BEIJING, Jan. 21, 2025 (GLOBE NEWSWIRE) -- QuantaSing Group Limited (NASDAQ:QSG) ("QuantaSing" or the "Company"), a leading lifestyle solution provider empowering adults to live better and longer, today announced changes in the composition of its board of directors (the "Board"). The Company received a letter of resignation dated January 21, 2025 from Mr. Chenyang Wei, notifying the Company of his resignation as a director effective upon January 21, 2025, for personal reasons not resulting from any disagree ...

Company Performance - Shares of Alibaba have been trading relatively flat and are still around the IPO level [1] Investment Strategy - Wright's Research employs a disciplined, long-term approach rooted in contrarian thinking and unorthodox strategies [1] - The firm's insights are grounded in fundamental analysis and value investing principles [1] - The approach aims to uncover overlooked opportunities and challenge prevailing market narratives [1] - The strategy prioritizes rational, forward-looking assessments to guide investors toward sustainable, value-driven decisions [1]

Current Performance and Strategic Direction - Alibaba's Q2 fiscal 2025 revenue reached $33.7 billion with a 5% YoY growth, while free cash flow decreased by 70% due to aggressive AI infrastructure investments [2] - The company maintains a strong net cash position of $50.2 billion, prioritizing long-term value creation through AI and cloud computing advancements [2] AI Innovation and Cloud Leadership - Alibaba's Wanx 2.1 AI model achieved an 84.7% score on the VBench leaderboard, showcasing its visual AI and content generation capabilities [3] - The Cloud Intelligence Group has maintained triple-digit growth in AI-related products for five consecutive quarters [3] - Recognized as an Emerging Leader across all four quadrants in Gartner's Innovation Guide, validating its technological leadership [3] Strategic Investments and Market Expansion - International commerce through AIDC grew by 29%, with new monetization strategies like a 0.6% software service fee and Quanzhantui marketing tool adoption improving revenue potential [4] - The Qwen model series has over 40 million downloads and 78,000 derivative models, indicating strong ecosystem adoption [4] - Model Studio has reached more than 300,000 customers, highlighting growing market penetration in enterprise AI [4] Price Performance & Valuation - Alibaba's stock has gained 21.1% in the past year, underperforming the Zacks Internet-Commerce industry (44.1%), Zacks Retail-Wholesale sector (30.6%), and S&P 500 (25.6%) [6] - The stock is trading at a forward 12-month P/E of 8.11X, significantly below the industry average of 25.48X and the median of 15.04X, indicating undervaluation [9] Investment Considerations - Alibaba's investments in advanced AI models like QVQ and autonomous delivery vehicles through Cainiao's GT Pro demonstrate a commitment to future growth [5] - The company's aggressive investment phase in AI infrastructure and international expansion may continue to pressure near-term financial metrics [10] Earnings Estimates and Revisions - The Zacks Consensus Estimate for fiscal 2025 revenues is $137.85 billion, indicating 5.63% YoY growth [13] - Earnings estimates for fiscal 2025 have been revised downward by 5.6% over the past 30 days to $8.78 per share, reflecting market uncertainty [15] Conclusion - Alibaba's long-term prospects in AI and cloud computing are promising, but the current transitional phase suggests patience may be rewarded [17] - Investors should monitor cloud revenue growth, AI adoption rates, and international market expansion for clearer signs of return on investments [11][17]

The most recent trading session ended with Alibaba (BABA) standing at $81.68, reflecting a +1.42% shift from the previouse trading day's closing. This move outpaced the S&P 500's daily gain of 0.12%. Meanwhile, the Dow experienced a rise of 0.52%, and the technology-dominated Nasdaq saw a decrease of 0.23%.The online retailer's stock has dropped by 6.41% in the past month, falling short of the Retail-Wholesale sector's loss of 4.43% and the S&P 500's loss of 3.45%.The investment community will be closely mo ...

Market Overview - The market indexes continued to soar in 2024, but value stocks may become more attractive in 2025 as growth stocks' earnings multiples appear frothy [1] Alibaba (BABA) - Alibaba is trading at a bargain price, with analysts expecting long-term earnings growth of 15% per year and the stock trading at less than 10 times 2025 earnings estimates [2] - Earnings growth alone could double the share price in five years, with potential for further upside from an expansion in the price-to-earnings multiple [3] - Alibaba's low valuation is attributed to China's economic struggles and emerging competition from PDD Holdings [4] - Alibaba's commerce revenue grew 1% year-over-year in the September-ending quarter, while monthly active consumers on Taobao and Tmall reached a new all-time high [5] - Alibaba Cloud revenue accelerated to 7% year-over-year last quarter, with AI-related product revenue growing at triple-digit rates over the last five quarters [6] - Adjusted net income declined 9% year-over-year, but management is focused on improving efficiency and downsizing non-core assets, such as the $1.5 billion sale of its equity interest in Sun Art [7] - Alibaba returned $4.1 billion in dividends and $4.3 billion in share repurchases in Q3, indicating management sees solid value in the shares [8] MercadoLibre (MELI) - MercadoLibre is the dominant e-commerce company in Latin America, offering services like mobile payments, shipping, credit, and an online marketplace [9] - Revenue continues to grow at high rates, with Wall Street consensus expecting annualized earnings growth of 30% per year, supporting a stock trading at 39 times expected earnings [10] - The stock's recent price-to-sales multiple of 4.9 is less than half its 10-year average of 10.7 [10] - Unique buyers on Mercado's marketplace platform grew 21% year-over-year last quarter to over 60 million, with potential for further growth given Latin America's population of 650 million [11] - Net income increased 11% year-over-year last quarter, with margins trending upward as management invests in technology to improve the user experience [12] - Margins are expected to continue improving as the company expands fulfillment centers, driving incremental revenue, growing scale, and lowering delivery costs [13] - Advertising revenue grew 37% year-over-year, providing another profitable revenue stream to boost margins over the long term [13] - Given its leading position in a growing e-commerce market, investors have a good chance of doubling their money with MercadoLibre stock over the next five years [14]

