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Alibaba Group Holding Limited (BABA)

NYSE - NYSE Delayed Price. Currency in USD
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133.35-3.17 (-2.32%)
At close: 1:02PM EST
132.52 -0.83 (-0.62%)
After hours: 04:59PM EST
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  • M
    Maher
    Here is what Artisan International Value Fund has to say about BABA in its Q3 2021 investor letter:"We also find Alibaba’s valuation compelling despite the prospect of increased regulation. The share price declined 35% during the quarter. Alibaba is China’s largest e-commerce business and is one of the highest return businesses in the world. The company’s core ecommerce operation dominates China’s retail industry. That business continues growing at a low-teens rate and operates with an incredible 62% profit margin. The company also operates several promising new businesses which have been a drag on the bottom line, though the company overall remains highly profitable and cash flow generative. The market cap today is about $440 billion. The company has large investments in cloud, financial services and other businesses worth an estimated $100 billion, leaving the core operations valued at $340 billion. Core operations over the last 12 months generated about $27 billion of after-tax profits, resulting in a trailing P/E of 12.5X. Alibaba certainly faces increased competition and a marginal increase in regulation. As a result, we expect modest growth in earnings over the next few years. However, a company with Alibaba’s operating and financial strength should trade at a premium, rather than a significantly discounted valuation."
  • P
    Peter
    Let's hope Ant IPO is getting closer.

    "China’s central bank said it has received an application for a personal-credit scoring joint venture between Ant Group, state-backed Zhejiang Tourism Investment Group and four other investors, allowing the fintech giant to move ahead with its business overhaul."
  • 0
    007
    Holding up quitte well, bottom is close. One positive news fact and it will rocket up. Could take weeks or months but will come. Hold tight and let Baba share buyback do it’s work on these very extremely low prices.
  • V
    Vusal
    Amazon have an e-commerce market share in the USA of 37%, Alibaba have 53% of china's e-commerce market. Alibaba had 29% total revenue growth in these 'terrible' results compared to 25.5% for JD . Compared to the likes of amazon alibaba is growing rapidly even in a bad year. Amazon net sales grew 15%. I'm tempted to average down.
  • W
    William
    Everyday there's a negative headline on chinese stocks. Baba trades at a forward PE of 15x, insanely low. I like JD but look at the margin difference between these to companies. Look at the free cash flow difference, Baba 30B vs JD 4B over the past 12 months. Plus Baba has ant group which I understand the valuation has been drastically reduced but it still has a lot of value even with the crackdown. BABA IS KING.
  • L
    Liam
    Why would you own this stock? Genuine question to BaBa holders.
  • M
    Me
    BABA is different from DIDI. BABA comply with the government, regarding Ants, Jack Ma etc. And soon will be rewarded.
  • T
    Trada
    The top four cloud service providers in China were Alibaba Cloud, Huawei Cloud, Tencent Cloud, and Baidu AI Cloud, with a combined 80% market share by total expenditure. Alibaba Cloud led China's cloud market with a 33.8% share, though its growth slowed to 30% in the quarter.Sep 14, 2021
  • M
    Ming-Wei
    What is the fearful? Now the BABA’s owner earnings stood at 53.2% compared with AMZN’s owner’s earnings 0.0003%. We all know that Alibaba will never catch up with Amazon.
  • J
    Jan R.
    This year I don’t want anything for Christmas. I only wish for all the fake news spreaders to lose all their money. 🙏
  • J
    Julius Caesar - Renaissance
    About 6 to 8 months ago I said 130 can happen but that would require a lot of bad news- kind of an Amageddon scenario. I did not believe it would happy. Also ignored 236, 228, 215, 190, 182-186 sell signals.
    On the way up those and 250-253, 267+ are going to be resistence levels.
  • E
    Eric
    dow breaks several major supports in half day.....baba really need to hold the 130s to avoid a gap down to 125, I bought some at 131 today to show my unimportant support....hope investor day can turn things around
  • H
    Harold
    +2.7% on hk exchange today. yesterday translated into a nice gain for us. will open green on Friday
  • K
    Kristof
    Since last profit warning Apple sent out, it’s stock went up almost 400%. Even with all the warnings of the world, Baba is now really cheap. I also don’t see a reason why JD should be trading at 36x earnings 2022, while Baba only 13x!
  • T
    Trader x
    I agree FB, SNAP, WDC and even ATVI, INTC are ready to V-shape reverse due to Cyber Monday///bog correction today. These beat huge EPS/revenues last Q3.
  • M
    Mikael
    When you guys compare Amzn to Baba, you have to realize how they overlap. Estimate 50 % of all the physical goods at Amzn to be manufactured in China or very close to China and a large part of that number to be directly listed on Baba, bought up ( by Westerners ) and then relisted on Amzn... Thus, whenever Amzn grows, so does the revenue of Baba.
  • D
    David
    I bought FB, SNAP, WDC....ready to pop. FB is poised to 500 this Q4, SNAP easy 80, WDC 80...you will seee. These are real unicorns to pop
  • M
    MINCHENG
    Something is fishy about the Alibaba stock.
    1) VIE structure - well, other companies with Chinese VIE structure are going up. So this argument doesn't stand,
    2) JD eating their lunch - then why is Alibaba growing as well? Alibaba should be shrinking if that is the case. JD is also on a VIE structure, mind you.
    3) CCP taking over - if that is the case, then CCP will offer a price to buy it, even if the price is 0 RMB. I haven't heard anything from them yet. Then all businesses should be government run. So Starbucks, McDonalds, Tesla, Apple and etc... will all be kicked out of the market. These foreign companies operating in China are also following the Chinese laws, not the American law. No words on kicking them out yet.
    4) anything else I've missed?