ALIBABA Group Holding
Artikel vom 23.01.2015 South China Morning News
http://www.scmp.com/comment/blogs/article/1689937/...ce-set-new-phase
Media have been focused these last 2 days on reports of a new mega purchase by Alibaba in the insurance space, but another report centers on a far more intriguing possible deal involving the e-commerce giant's long relationship with faded US search giant Yahoo..............................
But a more interesting report has just come out speculating that Alibaba could make a bid for former strategic partner Yahoo later this year. The speculation centres on what Yahoo chief executive Marissa Mayer will say on January 27, when she's set to announce her company's plans for a large stake it now holds in Alibaba. Yahoo initially paid US$1 billion for 40 per cent of Alibaba a decade ago, when the former was a much larger company than the latter. Yahoo has sold off some of that stake since then, but is still a major Alibaba shareholder....................................
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Innerhalb des obigen Artikels wird auf einen weiteren Report in "China Daily" vom 23.01.2015 verwiesen, der auf die Spekulationen und Möglichkeiten eingeht.
"Sale of Alibaba stake 'will cut Yahoo down to size"
http://www.chinadaily.com.cn/business/tech/...23/content_19383872.htm
eingebracht und an SoftBank übergehen.
Szenario:
Alibaba kauft Yahoo, denn
für den Gegenwert erhielte Alibaba Alibaba-Aktien, die Softbank
hält.
Softbank erwirkt durch den Handel die Mehrheit an Yahoo Japan,
was momentan nicht der Fall ist.
Alibaba kann durch quasi Aktienrückkauf die SoftBank Anteile
stark reduzieren.
Das Szenario käme der chinesischen Regierung sehr gelegen, denn
SoftBank, als ausländische Unternehmen, verlöre einen starken Einfluss
auf Alibaba.
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Andere Möglicheit wäre:
SoftBank kauft Yahoo, dann würde SoftBank wohl mindestens das Kerngeschäft
behalten wollen aber auch später weiterveräußern.
Für Marissa Mayer wäre dann kein Platz mehr, es sei denn, jene Mitarbeiten,
die letztes Jahr von Google nach SoftBank in verantwortliche Positionen übergingen,
hielten an ihr fest. Google hatte vor langer Zeit mal versucht Yahoo zu kaufen.
Marissa Mayer hatte zu allen Google Leuten ein sehr gutes Verhältnis und sie war eine
von den ersten 20 Mitarbeitern als Google seinen starken Aufschwung nahm.
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Nun denn, eine Pressekonfereny der 3 Parteien (4?) irgendwann ist
durchaus denkbar.
Natürlich sind weitere Optionen mit anderen Beteiligten durchaus möglich,
aber nicht wahrscheinlich. Aber, in der Welt der Wirtschat, ist heute fast alles
denkbar
I have with me earnings preview reports from analysts at Cantor Fitzgerald, UBS and Deutsche Bank. The overall tone was positive, with analysts using words such as “strong”, “bodes well” – not surprising considering all three have a Buy rating on Alibaba.
We can expect strong gross merchandize value (GMV) growth from Alibaba thanks to the Singles Day sale this year, noted Cantor Fitzgerald analyst Youssef Squali and team:......
But Alibaba’s monetization rate – how much of the GMV is converted to Alibaba’s revenue – is going to take a hit. During the Singles Day sale, mobile accounted for 42.6% of the total GMV, higher than Alibaba’s third-quarter mobile mix of 35%, and since mobile monetization rate is still lower than PC’s, “we expect monetization to decrease again ~2% Y/Y (to 2.98%),” wrote the analysts.
Therefore, at the earnings call, we should watch what percentage of the GMV was conducted on mobile and if Alibaba was able to charge more on mobile; hence, the “mobile mix and rates” in the headline......
http://blogs.barrons.com/asiastocks/2015/01/25/...national-expansion/
The Street expects the Chinese e-commerce giant to report revenues of $4.44 billion and net income (non-GAAP) of $1.83 billion, or 75 cents per share for the December quarter (3QFY15).
http://www.bidnessetc.com/...ngs-preview-another-easy-beat-on-the-ca/
werden von Yahoo ausgegliedert in eine neu geformte unabhängige
Inventmentfirma. Das ausgegliederte Aktienpaket bleibt steuerfrei.
