alibaba
Key Points Key headwinds from recent years continue to dissipate, with last week’s news perhaps the biggest.Even with the recent rally, shares remain comparatively cheap.They’re well-supported technically and on the verge of crossing the $100 mark.5 stocks we like better than Alibaba GroupAfter trading sideways in a tight range for more than a year, the stars are finally aligning once more for Alibaba Group Holding Ltd (NYSE:BABA) stock. Shares of the Chinese e-commerce and cloud computing giant had to endure one of the more publicized slides from highs over the past two years, with them comin...
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Key Points As the United States and China begin to settle on their respective fiscal policies for the remainder of 2023, Alibaba seems to be positioned in the middle of the perfect macroeconomic storm. Investors can monitor these economic indicators to gauge the progress and direction of the underlying economies and form their views.With strengthening tailwinds, investors like Dr. Michael Burry have been accumulating positions in Alibaba. Analysts agree that there is a significant upside as a new value-add is thrown into the mix.By applying a valuation method called for spin-off situations, in...
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The Top 10 Biggest IPOs Of All TimeSaudi AramcoThe largest IPO of all time occurred in 2019 when Saudi Aramco oil company was floated. The offering generated over $25 billion in investment, beating the previous record holder by almost $4 billion. Saudi Arabian Oil Co (TADAWUL:2222)’s public market cap is almost $2 trillion – as of March 2023 – making it the third most valuable company in the world after technology giants Apple and Microsoft. AlibabaAlibaba Group Holding Ltd (NYSE:BABA) is a Chinese technology company founded by Jack Ma in 1999 which has gone on to become one of the most valuab...
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Shares of Alibaba (NYSE:BABA) tumbled nearly 6% in Hong Kong’s trading session on Wednesday following reports that SoftBank recently sold most of its shares in the Chinese e-commerce and cloud giant. Q1 2023 hedge fund letters, conferences and more Why is SoftBank Exiting Alibaba?Just three years ago, SoftBank maintained a roughly 25% stake in Alibaba, worth more than $100 billion, making it the group’s largest investment at the time. The latest stock sale means that SoftBank divested around 85% of its shares in Alibaba in the past three years. The forward contracts allow SoftBank to repurchas...
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Alibaba posts $2.24 diluted EPS, beating expectations by close to 20% on the back of cost cuts and Cainiao segment growth of 27% year over year.More efficient use of subsidies and M&A synergies boosted operating margins by 11.2% from a year earlier, can they keep up this synergistic efficiency?Southeast Asia acquisitions of E-commerce, logistics, and consulting services through Lazada subsidiary expected to significantly boost operating margins and bottom line profits ahead of schedule.Cloud business segment points to rainy weather ahead; however, data from its public cloud and data center ope...
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Alibaba Added To List Of Chinese Companies That May Be DelistedThe SEC is demanding that U.S. auditors be able to scrutinize Chinese companies’ financial statements as part of the Holding Foreign Companies Accountable Act, which became law in December 2020. If Alibaba and the other foreign companies on the watchlist refuse to allow U.S. auditors to review their financial statements from three consecutive years, the SEC will delist them from U.S. exchanges. Q2 2022 hedge fund letters, conferences and more According to CNN, investors have been watching Alibaba for the last several years. Toward ...
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With negotiations between US and Chinese regulators going down to the wire on the future of Chinese company listings in the US long-term Global Emerging Markets investor Aubrey Capital Management has noted that concerns about the future of US ADRs should not overshadow recognition of the vibrant IPO market ongoing in Asia, and the ability of Chinese companies to access capital in markets such as Hong Kong and Shanghai. This week Alibaba Group Holding Ltd (NYSE:BABA) announced that it plans to apply for “dual primary” listing on the Hong Kong stock exchange in addition to its existing primary l...
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Alibaba Group Holding Ltd (NYSE:BABA) co-founder Jack Ma is poised to give up control of Ant Group, a fintech firm that’s an affiliate of Alibaba. The move comes after Chinese regulators cracked down on Ant Group, thwarting its attempt at an initial public offering worth $37 billion in 2020 and forcing it into restructuring. Jack Ma To Cede Control Over Ant GroupCiting unnamed sources familiar with the matter, The Wall Street Journal was the first to report Ma’s plan to give up control over Ant Group as part of its move away from Alibaba. The billionaire tech boss owns only 10% of Ant. Q2 2022...
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It’s been a while since there was any good news for investors of Alibaba (NYSE:BABA) to get excited about. Antitrust concerns last year were compounded by a large risk of delisting on US exchanges, which was in turn dwarfed by the impact of rising interest rates and the strong risk-off sentiment that’s been in place so far in 2022. Together, these sent shares of the Chinese e-commerce giant down as much as 75% from their 2020 high. But it’s starting to look like a low has been put in, and considering just how hard Alibaba has been able to rally under the right conditions in the past, investors...
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The Chinese upstart behind TikTok has emerged into a major venture capital investor. Q3 2021 hedge fund letters, conferences and more Online healthcare (or telehealth) has been in the spotlight in 2021. As consumers' awareness and acceptance continued to improve, telehealth utilization rose to 38 times the pre-COVID-19 baseline. And the skyrocketing investment in the virtual-enabled healthcare industry has further boosted its valuation to CNY 1.2 trillion, according to EqualOcean data. Pivots by tech giants towards healthcare have not been uncommon in recent years. Alibaba Group Holding Ltd (N...
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