Alibaba.com - wie wird der Jahresverlauf sein?

 

bin zwar kein Hellseher,
aber,
machen die Amis miese, watscheln alle hinterher, die Deppen, oder?

 

doch bloß mal die ganzen Bau und Immowerte in Deutschland an. Nix mit Amiland zu tun, Auftragsbücher voll und trotzdem runtergeprügelt nach Strich und Faden.
Na ja,  Ali hat ja keine Immos, oder?  

 

 

wenn ich mich nich vertan hab :-)

Erfolgreichen Börsentag euch allen!  

 

 

Alibaba ist weder die zweite Google, noch das zweite Ebay. Wer alibaba kennt, der weiß, dass hier vor allem Großkunden beliefert werden. Das Geschäftsmodell ist okay, aber noch nicht so ausgereift. Der Börsengang war hingegen ein voller Erfolg. Sollte eine MK bei knapp 1 Mrd Aktien von 3 Milliarden Euro zu viel sein? Yahoo und Softbank halten einen Groteil der Aktien. Ob sie wohl verkaufen und die Aktien fallen? Oder was meint ihr? Sind hier nochmal 100% Luft nach oben?  

Das Management + der Geschäftsführer von Alibaba schläft nicht und fast täglich kommen News! (siehe Link)

Alibaba hat (wenn es weiter so geht) auf jeden Fall viel Luft nach oben (möcht mich jetzt auf keine Prozente festlegen, das kann eh keiner sagen --> Börse eben)

Ich find die Story einfach Klasse! Will hier nix pushen, das ist nur meine Meinung!

Das das gesamte Marktumfeld momentan stark volatil ist, hat sicher jeder mit bekommen... aber ich denk Alibaba ist auch was für schwächere Nerven ;-)

Schönes Wochenende!

http://www.it-times.de/news/nachricht/datum/2007/...pay-in-taiwan-an/  

 

So, jetzt hör ich aber mal auf! :-)

Hoffen wir, das der Markt stabil bleibt und die Ammis´nich wieder kurz vor Handelsschluss den Schwanz einziehen...  

aber montag sehn wir wieder die 2,80 euro...nehme mit was de kannst ...und kauf dich montag mitwoch neue ein....  

Wie kommst´n auf sowas?
Hast wohl heut verkauf und willst Montag wieder billig rein, he? ;-)sowas nemmt man BASHER ;-)

Ich lass alles wie´s ist... ich bin mit 2,43 rein und den Preis werd ich sicher (hoffe ich mal) nich mehr sehen...

Wenn du die 2,80 ORDENTLICH begründen kannst, kann ich ja mal überlegen ob ich 1 Stück verkauf ;-) HIHI

 

bin bei 2,75 rein.werde sehn was kommt aber ich denke an montag kommen wieder die gewinnmitnahmen..schau dir mal die chats an rauf auf 3,10-3,17 runter auf 2,78-2,85 ... bin zufrieden..  

ist das schon ordentlich Plus!
Aber ich seh es eher als Langfrist-Investment..
Kann schon sein, das die mal wieder paar Prozent runter geht, aber das ist ja völlig normal!

Es waren heut meiner Meinung nach jede Menge große Pakete auf käuferischer Seite und nicht anders rum!
Ich drück dir trotzdem die Daumen, das du wieder billig rein kommst! :-)

Es ist auch ein unterschied, ob man mit 500 Stück zu 2,75 oder mit 5000 Stück eingestiegen ist ;-) Denn da ist der Wertmäßige unterschied ob 2,75 2,85 oder 3,05 sicher nich soooo stark..

Aber Prozente sind Prozente, egal wieviel, egal welcher Betrag...man freut sich immer über nen Gewinn :-) Wir hören uns Montag :-)
 

das meine ich ja mit rauf runter ganz normal schön ist nur die Kursspanne..also bis montag ...aber auf lange sicht kann ich nur sagen nachkaufen!..achja hast du ne seite wo ich den realtimekurs von hongkong sehen kann..  

ich weiß nich genau, ob das wirklich Realtime ist. Aber da schau ich Morgens immer, wie der Schlußkurs ausschaut.

http://www.hkex.com.hk/invest/....asp?id=company/quotemenu_page_e.asp

Alibaba hat den CODE: 1688
Ich glaub die Kurse sind Neartime-Kurse, sprich 15 min...

Wenn es bessere Seiten gibt, bitte schreiben! Würde mich freuen :-)  

schöner Artikel, der gut klar macht wie erst durch Alibaba Wirtschaftswachstum möglich wird! Im Fall von Herrn Qiutian im ersten Jahr mit dem Faktor 10!!!
Alibaba ist der Turbo auch für Chinesen die abseits der Mega-Metropolen leben!!!


