Van beleggers
voor beleggers
Uitgebreid zoeken

Beurscodes, betekenis en hulp bij zoeken

Europa

AEX
Euronext Amsterdam
BRU
Euronext Brussels
PSE
Euronext Paris
LIS
Euronext Lissabon
CHX
CBOE Europe, grote(re) EU aandelen
NAV
Investment Funds (NAV)

Noord-Amerika

NYS
New York Stock Exchange
OTC
CBOE BZX Exchange (US)
TSE
Toronto Stock Exchange

Kunt u een instrument niet vinden?

Zoek dan via de zogenaamde ISIN code. Elk instrument, aandeel etc. heeft een unieke code.

Kies vervolgens - wanneer er meerdere resultaten zijn - de notering op de beurs van uw keuze.

Waar vind ik die ISIN code?

Google de naam van het instrument, aandeel etc. met de toevoeging 'ISIN'.

Als zoeken op ISIN code geen resultaten oplevert hebben wij het instrument of aandeel niet in onze koersendatabase.

desktop iconMarkt Monitor
  • Word abonnee
  • Inloggen

    Inloggen

    • Geen account? Registreren

    Wachtwoord vergeten?
Home  /  Forum  /  Chinese aandelen  /  Alibaba

Ontvang nu dagelijks onze kooptips!

word abonnee

Chinese aandelen« Terug naar discussie overzicht

Alibaba

537 Posts
Pagina: «« 1 ... 20 21 22 23 24 ... 27 »» | Laatste | Omlaag ↓
  1. forum rang 4 Rider 19 februari 2022 12:22
    quote:

    voda schreef op 18 februari 2022 17:00:

    Amerikanen treffen Alibaba en Prosus

    De Chinese e-commercereus Alibaba BABA -4,75% opent op Wall Street met een verlies van bijna 5 procent. Het platform AliExpress van Alibaba is opgenomen op een Amerikaanse lijst van merken die het auteursrecht en handelsmerken schenden. Op die lijst werd ook het sociaal medium WeChat van Tencent toegevoegd. Grootaandeelhouder Prosus
    PRX -2,94% van Tencent neemt in Amsterdam een duik van bijna 3 procent. ‘Zowel AliExpress als WeChat faciliteren in belangrijke mate namaak’, klinkt het bij de Amerikanen. De VS stellen deze lijst jaarlijks bij.

    www.tijd.be/markten-live/live-blog/oe...
    Hebonlangs lichtjes voor de fiets gekocht, geen bekend merk maar werken wel zeer goed en een pak goedkoper!
  2. forum rang 9 nine_inch_nerd 19 februari 2022 22:33
    Ter info

    Alibaba: Growing Pains

    Alibaba's (BABA) shares are down 50% over the last year but their bottom may not be in yet. Latest data reveals that institutional investors sold roughly 108 million of the company's shares during Q4 CY21 on a net basis. This development suggests that this class of investors doesn't perceive the stock to be undervalued just yet and, perhaps, also believes the stock has ample potential to fall even further in the foreseeable future. This should come across as a concerning sign for Alibaba's existing shareholders and dissuade those who are looking to initiate contrarian long positions in the name.

    The Institutional Exodus

    Let me start by saying that institutional investors aren't always right. However, they do have several tools at their disposal - such as access to company managements, resources to conduct legal analysis and perform scuttlebutt research, supply chain connections etc. - that gives them an edge over retail investors. So, tracking their trading activity can sometimes, if not always, can provide us with leading insights over where a stock might head next.

    With that said, institutional investors collectively sold approximately 108 million shares during the last 13F filings cycle. To put the magnitude of this selloff in perspective, the e-commerce giant has 2.7 billion shares outstanding which means these institutions collectively dumped about 4% of Alibaba's entire share total in the last quarter.

    Alibaba
    Business Quant
    Note that the number of institutions that sold Alibaba's shares during the quarter, significantly outnumbered those that bought into the stock. For the record, the 13F filings cycle under discussion spanned from October through December and the data was fully disseminated only this Tuesday. This means the data is still fresh and relevant for our discussion here.

