$Apple (AAPL.US)$ stock has a steep hill to climb this earnings season, given the many headwinds in the holiday period. But could the Mac segment look better than feared and save the day in Cupertino?
Apple’s Mac: Sectorwide Headwinds
Those that have been following the Apple Maven’s preview of the Cupertino company’s earnings day must have already noticed the pattern. Fiscal Q1 should be a rough holiday quarter for CEO Tim Cook & Co.
Pressuring...

keep buying value stocks and growth stocks. $Tesla (TSLA.US)$ will turned around faster than most. timing is the key. bears are everywhere.

$Alibaba (BABA.US)$ you own a piece of a company that generates billions in free cash flow and invests its cash in great businesses. Don’t get so emotional over the daily price fluctuations. Sit back and let your company work for you.

$Sea (SE.US)$ $Alibaba (BABA.US)$ I want to know who shorts this stock?

A consumer protection organization in China's Zhejiang Province summoned five online platforms over live streaming irregularities during the Singles' Day shopping festival, Reuters reports.
The platforms include $Alibaba (BABA.US)$ Taobao, $PDD Holdings (PDD.US)$ and $JD.com (JD.US)$
The organization also summoned short video-sharing and live streaming platforms Kuaishou and ByteDance's Douyin, the Chinese version of TikTok.
The organization alleged irregularities with nearly 30% of live streamers during Singles' Day, while almost 40% of the products sold during the live streams failed to meet national standards.
Additionally, the Cyberspace Administration of China (CAC) informed via video conferencing that it would launch a two-month special operation to target deceptive online behaviors, from boosting engagement figures to paying for fake fans and reviews.
"The conference noted that at present, fabricating online traffic, malicious public relations and comments-for-cash ... harm the legitimate rights and interests of netizens," said the statement, adding that this was the "final battle" in the CAC's drive "clean up" the internet.

$Alibaba (BABA.US)$ my expensive lesson on baba.

$BABA-W (09988.HK)$
smoke cleared

Bloomberg cited sources reporting that China is planning to ban companies from going public overseas through the VIE structure, closing the loophole of overseas financing in the technology industry. Currently, companies listed through VIE will need to make adjustments to increase transparency for scrutiny, with restrictions on foreign investments becoming a regulatory focus.
The draft is expected to be finalized within this month, but there may be variables.
China is planning to ban companies from going public on foreign stock markets through variable interest entities (VIE), intended in part to address concerns over data security. Companies currently listed in the U.S. and HK that use VIEs would need to make adjustments.
$DiDi Global (Delisted) (DIDI.US)$ $Alibaba (BABA.US)$ $Tencent (TCEHY.US)$ $Baidu (BIDU.US)$ $JD.com (JD.US)$

$Alibaba (BABA.US)$ Get in at 110 ~120 expect to see some bounce there

$Goldman Sachs (GS.US)$ is lowering $Alibaba (BABA.US)$ stock to Buy from Conviction Buy as the company boosts spending.
Analyst Piyush Mubayi is cutting the price target to $215 per share from $252.
The stock is slightly lower in premarket trading.
"At the time when retail spending slows down and competitive intensity levels up, BABA has been increasing investments to 1) acquire new users, 2) build multiple traffic sources, and 3) raise merchant subsidies in the shorter term," Mubayi writes in a note.
"We expect revenue growth (ex. SunArt) to decelerate to 13%/16% in 3QFY22E/4QFY22E, with CMR revenue growth in 2HFY22E 3.3% yoy vs. 3.4% in 2QFY22. The lower CMR monetization rate and stepped-up strategic investments will drag profitability over the next 2 quarters before growth recovers in FY23E, when both revenue/earnings grow >20%."
But Goldman still expects the company to continue "aggressive buybacks."
Last week Warburg cut its valuation of Ant Group.