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

Sagt wer?

Die Erwartungen nach COVID waren auch nicht besonders hoch

heute kommen erstmal Zahlen von Baidu. Das könnte nochmal helfen. Also wenn die Aktie wirklich unter 59 fällt dann bin ich hier all in ;)

Die Zahlen sind nicht schlecht, lediglich schlechter als erwartet. Retail rose by 18% instead of 21%. Als jemand der nicht unbedingt vor hat vor 2025 zu verkaufen, läuft soweit alles nach Plan. Wie erwartet und prognostiziert, steigen die Retail-Unsätze seit 0 Covid beendet ist. Bin mal gespannt auf die Zahlen am Donnerstag, wobei für mich die Zahlen an einem Donnerstag im Jahr 2025 relevanter sind.

Denkt dran, am Donnerstag kommen die Quartalszahlen vorbörslich. Der obligatorische Abverkauf dann ab 15:30 wird standesgemäß die Abwärtsbewegung beschleunigen. 🚀⛷⛷

Immerhin gab es eine kleine Verschnaufpause in den letzten Monaten für die Zweckoptimisten, der Weg nach unten ist jedoch noch sehr lang. Unter 59 $ (ATL) nur eine Frage der Zeit.👍⛷📉

Wirtschaftsdaten verfehlen Erwartungen https://www.cnbc.com/2023/05/16/chinas-data-industrial-profit.html

BABA announced that the US SEC confirmed in its letter dated April 12, 2023 that it has completed its review of its annual report for FY2022 (for the year ending March 2022) The report included BABA's responses to the US regulator's requests of disclosing information relating to a holding company in the Cayman Islands and a variable interest entity in China, due to perceived potential risks to investors.

Alibaba Cloud, the digital technology and intelligence backbone business of BABA-SW , announced plans to further strengthen its support for ecology partners through a series of new initiatives, including the launch of an Independent Software Vendor (ISV) acceleration program, a partner training and empowerment program, and a new incentive program to reward partners. Alibaba Cloud's ISV acceleration program aims to provide new financial incentives and stronger technical support to global ISV partners, helping ISV partners to optimize the selling price of their products on Alibaba Cloud's Cloud Marketplace, and further expand their product sales through Alibaba Cloud's sales team and extensive network of channel partners. Alibaba Cloud noted that it is committed to strengthening technical support for its global ISV partners by providing comprehensive technical resources to help build, publish and run solutions on the cloud platform, and will invest more in developing customized products and solutions to meet the diverse digital transformation needs of customers in Southeast Asia. Yinghua Cai, Chief Commercial Officer of Alibaba Cloud, said the company is committed to providing support to partners to help them expand their business in Southeast Asia and more regions around the world by offering significant concessions to partners, with product discounts of up to 40%, and a number of incentive policies to promote ISV partners' product sales. Cai further noted that in recent years, Alibaba Cloud has been growing rapidly in overseas markets, with market size increasing more than 20 times in the past five years.

BABA 's subsidiary Alibaba Cloud announced that it entered into a partnership with IBM to jointly provide a co-developed security solution for enterprises in the Asia Pacific region. The solution, developed by Alibaba Cloud and IBM, integrates the performance of IBM's security products QRadar SIEM and QRadar SOAR with Alibaba Cloud's multiple security capabilities to provide security services, including real-time reporting and centralized visibility into cloud environments to detect risks such as ransomware, insider threats and cloud attacks. It is designed to prevent increasing cybersecurity risks and help customers build a secure, stable and protected cloud environment during the digital transformation process.

Hätte ich doch jd gekauft...

die BABA Kursdrücker sind sehr zäh

Michael Burry hat in Q1 in seinem Portfolio Baba verdoppelt und JD.com fast verdreifacht … https://www.dataroma.com/m/m_activity.php?m=SAM&typ=a

wird es vermutlich auch nochmal. Aber hab noch etwas über zum Nachkaufen falls es nochmal unter 74 / 70 fällt

Oh man, lass doch die Rakete hochgehen…

Und es geht weiter mit den Anfeindungen https://www.cnn.com/2023/05/15/china/china-jails-us-citizen-espionage-intl-hnk/index.html