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Alibaba

Watch List Alert: Alibaba Group Holdings (NYSE: $BABA)Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally. It operates through four segments: Core Commerce, Cloud Computing, Digital Media and Entertainment, and Innovation Initiatives and Others. The company operates Taobao Marketplace, a social commerce platform; Tmall, a third-party online and mobile commerce platform for brands and retailers; Alimama, a monetization platform; 1688.com and Alibaba.com, which are online wholesale marketplaces; AliExpress, a retail marketplace; Lazada, Trendyol, and Daraz that are e-commerce platforms; and Tmall Global and Kaola, which are import e-commerce platforms. It also operates Lingshoutong that connects FMCG manufacturers and their distributors to small retailers; Cainiao Network logistic services platform; Ele.me, an on-demand delivery and local services platform; Koubei, a restaurant and local services guide platform; and Fliggy, an online travel platform. In addition, the company offers pay-for-performance, in-feed, and display marketing services; and Taobao Ad Network and Exchange, a real-time online bidding marketing exchange. Further, it provides elastic computing, database, storage, virtualization network, large-scale computing, security, management and application, big data analytics, machine learning platform, and Internet of Things services. Additionally, the company operates Youku, an online video platform; Alibaba Pictures and other content platforms that provide online videos, films, live events, news feeds, literature, music, and others; Amap, a mobile digital map, navigation, and real-time traffic information app; DingTalk, a business efficiency app; and Tmall Genie, an AI-enabled smart speaker. The company was incorporated in 1999 and is based in Hangzhou, the People's Republic of China.
NYSE:BABALong
by Bullishcharts
3
ALIBABA, SPECULATION MODE ON!Alibaba Group Holding Limited, also known as Alibaba Group and Alibaba.com, is a Chinese multinational technology company specializing in e-commerce, retail, Internet, and technology. Strong divergence on the monthly. The price level at which Alibaba now stands has always been characterized by high volatility in the past. The market has always reacted with a reabsorption over 60% of the time in the past at this level. This opens the scenario to an interesting short-term speculative operation which, in the event of a positive outcome, could turn into a medium-term operation on an asset which, ignoring short-term problems, creates several points of GDP for the Chinese economy. High risk transaction, the investor should consider the volatility of the underlying and the riskiness of the transaction in managing this asset.
NYSE:BABALong
by UnknownUnicorn25541012
A quantitative approach - Is Alibaba and Chinese big tech a buy?One of the big macro focal points of late has been the extreme weakness in Chinese internet and tech stocks, with some even saying this space is uninvestable. Last week’s moves by China’s State Administration for Market Regulation ( www.reuters.com) may be seen by many as fair, but the measures increase the number of forceful and sustained regulatory curbs imposed by Chinese authorities in recent months. As any investor will tell you, when you invest in a company with such monopolistic and strong price maker qualities, especially in a regime where there is a move to a “Common Prosperity”, regulation is always the biggest risk to sentiment. Certainly, any equity trader that has seen the incredible loss of market cap in Tencent, Alibaba (BABA), Baidu, and others will attest to that now. Are we set to see a mean reversion rally? The level of conversation around these names, and whether the drop now represents a buying opportunity for long-term