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16 June 2021
10:53 hour

$BABA is undervalued seems like an open secret at this point, so what's your explanation of why Alibaba stock hasn't gone up as expected

Reddit Stocks

10/06/2021 - 19:53

I don't really have a DD, just a discussion question. I've been passively following BABA for about a year now and don't have a position. If you're bullish on BABA, can you explain why you think the company hasn't gone up as you expected? What's stopping the stock from going up? It almost seems like an open secret at this point that BABA is undervalued. Would also love bear points on BABA or why you think the stock should go down or travel sideways.   submitted by   /u/augustusbennius [link]   [comments]


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  25. Alibaba (BABA): The good and the bad from the Q4 earnings report (14/05/2021 - AlphaStreet)
    Shares of Alibaba Group (NYSE: BABA) have dropped 10% since the beginning of the year. The company reported mixed results for the fourth quarter of 2021 a day ago, with revenues surpassing estimates but adjusted earnings per ADS falling short of expectations. Here are some of the positives and negatives from the company’s Q4 earnings report: Positives Alibaba’s total revenues for Q4 amounted to RMB187.3 billion, or $28.6 billion, reflecting a year-over-year growth of 64%. On its quarterly conference call, Alibaba stated that China’s GDP grew 18.3% year-over-year during the quarter ended March 2021. Against this backdrop, all of Alibaba’s businesses witnessed healthy growth.    Its retail marketplaces are seeing strong growth and retention rates among new and existing customers. As of March 31, 2021, annual active customers on its China retail marketplaces stood at 811 million, reflecting a quarterly increase of 32 million customers.   Alibaba’s strategy of offering a broad range of products and services and expanding into less developed cities and towns has helped drive strong GMV growth as well as an increase in users on its China retail marketplaces. Online physical goods GMV, excluding unpaid orders, grew 33% YoY in Q4. Alibaba’s Taobao Deals platform, which offers products at affordable prices to price-conscious customers, witnessed rapid growth with over 150 million annual active customers as of March 31, 2021. Alibaba saw strong same-store sales growth across its retail chain Freshippo and the company increased the number of Freshippo stores to 257 as of March 31, 2021 compared to 202 stores in the same period last year. Its food delivery service Ele.me saw strong growth in average daily number of paying members which was up around 40% YoY in Q4. Alibaba expects to see further growth in the coming year and projects total revenues will be over RMB930 billion in FY2022. Negatives Alibaba reported a net loss of RMB5.4 billion, or $836 million, in Q4 due to the $2.8 billion anti-monopoly fine that was imposed on it by the Chinese government. Diluted loss per ADS amounted to RMB1.99, or $0.30, for the quarter. Excluding this one-time impact, along with certain other items, adjusted net income was RMB26.2 billion, or $4 billion, and adjusted earnings per ADS was RMB10.32, or $1.58. Adjusted earnings per ADS came below market estimates. Alibaba faces the risk of regulatory scrutiny and this does raise concerns about any potential future problems that may arise for the company. In Q4, Alibaba’s cloud computing revenue grew only 37% compared to the year-ago period. The growth rate was slower compared to the past three quarters and was caused by the exit of a top cloud customer. The customer, who has a significant presence outside China, decided to end the relationship with respect to their international business for reasons not related to the company’s products. Going forward, Alibaba will have to focus on further diversifying its cloud computing revenue across customers and industries. Click here to read the full transcript of Alibaba’s Q4 2021 earnings conference callThe post Alibaba (BABA): The good and the bad from the Q4 earnings report first appeared on AlphaStreet.