Es kann sehr interessant und lukrativ fuer die Yahoo Aktienbesitzer sein.
Die Spekulation bleiben, was denn schließlich irgendwann passieren
wird. Wir wissen nur die Ausgliederung des Pakets. Es bleibt spannend.
On Wednesday, the State Administration of Industry and Commerce (SAIC) of China slammed Alibaba Group Holding Ltd (NYSE:BABA) for its failure to crack down on counterfeit goods, shady merchants, and misleading promotions. The regulator accused the e-commerce titan of not paying enough attention to consumer protection. The report summarized a July 16, 2014 meeting between the regulator and Alibaba officials. But SAIC had withheld it until now to avoid strangling the company’s stock market debut....................
http://www.valuewalk.com/2015/01/china-alibaba-fake-goods/
sonst dümpeln wir weiter im Trüben....
hab mir ein bisschen mehr erwartet, muss ich sagen!
Lg
TT
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Wertpapier: Alibaba Group Holding L |
Earnings whisper: 0.78 $
Consensus Estimate: 0.75 $
Confirmed Release Date:29 Jan 2015 before open
Expected Time: 7:00 AM ET
Conference Call: 7:30 AM ET
§After having surged above $51 in AH trading yesterday, Yahoo (YHOO +1.7%) is back below $49 today after beating Q4 estimates, providing light Q1 guidance, and unveiling plans for a tax-free spinoff of its Alibaba stake.
§Hurting Yahoo's cause: Alibaba (NYSE:BABA) is selling off in the wake of the spinoff news - by proxy, Yahoo's SpinCo increases the supply of Alibaba shares - and criticism from Chinese regulators about illicit goods sold on its sites.
§The spinoff has triggered speculation Alibaba could buy back the spinoff shares to lower its share count and/or simplify its share structure. However, as Bloomberg's Matt LeVine observes, to maintain the SpinCo's tax-free status, Yahoo can't have a pre-arranged agreement to sell it back to Alibaba, and the SpinCo will have to wait a year before selling itself. "Until then, SpinCo ought to trade at a discount to Alibaba, since it's just Alibaba plus a tax liability."
§SunTrust's Bob Peck has raised his Yahoo target by $4 to $61. He notes (Alibaba-funded) buybacks have lowered share count by 13% since Q1 2013, and likes CFO Ken Goldman's Yahoo Japan remarks.
§Evercore's Ken Sena estimates the spinoff yields $16/share in tax savings. He values the SpinCo at $48/share, assuming Alibaba trades at the midpoint of current levels and Evercore's $130 target.
§Alibaba reports tomorrow morning.
Quelle: seekingalpha.com
First credit rating agency to use online and offline data
As reported by ValueWalk, earlier this month the People’s Bank of China (PBOC) gave the green light to firms backed by Alibaba, Tencent and six other companies to launch customer credit information services. Among the winners cleared by the central bank were Sesame Credit Management, an arm of Alibaba’s Ant Financial Services Group. Ant Financial is controlled by Alibaba founder Jack Ma.
A recent report from research firm Millward Brown highlights that there’s a new king of the hill in China in 2015…and it isn’t Alibaba. For the first time ever, Millward Brown’s annual ranking of the most valuable brands in China
http://www.valuewalk.com/2015/01/...m-unveils-credit-scoring-service/
geht heute stark in die Knie. Ein Minus von 195 Punkten.
Dann mal tief durchatmen und und das morgige Freitag Ereignis
ins Visiert nehmen. Bin aber doch etwas enttaeuscht.
Das iPhone ist sicher auch etliche Male bei Baba bestellt worden.
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Wertpapier: Alibaba Group Holding L |
über die Ausgliederung der Alibaba Aktien in eine unabhängige Investmentfirma
gibt der Aktienkurs von Alibaba sehr deutlich nach nach.
