Bank of America expects Alibaba to report a 6% year-over-year revenue increase to 248 billion yuan in its upcoming earnings, aligning with analyst predictions. The growth is driven by a 2.3% rise in customer management revenue in the Chinese market, reaching 81.5 billion yuan, and a single-digit increase in gross merchandise value following the overhaul of its Taobao and Tmall platforms. The recent update to Taobao, which...
Alibaba's Southeast Asian e-commerce platform, Lazada, achieved a major milestone by posting a monthly profit for the first time in July 2024, according to SCMP. Key Details: Positive EBITDA: Lazada's CEO, James Dong, announced during a town hall meeting that the company recorded positive EBITDA, marking a crucial achievement in its growth strategy. Growth Drivers: The platform's success was driven by AI-enabled operations, ...
$Alphabet-C (GOOG.US)$ it's not going down.. it'd being took down if not it'll go up. think about how stupid it is that they're a monopoly on search engines. I always picture Google eventually running requiring a split again.
This is my current portfolio, coming out of last weeks correction and volatility. it's been doing reasonably well, and is currently over-performing QQQ, which is a start. Of those not listed I'm holding$Palantir (PLTR.US)$,$Serve Robotics (SERV.US)$,$CrowdStrike (CRWD.US)$,$Novo-Nordisk A/S (NVO.US)$and some fixed income ETFs. Does anyone have any recommendations for other positions which have some fairly obvious ground to cover during their recovery? Also, what are your thou...
News Highlights $NVIDIA (NVDA.US)$stock rose 1.67%. Its options trading volume was 4.15 million. Call contracts account for 60.8% of the total trading volume. The $110 calls expiring August 16 were traded most actively. Former Google CEO Eric Schmidt recommended investors buy Nvidia stock, highlighting that around $300 billion in hardware capital expenditures is expected to go to Nvidia. During a discussion at...
$Grab Holdings (GRAB.US)$ So $Sea (SE.US)$ raised merchant commissions heavily, and tiktok and temu have moderately high rates. Apparently they are targeting this area to increase margins. So I looked up where they would go if all those got too prohibitively expensive for their merchants. GRAB was #1 for SE Asia specifically, and SHOP$Shopify (SHOP.US)$more broadly globally #3 was$Lazard (LAZ.US)$ I didn't realize how cheap GRAB was, for so.e reason i thougt they were 20+. This is a good deal - G...
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MonkeyGee
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I think the issue GRAB has is that it doesn't have enough institutional traders activtively trading it. so it doesn't have the volume. The stock is super cheap. it should be a 12 stock!
The recent update to Taobao, which...
Key Details:
Positive EBITDA: Lazada's CEO, James Dong, announced during a town hall meeting that the company recorded positive EBITDA, marking a crucial achievement in its growth strategy.
Growth Drivers: The platform's success was driven by AI-enabled operations, ...
The latest CPI showed that the US inflation falling is falling, which gives market and the Federal Reserve a further boost for a rate cut in Sep.
The carpet is laid out nicely for the Fed
Meanwhile, S&P 500 has recovered and recouped all the losses from its 5th Aug’s sell off.
$Tesla (TSLA.US)$ $Invesco QQQ Trust (QQQ.US)$ $SPDR S&P 500 ETF (SPY.US)$ $NVIDIA (NVDA.US)$ $Super Micro Computer (SMCI.US)$ $Alphabet-A (GOOGL.US)$ $Meta Platforms (META.US)$ $Amazon (AMZN.US)$ $Netflix (NFLX.US)$ $Adobe (ADBE.US)$
it's not going down.. it'd being took down if not it'll go up. think about how stupid it is that they're a monopoly on search engines. I always picture Google eventually running requiring a split again.
Of those not listed I'm holding $Palantir (PLTR.US)$, $Serve Robotics (SERV.US)$, $CrowdStrike (CRWD.US)$, $Novo-Nordisk A/S (NVO.US)$ and some fixed income ETFs.
Does anyone have any recommendations for other positions which have some fairly obvious ground to cover during their recovery?
Also, what are your thou...
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$NVIDIA (NVDA.US)$ stock rose 1.67%. Its options trading volume was 4.15 million. Call contracts account for 60.8% of the total trading volume. The $110 calls expiring August 16 were traded most actively.
Former Google CEO Eric Schmidt recommended investors buy Nvidia stock, highlighting that around $300 billion in hardware capital expenditures is expected to go to Nvidia. During a discussion at...
So $Sea (SE.US)$ raised merchant commissions heavily, and tiktok and temu have moderately high rates. Apparently they are targeting this area to increase margins.
So I looked up where they would go if all those got too prohibitively expensive for their merchants.
GRAB was #1 for SE Asia specifically, and SHOP $Shopify (SHOP.US)$ more broadly globally #3 was $Lazard (LAZ.US)$
I didn't realize how cheap GRAB was, for so.e reason i thougt they were 20+. This is a good deal - G...
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