To The Moon

$(BABA)$   Alibaba, the Chinese e-commerce giant, has experienced significant volatility in the stock market. Despite its recent price slump, many value investors remain optimistic about Alibaba's future, seeing it as trading at a substantial discount and undervalued. However, the mere fact that a stock is undervalued doesn't guarantee a comeback. Alibaba's profitability hasn't been the issue, as the company has consistently reported strong earnings and boasts substantial cash reserves, often engaging in share buybacks. While value investors continue to express hope, the timing and certainty of Alibaba's recovery are far from guaranteed. This uncertainty leaves many retail investors hesitant to average down on t

$Alibaba(BABA)$   Strong financials with positive earnings and cashflow. proven business with massive customer base.  Only downside risk is governmental policy interference, which I feel it's already priced in over the last few years. also, it's important to note that the Chinese government has eased off pressures on Chinese tech companies recently.  so if we believe in fundamentals and value investing, I reckon the stock is currently trading below intrinsic value with room to grow.  I do have a position in BABA and would be holding for a while 

Share Price Performance: The U.S.-listed Alibaba ( $Alibaba(BABA)$ ) fell 5.32%, while HK-listed Alibaba ( $Alibaba(09988)$ ) fell 6.35% year-to-date, outperforming the Hang Seng Tech Index, which has posted a -15.05% return year-to-date. However, BABA is currently trading at USD 73.39, which is still down 77% from its all-time high of USD 317. Source: Bloomberg, 14 Feb 2024 Technical Analysis: There is an inverted head and shoulders pattern in the making, which will be fully formed once it breaks above the neckline at USD78. The earlier inverted head and shoulders pattern successfully formed and propelled Alibaba's stock price to USD 119 in early 2023. While this pattern has worked well for Alibaba

Hi Anyone stay in China or work in China? Any like linkedin equivalent in China? Can share @MHh @SR050321 @koolgal @Fenger1188 @SirBahamut @SPOT_ON @HelenJanet @LMSunshine $Alibaba(BABA)$   

Slightly late... been busy preparing for LNY.[Gosh]  [Gosh]   Happy LNY everyone~[Salute]  [Salute]  Last day of the week, some predictions: Broad market: $SPDR S&P 500 ETF Trust(SPY)$  $S&P 500(.SPX)$  $Semiconductor Bull 3X Shares(SOXL)$   Individual stocks: $Meta Platforms, Inc.(META)$  $Alibaba(BABA)$  $Tesla Motors(TSLA)$ 

Lost in the discussion about the buyback is arguably the most important point in this earnings report. Namely, that $Alibaba(BABA)$ is finally going about the painful process of writing off nonproductive assets built up over years of investing in non-core businesses. I have an InTime Mall literally a few blocks away (there are several in Hefei alone). Up until last week, I did not know BABA owned the chain. If I had to guess, the writing off of these assets was supposed to occur in tandem with the restructuring, so that income from the latter would overshadow losses from the former. But the canceling of the IPOs means that the writing down of assets will stand out on the balance sheet, both in this quarter and ostensibly

$Alibaba(BABA)$ Maybe it could go down to 65 before the Chinese New year, ut in a week, after the New Year China will start to implement stimulus and this could fly strait to 80 for few days![Wow][Wow][Wow]China will soon DO start supporting business and the economy, after so far just saying it! Their plan is not implemented yet. When it start it will huge buying support![Sly][Sly][Sly]

The plan: stimulus and buybacks is very smart by $Alibaba(BABA)$ management and Chinese funds. They wait until it in 60s and will do smart buy below 70[Happy]. Only common folk bought at 80s and 90s will sell cheap in fear and with margin calls below 70, but that is a plan of the smart plot. They do not even hide about buyback and stimulus (publicly announced).[Smart]

The lowest price target on $Alibaba(BABA)$ is $85, which implies 20% upside from current levels. And that's the lowest! May not offer consolation for those with triple digit cost basis, but I'll take 20% any year. The average pt is $115 which implies a 60% upside.[Miser][Miser][Miser]

$Alibaba(BABA)$ What a pump and dump this ended up being. Definitely not falling for that again. These Chinese stocks just don't follow fundamentals or facts so what's the point in focusing on them. At the end of the day you invest for a positive outcome, the only reason we care about the facts and figures is because they are supposed to influence the stock price accordingly. That's all out the window so as far as I'm concerned this thing could make a trillion dollars profit but if it trades like a dog then that does nothing for me.[LOL][LOL][LOL]

