ALIBABA GROUP ADR WKN: A117ME ISIN: US01609W1027 Kürzel: BABA Forum: Aktien Thema: Hauptdiskussion

According to the Hong Kong Economic Times, BABA will apply to the HKEX in the next two weeks at the earliest to spin off Hema Fresh, its fresh food and supermarket business, for listing. Hema's physical stores focus on the high-tech new retail concept. The application approval is expected to take one month, followed by the submission of Form A1 in late July to early August. After passing the listing hearing, Hema Fresh is expected to make a public offering and list its shares in November. According to the report, BABA's Hema Fresh, Cainiao and Alibaba Cloud have all launched their IPO plans, and Hema, which now has revenues of $10 billion class, is expected to be the first to complete its IPO, becoming the first major spin-off after BABA's business changes. It is understood that the overall valuation of Hema is more than $30 billion, with the actual amount depending on market conditions, but Hema has not commented on the report.

das mit den börsenkursen ist so schwachsinn, meta 70% runter, danach in 7 monat über 220% rauf, oder baba fällt 80%, aber in wahrheit sind es mind. 90% gewesen wenn man die inflation dazu zählt, und jetzt erzählen uns die medien das china nochmal crasht, ein Doppel-Wumms

überall schuldenkrise, sogar superinvestorin käthe wutz fällt tief, wer wird die alle retten, unser spendenverein ? wieviele BABA aktien sollen wir denen schenken damit die nicht verhungern ?

https://finanzmarktwelt.de/china-die-schulden-krise-verschaerft-sich-weiter-274815/

The 2024 Summer Olympics in Paris will present huge opportunities and challenges for Alibaba Cloud, which is the event organiser’s chosen partner to provide next-generation broadcasting, logistics planning and sensorless tracking services, according to founder Wang Jian. The event gives the Chinese tech company a unique platform to showcase its cloud-based technologies to the world, at a time when rising geopolitical tension between China and the West is putting its tech companies under greater pressure and scrutiny. Alibaba Cloud won the exclusive deal to become the International Olympic Committee’s (IOC) official cloud services partner after beating Amazon Web Services in 2017. The deal, including the provision of cloud-based broadcasting, big data analytics, logistics support and sensorless tracking of athletes’ performance on the field, will run until 2028 at the Summer Olympics in Los Angeles, Wang said.

The Bank of East Asia (BEA) expected that Mainland China's economy will continue to display a promising recovery momentum in the second half of this year, with an annual economic growth of about 6%. It also expected that Mainland's inflation will remain at a moderate level of 1.5%. Ricky Choi, BEA's Chief Economist, highlighted that Mainland's economy was fully rebooted in the first quarter of this year. On the back of the rebound in private consumption and favorable policy support, Mainland manifested a steady recovery. He predicted that the recovery of consumption and service sectors will continue to take the lead, and investment in technology and infrastructure will also maintain steady growth. Overall, the resilience of domestic demand is expected to bolster Mainland's pace of recovery and cushion pressure from an uncertain external environment. For the People's Bank of China's cut of 1- and 5-year LPRs by 10 bps to 3.55% and 4.2%, respectively, Choi explained the decline of the two was within expectation because policy makers intended to stabilize the market and did not want to release a signal that mislead the market to believe the government would launch broad stimulus policies to support a certain industry.

Less than 24 hours after Wagner Group mercenaries took control of the strategic southern city of Rostov and began an armed convoy march towards Moscow, Wagner leader Yevgeny Prigozhin abruptly announced late Saturday that his violent, attempted insurrection was over. https://www.cnbc.com/2023/06/23/russia-ukraine-live-updates.html

Russland Handel ist für China äußerst wichtig, nicht für das, was China an Russland verkauft, sondern für das, was China aus Russland kauft. Öl, Gas, Holz, Dünger, Nahrung und kritische natürliche mineralische Ressourcen. Gründliche bestehende Pipelines und Eisenbahnen, sowie weitere Pipelines und Eisenbahnen im Bau aus Russland und Zentralasien.

Genau wie mein Vorredner bereits angemerkt hatte ist Russland für China nicht wirklich wichtig, anders herum natürlich schon. Russland taucht bei den Handelspartnern von China nicht mal unter den Top 10 aus.

Der Handel mit Russland ist irgendwo im kleinen Prozentbereich. Da kommen sehr viele Länder davor. Ausserdem profitiert dieser Russland-Handel momentan von der aktuellen Situation.

Russland ist eines der wichtigsten Handelspartner Chinas. Eine Destabilisierung Russlands hätte auch negative Folgen für China

Temu macht z.b. in Deutschland viel Werbung. Temu ist eine Tochterfirma von pdd. Könnte mir vorstellen, dass pdd Alibaba Marktanteil wegnimmt

Das wird schon wieder

Ich hoffe einfach darauf und habe mich damit abgefunden, dass ich noch mehr Geduld haben muss. Mein Problem ist, dass ich schon mehrere Jahre hier festhänge und egal wie gut die Nachrichten sind, der Kurs wie festgenagelt ist. Aber mit dem Problem bin ich ja nicht allein.

Also gehst du, nachdem du die Chancen und Risiken abgewogen hast, von einem steigenden Aktienkurs aus…