上 市 公 司 互联网电商 2025 年 01 月 13 日 阿里巴巴 (BABA) ——GMV 与 CMR 增速回升，处置非核心资产聚焦主业 报告原因：强调原有的投资评级 买入（维持） | 投资要点： | | --- | 财务数据及盈利预测 | -10.0% | | | | | | | --- | --- | --- | --- | --- | --- | | | | 管"双轨驱动模式，本地以"海外托管"为主，发力海外双十一及黑五大促。Trendyol 立 | | | | | BABA.N IXIC.GI | | 足土耳其，扩张海湾区业务，规模持续扩大。我们认为未来集团积极推动重点市场规模增 | | | | | 资料来源：Bloomberg | | 长，并平衡投资效率，预计 FY3Q25 收入同比增长 25.8%，经调整 EBITA 亏损达-36 亿元。 | | | | | | | 三款主力模型降价推动公共云产品的长期渗透，延续高速增长，积极丰富 AI 产品商业化应 | | | | | | | 用，我们预计云业务收入将进一步加速，实现双位数增长，看好后续 AI 与公共云战略带动 | | | | | | 阿里 ...

Chinese Stocks Overview - Chinese stocks are currently undervalued due to geopolitical tensions and trade war concerns, presenting a potential investment opportunity [1][2] - Despite risks, China remains one of the world's largest economies with quality investments trading at lower valuations [2] Baidu (BIDU) - Baidu is China's top search engine and a major player in AI, autonomous driving, robotics, and machine learning [3] - The company has struggled with growth, posting only one year of double-digit revenue gains since 2018, and its shares dropped 29% in 2024 [3] - Baidu's financial performance is strong, with a $28.5 billion market cap, $23.4 billion enterprise value, and $18.3 billion in trailing revenue, trading at 1.3 times its top line [5] - The stock is trading at less than eight times trailing adjusted earnings, making it an attractive investment [4] Alibaba (BABA) - Alibaba is a leading e-commerce giant in China, though its growth has slowed with only one quarter of double-digit revenue growth in the past twelve reports [6] - The company faces competition from deep discounters like Shein and Temu parent company PDD Holdings [6] - Alibaba has transformed Singles Day into a major shopping holiday, with revenue growing over 250-fold since 2009 [7] - The stock is trading at nine times forward adjusted earnings and offers a 2.5% yield through semiannual distributions [8] Qifu Technology (QFIN) - Qifu operates a credit solutions platform with 55.2 million cumulative users and 162 financial services partners, leveraging AI for credit assessments [9] - The company focuses on underserved markets, with 70% of borrowers under 40 and 81% from rural areas [10] - Qifu is consistently profitable, with a $5.6 billion market cap and $2.3 billion in trailing revenue [9] - The company has implemented share buyback plans and offers semiannual payouts with a 3.3% yield, trading at six times forward earnings [11]

Subscription Service - With a single subscription to Beyond the Wall Investing, users can save thousands of dollars annually on equity research reports from banks, gaining access to the latest and highest-quality analysis [1] - The service includes a fundamentals-based portfolio, weekly analysis of insights from institutional investors, regular alerts for short-term trade ideas based on technical signals, ticker feedback by request, and community chat [1] Alibaba Group Coverage - Coverage of Alibaba Group (NYSE: BABA) (OTCPK: BABAF) was initiated at the end of January 2024, coinciding with the stock's lowest local price point [1] - The analyst holds a beneficial long position in Alibaba Group shares through stock ownership, options, or other derivatives [1]

Investors have long marveled at the resilience of Amazon. Despite its massive size, it has continued to return high levels of growth amid its leadership in e-commerce, cloud computing, and, more recently, artificial intelligence (AI).Nonetheless, with a market cap now of over $2.3 trillion, it is likely approaching a point at which high-percentage growth will become more difficult. Thus, investors may want to consider other consumer-oriented stocks that can more easily turn market potential into more rapid ...

This tech giant could be a massive winner in the coming years.2024 was an excellent year for the stock market as many companies delivered respectable returns to investors. As 2025 begins, investors are looking for opportunities that can deliver solid long-term growth while remaining resilient in a rapidly evolving market.One company that could make it onto investors' radar is Alibaba (BABA -3.78%), a leading tech giant based in China. With its dominant position in e-commerce, cloud computing, and fintech, A ...