    One might argue that this selloff isn't necessarily an alarming development as it might just be a one-time event. But fact of the matter is that institutions have been selling Alibaba's shares continuously for the last three quarters. When I started warning investors about the institutional selloff back in August 2021, these entities were holding approximately 26% of Alibaba's total shares outstanding. This figure has reduced to 17.7% since then and there's ample room for the selloff to still continue in the next couple of quarters.

    Next, I wanted to see if Alibaba's top 45 investors traded any differently. After all, if these top investors were net buyers in Alibaba, while a broad swath of other institutions were selling, then the contrarian long positions could've projected a bullish picture. But that apparently wasn't the case here. Per our database at Business Quant, 29 out of Alibaba's 45 largest investors were net sellers during Q4 CY21. This indicates that Alibaba's largest investors also lost confidence in the company's prospects and trimmed their positions during the quarter

    Changes in ownership for Alibaba
    Business Quant
    With that said, I wanted to see if institutional investors were bearish on the entire industry or if they were skeptical (or bearish) specifically on Alibaba. So, I pulled the institutional ownership data for 42 other internet retail stocks listed on US bourses. As it turns out, these institutions grew bullish on 30 other stocks in our study group but were relatively bearish on Alibaba.

    Change in institutional ownership during Q4, for internet retail stocks
    Business Quant
    This, again, projects a disconcerting picture for Alibaba's shareholders and begs the question - why are these institutions growing bearish on Alibaba in spite of its plummeting stock price?

    Reasons for Caution

    A major risk factor surrounding Alibaba's US-listed shares, are regulatory in nature. The SEC approved a framework in December, an it became effective last month, which requires foreign companies to open up to audit inspections or risk getting delisted.

    Maybe Alibaba complies with US regulators, opens to audit inspections and its books turn out to be in order. Or maybe, Alibaba opens up its books and US regulators find discrepancies in its numbers (remember Luckin Coffee accounting scandal?). Whether that happens, to what extent the fraud happens and what happens after that, is pure speculation and is anyone's best guess. Another possibility is Alibaba does not comply with US regulators and gets delisted from US bourses.

    The point that I'm trying to make here is that this risk factor didn't exist till a few quarters ago. Its emergence has significantly changed the risk profile involved with investing in Alibaba's US-listed shares, and institutional shareholders might just be adjusting their positions in the name accordingly.

    It's important to understand that institutional investors are entities that pool money to buy securities. They could range from mutual funds, hedge funds, pension funds, investment banks, ETFs, insurance companies or involve other organizational structures. Since these entities have different risk profiles, mandates, investing parameters and time horizons, all of them won't necessarily be bullish on Alibaba. For instance, pension funds have the paramount goal of beating inflation while preserving capital. Risk averse institutional investors such as these may be looking at safer investment opportunities elsewhere, rather than initiating contrarian long positions, or staying long, on Alibaba where the capital itself could be at risk.

    Besides, Chinese regulators imposed a $2.8 billion antitrust fine on Alibaba last year. Now, it can't strongarm its merchants anymore, and restrict them from listing their products on rival e-commerce platforms. This means that rival e-commerce platforms could gain at Alibaba's expense. The latter could increase its marketing spend but that won't guarantee any results. So, I expect Alibaba's margin profile to deteriorate and its growth momentum to decelerate in the coming quarters. But overall, this operational setback is another reason for institutional investors to rethink their investment thesis and trim their positions in Alibaba to better fit their risk appetite.

    Investors Takeaway

    There's no denying that Alibaba's shares are attractively valued at current levels, at least in terms of price-to-sales multiples. On the other hand, other rapidly growing internet retail stocks are trading at significantly higher valuation multiples. This relative undervaluation makes Alibaba seem like a lucrative contrarian buy opportunity.

    Alibaba
    Business Quant
    At the same time, let's also remember that institutional investors have been selling Alibaba's shares for several months now. If the stock truly offered risk-free explosive returns at its current levels, this class of sophisticated investors would've been actively buying Alibaba's shares in droves. But that clearly did not happen. There are serious risks involved with investing in Alibaba and that's why its shares are depressed.

    So, risk-averse investors may want to avoid the stock for the time being at least. On the other hand, contrarian investors with a higher risk appetite and a tolerance for significant portfolio drawdowns, may want to take advantage of the company's distressed stock price and accumulate it on dips for the long-term. Good Luck!
  6. forum rang 7 Dividend Collector 24 februari 2022 14:12
    Dit kan er ook nog wel bij.