investors and traders has clearly ramped up. I would be fine with owning as a long-term play at current levels, but I have been most keen to explore whether after a 50% decline if there was a statistical trading case that suggested a short-term mean-reversion bounce is coming. I have paid particular focus on Alibaba (ticker: BABA). Initially, I ran a scan of our complete universe of c.900 global equity CFDs for any 40% or more below the broker's consensus price target. I see 12 on the list, with BABA 42% below the consensus target price of $271 – I see the stock trades on 17.7x full-year earnings and 14x 2022 earnings – if I didn’t believe BABA was due a raft of earnings downgrades, I’d argue this is insanely ‘cheap’, in fact, it’s never been lower, but I rarely look at valuation for trading equity CFDs. Perhaps more interestingly, having fallen 50%, BABA is now one of only 9 US-listed stocks trading 30% or more below its 200-day moving average – It was 35% above the 200-day MA in October, now it resides at a record discount to the average. In fact, this is very close to 3 standard deviations from the 200-day moving average. The only time price has breached the 3 standard deviation band occurred once before in October 2018 and subsequently marked a bullish turning point, with the stock rallying 29% over the coming 36 days. We can also see price close to the lower Keltner band – here, I have really stretched out the settings using a 20-day ATR length, 3 times ATR and 10-period average. I’ve then scanned for stocks in our full universe that have had a run of 8 down days (or more) in a row and that have a 3-day RSI of less than 5 – of our 900 odd equity CFDs, I get BABA and Resolute Mining, in fact, the 3-day RSI on BABA is just 0.47. Crunching the numbers, I wanted to see if there was any kind of edge in buying BABA for a day after such a run of losses. Using the logic of buying on the open (after 8 down days) and selling (to close) on the open of the following day – since listing on the NYSE in 2014 the system would have placed 11 trades, which isn’t a huge sample size but there is a 73% winning ratio. The average loss is 1.32x higher than the average gain, so this works against performance, but the max win is 1.36x higher than the max loss. If I scan to see buying after 8 consecutive falls with a 5-day hold period, my strike rate falls to 54%, but the average win is 1.35x that of my average loss. My max win is 1.8x my max loss. I also see volume steadily rising in the sell-offs – where on Friday we saw 75m shares traded – the highest since 24 December…one questions if this is the capitulation move? So the findings clearly show this name is incredibly oversold on many different technical and statistical readings. And that there is a small edge if one was to buy after this run of drawdown. One for the radar, as a bounce looks imminent even if it isn’t sustained.
NYSE:BABALong
by Pepperstone
💥Why is Alibaba undervalued?💥Please look how 𝙪𝙣𝙙𝙚𝙧𝙫𝙖𝙡𝙪𝙚𝙙 $BABA (Alibaba) is: ✅Alibaba in 2019 𝙍𝙚𝙫𝙚𝙣𝙪𝙚: 𝟯𝟯𝟳𝘽 (Yuan) 𝙎𝙝𝙖𝙧𝙚 𝙋𝙧𝙞𝙘𝙚: 𝟭𝟵𝟬 USD ✅Alibaba in 2020 𝙍𝙚𝙫𝙚𝙣𝙪𝙚: 𝟱𝟭𝟬𝘽 (Yuan) 𝙎𝙝𝙖𝙧𝙚 𝙋𝙧𝙞𝙘𝙚: 𝟯𝟮𝟬 USD ✅Alibaba in 2021 𝙍𝙚𝙫𝙚𝙣𝙪𝙚: 𝟳𝟳𝟳𝘽 (Yuan) 𝙎𝙝𝙖𝙧𝙚 𝙋𝙧𝙞𝙘𝙚: 𝟭57 USD 𝙏𝙝𝙚 𝙥𝙧𝙞𝙘𝙚 𝙢𝙞𝙜𝙝𝙩 𝙝𝙖𝙫𝙚 𝙗𝙚𝙚𝙣 𝙖 𝙗𝙞𝙩 𝙤𝙫𝙚𝙧𝙫𝙖𝙡𝙪𝙚𝙙 𝙗𝙪𝙩.. The core e-commerce and cloud business of $9988. HK (Alibaba Group Holding Ltd (Hong Kong)) (Alibaba Group Holding Ltd (Hong Kong)) has been growing nicely. 𝙃𝙤𝙬 𝙬𝙚𝙡𝙡 𝙞𝙨 𝘼𝙡𝙞𝙗𝙖𝙗𝙖 𝙙𝙤𝙞𝙣𝙜 𝙖𝙘𝙩𝙪𝙖𝙡𝙡𝙮? The company also has paid a huge fine that caused the company to post Q1 21 loss. However, the company is still expected to have more net income this year despite the fine! The company $BABA offered shares buybacks and is heavily invested in overseas companies that are growing rapidly (such as Lazada in Phillippines and Indonesia). The price always found its way to come back to the fundamentals.