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  26. How long can Alibaba stock suffer (21/05/2021 - Reddit Stocks)
    I mean they all still buying Alibaba, charlie munger just bought in and others. They giving it high valuations but for how long could this go on and do u think it’s possible for them to go to zero? Lemme hear ur opinion   submitted by   /u/smarttuckus [link]   [comments]
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  27. Dan Loeb's Third Point exits Alibaba, Dish Network, adds CoStar, Dell: 13F (14/05/2021 - Seeking Alpha)

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  28. That 3 free stock promotion though! RH just brought my Apple average to a point it hasn’t been at since July 2020 with the first 3 stocks they gave me (the other two were worth about a dollar) (26/03/2021 - Reddit Stock Market)
      submitted by   /u/RegularSwiss [link]   [comments]
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  29. Is vertex a good growth stock (02/06/2021 - Reddit Stocks)
    Hey. I AM looking to add my portfolio with some good growth stocks, i have Baba now, other companies are dividend stocks. Vertex looks to be a bit undervalued and should do well un future. What do you think? If not vertex then what growth stocks you would advise?   submitted by   /u/kalvicc123 [link]   [comments]
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  30. Call Spread at Expiration Clarification (11/06/2021 - Reddit Stocks)
    I was interested in trying out the following call debit spread: Long call: 06/11 BABA $212.50 for 1.63 Short call: 06/11 BABA $215 for .63 If BABA hits $215 tomorrow it says my profit is 74% but at expiration it'll be 150%. Does that mean my profit is 74% if I close out the call spread before market close and 150% if I let everything expire? What happens on Robinhood/TD Ameritrade if I enter a call spread position and BABA is $215.50 around 12:30 or at market close? Do I need sufficient capital to manually buy the 100 shares to cover the short leg and pocket the difference or will the brokerages automatically just give me the profit? The exact details get a little confusing on expiration day so if anyone can tell me from personal experience that'd be awesome.   submitted by   /u/upandfastLFGG [link]   [comments]
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  31. History of Alibaba: How Alibaba Triumphed-part one (23/04/2021 - Reddit Stock Market)
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  32. How Alibaba (BABA) and Amazon (AMZN) have created ecosystems for customers (12/04/2021 - AlphaStreet)
    Amazon.com Inc. (NASDAQ: AMZN) and Alibaba Group Holding (NYSE: BABA) are two giants that can stand side by side. They are both market leaders with large customer bases in the US and China. They provide various kinds of services through their different segments which make them convenient one-stop destinations for their customers.   They both also have their fair share of controversies. Amazon has been dealing with labor issues lately while Alibaba has just been handed a $2.8 billion antitrust fine by Chinese regulators. Despite all the roadblocks that come in front of them, analysts are optimistic that both companies are on their way to drive even more growth in the foreseeable future. Amazon and Alibaba are leaders in ecommerce who allow customers to purchase all kinds of products through their platforms and get them delivered to their doorstep. Apart from this, they offer customers a host of services across various sectors thereby creating a kind of ecosystem within themselves. Let’s take a look at how this works: Online shopping Amazon and Alibaba partner with large and small sellers to offer a range of products through their platforms. Alibaba’s core commerce segment includes its retail commerce operations in Chinese and international markets along with its wholesale commerce operations. The company conducts retail commerce in China through its Taobao and Tmall marketplaces and through platforms such as Lazada and AliExpress in international markets. In December 2020, Alibaba’s China retail marketplaces had 902 million mobile monthly active users. Grocery, food delivery and pharmacy Amazon offers grocery services through its Whole Foods and Amazon Fresh stores. In the fourth quarter of 2020, Amazon Fresh grocery stores expanded into seven new communities in the US. Alibaba operates a grocery retail chain named Freshippo and a delivery platform called Ele.me that allows customers to order food and groceries anytime. In the third quarter of 2021, Freshippo reported double-digit same-store sales growth and as of December 31, 2020, Alibaba self-operated 246 Freshippo stores in China. Amazon also offers a delivery service for prescription medications through Amazon Pharmacy. In 2018, the company acquired digital pharmacy PillPack to build its capabilities in this business.   Technology Both Amazon and Alibaba are active in the cloud computing sector with their respective services Amazon Web Services (AWS) and Alibaba Cloud. In Q4 2020, AWS reported a 28% year-over-year growth in net sales to $12.7 billion. In Q3 2021, Alibaba’s cloud computing revenue rose 50% YoY to $2.4 billion and achieved a surprise profit as well. Entertainment Amazon offers its customers various entertainment options through its online streaming service Amazon Prime Video, its video game streaming platform Twitch as well as its e-reader platform Kindle. Twitch is the leader in video game streaming, hosting over 90% of content in this space. Alibaba does the same through its online video platform Youku and Alibaba Pictures. In the most recent quarter, Youku witnessed a YoY growth of around 30% in its average daily subscriber base. Logistics and payment services Alibaba operates Cainiao Network which provides domestic and international logistics services and supply chain management solutions. The company also provide digital payment solutions to its customers through Alipay. Amazon is also building its logistics business in order to reduce its dependence on delivery services such as FedEx (NYSE: FDX) and United Parcel Service (NYSE: UPS).   Amazon and Alibaba hold a strong position in the market and their revenue diversification across various sectors positions them well for future growth. Click here to access the latest earnings transcripts of Amazon and Alibaba The post How Alibaba (BABA) and Amazon (AMZN) have created ecosystems for customers first appeared on AlphaStreet.
