ALIBABA GROUP ADR WKN: A117ME ISIN: US01609W1027 Kürzel: BABA Forum: Aktien Thema: Hauptdiskussion

Der Preis einer möglichen Überrendite, das Risiko. Hier trägt man halt das politische, wer damit nicht leben kann, sollte in ETFs umschichten, macht sonst keinen Sinn hier investiert zu bleiben.

Geht doch nicht um crashen,das ist ja klar,dass da auch alle betroffen sind. Die Frage im Falle eines Krieges ist,was sind deine ADRs oder Caymans noch wert,kommst du da überhaupt noch ran oder passiert dasselbe wie bei Russland,also faktisch Enteignung. Westliche Aktien wirst du sicher immer handeln können und bleiben in deinem Besitz.

Das ist das worst case Szenario. Es könnte genauso gut sein, dass China die Cayman Thematik im Zuge ihrer Öffnungspolitik abschafft um Auslandsinvestitionen attraktiver zu machen. Der letzte Schritt war, dass sie Festlandchinesen ermöglicht haben in der Währung Yuan in Hong Kong zu investieren.

Lol. Das wird nicht passieren

Der Verteidigungsminister Chinas reist für 5 Tage nach Russland. Was die da wohl alles zu besprechen haben 🤔

Kein nachhaltiger Anstieg möglich, selbst nach Top Zahlen. Klares Fehlinvest für mich.

Wahrscheinlich muss die blöde softbank weiter verkaufen. Nur gut dass ali weiter zurück kauft sonst wären wir ja bei 40...

wieviel geht es den diesmal runter, 30 oder 50%, danach in 5 tagen 80% hoch, danach 40% runter

die in Hongkong sind der Meinung das BABA zu viel verdient hat, darum besser mit möglichst viel Verlust verkaufen !

Country Garden, Biden

@Baronwuft + @sh86: Weshalb seht ihr den Abwärtstrend entgegen Charttechnik und Ergebnis?

Das du nicht zu den schlausten Leuten gehörst, hast du mehrfach in den letzten Jahren unter Beweis gestellt!✌😀

Newest TPs, Opinions on BABA After 1FQ Results Broker│Rating│Target Price (HKD) Jefferies│Buy│$177->$181 Credit Suisse│Outperform│$147->$153 Daiwa│Buy│$142->$151 BOCI│Buy│$137->$138 HSBC Global Research│Buy│$128->$138 CICC│Outperform│$137 JPMorgan│Overweight│$135 UOB Kay Hian│Buy│$130->$133 Goldman Sachs│Buy (Conviction List Buy) │$130 UBS│Buy│$108 Broker│Rating│Target Price (US$) Jefferies│Buy│US$183->US$187 CLSA│Buy│US$158 Credit Suisse│Outperform│US$152->US$158 CMBI│Buy│US$156 Huatai Securities│Buy│US$154.7->US$153.7 Morgan Stanley│Overweight│US$150 Citi│Buy│US$149 HSBC Global Research│Buy│US$131->US$142 BOCI│Buy│US$140->US$141 JPMorgan│Overweight│US$140 CICC│Outperform│US$140 Haitong International│Outperform│US$137 Nomura│Buy│US$136 Goldman Sachs│Buy (Conviction List Buy)│US$133 UBS│Buy│US$110 Broker│Opinion CLSA│Quarterly results significantly exceeded expectations Credit Suisse│Quarterly Gross Profit Outperforms Estimates CMBI│Revenue Outperforms Huatai Securities│E-commerce business recovering steadily Morgan Stanley│Reasonable risk-return profile, encouraging outlook Citi│Quarterly revenue and earnings significantly beat expectations HSBC Global Research│Rising optimism CICC│Organization and strategic adjustments paid off, revenue and profit improved across the board BOCI│Re-engineering new values JPMorgan│1FQ result indicators significantly beat, indicating improved fundamentals UOB Kay Hian│Strong 1FQ results Haitong International│Quarterly CMR beat lowered forecasts, still sees quarterly market share loss Goldman Sachs│Revenue and earnings beat estimates Nomura│Positive surprise from e-commerce business in mainland China Jefferies│Attractive growth strategy, rapid growth trend in several divisions Daiwa│Gross margins beat expectations, user growth accelerated UBS│Strong growth in customer management revenue (CMR) drove 1FQ revenue beat

Jefferies wrote in a report that the 1FQ results of BABA have exceeded expectations, reflecting the group's focus on user growth, ecosystems and technology, laying the groundwork for long-term development. Although there are still uncertainties in China's macro-environment, the growth rate of Taobao's daily active users increased in July on a MoM basis, and the average daily number of merchants paying for advertising hiked by more than 20%. In addition, other segments also showed rapid growth, and losses narrowed. The broker believed that BABA's core business would continue to provide strong cash flow, while it possessed execution and technical strength in digital and efficiency upgrades for the retail industry. This would power the tech giant's long-term growth momentum in the context of China's consumer upgrading. BABA's highly synergistic ecosystem also enables it to expand in low-tier cities, with cloud computing business being the pillar of digitization for different industries, indicating its clear market leadership. Jefferies maintained its Buy rating on BABA, and the target price is raised from $177 to $181.

BABA delivered a solid set of FY1Q24 results, with operating revenue and profit beating estimates, on the back of faster growth across all key business lines, BofA Securities wrote in its report. The overall revenue lifted 14% YoY, among which Taobao and Tmall group revenue advanced 12%, with core customer management revenue (CMR) gaining 10%, primarily due to a low base last year and a successful "618" shopping festival promotion. BofA Securities forecast BABA's revenue and adjusted EBITA to grow by 9% and 12% in FY2024, and accordingly raised its TP on BABA from $134 to $139, reiterating its Buy rating.