NYSE:BABALong
by MiguelFTCurado
7
💥Why is ALIBABA undervalued ?💥 Please look how 𝙪𝙣𝙙𝙚𝙧𝙫𝙖𝙡𝙪𝙚𝙙 $BABA (Alibaba) is: Alibaba in 2019 𝙍𝙚𝙫𝙚𝙣𝙪𝙚: 𝟯𝟯𝟳𝘽 (Yuan) 𝙎𝙝𝙖𝙧𝙚 𝙋𝙧𝙞𝙘𝙚: 𝟭𝟵𝟬 USD Alibaba in 2020 𝙍𝙚𝙫𝙚𝙣𝙪𝙚: 𝟱𝟭𝟬𝘽 (Yuan) 𝙎𝙝𝙖𝙧𝙚 𝙋𝙧𝙞𝙘𝙚: 𝟯𝟮𝟬 USD Alibaba in 2021 𝙍𝙚𝙫𝙚𝙣𝙪𝙚: 𝟳𝟳𝟳𝘽 (Yuan) 𝙎𝙝𝙖𝙧𝙚 𝙋𝙧𝙞𝙘𝙚: 𝟭57 USD 𝙏𝙝𝙚 𝙥𝙧𝙞𝙘𝙚 𝙢𝙞𝙜𝙝𝙩 𝙝𝙖𝙫𝙚 𝙗𝙚𝙚𝙣 𝙖 𝙗𝙞𝙩 𝙤𝙫𝙚𝙧𝙫𝙖𝙡𝙪𝙚𝙙 𝙗𝙪𝙩.. The core e-commerce and cloud business of $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) (Alibaba Group Holding Ltd (Hong Kong)) has been growing nicely. 𝙃𝙤𝙬 𝙬𝙚𝙡𝙡 𝙞𝙨 𝘼𝙡𝙞𝙗𝙖𝙗𝙖 𝙙𝙤𝙞𝙣𝙜 𝙖𝙘𝙩𝙪𝙖𝙡𝙡𝙮? The company also has paid a huge fine that caused the company to post Q1 21 loss. However, the company is still expected to have more net income this year despite the fine! The company $BABA offered shares buybacks and is heavily invested in overseas companies that are growing rapidly (such as Lazada in Phillippines and Indonesia). The price always found its way to come back to the fundamentals.
NYSE:BABALong
by MiguelFTCurado
1
$BABA$BABA is simply being sold for one reason right now, fear that the Chinese Communist Party (CCP) policies will do "something". That "something" ranges from nationalizing large companies in China to banning profits and foreign investment to the more standard communist practices of wealth redistribution and an inefficient government bureaucracy amongst widespread corruption. But if we’re looking at $BABA as a company it’s undervalued. If price is able to find support around my boxed level it would give a good long term hold. Oversold on all major timeframes. - Factor Four
NYSE:BABALong
by TheBlankFund
7
The worst is over for Chinese stocks BABAIf you are a long term investor I hope you used the panic to top up your holdings. If you are a momentum trader you still have the opportunity to ride the bounce or accumulate your position a bit later. Possible scenario for BABA but all names have something similar is as follows. I treat that panic as an exhaustion and behavioural pattern confirms that so I consider the worst is over. Personally, I played that dangerously catching falling knives and loosing hairs so my words bring some sort of hope, but from technical perspective the situation is as follows. Another option is to treat the current leg up as a retest of the previous support but usually when you have seen that sort of panic and all the papers writing the same thing - it is just over. I expect some turbulence at this resistance since bears will try to play down the move but final move is gonna be UP. The first arrow is my initial momentum play. I expect to see some kind see-saw after the first leg and the second arrow reflects my further expectations.