### Low Confidence Vote: Alibaba Group **Reasons for Low Confidence:** 1. **Regulatory Challenges**: Alibaba has faced significant regulatory scrutiny from the Chinese government, leading to fines and restrictions on its business practices. This regulatory pressure can limit its operational flexibility and growth prospects. 2. **Intense Competition**: The e-commerce and tech market in China is highly competitive, with rivals like Tencent, JD.com, and Pinduoduo challenging Alibaba's dominance. This competition can erode market share and impact profitability. 3. **Global Expansion Risks**: While Alibaba has ambitions to expand globally, it faces challenges such as cultural differences, local competition, and regulatory barriers in international markets. These factors can hinder its abilit

China, hong kong is having a hard time. Financial wise its very tough time. Alibaba able to see some growth its quite amazing. It have to push through this tough time and once everything is performing, its time for alibaba to shine. And who knows how long, depends on how china will help boost economy.  Alibaba is facing fierce competitions, it need to up their game and competite. Hope they still have their moat in this area and persst and growth 

yes of course[Smile] 

$Alibaba(09988)$ In the long run, market is a weighing machine. Whereas in the short run, it is a voting machine. The real problem I have is the definition of long run. LOL. BABA results are reasonable, reflecting the state of the economy in general. I still believe in BABA and in my view, its intrinsic value, is at least 120 in the most pessimistic case. The real highlight is the board approved to top up the share buy back by a whopping 25b. They have now 35b (10 unused from previous approval) to deploy in the next 3 years. That is approximately 18 - 20% of existing shares. May the force be with those of us in the same boat. And hopefully the year of Dragon brings you great health and wealth. 

No..earning still flat 

$Alibaba(BABA)$  BABA management can't execute more poorly so far. BABA had a great momentum the past 2 days and was the perfect moment to strike with a comeback with good earnings, buyback, an IPO release news followed by China expected stimulus injection but instead they killed momentum with missing earnings, no IPO release news, margins at single digits and just the same buyback narrative. This sort of news is good for their competitors now that they see a vulnerable company losing market share in the e-commerce space.

Yesss baba please rebound

Pretty sure China economy will turn out stronger 

Nice it's the time show 

Yes please make it happen

Share Price Performance: The U.S.-listed Alibaba ( $Alibaba(BABA)$ ) fell 5.32%, while HK-listed Alibaba ( $Alibaba(09988)$ ) fell 6.35% year-to-date, outperforming the Hang Seng Tech Index, which has posted a -15.05% return year-to-date. However, BABA is currently trading at USD 73.39, which is still down 77% from its all-time high of USD 317. Source: Bloomberg, 14 Feb 2024 Technical Analysis: There is an inverted head and shoulders pattern in the making, which will be fully formed once it breaks above the neckline at USD78. The earlier inverted head and shoulders pattern successfully formed and propelled Alibaba's stock price to USD 119 in early 2023. While this pattern has worked well for Alibaba

$(BABA)$   Alibaba, the Chinese e-commerce giant, has experienced significant volatility in the stock market. Despite its recent price slump, many value investors remain optimistic about Alibaba's future, seeing it as trading at a substantial discount and undervalued. However, the mere fact that a stock is undervalued doesn't guarantee a comeback. Alibaba's profitability hasn't been the issue, as the company has consistently reported strong earnings and boasts substantial cash reserves, often engaging in share buybacks. While value investors continue to express hope, the timing and certainty of Alibaba's recovery are far from guaranteed. This uncertainty leaves many retail investors hesitant to average down on t

Alibaba has faced substantial challenges in recent years, with the impact of Covid-19 wreaking havoc on its stock. The price plummeted over 70% from its late-2020 peak to the beginning of 2023, and despite expectations for a recovery in the past year, Alibaba's stock continued to decline, shedding over a quarter of its value in the last 12 months.As we enter 2024, Chinese stocks, including Alibaba, remain volatile amid concerns about the economy. Investors are anxiously awaiting effective government stimulus to counter the ongoing uncertainties. The upcoming quarterly earnings report from Alibaba could provide valuable insights, particularly from its core e-commerce business, offering signals about broader consumption trends.BABA Weekly ChartTurning our attention to the weekly chart, Aliba

