Singles' Day Sales (BK2998) Stock Forum and Discussion

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752.336
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Close Feb 14 16:00 ET

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Constituent Stocks: 17Top Rising: YJ+5.39%

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2 hours ago

Columns China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?

The $Hang Seng TECH Index (800700.HK)$ soared to its highest level since February 2022 last Friday. Despite ongoing volatility in U.S. tech stocks, the index has surged by 23.08% since the start of the year. Leading the charge are the 'Terrific Ten,' a group of major Chinese tech firms including $Tencent (TCEHY.US)$, $Alibaba (BABA.US)$, and $SMIC (00981.HK)$, which have outpaced the Magnificent 7 in gains since early 2024.
F...

Major earnings are approaching! What's ahead for Chinese stocks in 2025?

Cui Nyonya Kueh

3 hours ago

Robin Li from baidu MIA at Symposium

$Hang Seng TECH Index (800700.HK)$
VVIP: Jack Ma, founder of Alibaba Group; Lei Jun, founder and CEO of Xiaomi; Pony Ma Huateng, founder and CEO of Tencent; Wang Chuanfu, chairman and CEO of electric carmaker BYD; and Ren Zhengfei, founder and CEO of Huawei Technologies were among the attendees. Alibaba is the owner of the South China Morning Post.
Xi Jinping gathers China’s tech entrepreneurs for ‘high-stakes’ symposium" data-next-head="
$Baidu (BIDU.US)$ $Alibaba (BABA.US)$ $Xiaomi Corp. Unsponsored ADR Class B (XIACY.US)$ $Tencent (TCEHY.US)$ $BYD Company ADR (BYDDY.US)$ $Contemporary Amperex Technology (300750.SZ)$

Moo Earnings

5 hours ago

Alibaba Q4 FY2024 Earnings Preview: Predict & Win Big! 🚀

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! 🎉
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Major earnings are approaching! What's ahead for Chinese stocks in 2025?

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.

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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 ; .

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Lucas Cheah : $Alibaba (BABA.US)$ Earnings Prospects
1. Key Revenue Drivers & Growth Catalysts
a) E-commerce Growth (Domestic & International Expansion)
Alibaba dominates China’s e-commerce market through Taobao and Tmall, which contributed over 60% of total revenue.
Key E-commerce Growth Highlights:
• Singles' Day 2024: Alibaba saw record-breaking sales, boosted by luxury and premium brand demand.
• International Expansion: AliExpress & Lazada saw 29% YoY revenue growth, expanding Alibaba’s presence in Southeast Asia and Europe.
• Impact on Earnings: Domestic e-commerce is stabilizing, while global expansion offsets China’s regulatory risks.
b) Cloud Computing & AI Expansion – The Next Big Growth Engine
Alibaba is China’s largest cloud computing provider, controlling 34% of the market, ahead of Tencent and Huawei.
Key Growth Highlights:
• AI Expansion: Alibaba’s AI-driven cloud services (LLMs, enterprise AI tools) are driving higher-margin revenue growth.
• Strategic Partnership with Apple: Alibaba is developing AI services for Apple in China, enhancing its AI credibility and competitiveness.
• Impact on Earnings: AI-powered cloud computing could drive double-digit revenue growth, boosting profitability and valuation.
c) Cost Efficiency & Shareholder Value Creation
Alibaba has been focused on streamlining its operations to improve margins and boost shareholder value.
Key Efficiency Initiatives:
• Cutting non-core businesses (e.g., reducing exposure to media & entertainment).
• Increasing share buybacks ($25 billion repurchase plan in 2025).
• Divesting non-core assets to unlock cash flow and improve capital allocation.
• Impact on Earnings: Stronger profit margins & higher EPS growth.
2. Risks & Challenges
• Regulatory Uncertainty – China’s policies on antitrust, data security, and AI regulation could impact Alibaba’s growth.
• Competition from JD.com & PDD Holdings – Both rivals are gaining market share in discount e-commerce.
• Global Economic Slowdown – Weaker global trade and geopolitical tensions could impact international commerce revenue.
In conclusion, Alibaba’s earnings prospects remain strong, backed by e-commerce recovery, cloud computing growth, AI investments, and cost efficiency initiatives. While regulatory and geopolitical risks persist, Alibaba’s long-term potential in AI-driven cloud services & global expansion makes it a strong investment for 2025.

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Cow Moo-ney

6 hours ago

Market closed

Market is closed today for Presidents Day. Who is feeling a little empty as a result?
Apart from being a holiday-shortened, we don’t have a lot of major events this week as compared to previous weeks. Maybe it’s a good time to take a step back and trade less?
$SPDR S&P 500 ETF (SPY.US)$ $S&P 500 Index (.SPX.US)$ $Tesla (TSLA.US)$ $Invesco QQQ Trust (QQQ.US)$ $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ $Trump Media & Technology (DJT.US)$ $Super Micro Computer (SMCI.US)$ $Taiwan Semiconductor (TSM.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$

https://youtu.be/WLH_-dKR8NQ

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Moomoo News Global

7 hours ago

Columns Alibaba Earnings Preview: AI Surge and Turnaround Catalysts in Focus

$Alibaba (BABA.US)$ 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...

105336001

8 hours ago

$Alibaba (BABA.US)$ 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...

Major earnings are approaching! What's ahead for Chinese stocks in 2025?

bullrider_21

8 hours ago

China's Xi meets with business leaders amid economic, geopolitical headwinds

$Alibaba (BABA.US)$ $BABA-W (09988.HK)$
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...

Major earnings are approaching! What's ahead for Chinese stocks in 2025?

