Laffont has shed a majority of his fund's position in artificial intelligence (AI) leader Nvidia in favor of an overseas AI company with a boatload of cash.In case you missed it, one of the most important data releases of the fourth quarter occurred last week -- and I'm not talking about the October inflation report.No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securiti ...

互联网电商 司 公 市 上 证 券 研 究 报 告 公 司 研 究/ 公 司 点 评 报告原因：强调原有的投资评级 | --- | --- | |----------------------------|-------------------------------| | 市场数据： | 2024 年 11 月 15 日 | | 收盘价（美元） | 88.59 | | 纳斯达克指数 | 18680.12 | | 52 周最高 / 最低（美元） | 117.82/66.63 | | 美股市值（亿美元） | 2120 | | 流通股（亿股） | 191 | | 汇率（人民币/美元） | 7.23 | 一年内股价与基准指数对比走势： -20.00% -10.00% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 2023-11-202023-12-202024-01-202024-02-202024-03-202024-04-202024-05-202024-06-202024-07-202024-08-202024-09-202024-10-20 BABA.N IXIC.GI 资 ...

Alibaba (NYSE: BABA ) reported mixed results for the September quarter on Friday that beat on the bottom but missed on the top line. The e-Commerce company remains a play on a massive fiscal stimulus package that the Chinese government Analyst's Disclosure: I/we have a beneficial long position in the shares of BABA, PDD, JD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seek ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

There is no doubt in my mind that Alibaba Group Holding Limited (NYSE: BABA ) is undervalued based on traditional financial metrics. Yet, the market continues to reject the stock, which now trades near IPOInvestor 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 degree in Business Management. I am currently bullish on ...

Alibaba (BABA) shares were slightly up at pre-market trading on Nov. 18, following the second-quarter fiscal 2025 results. BABA shares have returned 14.3% compared with the Zacks Retail-Wholesale sector’s appreciation of 23% in the year-to-date period.BABA reported non-GAAP earnings of $2.15 per ADS, which missed the Zacks Consensus Estimate by 4.87%. BABA’s earnings lagged the Zacks Consensus Estimate in two of the trailing four quarters, beating in the remaining two, the average earnings surprise being 2. ...

A downtrend has been apparent in Alibaba (BABA) lately with too much selling pressure. The stock has declined 13.5% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.Guide to Identifying Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotti ...

Most of the market is waking up to some discouraging price action from shares of Alibaba Group NYSE: BABA today; despite rallying by over 3% in the pre-market session, the stock quickly gave up its gains at the market open and got to a low of up to 2.5% declines during the day. The frustration is palpable as the company reported a blockbuster quarterly earnings report. Alibaba Group TodayBABAAlibaba Group$88.59 -1.99 (-2.20%) 52-Week Range$66.63▼$117.82Dividend Yield1.11%P/E Ratio17.97Price Target$114.53Ad ...

交银国际研究 公司更新 收盘价 目标价 潜在涨幅 美元 88.59 美元 111.00 +25.3% 互联网 2024 年 11 月 18 日 阿里巴巴 (BABA US) 电商单量恢复双位数增速；看好长期变现率提升机会 2025财年2季度（9月季度）业绩：总收入2,365亿元（人民币，下同）， 同比增5%，与我们/彭博市场预期基本一致，其中，淘天+1%/国际+29%/云 +7%/本地生活+14%/菜鸟+8%/大文娱-1%。调整后每股盈利 15.06 元，同比 降 4%，低于我们预期 3%，与彭博市场预期基本一致。调整后 EBITA 同比 降 5%，由于淘天继续投入商品竞争力和用户体验及海外商业布局。 业绩要点：1）淘天单量同比增长双位数，好于预期，CMR 同比增 2.5%， 变现率稳定，全站推产品效果逐步释放，9 月新增技术服务费对变现率有 所拉动，同时也有部分低商业化率的新业务模式影响变现率的提升。2） 国际商业收入受速卖通 Choice 及 Trendyol 带动同比增 29%，相关跨境业务 拓展投入加大，Lazada变现率提升下亏损大幅降低。3）云收入增长加速， 同比增7%，由公共云/AI相关产品带动 ...

18 Nov 2024 CMB International Global Markets | Equity Research | Company Update Alibaba (BABA US) Results inline; solid execution towards achieving development goal Alibaba reported inline-with-Bloomberg consensus 2QFY25 (March year-end) results: total revenue was RMB236.5bn, up 5.2% YoY, while adjusted EBITA/non-GAAP net income for the quarter was RMB40.6bn/36.5bn, -5.3%/- 9.0% YoY, owing to incremental investment in user experience improvement for Taobao & Tmall (T&T) Group (5% YoY decline in EBITA), and ...