Stockideas

Alibaba Group Holding Limited
(NYSE:BABA)
Alibaba Group Holding Limited

Alibaba Group Holding Limited, through its subsidiaries, provides online and mobile commerce businesses in the People's Republic of China and internationally. It operates through four segments: Core Commerce, Cloud Computing, Digital Media and Entertainment, and Innovation Initiatives and Others. The company operates Taobao Marketplace, a mobile commerce destination; Tmall, a third-party online and mobile commerce platform for brands and retailer...
Founded: April 4, 1999
Full Time Employees: 2,021
CEO: Daniel Zhang  (May 2015~)
Sector: Consumer Cyclical
Industry: Internet Retail
Next Earnings Date: 2023-02-02
Stock price: $89.99 (+4.72%)
baba
By: raspberry lazy guy   💬 31   
   on Nov 23, 2022

their stocks are getting slaughtered in Hongkong. they might leave the US stock market anytime. $baba


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Chinese stocks are moving again in Asian session
By: raspberry lazy guy   💬 31   
   on Nov 15, 2022

https://i.imgur.com/MKKOoat.png With China reopening and Xi and Biden having a meeting there might be a short term support for Chinese stocks at this time. $baba $jd $bili


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Charlie Munger just doubled his bet on tech giant Alibaba to $71.5 million
By: ssmlee04 Community Lead :))   💬 98   
   on Jan 08, 2022

https://finance.yahoo.com/news/charlie-munger-just-doubled-bet-161500927.html

In a Tuesday filing with the Securities and Exchange Commission, it was revealed that Munger’s firm nearly doubled its stake in Chinese ecommerce gorilla Alibaba Group to 602,060 shares — an investment worth roughly $71.5 million.

$baba


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Alibaba Group Holding
By: datachips lazy guy   💬 5   
   on Jan 07, 2022

Hammered down by regulations. The business s is wide ranging and it is highly profitable. It will recover.


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Alibaba Group Holding
By: waketz777 lazy guy   💬 5   
   on Jan 05, 2022

BABA is a very strong company, a lot of cash, business is going well. It went down only due to sentiment, nothing changed in the fundamental of the company.


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Why are the Chinese stocks crashing on Friday
By: ssmlee04 Community Lead :))   💬 98   
   on Jul 25, 2021

A lot of Chinese stocks were crashing on Friday. Education sector is among the hardest hit for all Chinese companies, the biggest 3 educations stocks New Oriental Education & Tech (Nasdaq:$edu) Gaotu Techedu (Nasdaq:$gotu) TAL Education (Nasdaq:$tal) are all down 50-70% each. The reason is there's a leaked government document overnight saying if you're an Education company you you can't accept foreign investments anymore, and you need to operate as non-profit company and cannot issue stocks. This basically means you won't be able to make money as an Education company in the future in China. And people are trying to sell at any cost.

Alibaba (Nasdaq:$baba) Jd.com (Nasdaq:$jd) Baidu (Nasdaq:$bidu) are also down 3-6% each. If you think about this term education as a placeholder you can literally switch the term to tech or anything else and this statement would still hold true. And that's probably why Alibaba (Nasdaq:$baba), JD.com (Nasdaq:$jd) those companies are always traded at lower multiples compared to their US peers. Because an overnight change in regulation can make your life really miserable, and this is the risk investors does not want normally.

That means if you're looking for value it seems it's there. It's also true the Chinese companies are growing at really good pace sometimes and that make it seem like a good deal. But in the long run you're probably not much better off investing in value than other things that doesn't have those(political) restrictions. A lot of times things are cheap for a reasons. you just need to be willing to see it with your eyes.

Didi Global (Nasdaq:$didi) also dropped 20% on Friday. Their app is not even in the Chinese app store at this time. And no one knows when would their app be put back to the app store again. When the government wants to mess with you you're going to have a miserable life. Even when you're a sector leader your company can be wipe out of existence is a short period of time.

Also the government is very unhappy about $didi listing in the US. There are also talks about moving didi and other public companies back to the HK stock market. And it's possible that a lot of great companies like $jd or $baba could also be facing a similar fate.

Watch out if you invest in this sector. You've been warned.


