梧桐树2021
liked and commented on
$Seatrium Ltd(5E2.SG$ i am grateful for the chance to buy more again!
15
6
Sinotech shares are undervalued and worth buying!
Translated
梧桐树2021
liked
$BABA-SW(09988.HK$ The 3 china telco stock got delisted but look at how stable their price in hkex now. So its might not a bad thing for baba to get delisted in nyse. Probably thats why baba has been buying back shares in nyse and not in hkex.
4
1
梧桐树2021
liked
$BABA-SW(09988.HK$ First, Alibaba is not the same as Didi; it is unlikely to be delisted; Didi was forcibly listed at the time because it openly opposed regulation, disregarded obstruction, and was forcibly listed. After several rounds of competition with supervision, it is now being forced to delist; also, if the US forcibly delisted Alibaba and other private Chinese securities due to Sino-US relations, it would damage America's reputation as the largest and most complete financial market and would not be in its interests; the worst result, Alibaba's delisting from the NYSE was the dark hour before dawn, because after returning to all Hong Kong stocks, it was a new starting point, see China Telecom, etc. A state-owned telecommunications company was listed by the New York Stock Exchange at the end of last year In response to the threat of delisting, Hong Kong stocks rebounded from a low of 2.1 to a high of over 3.1, an increase of close to 50%, so delisting is not the end; moreover, delisting is beneficial $HKEX(00388.HK$ , long-term benefits will have to fly again
Translated
10
5
梧桐树2021
commented on
$Alibaba(BABA.US$
If you believe the numbers coming from this ticker, it is worth to get some skin on the game. It has dipped to its 52W low during this downturn and current 23 analysts have forecasted this at a low price of $170 and a high at $275.
This has still a potential growth of 15.1% in the next 5-10 years.
Its current price is 23.4% undervalued relative to the market peers.
With a good price to book ratio, good earnings forecast, low debt and more cash in hand, a healthy balance sheet, looks like a buy for me.
Their revenue growth increased from $7.9B (2017) to 23.17B in 2021 which is awesome.
I do own a few of these but perhaps it is time to consider loading more shares to dollar cost average.
Please do your own DD and just my personal opinion.
Dont invest money you cannot afford to loose.
Good luck investors!
If you believe the numbers coming from this ticker, it is worth to get some skin on the game. It has dipped to its 52W low during this downturn and current 23 analysts have forecasted this at a low price of $170 and a high at $275.
This has still a potential growth of 15.1% in the next 5-10 years.
Its current price is 23.4% undervalued relative to the market peers.
With a good price to book ratio, good earnings forecast, low debt and more cash in hand, a healthy balance sheet, looks like a buy for me.
Their revenue growth increased from $7.9B (2017) to 23.17B in 2021 which is awesome.
I do own a few of these but perhaps it is time to consider loading more shares to dollar cost average.
Please do your own DD and just my personal opinion.
Dont invest money you cannot afford to loose.
Good luck investors!
6
3
梧桐树2021
liked
Last Thursday, the all-mighty Chinese multinational technology company missed revenue and earnings expectations for the September quarter. Moreover, $Alibaba(BABA.US$ warned of weaker growth this year as China's economy slows and Beijing continues its regulatory crackdown with the latest fine hitting the company over the weekend.
Fiscal Second-Quarter Figures
For the quarter ended in September, the company's earnings per share declined 38% YoY as it earned 11.20 yuan per share, below the estimated 12.36 yuan. Its EBITDA fell 27% YoY to 34.84 billion, but this is largely due to investments into new businesses.
But overall revenue grew 29% YoY, as it amounted to 200.69 billion yuan which translates to $31.4 billion) but still below the estimated 204.93 billion yuan.
An Increasingly Crowded Market
$JD.com(JD.US$ hasn't been the only one giving it a headache, as newer players such as $PDD Holdings(PDD.US$ and even TikTok-owner ByteDance are putting up a good fight. Both Alibaba and JD.com achieved record sales on Singles Day record but this will be reflected in the undergoing quarter's report. Both companies also touted their commitment to a more sustainable future during the event, but it seems that this wasn't enough for Beijing.
CEO Daniel Zhang emphasized that Alibaba continues to firmly invest into its three strategic pillars to establish solid foundations for long-term sustainable growth. Alibaba is betting on domestic consumption, globalization, and cloud computing to create firm grounds for a more sustainable future, but regulatory action threatens to derail its growth prospects. Only time will tell if the e-commerce tech giant can rise from these unfavorable circumstances.
Fiscal Second-Quarter Figures
For the quarter ended in September, the company's earnings per share declined 38% YoY as it earned 11.20 yuan per share, below the estimated 12.36 yuan. Its EBITDA fell 27% YoY to 34.84 billion, but this is largely due to investments into new businesses.
But overall revenue grew 29% YoY, as it amounted to 200.69 billion yuan which translates to $31.4 billion) but still below the estimated 204.93 billion yuan.
An Increasingly Crowded Market
$JD.com(JD.US$ hasn't been the only one giving it a headache, as newer players such as $PDD Holdings(PDD.US$ and even TikTok-owner ByteDance are putting up a good fight. Both Alibaba and JD.com achieved record sales on Singles Day record but this will be reflected in the undergoing quarter's report. Both companies also touted their commitment to a more sustainable future during the event, but it seems that this wasn't enough for Beijing.
CEO Daniel Zhang emphasized that Alibaba continues to firmly invest into its three strategic pillars to establish solid foundations for long-term sustainable growth. Alibaba is betting on domestic consumption, globalization, and cloud computing to create firm grounds for a more sustainable future, but regulatory action threatens to derail its growth prospects. Only time will tell if the e-commerce tech giant can rise from these unfavorable circumstances.
5
梧桐树2021OP RayLooi: No one would know.