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

Ich hänge hier mit einem dreistelligen EK in den Miesen und spekuliere darauf, dass es irgendwann mal wieder einen kurzen China-Hype geben muss. Ansonsten eben ein Verlustgeschäft.

hab hier ja (zum Glück) schon zweimal verkauft. Aber wenn das so weitergeht, bin ich wohl diese oder nächste Woche wieder dabei. Unter 74 wäre meine erste Order.

Hmmm, verstehe nicht was du meinst. Die letzten Earnings haben die Erwartungen um 14% übertroffen aber die Erwartungen waren ja auch auf einem sehr niedrigen Level. Schau dir mal die EPS der letzen 5 Jahre an. Dann passt es sehr gut.

Ant Group is planning to seek a partner to apply for a virtual bank licence from the Bank of Thailand (BOT), Thai media Bangkok Post reported. Ant Group is now partnering with Kakao Pay -- the mobile payment unit of South Korea's Kakao Bank, to offer payment services in the Thai market.

In Bezug auf die Bewertung betonen die Analysten, dass die Aktien von Alibaba "bescheiden bewertet" sind und immer noch als "sehr billig" gelten. Allerdings sind sie der Ansicht, dass niedrige Multiples und bescheidene EPS-Zuwächse nicht zwangsläufig zu einer nachhaltigen Entwicklung des Aktienkurses führen, solange das Wettbewerbsproblem im Kerngeschäft des E-Commerce ungelöst bleibt. "Alibaba shares rally 6% after massive earnings beat Earnings per American depositary share: 19.26 yuan vs. 16.26 yuan expected, up 14% year on year;" https://www.google.com/amp/s/www.cnbc.com/amp/2023/02/23/alibaba-shares-rally-4percent-after-massive-earnings-beat.html Als ob 14% bescheidene EPs Zuwächse sind 🙂

Es ist nur eine Frage der Zeit bis die letzten es hier verstanden haben. Weitere werden folgen Bernstein downgraded Alibaba (BABA) to Market Perform from Outperform with a price target of $98, down from $130. The firm believes that Alibaba's comps will get harder from here, contributing to the stock's "value trap" risk. [Read more] https://finance.yahoo.com/news/alibaba-downgraded-kellogg-upgraded-wall-140335371.html

Wan Lin, CEO of Cainiao Network, the logistics arm of BABA, vowed at the 2023 Global Smart Logistics Summit that Cainiao aims to build a world-leading smart logistics network in the next decade. Viewing that smart logistics network is the foundation of enterprise development, Wan said the company will maintain the investment in domestic and foreign warehouses, core hubs, distribution centers, air and sea transportation, distribution stations, post stations, self-collection cabinets and manpower.

Alipay expressed that, since deepening its cooperation with various major international card-issuing networks last year, in order to offer payment services to international travelers, Alipay currently supports linking with overseas debit and credit cards issued by major card-issuing networks such as Visa, Mastercard, Diners Club International and Discover. Users will not be required to set up a pre-paid account or provide a Chinese phone number when trying to link up their overseas debit and credit cards with their Alipay accounts, and relevant registration and verification process were likewise simplified.

BABA's subsidiary Cainiao Group announced to launch its self-operated express delivery service, "Cainiao Express," targeting the mainland market. The service will provide one-stop quality express delivery services for businesses, including pick-up, transit transportation, on-the-way interception, destination changes, reverse logistics for goods return, and after-sales customer services, through its self-operated network construction in mainland China. Additionally, Cainiao will partner with AliExpress to launch a "Global 5-day Delivery" international express delivery route and relevant products within this year, aiming to progressively realize the goal of delivering cross-country packages to key market countries within five working days.

meta hatten die kursdrücker bei über 300 gekauft, bei 90 verkauft und nun hoffen sie das es über 300 steigt, erst dann ist maximaler verlust gewährleistet

heute waren die kursdrücker wieder sehr erfolgreich, die hätten es vor tagen teurer verkaufen können, aber nein sie wollten mehr verlust machen, buy high sell low strategie, gibt sogar welche die kaufen gerade und hoffen das es auf 50 fällt, damit sie es dort verkaufen können

US considering new restrictions on AI chip exports to China https://www.reuters.com/technology/us-considering-new-restrictions-ai-chip-exports-china-wsj-2023-06-27/

https://finanzmarktwelt.de/china-stagnierende-wirtschaft-rufe-nach-stimuli-werden-lauter-275104/

BEIJING — Chinese Premier Li Qiang said Tuesday his country was still on track to reach its annual growth target of around 5%. He said growth in the second quarter was expected to be faster than it was in the first

In the short term, it remains unknown how long it will take for domestic consumer confidence and demand to truly recover from the unprecedented disruption caused by the years-long pandemic and harsh resctritions. In the long term, the steep decline in population growth is an unfortuate new reality that companies targeting the mass consumer market must face. More importanly, it seems investors are seeking "new" changes. The market’s responses during the two major organizational changes highlight that investors are eagerly anticipating a forward-looking transformation rather than a mere "return to past glory". In conclusion, the return of Tsai and Ma does indeed mark a new phase for Alibaba. However, the path they face is no easier than when the company was founded 30 years ago." https://www.ig.com/en/news-and-trade-ideas/alibaba_stock_pricereview-230626#:~:text=CFDs%20are%20complex,30%20years%20ago.