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

Selbst schuld...

Mein 4er Long Hebel glüht

BABA's proposed spin-off listing of Cainiao could help unlock value, HSBC Global Research commented in a report. A previous Reuters report stated that the listing of Cainiao could fetch at least USD1 billion. It would be beneficial to BABA-SW across multiple levels, and would also attest the group's execution ability and commitment to reshaping its corporate structure. According to an analysis conducted by the broker, Cainiao should be valued at USD6-23 billion under different scenarios, equivalent to about 2-8% of BABA's market capitalization. The broker kept the Buy rating for BABA, with a target price of $138. With its key clients being brands and merchants affiliated with BABA-SW's e-commerce ecosystem, Cainiao should benefit from the robust growth of BABA-SW's international business, the broker elaborated.

Gerade eben schön nachgekauft. Ziel von 122$+ für die nächsten Monate bleibt.

The International Monetary Fund (IMF) anticipated China to achieve an economic growth of approximately 5% this year, as recent data indicated that the Chinese economy is showing signs of stabilization. However, the GDP growth of China will likely decelerate to about 3.5% in the medium term, owing to decreasing population and sputtering productivity growth, the IMF added

China’s factory activity expanded for the first time in six months in September, an official survey showed on Saturday, adding to a run of indicators suggesting the world’s second-largest economy has begun to bottom out. The purchasing managers’ index (PMI), based on a survey of major manufacturers, rose to 50.2 in September from 49.7, according to the National Bureau of Statistics, edging above the 50-point level demarcating contraction in activity from expansion. The reading beat a forecast of 50.0.

Fitch Ratings has affirmed BABA's long-term foreign-currency issuer default rating (IDR) and senior unsecured rating at 'A+' with a stable outlook. Fitch Ratings has also affirmed all the Company's outstanding senior unsecured notes at 'A+'. Fitch Ratings believed that BABA's strong cash-generating ability and highly conservative financial structure will enable the Company to maintain strong business performance with good risk management in China's e-commerce market. It is expected that consumer spending in China will grow by 10% and 4.5% in 2023 and 2024, and the Company's profitability and cash-generating ability will be fully recovered from FY2024. According to Fitch, the key factors driving BABA-SW's ratings included the business position remaining strong, the new structure being favorable for development, the spin-off unlocking value, the resumption of earnings growth, and a very conservative capital structure.

On the first day of the Mid-Autumn and National Day holiday, the scale of domestic travel in Mainland China already well beat that of the same period in 2019, as revealed by the data of Fliggy, a travel service platform of BABA. Air ticket and hotel bookings achieved double-digit-and-above growth rates compared to 2019, and bookings for sightseeing tickets drifted higher on top of the peak set on the first day of "Labor Day" holiday this year.

Kommt heute morgen auch was?

China ist bereits eine Weltmacht. Oder meinst du die Weltmacht Nummer 1? Nee, das wird China in den nächsten 59 Jahren nicht werden. Aber eine gute Nummer 2 ist auch nicht schlecht

Würde mir auch eher mehr sorgen um die deutsche Wirtschaft machen statt die der zukünftigen weltmacht. Bestenfalls lassen die sich nicht von den USA provozieren //in einen Krieg treiben und regeln das auf ihre friedliche Weise

Kurzfristiger Support 84.8$. Großer und starker Support bei 83$. Und das letzte wesentliche Tief war bei 84$. Da müsste man erst mal durchkommen. Bleibe optimistisch, dass es bald wieder nach oben dreht.

Sehe ich auch so. Praktisch alle neueren Unternehmensdaten sind positiv. Die Richtung stimmt. Bzgl. chinesischer Wirtschaft wird masslos übertrieben. Fast schon eine gefährliche Arroganz, die man hier an den Tag legt. Solange es nicht zum Taiwankrieg kommt, kann man hier abwarten und Tee trinken. Dazwischen werden die USA aber bestimmt noch X andere Kriege führen. Ich werde jedenfalls meine Anteile mindestens so lange nicht verkaufen, wie der Hang Seng bzgl KGV so stark unter dem langfristigen Durchschnitt ist. Ansonsten werden sie vererbt.

Cainiao Smart Logistics Network is the first of the e-commerce giant’s six spin-off companies to test the appetite for new listings in Hong Kong, where it has applied to raise at least US$1 billion in what is widely expected to be the world’s second-largest initial public offering (IPO) this year. https://www.scmp.com/tech/big-tech/article/3236024/alibabas-cainiao-one-founder-jack-mas-grand-projects-heat-chinas-logistics-industry-after-us1

Die Börsen in China sind morgen und nächste Woche teilweise geschlossen wegen: Mid-Autumn Festival and China’s National Day from September 29 (Friday) - October 8 (Sunday)

Es wäre zu ironisch, wenn Alibaba steigt nachdem burry seine Anteile verkauft hat