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

Bisher war für Privatanleger in China der Immobiliensektor die beliebteste Anlagemöglichkeit. Die KP versucht schon länger den heimischen Aktienmarkt zu stärken (bisher ohne Erfolg). In der nächsten Dekade könnte das aber Wirkung zeigen. Der HSI auf dem Stand von 1997 ist auch für die KP peinlich.

Wenn man das nur wüsste 🤷🏼‍♂️

Chinese stocks look poised for a strong open when onshore traders return from the Lunar New Year break, with buoyant travel and tourism data seen bringing a much-needed relief to one of the world's worst-performing major markets. https://www.bloomberg.com/news/articles/2024-02-18/china-stocks-primed-for-bullish-open-after-upbeat-holiday-data

Das Oktobertief aus 2022 scheint zu halten. Alleine das zeigt schon wie lange es hier schon seitwärts geht. Die 1 Mio (HK)$ Frage ist jetzt, wann und wie schnell es dreht.

Data from Alipay China showed that Hong Kong and Macau remain the top destinations for outbound mainland travellers for the first 4 days of Chinese New Year, with Hong Kong accounting for the largest share of spending, number of transactions and number of people. The number of transactions in Hong Kong hiked 45% compared to the same period during pre-Covid 2019. The data also revealed that shopping was the major spending category among mainland visitors, with the largest number of purchases being goldware, jewellery and designer handbags, followed by dining and transport.

Hab das Gefühl die Stimmung dreht langsam

BEIJING, Feb 17 (Reuters) - China's Foreign Minister Wang Yi discussed lifting sanctions against Chinese companies and individuals in a meeting with U.S. Secretary of State Antony Blinken at the Munich https://www.reuters.com/world/chinas-wang-yi-held-constructive-talks-with-blinken-munich-chinese-foreign-2024-02-17/

BERLIN, Feb 14 (Reuters) - German direct investment in China rose by 4.3% to a record high of 11.9 billion euros ($12.7 billion) last year and also increased as a share of the country's overall investment abroad, official Bundesbank data analysed by the IW institute showed. https://www.reuters.com/markets/german-investment-china-rises-new-record-high-2024-02-14/

Von Januar Goldman Sachs with a Bull case of $191 per share on BABA and a Base case of $134 https://www.reddit.com/r/baba/comments/1am3qox/goldman_sachs_191_pt_on_baba/

Das geht hier ja Schlag auf Schlag. Langsam stimmt das Aktionärsfundament ohne Softbank. Die damaligen 30% waren eh ungesund viel.

HOWARD MARKS AT OAKTREE BACK INTO BABA WITH A NEW $9M+ INITIAL POSITION (PREVIOUSLY EXITED IN 2020) https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://finance.yahoo.com/news/howard-marks-oaktree-capital-exits-064613065.html&ved=2ahUKEwin797S5LGEAxWzQ_EDHcJ8CJ8QxfQBKAB6BAgNEAI&usg=AOvVaw3fjhHNHvLWFfATZE83ALUM

https://13f.info/cusip/01609W102/2023/4 NORGES BANK, THE CENTRAL BANK OF NORWAY, BOUGHT 300M+ OF BABA SHARES IN Q4

Canada Pension Reportedly Buys Alibaba Shrs in 4Q23 with Mkt Cap ~US$280M www.aastocks.com/en/stocks/news/aafn-news/NOW.1326517/3

EXCLUSIVE: KEN GRIFFIN'S HEDGE FUND CITADEL ADVISORS HAVE INCREASED THEIR BABA POSITION 835% THEY NOW OWN MORE THAN $230M IN THE STOCK https://twitter.com/DailyCompoundng/status/1758417480421081251

500?

Und ab dafür. Kurz vor 70 Euro.