5  I will sell put at 80 to 90  With $1.5 to $3 of premium . In the event of assigned I will sell call at 80 to 90 and hope prices no longer fall much . In a sign of confidence about its business, Alibaba announced it would increase its buyback program to $25 billion from $15 billion. It's already bought back 56.2 million shares for $9.2 billion. What is a covered call?A covered call is when you sell someone else the right to purchase shares of a stock that you already own (hence "covered"), at a specified price (strike price), at any time on or before a specified date (expiration date). The payment you receive in exchange is called a premium, which you keep regardless of whether the call is exercised.As a result, covered calls can help generate income in a flat or mildly uptrending market. If the price of the underlying stock rises above the call option's strike price, the covered call buyer can exercise their right to purchase the stock, and you would relinquish any gains on the underlying stock above the strike price. However, the premium you received offsets some of the risk of foregone profits—as well as some of the risk of a small decline.In fact, the best-case-scenario for this strategy would be the stock price rising slightly, giving you both a modest gain from stock price appreciation and some premium income from the call.When do you use a covered call?Investors typically write covered calls when they have a neutral to slightly bullish sentiment on the underlying stock. In many cases, the best time to sell covered calls is either at the same time you establish a long equity position (known as a "buy/write"), or once the equity position has already begun to move in your favor.When establishing a covered call position, most investors sell options with a strike price that is at-the-money (or ATM, meaning the option’s strike price is the same as the stock's current market price) or slightly out-of-the-money (or OTM, meaning the strike price is above the stock’s current market price). If you write an OTM or ATM covered call and the stock remains flat or declines in value, you’re hoping the option eventually expire worthless, and you get to keep the premium you received without further obligation.If the stock price rises above the option's strike price, it’s likely your stock will be called away (assigned) at the strike price, either prior to or at expiration. This is usually a good thing. If you sold ATM or OTM calls, the trade will generally be profitable. In fact, your profit will usually exceed what you would have earned if you had simply bought the stock and then sold it at the appreciated price, as you would receive both the proceeds from the sale of the stock at the strike price and the option premium. That said, if the stock rises significantly, leaving the options deep in-the-money (or ITM, meaning the stock's market price is above the option’s strike price), the stock investment on its own would have been better.Here's a hypothetical example of a covered call trade. Let's assume you:Buy 1,000 shares of XYZ stock @ $72 per shareSell 10 XYZ Apr 75 calls @ $2.00 (Note that each standard call or put generally represents 100 shares of the underlying stock, thus, the 1,000 shares "cover" the 10 calls sold).The two points provided by the covered call create some immediate downside protection because you wouldn't experience a loss on the position unless the stock you bought for $72 a share dropped below $70. Another way to think of it is that even if the stock price dropped to zero, you would still have $2,000 from the 10 covered calls you sold (that is: $2 x 10 covered calls x the option multiplier of 100). The trade-off is that you would effectively cap your potential profit if the share price rose significantly above the strike price. For this trade, that would mean a maximum profit of $5,000, representing the sum of your capital gain from the stock appreciating up to the $75 strike price and your premium from the covered call (that is: $3 x 1,000 shares of stock + $2 x 10 options contracts x 100 options multiplier). In that sense, this trade would make sense only if you thought it unlikely the price of XYZ would exceed $77 by the April expiration (representing the sum of your $72 purchase price and your max profit of $5,000). If XYZ did increase above $77, it would have been more profitable not to have written the covered call.As you can see in the profit and loss chart below:The breakeven price is $70.The profit is capped at $5,000 for all prices above $75.Losses will be incurred below $70; down to zero. What is a covered put?Covered puts work essentially the same way as covered calls, except that you're writing an option against a short position, meaning a stock you've borrowed and then sold on the open market. Whereas writing a covered call involves selling someone else the right to buy a stock you own, selling covered puts against a