Alibaba Group Holding Ltd(NYSE:BABA)

[Counter Retail Trader]

O mercado com crescimento assegurado esta na Asia, e este tipos estao bem "montados" na cavalgada.

Que acham disto?

The company is very strong (BABA)

FB, AMZN, GOOG are popular because they are as close to a sure thing as you can get and BABA is similar. They already have a large network with high barriers to entry. BABA trades at half the market cap of AMZN. BABA is at 42x forward earnings.

A conviction buy for Julian for the following reasons:

No way China will void the company structure (possible, but not likely)

Full confidence in business outlook

42x forward earnings for the company whose revenues are growing 50% annually

no topico "value"  tens la um video do prof que pode ajudar na avaliaçao

[vifer]

mete ai o link

[JohnyRobaz]

Bom dia,

Alguém sabe a que horas mais ou menos saem os resultados?

Cumps

[JohnyRobaz]

https://finance.yahoo.com/news/alibaba-first-quarter-revenue-rises-110550828.html

BEIJING (Reuters) - Alibaba Group Holding Ltd (BABA.N), the world's biggest online retailer, topped first-quarter revenue estimates on Thursday, driven by growth in its core e-commerce business.

Alibaba's U.S.-listed shares rose about 3 percent in premarket trade.

The company's revenue rose 61 percent to 80.9 billion yuan ($11.77 billion) in the April-June period, compared with the average analyst estimate of 80.7 billion yuan, according to Thomson Reuters I/B/E/S.

Net income attributable to shareholders, however, fell 41 percent to 8.7 billion yuan, or 3.3 yuan per share, due to one-off costs related to share-based compensation for Ant Financials' recent fundraising.

While revenue growth has accelerated since Alibaba's 2014 stock exchange listing, aggressive investment in offline retail, logistics and cloud computing has squeezed profit margins.

Excluding items, the company earned 8.04 yuan per share, or $1.22 per share, missing the average estimate of 8.15 yuan per share.

Sales at Alibaba's core e-commerce business rose 61 percent to 69.2 billion yuan, compared with a 58 percent rise the same quarter a year earlier.

Revenue at its cloud computing business nearly doubled to 4.7 billion yuan, while entertainment unit revenue rose 46.4 percent to 6 billion yuan.

Alibaba also said it formed a holding company for online food delivery service Ele.me and e-commerce platform Koubei, for which it received over $3 billion in new investment commitments, including from Alibaba and SoftBank, the company said.

Alibaba's core businesses include online marketplaces Tmall and Taobao and payment platform Alipay. Like most Chinese e-commerce firms, revenue is typically higher in April-June versus three months prior due to a mid-year sale which peaks on "lucky date" June 18.

However, analysts said sales were likely lower this year due to public holidays during the event.

Last week, rival JD.com Inc (JD.O) said it missed targets for the event due to an unexpected slump at the end of June.



(Reporting by Catherine Cadell; Additional reporting by Arjun Panchadar in Bengaluru; Editing by Saumyadeb Chakrabarty)

[vifer]

Resultados foram como era de esperar. Muito bons!
https://seekingalpha.com/news/3385142-alibaba-beats-q2-61-percent-revenue-growth-cloud-nearly-doubles

[JohnyRobaz]

Bem, fui dar uma vista de olhos todo entusiasmado com o anterior % de subida que estava em 4% e de repente vejo que já só está a subir 0.5%...! 
Alguém sabe se aconteceu alguma coisa do nada? Ou é só para "fechar o gap"?

[muze]

A margem está a cair pelo que parece, especialmente por causa dos cambios, eles devem vender mais em países pobres onde as moedas estão a levar porrada. Não ficou mais atrativa acho eu, embora as vendas continuem a crescer a um ritmo impressionante os lucros não cresceram tão depressa assim

[JohnyRobaz]

A margem está a cair pelo que parece, especialmente por causa dos cambios, eles devem vender mais em países pobres onde as moedas estão a levar porrada. Não ficou mais atrativa acho eu, embora as vendas continuem a crescer a um ritmo impressionante os lucros não cresceram tão depressa assim

Sim, mas isso creio que tem a ver com os investimentos grandes que estão a fazer, julgo eu.. E não me parece que tenha sido pelos resultados, visto que após estes saírem chegou a estar a subir quase 5%, depois a meio do dia é que começaram do nada os despejos... Só se tem a ver com o investimento de 3 bi $ do Softbank..

[muze]

Não sei, pode ter sido, o mercado não reagir bem a aquisições nesta fase faz sentido

[JohnyRobaz]

https://seekingalpha.com/article/4201957-alibaba-big-miss?source=nasdaq

[JohnyRobaz]

Não está fácil... Isot dos emerging markets está mesmo a arrastar tudo para o buraco..