INTERNET

How Alibaba found riches

The company created a bazaar for global buyers and small and mid-size Chinese vendors that hadn't existed before.
By Dawn C. Chmielewski, Los Angeles Times Staff Writer
November 8, 2007
SHANGHAI -- Five years ago, with just $13,435, Chen Qiutian launched a business making motorized golf-bag trolleys, golf carts and scooters for the disabled. But his little workshop was in the small, out-of-the-way city of Jinhua, 175 miles southwest of Shanghai.

So in 2003, Chen started selling his goods through Alibaba .com, an Internet intermediary for China's 30 million small and medium-size manufacturers. The first year he was on the site, revenue increased tenfold, from $671,800 to $6.7 million.

This year he expects Jinhua Ripu Electric Scooters Co.'s sales to reach $13.4 million -- and 90% of his business comes from e-commerce.

"You can bargain on the Internet, confirm the number, type, everything directly," Chen said. "I have made deals with [buyers], some over several years . . . but we never met."

Alibaba.com Ltd. shares started trading on the Hong Kong exchange Tuesday and tripled on the first day, marking a new chapter in China's technology story: the arrival of e-commerce.

The offering catapulted the Hangzhou-based firm to the top tier of Asian Internet companies -- even after investor profit-taking Wednesday dropped its market valuation to $22.1 billion from more than $25 billion the day before. Some analysts say the stock's lofty valuation -- it is trading at 320 times the company's projected 2007 earnings -- is more a bet on Alibaba.com's future than on market fundamentals.

Alibaba.com was founded in June 1999 by Jack Ma, who saw an opportunity to play matchmaker for small and medium-size Chinese manufacturers, which lacked access to global markets for products as varied as bamboo toothpicks, bath towels and machine tools. Likewise, international buyers interested in goods from manufacturers in China lacked the communications channels to find them.

Ma established two websites to address those markets: one in English to facilitate international trades (alibaba.com) and one in simplified Chinese for domestic business (china.alibaba.com), from which the company derives more than 70% of its revenue.

"This idea of creating a global platform to tie in European and U.S. buyers into all these small and medium-sized manufacturers, it made a lot of sense," said T.R. Harrington, co-founder and chief executive of Darwin Marketing, a Shanghai-based company specializing in search and affiliate marketing. "Previously, it had been done by global sources [through] magazines."

Two factors helped spur the growth of Alibaba.com -- one logistical, one technical.

As China becomes more prosperous, an increasing number of households and businesses have access to the Internet and high-speed connections. The number of Internet users reached 137 million in 2006, up from 59.1 million four years earlier. That gives online services like Alibaba.com reach.

Meanwhile, companies including FedEx Corp., United Parcel Service Inc. and Deutsche Post subsidiary DHL International started to offer services in China, improving the odds of timely delivery.

The number of companies that use the Internet for business-to-business transactions has grown in tandem -- an average of 72% annually since 2002, according to IResearch, a technology analysis group based in China.

Alibaba is exhibiting the kind of growth trajectory -- a projected 82% annually from 2004 through this year -- that analysts last saw with Google Inc.

"We expect this growth to remain strong for at least the next decade, when we expect the majority of businesses using these services will be paying," Jeffrey Lindsay, a senior analyst with Bernstein Research, wrote in an extensive, three-part analysis of Alibaba.com.

Lindsay said Alibaba.com recognized early on that some of the fledgling companies would have difficulty paying for access to electronic markets, so it initially offered services free to establish the market, grab market share and position itself for the day when it could charge a fee for the services.

Suppliers can pay an annual fee to become so-called premium members, which gives them preferential access to buyers.

Currently, only about 4% of the 8.8 million manufacturers that use the online marketplaces actually pay for the service, according to Bernstein's estimates.

But as more business is conducted online -- IResearch estimates that as many as 41 million small and mid-size manufacturers will turn to Internet markets by 2012 -- Alibaba is positioned to grab it. It already commands 69% of the revenue, and its market share has been increasing over the last four years.

"Alibaba.com will increasingly become the must-use channel for the majority of sellers," Lindsay said.

"This is the classic network effect of Internet businesses, and it works in favor of the player that gets biggest first -- in this case, the first player is Alibaba.com."

Alibaba Group has expanded into other areas.

In 2003, Ma started Taobao, a consumer auction site with instant messaging. That lets buyers and sellers get to know one another through messages, voice mail and posts before transacting business. It had amassed 40 million registered users by the end of the second quarter, and it has driven U.S. rival EBay Inc. out of China.

Knowing that most Chinese don't have credit cards to make online payments, Ma introduced AliPay, a system that keeps cash in escrow until the goods arrive. It had 33 million registered users by the end of 2006 and achieved a daily transaction volume of $12.8 million, according to American Technology Research.