short equity position creates an obligation for you to buy the stock back at the strike price of the put option.This strategy typically makes sense when you have a neutral to slightly bearish sentiment.As with covered calls, you can sell covered puts either when you establish the position (called a "sell/write"), or once the short equity position has already begun to move in your favor.Here's an example of a covered put trade. Let's assume you:Sell short 1000 shares of XYZ @ 72Sell 10 XYZ Apr 70 puts @ 2In the chart below, you'll see that:The breakeven price is $74.The profit is capped at $4,000 for all prices below 70, i.e.: $2 x 1,000 [shares of stock] + $2 x 10 [options contracts] x 100 [options multiplier]Losses will be incurred above $74.You would want to employ this strategy only if you thought the price of XYZ wouldn't fall below $70 by the April expiration. If XYZ did fall below $70, the short stock trade alone would be more profitable. Losses are potentially unlimited if the stock price continued to increase, but they would always be $2,000 less than the stock trade alone.As usual trade safe guys 
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      [Earnings Season] Alibaba recent rise 85 to 97.5 sell put90
    • Bonta·06-09Bonta
      Some random guessing.$Alibaba(09988)$ is likely to be range bound between 120-90 until next positive earnings or end of the year whichever is earlier before a rally may happen with Low target of $135 and higher target of $180.Reason being, $120 is strong resistance level, and the price action seems to be muted after reaching it. There's lack of strength to carry through. In addition, the catalyst is also weird, I dun see the link between gaming approval and Alibaba. Tencent yes, Alibaba no. Markets seema to be finding a reason for pent up rally to rally. Alibaba is definitely still growing and will continue to do better, however likely will need more solid and relevant news for more investors to pile in and start their FOMO investing. Hence, I am of the opinion that unless there's real gd news to power Alibaba up, it will have to depend on positive earnings report orthe feel good rally before and after China party congress in November.https://asia.nikkei.com/Politics/China-to-hold-party-congress-in-November-reportI was already having a riot adjusting my $Alibaba(BABA)$ $Alibaba(09988)$ options these few days... the sudden and aggressive rally threw my positions all over the place. Busy rolling both my call and put options [LOL] [Facepalm] Hope that Alibaba give me some time to settle the Happy problems that it's giving me now. [Cool] 
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    • Big Cat·05-27Big Cat
      $Alibaba(BABA)$  , I think it's a temporary rebounce [Thinking] . Mentioned before in my not too 1st $Alibaba(BABA)$  posted post [Grin] .The financial report does not look too great to me...[Speechless] At first I seen so many news mentioning that $Alibaba(BABA)$  beats WS estimate & I saw the price surged like 12%+... & I was thinking like what[Surprised] ?!Maybe it surpassed my prediction & I was thinking... for such a high surged, maybe their performance is +30% to 50% [Helpless] ?Then u checked...[Speechless] WTH, they are still making losses 📉 afterall [Duh] .I didn't know that WS put so low estimate for them [Sly] . Their revenue is not bad, but maybe a bit slower than their very very past [Thinking] .Profit wise, does not look that good to me [Thinking] . Also, with all the covid thingy=economy close down... it's even hard for $Alibaba(BABA)$  to excel...[Thinking]  In conclusion, I think that it is just a temporary bullish momentum [Thinking]  due to it beating WS estimate for their revenue+FED making some positive noise which turned the market back to bullish, which I guess is also a temporary thing [Thinking] +[Helpless] .
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    • koolgal·05-29koolgal
      It was so exciting to watch Alibaba's share price jumped last Friday on the back of a better than expected earnings report!Alibaba share price has been undervalued and oversold due to China regulatory stance on anti monopoly.   But now there is hope and optimism.  Recently Vice Premier Liu He, who is President Xi's most senior economic aide said that the government will support the development of digital economy companies in a symposium with the heads of some of the largest tech firms.There is also an easing of the Covid-19 lockdowns in Shanghai.  The Chinese authorities are also in talks with their US counterparts to explore cooperation to prevent the delisting of the Chinese ADRs.The other tailwind is that US financial institutions are buying Alibaba.  Recently it was revealed that Ray Dalio's firm, Bridgewaters has increased its stake in Alibaba by 75%.  18 other financial analysts said Alibaba is a BUY with Target Price of USD168.With these favourable conditions, Alibaba 's share price should take off.  Alibaba also has a huge free cash flow which it is deploying in share buybacks.  This would keep its shareholders happy too.I am bullish on Alibaba and believe it is on track to grow exponentially in the long term.  The stock market is a voting machine in the short term but a weighing machine in the long term. @Mainstreet_Trades  @TigerStars  @CaptainTiger  