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  33. Thoughts on BABA (29/05/2021 - Reddit Stocks)
    Hi guys, BABA has been in a downtrend lately, was wondering if anyone else sees this as an opportunity. It is very appealing in this ~200$ zone. What do you guys think? Any major concerns I should be worried about?   submitted by   /u/wy250 [link]   [comments]
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  34. BABA: When will the frustration end? (25/04/2021 - Reddit Stocks)
    So, I'm long baba both shares and calls, we had a decent run to $245 after settlement was reached over anti-competitive practices with CCP. Settle back to $230 or so last week. Got earnings in early May it should be a catalyst for growth and in subsequent quarters. I don't believe it will be delisted, to much money at stake for exchanges to let that happen, plus wall street does not want to give up it's roll as a global financial hub. The stock is cheap, relatively, but my frustration is not abiding. I'm still thinking we hit $300 plus in 2021, am I f'ing crazy?   submitted by   /u/skipflat [link]   [comments]
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  35. Call and Put options clear explanation (03/06/2021 - Reddit Stocks)
    Hi all. I’ve tried going through online materials to wrap my head around the mechanics of calls and puts. Though I think I have a general idea, could somebody please give me a simple explanation to how they work, and used?   submitted by   /u/MagicLobsterTickle [link]   [comments]
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  36. Looking to open some new, riskier positions with extra play money I have on the sidelines. (13/06/2021 - Reddit Stocks)
    Don't want any meme stocks because that is beyond my risk tolerance at this point, but let's say I have an extra thousand dollars that I don't mind losing speculating on individual stocks or ETFs? Not looking for TA, just the symbol and a brief explanation of why you are bullish. My #1 pick that I have not pulled the trigger on is $ASML. Reason I'm bullish is they basically have a monopoly on the equipment necessary to manufacture semiconductors and we all know about the chip shortage at this point. Also looking at $CAT because the whole reopening of the economy in the post COVID environment where I see upgrading existing infrastructure/creating more will be in much higher demand than it was throughout 2020. And you typically need a quality bulldozer or two to pull that off. Yes I could just lump it into a broad market index but I already have like 90% of my non-emergency capital invested into $VOO. Still relatively young and am not afraid of some risk with this money. I looking for something that could generate a much larger percentage return than the S&P 500 over a small period of time. Say 1-3 years.   submitted by   /u/DipTheChips [link]   [comments]
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  37. The meme stock cultists make me want to take a break from investing... (25/04/2021 - Reddit Stocks)
    All over the front page is people claiming they found out some secret information about the hedge funds or why their stock is about to squeeze again. I honestly can't tell if it's memes or actual idiots at this point and it scares me. I love a good speculative stock and I probably invest in more risky ways than a lot of the advice on this sub, TSLA, LYFT, PINS, etc. but this is just absurd. I genuinely believe the next stock market crash is going to be because of new retail investors who got tricked into buying overvalued movie theatre stocks and lost all their money, causing a ripple effect of newer investors getting scared and pulling their money out.   submitted by   /u/KardinalEthan [link]   [comments]
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  38. [Rule 1 Investing] Stock price stagnation... how do you know when it's time to call it quits on one of your chosen companies? (27/03/2021 - Reddit Stocks)
