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

@Rroland....das sind die "Begründungen" von den JPMorgan Analysten: "Analyst Alex Yao cut his rating on Alibaba (BABA) to underweight, and slice his price target on the company's stock to $65 a share from $180. Yao said Alibaba (BABA) is likely to continue to suffer from what he called "geopolitical and macro risks", as the company in effect serves as "a proxy" for online use and business in China." Analyst Andre Chang cut JD.com (JD) to underweight, and brought down his target price on the company's stock to $35 a share from $100. Chang said there are growing concerns about JD's (JD) valuation, as investors re-evaluate their Chinese investment strategies. Chang added that even though the company has some of the best growth in its space, "We are afraid" that investors won't stop selling JD's (JD) share over the near term.

@Rroland ich sprach nicht von JPMorgan sondern die News zum Thema, dass China millitärisch helfen soll oder Tencent eine historische Buße Zahlen muss. Jede Analyse beruht auf subjektiven Erwartungen über künftige Faktoren z.B. erwartete Free Cashflows, Zinssätze etc. Im Grunde sind Analysen von JPMorgan und jeder anderen Investmentbank nur Bauchgefühl. Die machen oft ihren Job gut und haben einen guten Track Record. Die liegen dennoch oft falsch, wenn es nicht zum US-Werte geht.