    Alibaba reports smallest rise in quarterly revenue, misses expectations

    Feb 24 (Reuters) - China's Alibaba Group Holding Ltd <9988.HK> on Thursday reported its slowest-ever increase in quarterly revenue since going public in 2014, as tepid growth in its core e-commerce business and intensifying competition ate into sales.

    The slowing Chinese economy has taken a toll on the e-commerce company, as consumers cut back discretionary spending. During its annual Singles' Day promotional event last November, the company recorded gross merchandise value growth of 8.5%, a record low.

    Alibaba is also facing intensifying pressure from rivals like TikTok-owned ByteDance and Kuaishou, who have capitalized on the booming trend of livestreaming e-commerce.

    In its fiscal third quarter, Alibaba re-organized its financial reporting of certain business segments to highlight new areas of growth.

    International commerce reached 16.45 billion yuan, up 18%. Local consumer services, which includes the company's food delivery apps, generated 12.14 billion yuan, up 27% from a year ago.

    Ant Group, Alibaba's fintech affiliate, posted a profit of about 17.6 billion yuan for the quarter ended September, according to Alibaba's filings, compared with 19.7 billion yuan in the previous quarter and 15 billion yuan a year ago.

    The group has been subjected to a sweeping restructuring by China, which derailed its $37 billion initial public offering in late 2020.

    Alibaba's shares were down about 3% in New York before the opening bell. They fell about 5% before the results were announced, tracking losses in global shares after Russia launched an all-out invasion of Ukraine.

    Net income attributable to shareholders slumped to 20.43 billion yuan in the third quarter from 79.43 billion yuan a year earlier.
  7. forum rang 10 voda 24 februari 2022 17:44
    Gemengde resultaten Alibaba
    Omzet viel tegen.

    (ABM FN-Dow Jones) Alibaba heeft in het derde kwartaal van zijn lopende boekjaar gemengde resultaten geboekt. Dit bleek donderdag uit de kwartaalcijfers van het Chinese e-commercebedrijf.

    De nettowinst kwam uit op 20,4 miljard Chinese yuan, of 3,2 miljard dollar, en 7,51 yuan per American depositary share. Dat was een jaar eerder nog 79,4 miljard en 28,85 yuan per ADS.

    De aangepaste winst van 16,87 yuan per ADS was wel beter dan de 15,93 yuan waar de markt op rekende.

    De omzet steeg van 221,1 tot 242,6 miljard yuan, waar analisten geraadpleegd door FactSet rekenden op 246,3 miljard yuan.

    Alibaba had eind december 1,28 miljard jaarlijks actieve klanten, waarvan het leeuwendeel in China. Dit is een stijging van 43 miljoen gebruikers.

    Het aandeel Alibaba noteert donderdag op Wall Street 3,5 procent lager.

    Door: ABM Financial News.

    info@abmfn.nl

    Redactie: +31(0)20 26 28 999
  9. forum rang 7 Dividend Collector 25 februari 2022 10:39
    Klopt, verwacht was $2.52. De omzetgroei vertraagt en dat is natuurlijk wel een dingetje bij een groeiaandeel. Aan de andere kant zit er al zoveel pijn in de koers dat die niet veel lager meer zal gaan. Maar dat dachten we een half jaar geleden ook.

    Alibaba’s revenue climbed 10% year over year, compared to 29% annual sales growth notched in the previous quarter. This is the slowest-ever revenue growth since Alibaba went public almost a decade ago and confirms that the tech giant faced a marked slowdown in growth at the end of 2021. It’s the worst part of Thursday’s release.

    In May, Alibaba projected more than $146 billion in sales for the year ending March 2022, which would have represented nearly 30% year-over-year growth. It cut that figure starkly in November, projecting revenue to grow 20% to 23%. Thursday’s update brought no new guidance, even though revenue dropped significantly.

    www.barrons.com/articles/alibaba-stoc...
  10. forum rang 4 Rider 25 februari 2022 17:05
    quote:

    Dividend Collector schreef op 25 februari 2022 10:39:

    Klopt, verwacht was $2.52. De omzetgroei vertraagt en dat is natuurlijk wel een dingetje bij een groeiaandeel. Aan de andere kant zit er al zoveel pijn in de koers dat die niet veel lager meer zal gaan. Maar dat dachten we een half jaar geleden ook.

