moomoojoe
参与了投票
Is it just a dead-cat bounce or the sign of something bigger? ![]()
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$ARK Innovation ETF(ARKK.US$ is on the rebound. It has bounced back 24% from its May 12 intraday low. The fund remains off 54% year to date and off 73% from its February 2021 high.
In the past few weeks Wood’s disruptive technology stocks have rebounded in sync with other stocks. The tech-heavy Nasdaq Composite has climbed 10% from its May 20 intraday low.
Slowing economic growth also...
$ARK Innovation ETF(ARKK.US$ is on the rebound. It has bounced back 24% from its May 12 intraday low. The fund remains off 54% year to date and off 73% from its February 2021 high.
In the past few weeks Wood’s disruptive technology stocks have rebounded in sync with other stocks. The tech-heavy Nasdaq Composite has climbed 10% from its May 20 intraday low.
Slowing economic growth also...
![Cathie Wood's Ark Rebounds: A Dead-Cat Bounce?](https://ussnsimg.moomoo.com/1654584860673-70040951-android-org.png/thumb)
4
moomoojoe
参与了投票
剧透:
在这篇文章的最后,你有机会赢取积分!
星期一快乐, mooer们!欢迎回到 每周热门话题,我们根据上周的搜索量和消息量,回顾moomoo平台上精选热门股票的新闻、表现和社区情绪!(不包括纳米帽。)
第一部分:做出选择
第二部分:热门股票列表和 Mooers 评论
每个主要指数都在移动 向上,罗素 2000 指数小组...
在这篇文章的最后,你有机会赢取积分!
星期一快乐, mooer们!欢迎回到 每周热门话题,我们根据上周的搜索量和消息量,回顾moomoo平台上精选热门股票的新闻、表现和社区情绪!(不包括纳米帽。)
第一部分:做出选择
第二部分:热门股票列表和 Mooers 评论
每个主要指数都在移动 向上,罗素 2000 指数小组...
已翻译
![每周热议:为什么元宇宙的第一只股票暴跌?](https://ussnsimg.moomoo.com/1644216824603-77777000-android-org.gif/thumb)
![每周热议:为什么元宇宙的第一只股票暴跌?](https://ussnsimg.moomoo.com/1644216550916-77777000-android-org.png/thumb)
![每周热议:为什么元宇宙的第一只股票暴跌?](https://ussnsimg.moomoo.com/1644216824615-77777000-android-org.jpg/thumb)
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moomoojoe
赞了
$阿里巴巴(BABA.US$ Hey there guys, I just started analyzing stocks more and I thought I´ll try to do that and post it here. That´s my first analysis for BABA. If you have any feedback for me that would be great and highly appreciated. If you have questions feel free to ask, I´ll try to answer everything.
Today we will look through the basics of Alibaba´s business and then see if we can come up with a fair value for BABA´s stock using discounted free cashflow.
This is not financial advice and I do not own shares in BABA. Nevertheless I will try to stay as unbiased and objective as I can. Always do your own due diligence.
First let´s review their different revenue streams. Their biggest stream, around 84% of their sales comes from Commerce. Another 10% comes from Cloud Computing. Digital Marketing and Entertainment makes up for 5% and the remaining 1% are Innovation initiatives and Others.
For the valuation:
We take analyst estimates, we discount that by our required return of 7,9%. Then we use the perpetual growth rate of 2,5% and that gave us a fair value for BABA´s stock of $195 per share. But because we have to account for BABA´s equity as well, our fair value of equity would be $207 per share.
Now feel free to include a margin of safety to that.
With BABA´s price being at $125 per share right now, it seems undervalued. That´s why I think buying heavily might be a good idea. Although you can always dollar-cost-average. That´s where you invest every month the same amount.
Where I see BABA´s stock price in 5 years. We can calculate where the price might be in 5 years with the Earnings Per Share (EPS TTM), the Estimated Growth Rate and the Future P/E Value. With this method I get a stock price of $267 per share which is higher than what it is now.
What I´ll do. I believe BABA is here to stay. I think they will stay for a long time. That´s why I will start buying as soon as I get the chance to do so.
Thank you for reading and I hope I´ll see you again.
Today we will look through the basics of Alibaba´s business and then see if we can come up with a fair value for BABA´s stock using discounted free cashflow.
This is not financial advice and I do not own shares in BABA. Nevertheless I will try to stay as unbiased and objective as I can. Always do your own due diligence.