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    • ToughCoyote·05-28ToughCoyote

      Fundamentals leading to sudden rise of baba

      Prologue From February 2021 to the present, the general decline of Chinese concept stocks has been very large, and the adjustment cycle has reached about one and a half years. It can be said that the adjustment of Chinese concept stocks has been relatively sufficient. When the irrational selling sentiment in the market is excessively released, if there are some positive signals near the historical bottom area, it will easily attract the attention of some bottom-hunting funds and cause the price to rise.What is the observation? The strong upward trend of many Chinese concept stocks is obviously related to factors such as the improvement of market investment sentiment and the accelerated entry of bottom-hunting funds. However, is the upward trend of Chinese stocks a rebound or a reversal?Why is there a reversal? For a stock price to reverse, at least two conditions must be met. One is a fundamental reversal or a reversal of the policy environment, that is, an essential reversal of the pessimistic fundamentals and policy expectations of the market in the past two years; the other is The reversal of the technical and financial aspects, that is, the room for the stock price to rebound from the low point by more than 20%, and there is a large capital to accelerate the entry, can the price reversal trend be realized.Is it a long term trend ? Although the Chinese concept stocks are showing signs of gradually coming out of the bottom, it seems a little early to talk about a reversal. However, we are still beginning to see some positive signals, such as the policy environment has begun to improve, some well-known institutional investors have begun to accelerate their entry, and the earnings data of some Chinese concept stocks have improved.Summarise Aside from the influence factors of the policy environment and the capital environment, with the irrational decline of stock prices in the past two years, under the current valuation status, China Concept Shares should have room for a sharp rebound. Obviously, the excessive release of pessimism in the market in the early stage also led to the very pessimistic valuation and pricing of China concept stocks. As long as the policy environment and fundamentals begin to stabilize, there is a high probability that China concept stocks will usher in an opportunity for valuation repair.$Alibaba(BABA)$ $Alibaba(09988)$ @TigerStars @Mainstreet_Trades @Daily_Discussion 
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      Fundamentals leading to sudden rise of baba
    • Tiger_chat·05-27Tiger_chat

      Alibaba Regained 2 Trln Market Cap in HKEX! Rebound or Reversal?

      Yesterday, $Alibaba(BABA)$ published its quarterly report, which offered the best possible pick-me-up to the weak share prices.  Revenue totaled $32.1 billion, up 9% year-over-year, driven mainly by revenue growth in the China commerce segment. Highlights: 1. New customer potential: $Alibaba(09988)$ also mentioned there are 20% new users in its Taote app who have never used its popular Taobao and Tmall app. This app may become rival of $Pinduoduo Inc.(PDD)$ . 2. High customer retention rates: Alibaba revealed that 98% of the "annual active consumers who spend more than $1500 on Taobao and Tmall" remain active within a year. These customer bases have more than 124 million on Alibaba's platform, which is viewed as the fundamental of Alibaba by analysts. 3. Key word Certainty: Alibaba's CEO Daniel Zhang repetitively mentioned "certainty" in the earnings call. Probably in this uncertain stock market and society, it calms down everyone as Alibaba focused on this respect. (learn more about its earnings, click https://www.alibabagroup.com/en/ir/presentations/pre220526.pdf)  In addition, FOMC minutes released yesterday also contributed to the rally in the US stock markets with most of stocks going up. It gave the market confidence that recession had very low possibility. Overall, this earnings is not that good, but gives us hope. Is a temporary rebound or the long-waited reversal for investors? Share your opinions and post in our topic→Alibaba-Temporary Rebound or Final Reversal after Regaining 2 Trln HK$ Market Cap If your posts get featured or become hot, you will have chance to win 100~500 tiger coins~
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      Alibaba Regained 2 Trln Market Cap in HKEX! Rebound or Reversal?