Yahoo Inc., based in Sunnyvale, Calif., acquired a 39% stake in Alibaba Group in 2005, paying $1 billion together with its foundering Yahoo China operations.

dawn.chmielewski@latimes.com  

spricht, ist, dass vergleichbare Unternehmen in anderen Teilen der Welt mit um mehr als den Faktor 100 (in Worten: hundert) und noch viel mehr niedriger bewertet werden. Ich beobachte seit längerer Zeit das Unternehmen GoIndustry, das ursprünglich mit Hauptsitz in München beheimatet war, inzwischen aber von London aus agiert. Wie Alibaba war das einmal im Jahr 2000 der Darling der Medien, ohne allerdings an der Börse notiert zu sein. Inzwischen sind sie an der Börse AIM in London notiert und erzielen bei 60 Millionen Umsatz - so etwa wie Alibaba auch - gerade einmal eine Marktkapitalisierung von 80 Millionen. Selbst wenn diese sich mit der Zeit vervielfachen wird, worauf ich wegen des Risikos nur mit einer sehr kleinen Summe setze, ist das dann nur ein Hunderstel der Bewertung von Alibaba. Was ich allerdings für zukunftsträchtig halte, sind die Teile der Alibaba-Group, die nicht an der Börse gekommen sind (wie Ihr seht, sind die Chinesen gute Kaufleute, denn die verkaufen nur die weniger guten Teile). An dieser Alibaba-Group ist wiederum Yahoo maßgeblich beteiligt - deshalb habe ich mir von denen ein paar Stück vor kurzem zugelegt, auch wenn das kein geschicktes Timing war (aber ich habe eben einen langfristigen Anlagehorizont).

Hier noch einiges über GoIndustry zum Vergleichen:

A great hope is GoIndustry  (Not rated)      22-Nov-07 06:58 am     which had produced after years of losses the first very small net income:

"Wednesday September 26, 08:35 AM
GoIndustry swings to maiden H1 pretax profit, sees all units profitable in H2

LONDON (Thomson Financial) - GoIndustry PLC (LSE: GOI.L - news) swung to a maiden first-half pretax profit on increased higher margin (Advertisement)

on-line business and said it expects all its geographic divisions to be profitable in the second half, building a solid pipeline of new business for 2008.

The industrial machinery auctioneer reported a pretax profit of 22,000 stg against a loss of 226,000 stg a year ago while revenue fell to 15.03 mln stg from 16.19 mln stg last year.

GoIndustry said it grew its higher margin on-line business to 43 pct of gross asset sales from 39 pct in the same period last year.

The company said it expects the rollout of a new CRM system, which provides integrated real time forecasting globally, to improve revenue visibility and stock management.

The company said while it expects its second half to be in line with its expectations, it does not expect to make up for the shortfall incurred in the first quarter. It expects revenues, direct profit and pretax profit for the period to exceed the results for 2006."

The market-cap of this company will double, tripple or more in the next time, because this public-company is more undervalued than Internet Capital. Revenues of GoIndustry are about 60 million.


Sentiment : Strong Buy

flankenking


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 Re: A great hope is GoIndustry  (Not rated)      22-Nov-07 07:04 am     The valuation is only about $70million. Internet Capital owns about 70 million shares of this company - worth is about 20 million. But the worth will double, tripple or more.

Compare with Alibaba, who is a competitor and had a more than 100-fold-valuation of his revenues.


Sentiment : Strong Buy

flankenking


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 Re: A great hope is GoIndustry  (Not rated)      22-Nov-07 07:07 am     Read more about the company, you can buy on AIM in London:

http://uk.biz.yahoo.com/26092007/323/goi...


Sentiment : Strong Buy

flankenking


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 Re: A great hope is GoIndustry  (Not rated)      22-Nov-07 07:13 am     My advice: Take a look at the company:

http://www.goindustry.com/us/

Compare with Alibaba and you see, that a valutation of only 70 million by 60 million revenues is nonsense and doubling and trippling is near.


Sentiment : Strong Buy



 

 

Seite 251  

How Alibaba found riches

The company created a bazaar for global buyers and small and mid-size Chinese vendors that hadn't existed before.
By Dawn C. Chmielewski, Los Angeles Times Staff Writer
November 8, 2007
SHANGHAI -- Five years ago, with just $13,435, Chen Qiutian launched a business making motorized golf-bag trolleys, golf carts and scooters for the disabled. But his little workshop was in the small, out-of-the-way city of Jinhua, 175 miles southwest of Shanghai.

So in 2003, Chen started selling his goods through Alibaba .com, an Internet intermediary for China's 30 million small and medium-size manufacturers. The first year he was on the site, revenue increased tenfold, from $671,800 to $6.7 million.