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Alibaba & carbon trading
By: ssmlee04 Community Lead :))   💬 98   
   on May 26, 2021

Alibaba created an app that when you do something it plant trees on behalf of the app users. The app is a huge success as people usually like the idea of improving the environment while they're playing games or something. And what's interesting about this part is once China allows carbon trading say a few years from now they would immediately be the only / biggest player doing this in entire China.

Something to think about for the very long term.

$baba


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Alibaba Group Upsizes Share Repurchase Program to US$10 Billion
By: ssmlee04 Community Lead :))   💬 98   
   on Dec 28, 2020

https://finance.yahoo.com/news/alibaba-group-upsizes-share-repurchase-000000595.html

And now Alibaba looks like an even better deal at 211 area. Baba -5% in Hk now but it's expected because it dropped 13% in US trading session. 248 * 0.87 = 215.76. $baba


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This might be a good opportunity to get Alibaba
By: ssmlee04 Community Lead :))   💬 98   
   on Dec 26, 2020

Alibaba dropped 18% at a point intraday and bounced back to 13% at close. It stops right on top of 20 month MA. It also happened to be retesting the previous high in 2018. From a technical standpoint this is a good setup with limited loss.

https://i.imgur.com/DcSpOrl.png

I don't understand why is the market reacting to the monopoly probe news this way, it's just like a month ago they were going to IPO their ant and everyone wants a piece of Alibaba. It's still one of the best company, if not the best, in China.

This might be a good time to enter Alibaba a little bit. The probability of Alibaba going down another 13% is not super high in my opinion. Also there's still a chance they would get the Ant IPO in the future you never know.

$baba


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Rip Alibaba
By: ssmlee04 Community Lead :))   💬 98   
   on Dec 24, 2020

https://twitter.com/zerohedge/status/1341904918555336711

$baba. Baba drops 5% in Asia trading session.


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Apple's Tmall flagship store removes iPhone 12/12 Pro, reasons unknown
By: ssmlee04 Community Lead :))   💬 98   
   on Nov 05, 2020

https://cntechpost.com/2020/11/05/apples-tmall-flagship-store-removes-iphone-12-12-pro-reasons-unknown/

Latest update: the listings are removed because the iPhones are sold out. So it seems despite the trade war rhetoric people still need an iPhone regardless.

$aapl $baba


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Long Baba
By: ssmlee04 Community Lead :))   💬 98   
   on Nov 05, 2020

It dropped 8% yesterday on the ant news. But would it be possible that ant IPO gets cancelled? I don't think so that would be a disgrace for Chinese IPOs. $baba


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Alibaba hosts the shopping feast in Nov 11 globally
By: moodyzhan Senior Financial Consultant   💬 6   
   on Nov 12, 2019

$Baba made up Nov 11 as the shopping holiday and got a big win. This year GMV has reached 10B in RMB in 1m36s, which breaks the record 2m5s in 2018. I like shopping in Taobao (it's an online C2C store in Baba). The shopping experience is very good for searching for products, comparing prices and making the payments. And recently I shipped some stuff from Alibaba, which is a pretty overwhelming place for trading globally. I encourage everyone to take a peek at one of Baba's sites, either Aliexpress or Alibaba, you will believe it is a decent company like me.


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Alibaba Cloud to offer MongoDB managed service
By: raspberry lazy guy   💬 31   
   on Oct 31, 2019

https://www.zdnet.com/article/alibaba-cloud-to-offer-mongodb-managed-service

Let's face it only Chinese companies use Alibaba cloud and not sure this is good for $mdb in any way. $baba


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BABA
By: tachyon Very lazy guy   💬 23   
   on Oct 12, 2019

Biggest E-commerce platform in China for overseas buyers. With US-China talks going well this might be a good time to buy this company.


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BABA
By: markduprejr lazy guy   💬 6   
   on Sep 11, 2019

BABA is a monster stock from china and it is poised to do excellent in coming years. 120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words


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Trade war
By: hughgrant lazy guy   💬 13   
   on May 09, 2019

This ticker is much stronger than many other Chinese stocks. The trade war tensions doesn't seem to affect this stock much. I think it's worth whie looking into this.


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