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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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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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JD.com is the Amazon.com of China with an annual active user base of 588.4 million making it the largest online retailer and internet company in the countryNet revenues still managed to rise double digits 11.4% despite 17% of its customers in COVID restricted geographiesJD stock moves with the rest of the Chinese stocks as they fluctuate as a group in anticipation of China’s zero-COVID policy tightening and loosening rumorsJD.com has strict and stringent quality controls that ensure its products are authentically sourced from the original designer brands to stop the sale of counterfeits hence ...
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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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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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In hisDaily Market Notes report to investors, while commenting on reopening trade, Louis Navellier wrote: Unfazed MarketsStocks seem to have found their footing. The market appears to be unfazed by the risks that have haunted it for the first quarter and appear ready to grind higher with conviction. Q4 2021 hedge fund letters, conferences and more Even after the Fed made it clear yesterday that it is not afraid to add 50 basis points at the next increase if inflation doesn't slow and interest rates rose across the board; 2-year is 2.19% and the 2-year/10-year spread is down to a very low 19 ba...
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When there’s blood on the streets, it’s time to buy. So said Warren Buffett, and if a 75% drop from peak to trough isn’t bloody enough for you, then I don’t know what is. That’s the drop that the Invesco Golden Dragon China ETF (NASDAQ: PGJ) experienced in the past twelve months, and you can almost hear its investors cry for mercy. Q4 2021 hedge fund letters, conferences and more It started with increased scrutiny from the Chinese authorities into antitrust practices by some of the biggest stocks, then record breaking fines started to add up. This was followed by fresh headwinds in the form of...
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Rowan Street commentary for the third quarter ended September 2021. Q3 2021 hedge fund letters, conferences and more Dear Partners and Friends, Rowan Street Performance UpdateRowan Street was down -13% in Q3, causing our fund to decline -9.2% (net) year-to-date as of September 30. This decline is normal and is to be expected, especially after a solid performance year we had in 2020, where our fund outperformed the market by 30% net of fees. We would like to remind all our partners, especially the ones who have recently joined our partnership, that the sole focus of the fund is to compound our ...
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