Hi, mooers! 👋 The countdown is on!$Alibaba (BABA.US)$will release its Q4 FY2024 earnings on February 20, just before the market opens. This is your chance to earn rewards and gain insights by predicting the opening price. Let’s get into it! 🎉 Stay Ahead of the Game Subscribe to@Moo Livefor real-time updates, expert analysis, and the live earnings conference stream. Book your spot NOW and be the first to hear the news! 👉 Subscribe Here Re...
Skyrye7
:
Several factors could impact Alibaba's earnings prospects in the near future: Each of these factors could have a significant impact on Alibaba’s future earnings potential, and investors will need to monitor them closely.
Foresight
:
Alibaba’s earnings outlook appears cautiously optimistic, underpinned by several strategic initiatives and a restructuring plan aimed at refocusing on its core businesses. Key Drivers AI and Cloud Expansion: Alibaba is investing heavily in artificial intelligence—as seen with its Qwen2.5-Max model—and in enhancing its cloud services. These initiatives are expected to boost margins and drive future earnings growth, potentially helping the company rebound even in a challenging trade environment . E-commerce Restructuring: The company is streamlining its operations by divesting non-core assets (such as its stakes in Sun Art and Intime). While these sales have resulted in short‐term losses, management believes they will allow a sharper focus on its domestic e-commerce platforms, which are forecast to return to double-digit revenue growth next fiscal year . Attractive Valuation: Trading at roughly 10 times forward earnings—significantly lower than many of its global peers—Alibaba is viewed by many analysts as undervalued. Despite headwinds like economic uncertainties and trade tensions, this cheap valuation, along with a strong balance sheet, provides room for EPS growth; consensus estimates suggest earnings could grow by around 12.5% year over year to approximately $9.49 next year . Challenges and Risks Economic and Regulatory Headwinds: Uncertainties persist regarding China’s economic recovery, coupled with potential U.S. tariff pressures and a volatile regulatory environment. These factors could weigh on near-term revenue, especially in the advertising segment where growth has been modest . Transition Period: Alibaba is in a transitional phase, balancing cost-cutting, asset sales, and new technology investments. While these measures are expected to strengthen its long-term competitive position, they can introduce short-term volatility in earnings performance. Overall Perspective Analysts remain largely upbeat, with a consensus “Strong Buy” rating from several research firms. While short-term challenges remain—especially regarding external trade tensions and a sluggish broader economy—the focus on AI and cloud, combined with operational restructuring and aggressive capital-return programs, positions Alibaba well for future EPS and revenue improvements. Summary In summary, while risks from regulatory and economic headwinds persist, Alibaba’s strategic focus on innovation, cost discipline, and core business reinvestment bodes well for its earnings prospects over the coming quarters and fiscal year ; .
$Bilibili (BILI.US)$ Bilibili Q4 FY2024 earnings conference call is scheduled for February 20 at 7:00 AM ET / February 20 at 8:00 PM SGT / February 20 at 11:00 PM AEST. Subscribe to join the live earnings conference with management NOW! Beat or Miss? What do you expect from Bilibili's Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say! Disclaimer: This presentation is for i...
$Alibaba (BABA.US)$is scheduled to release its financial results on February 20 BJT. As a bellwether for China's consumer economy and tech sector, the report will offer critical insights into the company's turnaround progress amid shifting competitive dynamics and macroeconomic headwinds. The report arrives amid resurgent investor optimism driven by the company's AI breakthroughs and a 46% rally in its Hong Kong-listed shares si...
$Alibaba (BABA.US)$Chinese leader Xi Jinping signaled to leading technology entrepreneurs and CEOs that he needed the private sector to deliver economic growth and self-sufficiency, more than four years after a crackdown by Beijing that dented confidence. Many of China's most prominent businesspeople gathered in Beijing to meet Xi on Monday, according to a video shown on state television. The scene represented both an expression of pride in China's technological advances and an acknowledgment th...
$Alibaba (BABA.US)$$BABA-W (09988.HK)$ Chinese President Xi Jinping on Mon (Feb 17) spoke at a symposium was attended by business leaders including Alibaba co-founder Jack Ma, state media reported, as Beijing grapples with a slowing economy and growing tensions with the US. Other private business leaders who attended the symposium included Huawei founder Ren Zhengfei, Xiaomi's Lei Jun, BYD's Wang Chuanfu, Unitree's Wang X...
bullrider_21
OP
Mr Careful
:
Not this time. The tech crackdown has ended. Regulations may be more relaxed. Xi may guide the private sector in the government-led direction and contain the potential risks to compete with the US. This may be the second wind for the market rally.
股市无绝对 : There are many big shots absent.