    For those of you familiar with Phil Town's Rule 1 Investing: Rule 1 was my first real exposure to investing, and now that I'm a ways down the road and have also spent time learning from many others, I still consider it a great starting point and still employ Rule 1 strategy despite broadening my knowledge. I've spent countless hours listening to and reading Phil's stuff at this point, and I am grateful for his teaching, but there is still something I have yet to really hear him discuss and explain. What happens when you pick a great company that has ALL the right metrics... and well... nothing happens? For reasons unknown, the stock price just never takes off and growth fails to materialize. You know you bought it undervalued (according to the numbers), and at a comfortable MOS, but it continues to just sit - undervalued - with only horizontal movement. How long do we wait for it to take off and begin the climb of stock price eventually intersecting with the company's intrinsic value? I have no problem being patient, but I also think there's a line you cross where it's obvious that you would be better off in another company. For example, holding a stock for 10 years, seeing single digit gains, but being CONVINCED by the Rule 1 stats that it's still undervalued - well, doesn't seem like a wise use of investment capital. Even if the valuation metrics are still stellar, surely we don't just continue to hold indefinitely, right? So what kind of time limit (or quarterly/annual performance standards) do we hold our investment choices to? (Also, has Phil actually posted discussion about this on YouTube, and I just missed it?) Thanks all!   submitted by   /u/Grunklestank [link]   [comments]
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  39. BABA or BABAF? (05/06/2021 - Reddit Stocks)
    I'm currently invested/trade in BABA and have been for a couple of years. I was planning on purchasing more and recently saw BABAF listed on TD Ameritrade (my broker). Are these the HK shares? Would there be a benefit to investing in those over NYSE? Are there pro's/con's of one over the other? ​ Thanks for the help and I look forward to the insight.   submitted by   /u/JackJoneses [link]   [comments]
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  40. Option trading (05/05/2021 - Reddit Stocks)
    So I was looking at starting up with options, and I am a little confused. I’ve used a couple of sources but I’m loving Sky View Trading’s explanation the most. So what I understand, call option is a contract with the right but not obligation to buy at an agreed price on an agreed time. Put us the sell version of that. I liked one guys explanation of options being insurance to your stocks. What I don’t understand is who is the one that gets to choose to go through with it. From my readings (mainly focused on puts for stock holder and call for option trader) it seemed like both had that option and that doesn’t seem correct. Last question, I thought I read somewhere you can put a put on stock you don’t own. How does that work?   submitted by   /u/TheMakerOfMyths [link]   [comments]
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  41. FNKO swing trade opportunity (12/02/2021 - Reddit Stock Market)
    Sometimes the best trades are the ones easy to dismiss. That's why I want you to take a second look at FNKO. 4 days in the red, as the diagram demonstrates: FNKO: 4 days tanking However, if you look more closely, we see a potential strategic entry. The stock is trending over the 200-day and 50-day exponential moving averages on abound a 7 day cycle, and has demonstrated fairly consistent support and resistance for several weeks. I believe a good entry point for a short to medium term swing trade is at open tomorrow (or before) - the right time to time a bounce up. I have a target for 2/19 of $14.50, with a peak above $15. I am in a long position. They struggled at the end of 2019 before COVID and bled for the first two quarters of the year, then returned to ~11% profitability in Q3. Q4 financials are expected in early March, so positions can be wrapped up before or kept through. They are at about a $800m annual revenue run rate with ~640m market cap, ~0.8x! Compare that to Hasbro, with $5.5b revenue and $12.4b market cap, or ~2x. Someone else's more thorough DD for FNKO is at https://www.reddit.com/r/Undervalued/comments/l7gvh5/funko_fnko_stop_toying_around/ Good luck out there. Also this is one of my first attempts at a technical trade so feedback is welcome   submitted by   /u/plikd [link]   [comments]
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  42. Charlie Munger bought Alibaba in the first quarter (07/04/2021 - Reddit Stocks)