This year he expects Jinhua Ripu Electric Scooters Co.'s sales to reach $13.4 million -- and 90% of his business comes from e-commerce.

"You can bargain on the Internet, confirm the number, type, everything directly," Chen said. "I have made deals with [buyers], some over several years . . . but we never met."

Alibaba.com Ltd. shares started trading on the Hong Kong exchange Tuesday and tripled on the first day, marking a new chapter in China's technology story: the arrival of e-commerce.

The offering catapulted the Hangzhou-based firm to the top tier of Asian Internet companies -- even after investor profit-taking Wednesday dropped its market valuation to $22.1 billion from more than $25 billion the day before. Some analysts say the stock's lofty valuation -- it is trading at 320 times the company's projected 2007 earnings -- is more a bet on Alibaba.com's future than on market fundamentals.

Alibaba.com was founded in June 1999 by Jack Ma, who saw an opportunity to play matchmaker for small and medium-size Chinese manufacturers, which lacked access to global markets for products as varied as bamboo toothpicks, bath towels and machine tools. Likewise, international buyers interested in goods from manufacturers in China lacked the communications channels to find them.

Ma established two websites to address those markets: one in English to facilitate international trades (alibaba.com) and one in simplified Chinese for domestic business (china.alibaba.com), from which the company derives more than 70% of its revenue.

"This idea of creating a global platform to tie in European and U.S. buyers into all these small and medium-sized manufacturers, it made a lot of sense," said T.R. Harrington, co-founder and chief executive of Darwin Marketing, a Shanghai-based company specializing in search and affiliate marketing. "Previously, it had been done by global sources [through] magazines."

Two factors helped spur the growth of Alibaba.com -- one logistical, one technical.

As China becomes more prosperous, an increasing number of households and businesses have access to the Internet and high-speed connections. The number of Internet users reached 137 million in 2006, up from 59.1 million four years earlier. That gives online services like Alibaba.com reach.

Meanwhile, companies including FedEx Corp., United Parcel Service Inc. and Deutsche Post subsidiary DHL International started to offer services in China, improving the odds of timely delivery.

The number of companies that use the Internet for business-to-business transactions has grown in tandem -- an average of 72% annually since 2002, according to IResearch, a technology analysis group based in China.

Alibaba is exhibiting the kind of growth trajectory -- a projected 82% annually from 2004 through this year -- that analysts last saw with Google Inc.

"We expect this growth to remain strong for at least the next decade, when we expect the majority of businesses using these services will be paying," Jeffrey Lindsay, a senior analyst with Bernstein Research, wrote in an extensive, three-part analysis of Alibaba.com.

Lindsay said Alibaba.com recognized early on that some of the fledgling companies would have difficulty paying for access to electronic markets, so it initially offered services free to establish the market, grab market share and position itself for the day when it could charge a fee for the services.

Suppliers can pay an annual fee to become so-called premium members, which gives them preferential access to buyers.

Currently, only about 4% of the 8.8 million manufacturers that use the online marketplaces actually pay for the service, according to Bernstein's estimates.

But as more business is conducted online -- IResearch estimates that as many as 41 million small and mid-size manufacturers will turn to Internet markets by 2012 -- Alibaba is positioned to grab it. It already commands 69% of the revenue, and its market share has been increasing over the last four years.

"Alibaba.com will increasingly become the must-use channel for the majority of sellers," Lindsay said.

"This is the classic network effect of Internet businesses, and it works in favor of the player that gets biggest first -- in this case, the first player is Alibaba.com."

Alibaba Group has expanded into other areas.

In 2003, Ma started Taobao, a consumer auction site with instant messaging. That lets buyers and sellers get to know one another through messages, voice mail and posts before transacting business. It had amassed 40 million registered users by the end of the second quarter, and it has driven U.S. rival EBay Inc. out of China.

Knowing that most Chinese don't have credit cards to make online payments, Ma introduced AliPay, a system that keeps cash in escrow until the goods arrive. It had 33 million registered users by the end of 2006 and achieved a daily transaction volume of $12.8 million, according to American Technology Research.

Yahoo Inc., based in Sunnyvale, Calif., acquired a 39% stake in Alibaba Group in 2005, paying $1 billion together with its foundering Yahoo China operations.

dawn.chmielewski@latimes.com



 

"Schade"... Alibaba hat wieder im Plus geschlossen..
Da wirds sicher schwierig für dich wg. Neueinstieg ;-)
soviel zum Thema 2,80 ;-)  

........in 10 Jahren schaue ich mal nach, was aus meinen Alibaba-Aktien geworden ist.

Gruß Hr.Rossi