There are times when markets are driven by fear, keeping most investors away from what could be a life-changing trade or investment only because the rest of the media and sentiment decided to stay away from it. Today, that seems to be the case for stocks in China. There are several fundamental reasons to choose discounted quality stocks in this country, yet most of the market chooses to wait until it’s too late. One example could be the iShares MSCI China ETF NASDAQ: MCHI and how it has underperformed the N ...

Core Viewpoint - Alibaba's turnaround efforts are gaining momentum, as evidenced by a significant increase in stock price and improved financial performance in recent quarters [1][2]. Financial Performance - For the quarter ended December 31, 2024, Alibaba reported an 8% increase in revenue and an 83% surge in income from operations [1]. - The e-commerce segment's customer management revenue grew by 9%, driven by increased gross merchandise value (GMV) and take-rate [8]. - International e-commerce revenue rose by 32% year over year, indicating successful diversification efforts [9]. - Alibaba Cloud's revenue grew by 13% year over year, marking a recovery in the cloud computing business [11]. Challenges Faced - Alibaba has faced significant challenges over the past few years, including the cancellation of Ant Group's IPO, regulatory crackdowns, and a tough post-COVID-19 operating environment [3][4]. - The company experienced muted growth in its e-commerce and cloud computing businesses, with revenue growth dropping to 5% and 3% respectively in fiscal 2024 [4][5]. Strategic Initiatives - Alibaba is shifting its focus from a merchant-centered approach to a consumer-centered strategy, enhancing price competitiveness and leveraging artificial intelligence (AI) to improve user experience [7]. - The company is investing heavily in AI infrastructure, with plans to exceed past decade investments in the next three years [13]. Leadership Changes - A significant restructuring of the senior leadership team has occurred, which has added uncertainty but is also seen as a necessary step for revitalization [5][12]. Future Outlook - The recent financial results suggest that Alibaba may have found a new direction, and if the e-commerce and cloud computing segments can maintain their growth trajectories, the company could be on a path to recovery [14].

China's technology landscape in 2025 showcases remarkable advancements across multiple sectors, with the nation steadily positioning itself as a global technology powerhouse. Tech giants, including Tencent Holdings (TCEHY) , Alibaba (BABA) , Baidu (BIDU) , JD.com (JD) and PDD Holdings (PDD) , are making waves to capitalize on this technological renaissance, strategically investing in AI infrastructure and emerging technologies to strengthen China's digital ecosystem.At the forefront of this technological re ...

Chinese stocks struggled today after President Donald Trump said additional tariffs on Chinese imports are slated to go into effect Tuesday. Hong Kong's Hang Seng Index fell 3.3%, suffering one of its worst days since mid October.Shares of Alibaba (BABA -2.91%) traded 2.7% lower as of 11:30 a.m. ET, while shares of Tencent (TCEHY -2.84%) traded 2.4% lower. Shares of GDS Holdings (GDS 0.40%) initially slid almost 8% in pre-market trading but had recouped most of those losses by 11: 30.Trump may be more serio ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Alibaba (BABA -1.82%) shares got a nice boost following the Chinese company's fiscal third-quarter results, which showed a nice rebound in its e-commerce business as well as strong artificial intelligence (AI) growth.The stock has had a tough past five years, losing about a third of its value, but it has been rallying lately. The stock is now up about 70% year to date and has nearly doubled over the past year as of this writing.Let's take a closer look at Alibaba's most recent earnings to see if the stock's ...

Core Insights - Alibaba Group's stock has surged by 52% in 2025, driven by strong performance in its cloud computing business and impressive earnings results [1][2] - The company plans to invest over $52 billion in cloud computing and AI infrastructure over the next three years, averaging around $18 billion annually [2][6] - Alibaba's cloud revenue reached $14 billion last year, with a significant growth trajectory in its cloud intelligence and international digital commerce segments [3][7] Financial Performance - In the latest earnings report, Alibaba's adjusted earnings per share were $2.95, exceeding forecasts by over 10% [3] - Cloud intelligence revenue grew by 13%, while international digital commerce saw a 32% increase [3] - Revenue from AI-related products has grown over 100% for six consecutive quarters, indicating strong demand and innovation in this area [4] Strategic Positioning - Alibaba holds a 36% market share in China's cloud infrastructure revenue, nearly double that of its closest competitor [9] - The company's planned investment in cloud and AI is substantial, especially considering its smaller cloud business compared to competitors like Microsoft [6][8] - The Chinese government is showing signs of easing tensions with tech companies, which could benefit Alibaba's growth prospects [11] Market Outlook - Analysts have a 12-month stock price forecast for Alibaba at $144.07, indicating a potential upside of 3.51% [7] - The average implied upside from seven price targets tracked post-earnings is 24% as of February 25 [12] - Despite challenges in the Chinese stock market, there is potential for significant appreciation in Alibaba's stock due to its strategic investments and market position [10]

Many Alibaba Group Holding Limited (NYSE: BABA ) investors are celebrating the stock’s recent rally, fueled by Jack Ma’s apparent rehabilitation by the CCP, the release of new AI models and decent Quarterly earnings results. However, the stock still sits at lessInvestor based in Geneva, Switzerland. Follow me on Twitter @GenevaInvestor for daily macro & investing nuggets. I write about macroeconomics, global trends, and what I believe are asymmetric investment opportunities in the market. I have a Master's ...

I am bullish on Alibaba Group Holding Limited (NYSE: BABA ) due to its promising growth levers ranging from its cloud business and investment in AI. I am viewing these factors alongside its market position and international expansion, which gives myI am an experienced financial analyst and a former writer for Fade The Market on Seeking Alpha, with a passion for numbers and a knack for unraveling complex financial data. Armed with a strong financial modeling and data analysis background, I thrive on providin ...

I am Shubhm Thakkar, an MBA student at the Indian Institute of Management—Indore. I cleared the CFA Level 1 examination that was held in May 2023 and the CFA Level 2 conducted in November 2024. IIM Indore consistently ranks in the Financial Times Top 100 Schools for MBA/ MiM.I have experience publishing on Seeking Alpha as part of my internship at Que Capital, which was a subsidiary of AlmaStreet Capital LLC—an entity that previously published on this platform. At AlmaStreet, I followed a GARP Approach - Gr ...