    • ToughCoyote·08-06ToughCoyote
      Although $Alibaba(09988)$ is expected to report earnings of $30.16 billion in 2023 and earnings per share of $1.6. Looking forward to the earnings report after the market closes on August 4, and waiting for the result if it can beat expectations. As Alibaba is under severe national policy supervision, the recent row also involves the US Securities and Exchange Commission (sec) listing Alibaba as a delisting risk list. Therefore, Alibaba is under geopolitical pressure, and thus is subject to domestic and international pressures. In addition to the double blow from outside, Alibaba is also involved in the competition of domestic competitors. Therefore, in the face of great operational challenges, coupled with the ongoing epidemic situation, when operating profits began to decline, the stock price began to reflect everything. Although Alibaba's short-term rebound is based on expected earnings growth, I think it will be a short-term rebound. In the long run, it will be difficult to return to the stock price level of 190 yuan. It depends on national policies and geopolitics. Therefore, it is very difficult to invest in technology stocks in China. When investing temporarily, you need to wake up 12 minutes before investing, otherwise you will lose money. For the long-term investment in Alibaba, I do not recommend touching it; the reason is that the national policy heavily regulates the technology industry, making it difficult for technology stocks to exert their strengths and grow, and the US sec is included in the list of delisting, which makes investment Those who have lost a lot of investment confidence, it is difficult to hold up the stock price of 120 yuan or more, I believe that Alibaba will not have a clear trend after a slight rebound. Based on the above total negative news situation, I believe Alibaba is not running. From the perspective of short-term investment, you can trade on short-term positive news, you can make profits under the ups and downs, and reduce losses in long-term holdings. Since there are many retail investors who hold Alibaba above the 180 price, all their stocks on hand lose money, so I think short-term trading will help them reduce the cost of holding Alibaba and reduce their loss of principal.$Alibaba(BABA)$ @TigerStars @CaptainTiger 
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    • Furore·05-28Furore
      Just a temporary rebound for the stock markets imo, not just for AlibabaThe market has been depressed and on the down trend for months, investors are getting hungry for a rebound or reversal, so big names like Alibaba could be seen as a "safe" bet The war in Ukraine is still ongoing and doesn't look like it will end anytime soon, the cost of raw materials and oil are still on the riseChina is recently reported to be secretly buying oil from Russia and this may be bad if any trade sanctions are implemented on China as a result of thatDue to very strict covid policies, a handful of China cities are still under lockdown, and such lockdowns have a negative impact on the economyMy guess is that the bear market will probably continue until end of the year, stagflation at best if not bearish
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    • Yonhuat·08-07Yonhuat
      Why I think $Alibaba(BABA)$ $baba$Alibaba(09988)$ can move back to uptrend? A major catalyst of Ant Group IPO will cause baba shares to turn uptrend. Alibaba represents a stake in china economy. The Hang Seng moves where the stock goes. The Chinese govt will back it when it will be needed most. Delisting fear will deminish when primary listings in HKSE comes into play, bringing more china investors into play, support their own china company. Target $140 EOY
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    • iceflower·08-05iceflower
      $Alibaba(BABA)$ Bullish Is it worth to buy the dip??[serious]  The world's largest online and mobile commerce company as measured by gross merchandise volume.It operate China online market place, including Taobao(consumer to consumer) and Tmall(business to consumer) Fundamental analysis[Like] -revenue increasing trend-roe(adj) 5.99% from 16.47%-EPS 11.73 latest from 7.95 last quarter-total debt to equity ratio 0.143-fcf 130797 from 231786 Technical analysis-price dropped below ema 200 since march 2021-short term wise is increasing trend with higher low price[Call]  -price above ema5 for 2 days streak News- shares have fallen by roughly 2/3 since late 2020, when regulators in Beijing abruptly halted the IPO of its finance affiliate Ant Group, an event that marked the beginning of the tech crackdown.-The company was added to the U.S. Securities and Exchange Commission's list of Chinese companies that might be delisted for not meeting auditing requirements.[Gosh] -Analysts at Jefferies described Alibaba's share price drop as a "knee-jerk reaction" to the news of a potential delisting, and the 2024 deadline for Chinese American Depository Receipt delisting gives China adequate time to resolve its audit issues.-latest earning report released yesterday was better than expected.[Love] [Call]  Overall-Fundamental background is considered good-But will you "buy the rumor, sell the news?"[YoYo] [Eye] Is Baba a buy for you??[serious] [Doubt] @Daily_Discussion  @CaptainTiger  
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    • StarLuck·05-29StarLuck
      $Alibaba(BABA)$ I think it's a temporary rebounce.$Alibaba(BABA)$ share price jumped last Friday. Alibaba share price has been undervalued and oversold as regulatory headwinds have reduced for tech/ platform companies in China, the inflationary effects Ukraine war and the supply chain disruptions, I think that the bear market will probably continue.[Facepalm] [Facepalm] [Facepalm] 
