Foro de Rava Bursátil

Harry Forever escribió: ↑ No se. GS compro un toco hace poco, el socio de Warren tambien.
Muy raro todo che.

miguel angel escribió: ↑ 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

miguel angel escribió: ↑ 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

ElNegro escribió: ↑ Baidu que onda???

Harry Forever escribió: ↑ Flipper: nos suicidamos juntos??

Harry Forever escribió: ↑ 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.

flipperjeeper escribió: ↑ Imaginate ese dia. Yo sigo paciente aca con baba.

Harry Forever escribió: ↑ 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.