    Alibaba’s revenue climbed 10% year over year, compared to 29% annual sales growth notched in the previous quarter. This is the slowest-ever revenue growth since Alibaba went public almost a decade ago and confirms that the tech giant faced a marked slowdown in growth at the end of 2021. It’s the worst part of Thursday’s release.

    In May, Alibaba projected more than $146 billion in sales for the year ending March 2022, which would have represented nearly 30% year-over-year growth. It cut that figure starkly in November, projecting revenue to grow 20% to 23%. Thursday’s update brought no new guidance, even though revenue dropped significantly.

    www.barrons.com/articles/alibaba-stoc...
    Omzet zal mss niet zoveel meer groeien maar als ze hun cashflow gebruiken om aandelen terug te kopen gaat de winst per aandeel omhoog en is goed voor de aandeelhouders.
  12. forum rang 4 Rider 25 februari 2022 19:43
    quote:

    Dividend Collector schreef op 25 februari 2022 17:23:

    Klopt, maar is dat een gezond en duurzaam verdienmodel?
    Hun e-commerce is iets dat niet meer zal weggaan, mensen kopen meer en meer online ook Chinezen.. En als hun cloudservice nog wat kan groeien dan zie ik niet in waarom ze hun huidige omzet niet kunnen blijven aanhouden.
  16. Tom 10 maart 2022 18:43
    Iemand enig idee wat er aan de hand is met $BABA? Koers op laagste niveau sinds Jan 2016 nu...
    Terwijl cijfers best prima zijn, en al die goedkope producten welkom in tijden van hoge inflatie?

    Enige logische verklaring die ik kan bedenken, dat er 1 hele grote aandeelhouder lang geleden alles voor een prikke gekocht heeft, en probeert maximaal te profiteren voordat de economie instort...

    Zag laatst wel een video met Charlie Munger die 'toekomst zag' in alibaba. Misschien moet ik dat interpreten als: ik heb veel aandelen die ik wil dumpen, ik zoek kopers?
  19. forum rang 4 Rider 11 maart 2022 03:56
    quote:

    Dividend Collector schreef op 10 maart 2022 18:50:

    Hoe zou het Rider vergaan? Hij zit volgens mij voor 80% in Baba, wat we maanden geleden al niet verstandig vonden.
    Goed ik ben op reis momenteel en zit nog steeds in Baba, heb zelf nog een order die uitgevoerd is geweest. Verstandig is het misschien niet we zullen het zien binnen tien jaar.
  20. forum rang 7 Dividend Collector 11 maart 2022 08:33
    www.bloomberg.com/news/articles/2022-...

    China Tech Selloff Deepens as U.S. Delisting Fears Alarm Traders
    Hang Seng Tech Index falls as much as 8.9% before paring loss
    Delisting worries not new but add to weak sentiment: analysts

    “The selloff due to renewed concerns about ADR delisting is not logical as there is nothing new in the process that was not previously announced,” said Vey-Sern Ling, a senior analyst at Union Bancaire Privee. “Sentiment in the space is very weak, but the indiscriminate selling could prove to be good opportunity for longer-term investors.”
537 Posts
Pagina: «« 1 ... 20 21 22 23 24 ... 27 »» | Laatste |Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord.

Direct naar Forum

Indices

AEX 874,79 +0,96%
EUR/USD 1,0711 +0,08%
FTSE 100 8.044,81 +0,26%
Germany40^ 18.161,70 +0,13%
Gold spot 2.321,67 -0,02%
NY-Nasdaq Composite 15.696,64 +1,59%

Stijgers

VIVORY...
+26,32%
BAM
+4,73%
PROSUS
+3,52%
ASMI
+3,14%
JUST E...
+3,10%

Dalers

RANDST...
-7,22%
Akzo N...
-6,93%
FASTNED
-4,65%
NSI
-3,89%
Arcelo...
-2,65%

Lees verder op het IEX netwerk Let op: Artikelen linken naar andere sites

Gesponsorde links

Meld u aan voor de dagelijkse Beursupdate

Dagelijks een update van het laatste beursnieuws en beleggingskansen in uw mailbox!