ALIBABA Group Holding
Soviel ich weiß, befindet sich BABA´s Headquarter in Hangzhou, Mainland China. Die 1. Dependance befindet sich in Hongkong, und zwar in Times Square, Causeway Road, beste Adresse für ein großes Unternehmen. Demnächst eröffnet Jack Yun MA auch eine Adresse in Silicon Valley.
Here are the latest news:
ALIBABA invests $50M in popular TV remote app Peel.
Peel's apps both enable TV content discovery, and function as a multi-purpose remote able to control a variety of TV sets and set-tops. They've been installed 96M times, thanks in part to pre-install deals with Samsung and HTC.
Alibaba's (BABA +0.7%) investment in the startup follows a $120M investment in social/casual game developer Kabam, and a $215M investment in messaging/VoIP app Tango. The company has also taken part in a $250M funding round for fast-growing ride-sharing service Lyft.
In addition, Alibaba's pre-IPO investment spree included deals with Chinese online video giant Youku, Hong Kong film/TV show producer ChinaVision Media, and Chinese TV network owner Wasu Media.
Nonetheless, Peel CEO Thiru Arunachalam says Alibaba isn't pressuring his company to integrate its services. "They are more and more like a regular VC ... They pick a space and invest and let the company continue to progress."
Ich bin bei BABA mit 300 Titel dabei.
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- Anlegerschutz: Streng genommen erwerben Investoren gar keine „echten“ Anteile an Alibaba selbst, sondern lediglich an einer eigens für den Börsengang konstruierten Zweigstelle auf den Cayman Islands. Mittels dieser „Variable-Interest-Entity“ hebelt Alibaba ein chinesisches Gesetz aus, wonach ausländische Investoren keine direkten Anteile einer chinesischen Firma besitzen dürfen. Allerdings geht diese Cayman Islands-Konstruktion womöglich zulasten des Anlegerschutzes, da eine vollständige Rechtssicherheit nicht gegeben ist. Denn die amerikanische Justiz hat weder Zugriff auf die Zweigstelle, noch auf Alibaba selbst.
Quelle:http://www.wallstreet-online.de/nachricht/...-80-prozent-boersenstart
Alitrip currently has over 10,000 merchants on its platform providing airplane tickets, vacation packages, hotel booking services, visa application services and tour guide services. ......
http://www.marketwatch.com/story/...online-travel-business-2014-10-27
erstaunlich wie konstant die steigt bei riesigem Volumen von 28 Millionen
ähnlich fest war BITA und ATHM sowie DANG die gerade konsolidieren
"Ich hoffe, wir können etwas zusammen machen", sagte der Alibaba-Gründer auf einer vom "Wall Street Journal" veranstalteten Konferenz am Montag (Ortszeit) in Kalifornien....
http://www.ariva.de/news/...e-fuer-Apples-iPhone-Bezahldienst-5196988
http://www.aktiencheck.de/exklusiv/...chaetzung_Aktienanalyse-6084596
Die sich verändernde Internet-Demographie in China und die mobile Entwicklung würden die Chancen für den e-Commerce im nächsten Jahrzehnt vorteilhaft aussehen lassen, so die Analysten von Jefferies & Co.
Alibaba Group Holding Ltd. sei der größte chinesische e-Commerce-Player. Im Hinblick auf den Bruttowarenwert halte das Unternehmen einen Marktanteil von mehr als 80%. Derzeit würden aber nur weniger als 25% der Bevölkerung Dienstleistungen angeboten. Nach Ansicht von Analystin Cynthia Meng dürfte in zehn Jahren mehr als die Hälfte der Chinesen über die Alibaba-Plattformen shoppen.
In ihrer Alibaba Group Holding-Aktienanalyse beginnen die Analysten von Jefferies & Co die Coverage des Titels mit dem Rating "buy" und setzen ein Kursziel von 118,00 USD.
IPOs do one thing very well, and that is to make the pre-IPO investors rich.
IPOs are a way for companies to raise capital. But they are also a way for founders and other investors to cash in on their initial investments by unloading their shares to the unsuspecting public. They are also an investment bank's bread and butter, so they will do everything in their power to ensure that the IPO is successful and that there is a lot of interest around them. Ben Graham has warned to never invest in an IPO for these very reasons, but it seems that investors can get swept up in the mania and become speculators when a hot IPO is set, only to regret it later on. I guess IPOs are the hangovers of investments and will only leave you with a headache.
Now, let's look at Alibaba (BABA) just to hammer these points home. This company has garnered so much media attention, which has only resulted in a ridiculous price for this company. I'm not saying the company is terrible. I've used their service in the past and have no qualms about BABA. But the way investors drool over the company and present the information about the company to the public is misleading in the best case scenario. The information is so misleading that I've had people, who don't have a lot of experience investing, ask me if they should invest in BABA. The short answer: NOOOO!!!