    BABA is trading at a discount because of fears of the Chinese government interference and US delisting. Personally I think those fears are overblown and it will recover over time as the worries subside. But what do I know? On the other hand, it’s encouraging to see a truly experienced investor give his stamp of approval. Worth considering. I’m long. https://finance.yahoo.com/news/charlie-mungers-daily-journal-subscribes-191033284.html   submitted by   /u/year0000 [link]   [comments]
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  43. Regarding Coinbase direct listing. Don't listen to the people here in this sub. They don't really know what they are talking about (14/04/2021 - Reddit Stocks)
    Case in point Roblox. Everything people are saying about $COIN was said about Roblox. That it was a pump and dump. That it will dip. That it was wayyy overvalued. Well it hasn't dipped below its open. So do what you want with $COIN. The sentiments on here rely on old outdated fundamentals that have been proven wrong over and over again recently. This is coming from someone who VALUES fundamentals. But I would be bullshitting if I were to tell you fundamentals are still as reliable as they once were. Do as you wish.   submitted by   /u/chicu111 [link]   [comments]
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  44. Alibaba expands cloud products with livestream shopping in its battle against Amazon (08/06/2021 - Reddit Stocks)
    GUANGZHOU, China — Alibaba has launched a slew of new cloud computing products as the Chinese e-commerce giant looks to expand across Asia. Cloud computing is seen as a key profit driver for Alibaba over the long term and in the past few years, it has been boosting its presence aggressively outside of China. On Tuesday, Alibaba announced plans to open a new data center in the Philippines by the end of the year and launched a third data center in Indonesia. Expanding data centers allows cloud providers to boost their capacity in certain countries or regions. Alibaba also launched a cloud-based livestreaming product designed for online shopping. It will allow e-commerce players to launch a live stream shopping feature on their websites or apps that are hosted on Alibaba’s cloud. Livestream shopping usually involves a host talking about products that customers can buy directly via the live broadcast. It has become very popular in China and is growing in other parts of Asia. The Chinese e-commerce firm hopes that such a product can help it stand out from U.S. rivals including Microsoft and Amazon in the cloud market. In the Asia-Pacific region, Alibaba was the biggest public cloud market vendor at the end of 2020 with a 19.2% share, according to IDC, boosted by success in China. Amazon was second with a 10.5% share. However, in the global market, Alibaba still trails Microsoft, Amazon and Google. Alibaba’s cloud announcements come after it reported its first net loss as a public company in the January to March quarter. The company was hit with a massive $2.8 billion fine as a result of an anti-monopoly investigation by Chinese authorities. Maggie Wu, Alibaba’s CFO, said the company would invest “incremental profits and additional capital” in “new businesses and key strategic areas” in its current fiscal year. In China, Alibaba faces growing competition from other technology giants including Huawei and Tencent which more recently have stepped up their cloud computing investments. https://www.cnbc.com/2021/06/08/alibaba-cloud-expands-products-with-livestream-shopping-data-centers.html   submitted by   /u/TaxShield [link]   [comments]
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  45. "fearful when others are greedy, and greedy when others are fearful.” (08/04/2021 - Reddit Stocks)
    Looking at Mungers recent position, 20% of the portfolio is going to China's $BABA. This really brought to my attention Buffet's quote of "be fearful when others are greedy, and greedy when others are fearful.” I noticed this is occurring within your typical Chinese stocks. Many of these we talk about quite often in this sub. Looking at companies like $BABA, $TME, $BIDU, $JD and $IQ, most of them have fallen anywhere from 15-48%. Recent news has mentioned that the hedge funds and banks are letting go of their Chinese holdings but I believe this is a great buying opportunity strictly due to the low prices and Munger's new position. Most of them