BABA Alibaba.com

[miguel angel]

China está vendedor , hay manos grandes saliendo , hay que esperar a que muestre un soporte , yo en baba lo tenía 180 pero me parece que lo va a pasar . Hasta que no me muestre un cambio de tendencia hay que mirar de afuera adivinar pisos te fúndenla cuenta

[flipperjeeper]

Baidu que onda???

Siguiendo a baba i guess.

[flipperjeeper]

Igual dia red para tech. Meh

[ElNegro]

Baidu que onda???

[flipperjeeper]

Flipper: nos suicidamos juntos??

Sera aguantar. Es una locura el FUD que hay. Lpm. Estoy listo para comprar mas pero es un falling knife

[Harry Forever]

Flipper: nos suicidamos juntos??

[flipperjeeper]

Chelsey Tam is a senior equity analyst for Morningstar.

Set a new price target for Alibaba

USD 302 per ADS (HKD 293 per share)

Here what she has to says..

We think wide-moat Alibaba’s strategic investments such as community group purchases (200% quarter-on-quarter increase in gross merchandise value), Taobao Deals (quarterly net add of 40 million annual active buyers) and Idle Fish (over 100 million monthly active users) have demonstrated some good results. We think these are early indicators that the investments are yielding good growth. We also like that Alibaba increased its share repurchase program from USD 10 billion to USD 15 billion, which is the largest share repurchase program in Alibaba’s history. We think it is sensible given Alibaba is well below our estimate of intrinsic value.
We have made changes to our earnings estimate due to reduced tax subsidies from the government, lowering our EPS estimate by 2% this year. Our five-year earnings per share CAGR is now 11% versus 12% previously. Alibaba maintained its full-year revenue guidance, and we have left our top line unchanged. Our fair value estimate for Alibaba is now USD 302 per ADS (HKD 293 per share), down 4%. We think the valuation is compelling. We think the key catalysts are strong metrics of its strategic investments (user and GMV metrics and removal of regulatory overhang, for example).
In the 12 months ended June 2021, the number of active consumers on Alibaba’s China retail marketplaces was 828 million, a net increase of 17 million versus the previous quarter. For the 12 months ended June 2021, annual active consumers of Taobao Deals grew to over 190 million from 150 million in the prior quarter. This indicates that only 17 million of these 40 million increase of Taobao Deals users were new to Alibaba’s China retail marketplaces, with 23 million of them coming from Tmall, Taobao, or Idle Fish.

Ojala se de Chelsea! Lpm baba

[Harry Forever]

Chelsey Tam is a senior equity analyst for Morningstar.

Set a new price target for Alibaba

USD 302 per ADS (HKD 293 per share)

Here what she has to says..

We think wide-moat Alibaba’s strategic investments such as community group purchases (200% quarter-on-quarter increase in gross merchandise value), Taobao Deals (quarterly net add of 40 million annual active buyers) and Idle Fish (over 100 million monthly active users) have demonstrated some good results. We think these are early indicators that the investments are yielding good growth. We also like that Alibaba increased its share repurchase program from USD 10 billion to USD 15 billion, which is the largest share repurchase program in Alibaba’s history. We think it is sensible given Alibaba is well below our estimate of intrinsic value.
We have made changes to our earnings estimate due to reduced tax subsidies from the government, lowering our EPS estimate by 2% this year. Our five-year earnings per share CAGR is now 11% versus 12% previously. Alibaba maintained its full-year revenue guidance, and we have left our top line unchanged. Our fair value estimate for Alibaba is now USD 302 per ADS (HKD 293 per share), down 4%. We think the valuation is compelling. We think the key catalysts are strong metrics of its strategic investments (user and GMV metrics and removal of regulatory overhang, for example).
In the 12 months ended June 2021, the number of active consumers on Alibaba’s China retail marketplaces was 828 million, a net increase of 17 million versus the previous quarter. For the 12 months ended June 2021, annual active consumers of Taobao Deals grew to over 190 million from 150 million in the prior quarter. This indicates that only 17 million of these 40 million increase of Taobao Deals users were new to Alibaba’s China retail marketplaces, with 23 million of them coming from Tmall, Taobao, or Idle Fish.

[Harry Forever]

Imaginate ese dia. Yo sigo paciente aca con baba.

con paciencia y con saliva
el elefante se garcho a la hormiga.

[flipperjeeper]

El proximo driver, sera el anuncio de la nueva IPO de ANT, cuando salga.
Ahi, la cosa se va a poner mejor.
Los fundamentals siguen estando buenos.

Imaginate ese dia. Yo sigo paciente aca con baba.

[Harry Forever]

El proximo driver, sera el anuncio de la nueva IPO de ANT, cuando salga.
Ahi, la cosa se va a poner mejor.
Los fundamentals siguen estando buenos.

[Pedro1]

Buen balance, en línea con lo que anticipaban, ahora la pelota está en el terreno de la política.
Si uno considera que el gobierno chino no van a seguir avanzando, es para comprar, de lo contrario los per que se le van a pedir a la acción van a ser otros, imho.
En mi caso, estoy comprado y esperando que en 1 año esté cerca de los usd 300.

[ohm]

Alibaba has also increased its buyback program by 50% from $10 billion to $15 billion


PD: senial de que la siguen viendo barata a la accion.

Yo lo veo positivo esto y el balance también dadas las circunstancias, esta es una acción para mantener por lo menos un año imho.

[Harry Forever]

Alibaba has also increased its buyback program by 50% from $10 billion to $15 billion


PD: senial de que la siguen viendo barata a la accion.

[Harry Forever]

El balance en linea con lo esperado en terminos generales.
Vamos a ver como sigue la telenovela china.