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    • Blessedme·05-28Blessedme
      ALIBABA TEMPORARY REBOUNDI spent alot of time and money in various Ecommerce platforms to buy stuff at a lower price, getting these items delivered to my home at the comfort of my convenience. I must say Ecommerce platforms such as Amazon, Lazada, Shopee, Aliexpress, etc are booming whether lockdown or not, people are buying at the comfort of their home without having to step out of their home to buy stuff. Even groceries shopping is better without having to carry heavy stuff to your car or home makes shopping experience a delight.Most students from my investor Mentor that he conducted, bought Alibaba and made a good profit for those who sold. However there are others who are not so as timing the market is a skill or gut feel. I did not buy Alibaba because I am cautious on China stocks, having bought before, got burnt and the fact that China govt is clamping on certain companies in China or USA, changing policies makes it more difficult for me to trust in China stocks. As China management style and strategies are different from Singapore companies, I would refrain from buying China stocks. Of course, there are also US or SG companies who went bankrupt like Hyflux and PSL Holdings. My greatest fear is delisting or bankruptcy of China companies which our laws are different and protection of foreign investors may or not be favourable to foreign investors.As long as Alibaba can rebound firther, my hope is that Investors dont lose too much of your hard-earned money.  Lastly, if you have bought Alibaba, dont lose hope. Wait for rebound.Happy Investing :)
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    • MHh·05-31MHh
      Certainly oversold but I believe it is only a temporary rebound. There are still many potential headwinds that will bring the share pricedown. 1) potential customer base remain only as potential until they are captured and remain loyalI agree that many are still loyal users of Taobao but consumers are price sensitive. It's all about who has the right products at the best price and the best service/delivery. So, the pie is big but not easy to capture entirely. 2) supply chain disruptions/ Covid-19 policyWill there be more disruptions with what is going on in the world right now?On the other hand, if China keeps its zero covid-19 policy, Alibaba should benefit from it to some degree. 3) inflation and potential stagflation/ recessionThe Chinese market is a special one. It doesnot entirely mirror the US market. But it is hard to escape global inflation. Consumers might be spending less. Outside of e-commerce, its cloud and otherbusiness should still be driving revenue well. But, the biggest unknown is government policy. This is the biggest factor that can move the stock prices crazily. This- we have no control over. As of now, it does appear to me that Alibaba has not been 'washed cleanly' to the government and may periodically be under bad press.
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    • Venus_M·05-27Venus_M
      $Alibaba(BABA)$  is very much oversold.  I personally think it is a Reversal.  With Good Earnings and a Positive CEO Daniel who gives assurances, it isn't that difficult to head back up [Victory]   JiaYou BABA!
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    • Wayneqq·08-05Wayneqq
      $BABA 20220819 160.0 CALL$ Another optiongonna expire worthless.. highly doubt baba willgo above 160 by 19 August.. prove me wrong baba [Sly] 
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    • BenjiFuji·05-27BenjiFuji
      My bet is temporary rebound.Remember Zero covid policy is still in China plus, the inflationary effects Ukraine war and the supply chain disruptions, all will add up to a perfect storm.Be careful what you hear [LOL] 
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    • THB·06-01THB

      s Amazon Stock Trading At A Valuation Not Seen 'Literally

      After more than doubling its warehouse space over the course of the COVID-19 pandemic, Amazon.com Inc (NASDAQ:AMZN) is dealing with overstaffing issues, but one analyst believes it's already priced into the stock.What To Know: Truist Securities analyst Youssef Squali is looking through Amazon's excess capacity concerns and toward a future of increased efficiency."We think it's going to take them about 12 months or so to absorb that capacity ... and as you look through that, the story continues to look really attractive," Squali said Tuesday on CNBC's "Squawk On The Street."He argued that said concerns are already priced into Amazon's current valuation and moreover, he suggested the stock has fallen too far given the concerns at hand."Now [Amazon] is trading literally at 10 times cash flow, which we haven't seen literally since the IPO 20 years ago," Squali said.See Also: If You Invested $100 In Bitcoin, Apple, Microsoft, Tesla And Amazon 5 Years Ago, Here's How Much You'd Have NowAlthough he acknowledged the stock could continue to trade lower with the overall markets, Truist is recommending investors buy or add to Amazon stock at current levels."Consumer confidence remains really strong and to the extent that that sustains itself, we think it's just a matter of time before, again, that excess capacity is absorbed and margins start ticking up again," Squali said.AMZN Price Action: Amazon has traded between $2,025.20 and $3,773.07 over a 52-week period.