$Alibaba(BABA)$ Q3 earnings in brief:1. The overall revenue was slightly lower than expected (260.3 billion vs 261.2 billion consensus), but the market has already priced it in, due to the performance of Pinduoduo (PDD) (whose market value has surpassed BABA for a period) and the overall consumer environment falling short of expectations (negative inflation).2. The international business is still in the expansion phase (up 44% year-on-year), but the losses have increased, indicating intense competition. The routes in Southeast Asia, Russia, Central Asia, East Asia, and Europe are the opposite of PDD's Temu, and the geopolitical risk is not as high. It is said that AliExpress intends to enter the U.S. market, which could be a good way to increase r

Foreign direct investment has been net outflow in China as overseas investors withdrew $11.8 billion out of the country between last July and September, after business confidence was shaken by deflation and weak demands as the Chinese economy struggles to regain footing in the aftermath of the zero-Covid policies. Recovery was not helped by subsequent repeated crackdowns on its technology sector and a deepening debt crisis that has plagued the property scene in the country. Fundamental investors were not rewarded for their beliefs of deep valuations of the Chinese stocks, as the cheaps became cheaper. So drastic has been the retreat of foreign investors that the Chinese government has recently been seen contemplating measures to stabilise the market. The market has heaved a sigh of relief

TigerGPT Answer: 【Forecast Data】 The financial forecast data for Alibaba this quarter includes an earnings per share (EPS) estimate of 19.23 CNY, total revenue estimate of 262,447,897,390.00 CNY, and EBIT estimate of 52,618,170,130.00 CNY. Compared to the same period last year: - EPS has slightly decreased by 0.16% from 19.26 CNY. - Total revenue is expected to increase by 5.93% from 247,756,000,000.00 CNY. - EBIT is projected to increase by 1.17% from 52,048,000,000.00 CNY. The slight decrease in EPS suggests that despite higher revenue, profitability may not have increased at the same rate. The increases in revenue and EBIT indicate that the company is growing and potentially improving its operational efficiency. 【Quarterly Important News】 Key n

Loop Capital Analysts Lower $Alibaba(BABA)$ 's Target Price to $111, Still Recommend BuyingAlibaba Group NYSE:BABA Company E-commerce, Business, company, text, orange png | PNGWingOn Monday, the shares of Chinese e-commerce giant $Alibaba(BABA)$ closed up 3.9%. In the morning of the same day, Loop Capital analysts lowered the target price from $115 to $111, but still believed that Alibaba, as a Chinese Internet stock, was worth buying. This may also explain why Alibaba's shares have risen instead of falling.How does Loop Capital view Alibaba?Loop Capital didn't just talk about Alibaba's stock. Instead, it conducted a research and analysis of the entire Chinese Internet stock market. Overall, China's "weak

### Low Confidence Vote: Alibaba Group **Reasons for Low Confidence:** 1. **Regulatory Challenges**: Alibaba has faced significant regulatory scrutiny from the Chinese government, leading to fines and restrictions on its business practices. This regulatory pressure can limit its operational flexibility and growth prospects. 2. **Intense Competition**: The e-commerce and tech market in China is highly competitive, with rivals like Tencent, JD.com, and Pinduoduo challenging Alibaba's dominance. This competition can erode market share and impact profitability. 3. **Global Expansion Risks**: While Alibaba has ambitions to expand globally, it faces challenges such as cultural differences, local competition, and regulatory barriers in international markets. These factors can hinder its abilit

Lost in the discussion about the buyback is arguably the most important point in this earnings report. Namely, that $Alibaba(BABA)$ is finally going about the painful process of writing off nonproductive assets built up over years of investing in non-core businesses. I have an InTime Mall literally a few blocks away (there are several in Hefei alone). Up until last week, I did not know BABA owned the chain. If I had to guess, the writing off of these assets was supposed to occur in tandem with the restructuring, so that income from the latter would overshadow losses from the former. But the canceling of the IPOs means that the writing down of assets will stand out on the balance sheet, both in this quarter and ostensibly

$Alibaba(BABA)$   Strong financials with positive earnings and cashflow. proven business with massive customer base.  Only downside risk is governmental policy interference, which I feel it's already priced in over the last few years. also, it's important to note that the Chinese government has eased off pressures on Chinese tech companies recently.  so if we believe in fundamentals and value investing, I reckon the stock is currently trading below intrinsic value with room to grow.  I do have a position in BABA and would be holding for a while 