NYSE:BABALong
by crazywlst
A Glance at Ant Group 's Technology VentureThe wave of fintech has spread to the insurance industry, giving rise to the 'Insurtech' and the related niche markets. However, in China, the insurance penetration rate (2.7%) and premium per capita (USD 47) are both lagging, leaving much room for potential. Chinese Big Tech is seizing this opportunity and the competition is just getting started. The term 'Insurtech' is self-explanatory, expressing the blending of technological solutions with insurance. By applying such technologies to various scenarios, insurance companies boost service quality and expand their product portfolios. In a broader sense, Insurtech is an innovative technology cluster consisting of new digital tools developed to optimize the performance of insurance companies and to deliver a better customer experience. A strong point of Insurtech to date has been strengthening companies' underwriting abilities by incorporating artificial intelligence-based risk assessment. This boosts revenue by allowing them to move into adjacent niche markets. The emergence of new technologies has installed new dynamics in insurance products while also adding more complexities. When traditional insurance companies and Internet giants are drawn to share a piece of the market, the competition is likely to intensify in the short term. The Chinese insurance market has grown rapidly over the past decade, and so has the Insurtech segment. The tremendous development that Insurtech has experienced was mainly driven by changes in customers' behaviors (according to EY, 59% of mainland China's life insurance consumers' preference for interactions and relationships with insurers skews strongly toward digital), technology advancements (big data, IoT, blockchain, Cloud computing, etc.) and more supportive policies. Several internet giants in China have entered the market as distributors by utilizing their large volumes of traffic, while the traditional risk carriers – or to say, insurance incumbents, have also made scaled investments in technology solutions. Other technology enablers, such as start-ups focused on specific pain points in insurance operations, have accounted for a part of the whole market as well. Ant Group's insurance play In July 2017, China Banking and Insurance Regulatory Commission (CBIRC) announced the approval of the establishment of Hangzhou Baojin Insurance Agency Co., Ltd, a wholly-owned subsidiary of Ant Financial. After six months, the company officially changed its name to Ant Insurance Agency Co., Ltd — the same old trick other big names always play — which hinted at the company's ambition to fully enter the insurance industry. AntSure (as it is named in the English version of Alipay), a one-stop platform for servicing insurance needs, is designed to assist insurance company partners to provide a wide range of innovative, customized and easy-to-obtain products. Up to H1 2020, the Alipay-owned insurance platform had closely cooperated with over 90 Chinese partner insurance institutions, offering over 2,000 products, covering areas from life insurance, health insurance to property insurance and other customized products. The company's revenue mainly comes from the technical service fees paid by the partners based on the premiums and apportioned amounts promoted by Ant Insurance Agency. According to the prospectus for the Hong Kong IPO, the insurance premiums enabled through Ant Group's platform – as well as contributions by Xianghubao (i.e. an online healthcare mutual aid program launched in October 2018, which aims to provide mutual protection with no upfront payment or admission fees required) participants – reached CNY 52 billion for the 12 months ending June 30, 2020, and the total number of customers served reached 570 million. The biggest advantage of the in-house agency platform is the huge traffic acquired through Ant Group's products. The huge user base accumulated in the early stage of superapp Alipay and Alibaba-based e-commerce have laid a solid foundation for the rapid expansion of Ant Insurance Agency, making it the largest online insurance services platform in China, according to the prospectus. In addition to platform-based insurance, Ant Group also has scenario-based insurance offers that are closely connected with Alibaba, Alipay and other businesses, such as consumer insurance, Alipay's account security insurance, freight insurance and so on.
NYSE:BABALong
by EqualOcean
$BABA long term uptrend still valid or not?NYSE:BABA The uptrend support line since the year 2016 is tested. Although it outshoots by a bit due to china news, it rebounds strongly back into the uptrend. With a stable earnings report just announced, plus a lot of new reinvestment done by the management to further increase their revenue, the next few quarters could be quite interesting. If the price can stay around here with a higher rebound, it should prove the support is still valid. Anyway, anything can happen. Let's see.
NYSE:BABALong
by eddyson1006
$BABA Earnings week and Chinese volatility (Fibonacci edition)Hello my children of the night!!! I dunno, just trying stuff out. Anyway, moving on... $AMZON missed earnings and tanked last week. I'm betting $BABA will do the same this Tuesday, especially given the uncertainty around Chinese stocks and regulation. I used trend-based Fib retracement and extensions to guide my projection, and of course, my patented "Marijuana Cloud" method foreshadows the pre-ER run up, followed by the post-ER dump. What do you think? Kiss 200 before dump to 180? Let me know in the comments below, my children of the night! Still weird? Okay. Sorry. Just wanted to make sure. Bye.
NYSE:BABAShort
by psc230
4