First, we need to clarify how BABA makes money. It does not create any products. It does NOT carry inventory like Amazon. It is an ecommerce platform providing a service for sellers to sell products. BABA did NOT generate or sell $240 billion worth of products. The platform SUPPORTED $240 billion sales transactions that the sellers on the platform generated. BABA actually generated $6.9 billion in revenue and had net income of $2.9 billion....
No one was really able to get the stock at $68, and if you're a regular "investor" like me, you would have never been able to get the stock for $68. But it was a big payday for the founder Jack Ma and anyone else who invested when the company was still privately held. Now we really need to ask ourselves, is a company that only generated a net income of $2.9 billion worth $221 billion? Is a company with no dividends and priced around 30 times its book value worth spending $90 per share?
http://seekingalpha.com/article/2602765-drooling-on-baba
Chinese Internet companies already started reporting earnings, but Baidu (BIDU) will kick off the large caps’ reporting on Wednesday, after the market close.
Morgan Stanley conducted their Q3 earnings preview today and pointed to Baidu as their top pick, but said recent share pullback offers good opportunities in Qihoo 360 (QIHU) and YY (YY).
Analyst Philip Wan and team expect Baidu’s mobile traffic to exceed PC traffic for the first time in the third quarter and expect more revenue share from mobile than the 30% in the second quarter, “driven by growing click-through rate and cost per click.” The analysts believe Baidu’s margin will remain pressured however but the outlook for 2015 will be better.
The key focus area for the quarter is margin, how its new mobile services such as Baidu Wallet and Baidu Connect will be doing. Both new services will help Baidu improve the click-through rate and collect incremental revenue.Morgan Stanley expects another earnings beat from Qihoo.......
Option volume surged today, according to Interactive Brokers‘s Andrew Wilkinson. “Today’s option volume total is 110,000 with a put/call ratio of 0.44. Average 10-day daily option volume is 68,600 contracts.” emailed Wilkinson at 12.43PM. Within 90 minutes of the market open, trading volume already stood at 61,800 contracts.
Wilkinson also noted there was a large 2,000 trade that bought a put option and sold a call option with an expiration date of November 7 (next Friday after the earnings).....
http://blogs.barrons.com/asiastocks/2014/10/27/...ofit-taking-at-102/
Also, meiner Meinung nach müsste Alibaba bis 100 steigen...?
Aber lassen wir das erste Börsenjahr erstmal vorübergehen vielleicht steht sie auch höher, man kann es nicht sagen.
Kann mir einer verraten ob es irgendwelche News zu dem Abstieg heute um 14 Uhr gibt, hab nix gefunden
Let’s take a look at Goldman’s valuation:
Our 12-month TP of $102 is based on 1.4X PEG on a 26% CY15-18E EPS CAGR, including SME lending at $2/share.
Goldman forecasts that Alibaba’s gross merchandise value would grow at an annualized 19% between 2016 and 2019, that sales would grow faster at 26% rate and earnings would go at 25% rate. It expects Alibaba to generate $1.98 earnings per share next fiscal year, just 8 cents more than this fiscal year’s $1.9.
Morgan Stanley and Credit Suisse also started their coverage today, both at Buy, and with price targets of $111 and $107 respectively.
Here is Morgan Stanley:
Our [$111] PT is based on the sum of: 1) DCF value of US$105.2 for the core operation; 2) US$2.8 for strategic investments; 3) US$3.1 in value for its share of profit from Small and Micro Financial Services Corporation (SMF). Our PT implies C2015E / 2016E adj. P/E of 42x / 32x and adj. EV/EBITDA of 33x / 25x on its core operations.
And here is Credit Suisse:
Our [$107] TP is based on DCF valuation of its core business of US$107 (~20% growth rate during 2020-25, a WACC of 11% and a 3% terminal growth rate) and Ant Financial value of US$6.7 per share. Our TP implies a 27.5x CY17E diluted adjusted EPS, and PEG of 1.5x CY15E, on the back of a 30% earnings CAGR (2015-17E).
http://blogs.barrons.com/asiastocks/2014/10/29/...on-agent-says-hold/
das niedrige Kursziel könnte der Grund sein
Wow, that is the most bullish call so far. Nomura Securities assigned $120 price target, but that includes Alibaba’s financial arm, i.e., earnings from Alipay.
http://blogs.barrons.com/asiastocks/2014/10/29/...-crest/?mod=BOLBlog
And last week, Barclays had $107 price target. See Tiernan”s “Alibaba Rising: Barclays Starts at Buy; Chance to Boost Mobile Monetization“, (October 23)
And this week, we are starting to see $110+, with Jefferies assigning $117 and Deutsche Bank having $112.
Nomura Securities’s $120 call is the most bullish so far. Let’s hear analysts Chao Wang, Liz Guan, Flora Lam, Anthony DiClemente and Daisaku Masuno‘s valuations:
We initiate coverage of Alibaba with a Buy rating and a SOTP-based TP of $120, implying 38x blended FY16F P/E.........
http://blogs.barrons.com/asiastocks/2014/10/29/...ura-just-said-that/
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