Just am Mittwoch und Donnerstag wird Alibaba heftig von chinesischen
Behörden wegen Fake-Produkte in deren Webseiten kritisiert.
Ein Schelm, der daraus etwas Negatives lesen will.
(Aktienkurs gibt heute um 4.49 US $ nach.)
Das ganze Aktienpaket von Yahoo ist nun rund 38 Millarden US $ wertig,
rund 2 Millarden US $ weniger wie noch vor 2 Tagen.
Hat die Entscheidung von Yahoo den Behördern in China mißfallen?
Hoffentlich geht es morgen mit dem Kurs nach Norden, damit der Schatten
von obigen Zeilen relativiert wird.
Quelle: Bloomberg TV und
http://abcnews.go.com/Technology/wireStory/...t-withheld-ipo-28538583
und andere
Was mich eher wundert ist, dass die Facebook Aktie nach den sehr guten Quartalszahlen ziemlich ins Minus fällt. War zeitweise sogar -3%.... Versteh ich irgendwie nicht, aber bin ja da auch nicht investiert:)
explodiert ist und um über 80% zunahm. Die interviewte Person von FB wollte aber
diese Zahl nicht kommentieren. Meiner Meinung nach waren die Zahlen doch in
Ordnung und leiden unter dem allgemeinen Boersengeschehen and diesem Tag.
Apple hat sich relativ gut heute gehalten, auch wenn am späten Abend der Kurs
etwas nachgab. Doch liegt er immer noch deutlich im Plus. Ich denke, da gibt es wenig
zu meckern außer die Frage, was kommt als nächstes.
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Wertpapier: Alibaba Group Holding L |
INVESTOR EVENTS
JAN
29
2015
Alibaba Group Announces December Quarter 2014 Results
Conference Call: 7:30 am U.S. Eastern Time (8:30 pm Hong Kong Time)
Hoffentlich kommt was Positives rüber!
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Wertpapier: Alibaba Group Holding L |
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Wertpapier: Alibaba Group Holding L |
Hong Kong Time: http://localtimes.info/Asia/Hong_Kong/Hong_Kong/
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Wertpapier: Alibaba Group Holding L |
They expect total net revenue of $4.486 billion, which would represent a 47% year-over-year growth rate. That's quite a bit ahead of the Bloomberg consensus estimate of $4.45 billion. They're looking for a gross margin of 73.5% and adjusted EBITDA margin of 49.1%, compared to the previous quarter's 66.7% and 50.5% respectively.
The Barclays team expects non-GAAP earnings per share of 73 cents, which is slightly behind the consensus estimate of 75 cents per share. In general, they expect a "solid" quarter from Alibaba thanks to the record gross merchandise volume on Singles' Day and strong seasonality, as well as "solid" promotional events.
The analysts also provided a list of topics they want to hear more on when Alibaba management holds the earnings call. For example, they want a more in-depth look at the gross merchandise volume trend for both Tmall and Taobao, as well as Alibaba's overall monetization.
In addition, they want to hear more about the Chinese e-commerce giant's progress in mobile and its mobile monetization rate and also trends in its operating expenses and margins. They're also looking for updates on the company's expansion plans, capital expenditures and investments.
One thing other investors may be curious about is what Alibaba management has to say about Yahoo! ....http://seekingalpha.com/article/...ngs-preview-solid-results-expected
Frankly this stuff pervading only helps smaller players who are trying to get an edge.....http://seekingalpha.com/article/...s-ahead-of-earnings-an-opportunity
........................
A State Administration for Industry and Commerce (SAIC) white paper published yesterday by People.cn the news website of the Communist Party mouthpiece People's Daily, alleged that Taobao Marketplace, China's largest online shopping service, sold counterfeit goods as merchants without business licences were allowed to operate and run unauthorised stores........................
http://www.scmp.com/business/companies/article/...regulator-escalates
Bombe Zahlen von Alibaba wären eine gute Antwor, um dann in den Verhandlungen
mit SAIC eine einvernehmliche Lösung zu finden.
Oder schießt man schon auf Herrn Ma?