First let´s review their different revenue streams. Their biggest stream, around 84% of their sales comes from Commerce. Another 10% comes from Cloud Computing. Digital Marketing and Entertainment makes up for 5% and the remaining 1% are Innovation initiatives and Others.
For the valuation:
We take analyst estimates, we discount that by our required return of 7,9%. Then we use the perpetual growth rate of 2,5% and that gave us a fair value for BABA´s stock of $195 per share. But because we have to account for BABA´s equity as well, our fair value of equity would be $207 per share.
Now feel free to include a margin of safety to that.
With BABA´s price being at $125 per share right now, it seems undervalued. That´s why I think buying heavily might be a good idea. Although you can always dollar-cost-average. That´s where you invest every month the same amount.
Where I see BABA´s stock price in 5 years. We can calculate where the price might be in 5 years with the Earnings Per Share (EPS TTM), the Estimated Growth Rate and the Future P/E Value. With this method I get a stock price of $267 per share which is higher than what it is now.
What I´ll do. I believe BABA is here to stay. I think they will stay for a long time. That´s why I will start buying as soon as I get the chance to do so.
Thank you for reading and I hope I´ll see you again.
11
moomoojoe
赞了
由于我对积极投资还比较陌生,这就是我在过去几个月中为获得经验所做的事情。
1) 买我熟悉的东西
我从事科技工作,所以我对这个领域的公司非常熟悉。对我来说很容易挑选 $阿里巴巴(BABA.US$ 和 $苹果(AAPL.US$ 用于长期投资。这些类型我不必担心每天的起伏,因为我知道几年后,他们将成为赢家。
2) 拓宽我在其他行业的知识
我还有一些最喜欢的行业想进一步探索,尽管它们可能不会立即出现,但我觉得这些行业的未来非常美好。其中之一是空间。以改善生活为愿景的真实太空股票,而不仅仅是亿万富翁俱乐部旅游。我是... 的忠实粉丝 $Astra Space(ASTR.US$ 我等不及要看看他们能走多远,我也想进入 $Rocket Lab(RKLB.US$,略有不同,但同样充满潜力。
3) 社区讨论
我喜欢在Moomoo上使用它,因为它的社区非常慷慨地分享了购买小贴士。这些都是相当危险的,但有时候,快速赚几笔钱很有趣。对我来说,更有意义的部分是,不同的交易者如何分析他们的建议,还有很多东西需要学习。非常感谢大家分享您的专业知识。
1) 买我熟悉的东西
我从事科技工作,所以我对这个领域的公司非常熟悉。对我来说很容易挑选 $阿里巴巴(BABA.US$ 和 $苹果(AAPL.US$ 用于长期投资。这些类型我不必担心每天的起伏,因为我知道几年后,他们将成为赢家。
2) 拓宽我在其他行业的知识
我还有一些最喜欢的行业想进一步探索,尽管它们可能不会立即出现,但我觉得这些行业的未来非常美好。其中之一是空间。以改善生活为愿景的真实太空股票,而不仅仅是亿万富翁俱乐部旅游。我是... 的忠实粉丝 $Astra Space(ASTR.US$ 我等不及要看看他们能走多远,我也想进入 $Rocket Lab(RKLB.US$,略有不同,但同样充满潜力。
3) 社区讨论
我喜欢在Moomoo上使用它,因为它的社区非常慷慨地分享了购买小贴士。这些都是相当危险的,但有时候,快速赚几笔钱很有趣。对我来说,更有意义的部分是,不同的交易者如何分析他们的建议,还有很多东西需要学习。非常感谢大家分享您的专业知识。
已翻译
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moomoojoe
评论了
$牛奶国际控股(D01.SG$ why is the price dropping ?
1
moomoojoe
赞了
moomoojoe
赞了
$KraneShares中国海外互联网ETF(KWEB.US$
随着中国股市的看跌。现在可能是您在投资组合中增加一些好股票的好时机。如果你有更多的资金,你可以看看 $阿里巴巴(BABA.US$。这两只股票目前都比峰值下跌了40%。
另一个值得考虑的好ETF是 $ARK Innovation ETF(ARKK.US$.
随着中国股市的看跌。现在可能是您在投资组合中增加一些好股票的好时机。如果你有更多的资金,你可以看看 $阿里巴巴(BABA.US$。这两只股票目前都比峰值下跌了40%。
另一个值得考虑的好ETF是 $ARK Innovation ETF(ARKK.US$.
已翻译
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