still have pretty high analyst PT's but their P/E's and P/S's stick out like a sour thumb. All of these companies are stuck below the 42 zone on the RSi and show massive growth for the EPS. Being able to pay off any debts and having Jack Ma, the idiot who spoke against a communist government finally out from CEO of BABA, may now let us see the only upside potential we've been waiting for. BTW, hearing Munger's opinion on Jack Ma's actions and him stepping down seriously makes me believe BABA is a gold mine with purchasing LEAPS. Much more of a safer bet with him out of the eqaution. I still have a great interest in these companies and want to hear some of your opinions on this. I did purchase today 600 shares of $IQ @ 18.54 to add a new stock into my portfolio with me already having LEAPS on BABA and a decent amount of money in JD @ 84 per share. Even though the hedge funds and banks are dumping their stakes, I believe it has the potential to make solid, big gains.   submitted by   /u/pmusz [link]   [comments]
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  46. What 'Under The Radar' Stock Have You Been Buying? (19/04/2021 - Reddit Stocks)
    What's a stock you own that has real upside potential? Everyone knows about Apple, Amazon, Facebook, etc.... But, what is that stock you own that little to know one else knows about? Give a brief explanation why you're bullish.....   submitted by   /u/jordanw71 [link]   [comments]
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  47. Alibaba Shares Rise in Hong Kong Despite Record $2.8 Billion Fine (12/04/2021 - Reddit Stocks)
    Alibaba Group Holding Ltd. shares jumped Monday, after China's antitrust regulator slapped a record fine on the e-commerce giant following a monthslong investigation. Alibaba's Hong Kong-listed shares, which opened 5.5% higher, were recently 7.9% higher at 235 Hong Kong dollars, when most other leading Chinese tech stocks were down. China's antitrust regulator on Saturday imposed a fine equivalent to US$2.8 billion against Alibaba for abusing its dominant position over rivals and merchants on its e-commerce platforms, coming amid a wave of scrutiny on the business empire of company founder Jack Ma. The penalty could put an end to the regulatory uncertainty associated with the antimonopoly investigation into Alibaba that started late last year, some analysts say. Alibaba Shares Rise in Hong Kong Despite Record $2.8 Billion Fine | Morningstar   submitted by   /u/gorays21 [link]   [comments]
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  48. Let’s talk about CCIV and Lucid (17/02/2021 - Reddit Stock Market)
    Hello all, I’m fairly new to investing and have some questions for you veterans out there. How likely is it that CCIV and Lucid will merge? At this point it’s no secret at all and the stock price has risen dramatically off of “almost done” news. It was reported on Bloomberg that Michael Klein and Lucid have agreed on key terms of the deal, well it almost seems like it’s too good to be true right? $50 stock as of now but with the highly anticipated merger coming possibly as soon as this month, the price will fly! Whether to $60 or $100+ of course if it doesn’t go through it will plummet. So what do you think? With all these news and reports on Bloomberg it sure seems like a done deal?!   submitted by   /u/PrometheusXll [link]   [comments]
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  49. XPENG and LI (02/03/2021 - Reddit Stocks)
    Yeah I get it, EVs were extremely run up and there’s been a correction. Seems like these two companies are pretty undervalued compared to other EVs though? Chinese companies stock in general are underperforming. Is there some new tension with China I don’t know about? Even BABA is down significantly. LI had 9.5 bn in revenue 2020 - more than NIO and XPENG. Yet market cap is 22bn. 1/4 of NIO. The 3 Chinese EVs may be overvalued in the US but there is a lot more demand for EVs in China so it seems to me there will still be a lot of growth in the coming years. Would you buy these stocks or not at the current prices? LI has an average target of 38 and XPENG 54. Significant upside there and limited downside considering we are now at early November levels (start of the hype)   submitted by   /u/theepicone111 [link]   [comments]
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