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      s Amazon Stock Trading At A Valuation Not Seen 'Literally
    • StickyRice·08-08StickyRice
      Alibaba CEO highlights focus on narrowing losses, new board members amid scrutinyAlibaba (NYSE:BABA)$Alibaba(BABA)$  Chief Executive Daniel Zhang said the company has made "meaningful progress" on narrowing operating losses in several of its units, but the company still has more work to do.Speaking on Alibaba's (BABA) first-quarter earnings call, Zhang said the company's overall financial position is "healthy", with good free cash flow and cash reserves, but the company is working to narrow losses in several segments, including its delivery unit.Zhang also pointed out that Alibaba (BABA) added Irene Yun-Lien Lee, Chairman of Hysan Development Company Limited, and Albert Kong Ping Ng, former Chairman of Ernst & Young China, as independent directors to the company’s board.In a statement, Zhang said the "appointments are part of Alibaba’s ongoing enhancement of our corporate governance."Alibaba (BABA) said earlier this week that it would "strive" to keep its New York listing as the Securities and Exchange Commission said it could delist the company amid auditing concerns.Alibaba (BABA) was recently added to the list of companies at risk of facing a delisting as a result of the Holding Foreign Companies Accountable Act, or HFCAA.The HFCAA tasks the Public Company Accounting Oversight Board to determine companies "that it is unable to inspect or investigate completely because of a position taken by an authority in the foreign jurisdiction."The legislation states that a company would be delisted from a U.S. exchange if it was identified by the SEC for three consecutive years because of the PCAOB's inability to audit it properly.Going deeper into the company's results, Zhang explained that revenue from Alibaba's (BABA) cloud unit declined to 10% year-over-year growth, caused by multiple factors, including the slowing macro economic environment and a decline from its "top internet customer."However, Alibaba (BABA) is started to see more progress in cloud, the 50-year-old Zhang added.Zhang also noted that on a combined basis, Alibaba (BABA) international gross merchandise volume is now over $50B and the company is growing its cross-border model. Alibaba (BABA) is focusing on increasing logistics and despite the near-term sales fluctuation, the company is focused on increasing the flow from China to Europe.
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    • Numero·06-10Numero

      Beijing May Give Nod to Revive ANT IPO after Crackdown _

      China's central leadership has given billionaire Jack Ma's Ant Group a tentative green light to revive its initial public offering (IPO), two sources with knowledge of the matter said, in the clearest sign yet Beijing is easing its crackdown on the tech sector. Ant, an affiliate of Chinese e-commerce behemoth Alibaba Group Holding Ltd, aims to file a preliminary prospectus for the share offering in Shanghai and Hong Kong as early as next month, the sources said, declining to be named due to the sensitivity of the matter.The fintech giant will need to wait for guidance from the China Securities Regulatory Commission (CSRC) on the specific timing of the prospectus filing, said one of the sources.In a publicly released statement however, Ant said there was no plan to relaunch its IPO, without elaborating. It did not respond to Reuters request for comment on whether it had received a green light from Beijing. "Under the guidance of regulators, we are focused on steadily moving forward with our rectification work and do not have any plan to initiate an IPO," Ant said on its WeChat account late on Thursday.Ant wants to keep the IPO revival plans low profile pending a formal announcement, after having attracted regulatory glare in its first attempt back in 2020 with the offering creating the world's largest ever equity float, a separate source with direct knowledge of the matter said.The company's stock market listing was hastily shelved at the behest of Beijing in November 2020. At the time, it was slated to be valued at around $315 billion and planned to raise $37 billion, which would have been a world record. Reuters.
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      Beijing May Give Nod to Revive ANT IPO after Crackdown _
    • StickyRice·08-07StickyRice
      Alibaba trims personnel count by ~10K employees in June quarter amid sales slowdownAmid reporting flat growth in FQ1 net sales, weaker consumer spending and China economic headwinds, Alibaba (NYSE:BABA)$Alibaba(BABA)$  slashed ~10K employees for the quarter ended June 30.The company's total personnel stood at 245.7K down (after 9,241 employees left) from 254,941 at the end of March and 254,702 as of June 30 last year, as reported by South China Morning Post.This makes the total decrease in employee numbers for Alibaba to 13,616 over the six months to June marking the firm’s first drop in payroll size since March 2016.This step ramps up the company efforts to cut expenses and drive up efficiency amid continued regulatory pressure.The company chairman & CEO Daniel Zhang Yong indicated that in order to balance cost optimization and control, the company will add ~6K fresh university graduates to its headcount this year.
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