Weird volume. I’m always right. This is a pump fake leading into earnings. Just look at the chart. $Alibaba(BABA)$ $Alibaba(09988)$ stops at $82 and will drop back harddddddddd!People don’t understand. Seasoned traders ignore all news and noise form talking heads and only and I mean only trade off what the chart 📊 says and what’s in black and white on their earnings reports. Everything else is just pure nonsense to lure in Dumb Money!I’m not a short or a bot. I’m here to provide quality advice and get people to learn how to read a chart!📊 That’s where the money is made! News could break that Goldman is buying $100 millions worth of stock, I could honestly care less and wouldn’t

$Alibaba(09988)$ In the long run, market is a weighing machine. Whereas in the short run, it is a voting machine. The real problem I have is the definition of long run. LOL. BABA results are reasonable, reflecting the state of the economy in general. I still believe in BABA and in my view, its intrinsic value, is at least 120 in the most pessimistic case. The real highlight is the board approved to top up the share buy back by a whopping 25b. They have now 35b (10 unused from previous approval) to deploy in the next 3 years. That is approximately 18 - 20% of existing shares. May the force be with those of us in the same boat. And hopefully the year of Dragon brings you great health and wealth. 

Slightly late... been busy preparing for LNY.[Gosh]  [Gosh]   Happy LNY everyone~[Salute]  [Salute]  Last day of the week, some predictions: Broad market: $SPDR S&P 500 ETF Trust(SPY)$  $S&P 500(.SPX)$  $Semiconductor Bull 3X Shares(SOXL)$   Individual stocks: $Meta Platforms, Inc.(META)$  $Alibaba(BABA)$  $Tesla Motors(TSLA)$ 

I feel all $Alibaba(BABA)$ $Alibaba(09988)$ price rises will be temporary until the fire sale dumps end. Lot of BABA holders are fed up & no longer have faith in the company. They just want out. Break even has replaced the desire for profit & gains.I hope the $50+$150 million investment indicates insider knowledge of positive financial results as you propose. Not too many other indicators pointing in a positive direction. I would like to see BABA reach $100 again. Small steps. There is no current appetite for new investing in China under current conditions. Everyone wants out including a lot of their domestic investors.

Many people, pointing to $Alibaba(BABA)$ $Alibaba(09988)$ 's financial results, have told me it's time to buy their stocks. However, they remain silent on the topics, whether intentionally or not, I can't tell. What I've come to realize is that there's a steady stream of Alibaba employees leaving for companies like $Pinduoduo Inc.(PDD)$ or ByteDance. It's important to note that these departures are voluntary, not due to layoffs. If a company is truly as outstanding as it claims, I'm puzzled by such a trend. Therefore, my stance on Alibaba remains bearish. I believe time will reveal all.

$Alibaba(BABA)$  BABA management can't execute more poorly so far. BABA had a great momentum the past 2 days and was the perfect moment to strike with a comeback with good earnings, buyback, an IPO release news followed by China expected stimulus injection but instead they killed momentum with missing earnings, no IPO release news, margins at single digits and just the same buyback narrative. This sort of news is good for their competitors now that they see a vulnerable company losing market share in the e-commerce space.

Everyone’s investment strategy and situation is different and we must always respect that. 1.6% seems reasonable to me. If $Alibaba(BABA)$ $Alibaba(09988)$ gets any cheaper I’ll most likely buy more. I also have $CSI China Internet ETF(KWEB)$ & $Baidu(BIDU)$ $BIDU-SW(09888)$ . We’ll see what 2024 brings, I’m not expecting too much this year. No signal yet from institutions that China is a buy yet, although I have come across a few money managers that have started to nibble. But we are early and I like being early.

$Alibaba(BABA)$ What a pump and dump this ended up being. Definitely not falling for that again. These Chinese stocks just don't follow fundamentals or facts so what's the point in focusing on them. At the end of the day you invest for a positive outcome, the only reason we care about the facts and figures is because they are supposed to influence the stock price accordingly. That's all out the window so as far as I'm concerned this thing could make a trillion dollars profit but if it trades like a dog then that does nothing for me.[LOL][LOL][LOL]

Hi Anyone stay in China or work in China? Any like linkedin equivalent in China? Can share @MHh @SR050321 @koolgal @Fenger1188 @SirBahamut @SPOT_ON @HelenJanet @LMSunshine $Alibaba(BABA)$   

I see some strenght here and volume gap above. Earnings could be the catalyst. If confirmed, $Alibaba(BABA)$ $Alibaba(09988)$ can reach $73 soon and $85 a bit later. If they beat and guide growth going forward this could be up 20% to 90. why waste time putting fear and doom here for these stock holders? Trying to scare investors is not working.