Jimmy the Kong

8 hours ago

100 or 130+

$Alibaba (BABA.US)$ only 2 ways. 100 or 130+

Moo Earnings

10 hours ago

Weekly Earnings Preview: Grab rewards by guessing the market winner!

Hi mooers!
Need a quick update on this week's events? Check out moomoo's fresh earnings & economic calendars to start this week!
For more details, check out the earnings calendar and economic calendar!
This week, various companies including $Alibaba (BABA.US)$ and $ $Walmart (WMT.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
For more companies' detailed earnings res...

ZnWC : Alibaba's earnings for Q4 were expected to be:
Revenue: $39.15 billion
Earnings per share (EPS): $2.75
Risks include Chinese economy performance and competitions from rivals such as PDD and JD.com.
Walmart's earnings for Q4 were expected to be:
Revenue$173.39 billion
Earnings Per Share (EPS): $1.80
The company announced a $2.3 billion deal to buy smart-television maker Vizio on Tuesday. Risks include US inflation rate and competitions from rivals like Costco and Amazon.
Bottom line:
I don't see any fundamental changes (of the 2 companies) for the long term. But for the shorter term, the possible escalation of China-US trade war may affect how the stock perform. How the company manages cost and improves productivity is also crucial.

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Cui Nyonya Kueh : tomorrow $iQIYI (IQ.US)$

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Skyrye7 : Several key factors will impact the earnings prospects for Alibaba and Walmart:
Alibaba (BABA)
China’s Economic Recovery
Alibaba’s earnings depend on China’s consumer demand, economic growth, and regulatory environment. A slowdown in economic recovery could hurt revenue growth.
Government policies, including potential stimulus packages, could influence consumer spending and online retail activity.
E-commerce Competition
Alibaba faces intense competition from JD.com, Pinduoduo (PDD), and Douyin (TikTok’s China version).
Discounts and aggressive pricing strategies from competitors could pressure Alibaba’s margins.
Cloud Computing Growth
Alibaba Cloud is a key revenue driver. Slower-than-expected cloud growth, due to enterprise spending cuts or competition from Tencent Cloud and Huawei, could impact earnings.
Regulatory Risks & U.S. Sanctions
The Chinese government has softened its stance on tech companies, but lingering regulatory risks remain.
Potential U.S. restrictions on Chinese tech firms could affect Alibaba’s stock performance.
Share Buybacks & Foreign Investment
Alibaba’s share buyback program could support stock prices and investor sentiment.
Increased investments from foreign funds, like David Tepper’s Appaloosa LP, signal confidence in its long-term growth.
Walmart (WMT)
U.S. Consumer Spending & Inflation
Walmart’s earnings rely on strong consumer spending. Persistent inflation, high interest rates, or economic slowdown could impact sales.
If consumers cut discretionary spending (electronics, apparel), Walmart’s general merchandise sales may decline.
Grocery & E-commerce Strength
Walmart’s dominance in groceries, which make up over half of its revenue, provides stability. However, price wars with rivals like Kroger and Amazon could affect margins.
The company’s e-commerce growth is a positive driver, but competition from Amazon remains a challenge.
Walmart+ and Digital Ads
Walmart’s subscription service, Walmart+, and its growing digital advertising business (like Amazon’s ad model) are new revenue sources.
If these divisions grow faster than expected, they could significantly boost earnings.
Tariffs & Supply Chain Costs
Potential new U.S. tariffs on Chinese imports could increase costs, affecting pricing and profit margins.
Any disruptions in global supply chains (e.g., due to geopolitical tensions or shipping delays) could impact inventory and costs.
Wage & Labor Costs
Rising labor costs and investments in automation will influence Walmart’s profitability.
If wage inflation continues, Walmart may pass costs to consumers or see margin compression.
Conclusion
Alibaba’s earnings will be shaped by China’s economy, competition, cloud growth, and regulatory environment.
Walmart’s earnings depend on U.S. consumer trends, grocery sales, e-commerce, and cost management.

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Kohson : Alibaba will have better results since their government had a program trade old buy new. This will eventually boost their revenue

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Lucas Cheah : $Alibaba (BABA.US)$ and $Walmart (WMT.US)$ Earnings Prospects
1. $Alibaba (BABA.US)$ Earnings Prospects
a) Key Revenue Drivers & Growth Catalysts
E-commerce Recovery & Consumer Spending in China
• Alibaba’s Q4 2024 revenue grew +7% YoY, driven by a rebound in Chinese consumer spending.
• Singles’ Day 2024 sales exceeded expectations, with higher premium brand sales contributing to revenue growth.
• Impact on Earnings: Alibaba’s e-commerce platforms (Tmall, Taobao) continue to dominate, benefiting from China’s expansionary monetary policies.
Cloud Computing & AI Expansion
• Alibaba Cloud’s revenue grew 12% YoY in Q4 2024, with AI-driven services contributing 30% of sales.
• Strategic AI partnerships (e.g., collaboration with Apple in China) will enhance Alibaba’s cloud dominance.
• Impact on Earnings: AI and cloud computing remain high-margin businesses, boosting long-term profitability.
International Growth & Expansion of AliExpress
• Alibaba’s AliExpress & Lazada (SEA markets) saw 18% YoY growth, supported by cross-border e-commerce expansion.
• Impact on Earnings: International growth reduces reliance on China and diversifies revenue sources.
b) Challenges & Risks
• Regulatory Uncertainty: China’s strict e-commerce regulations could impact profitability.
• Competition from JD.com & PDD Holdings: Price wars with competitors may compress margins.
2. $Walmart (WMT.US)$ Earnings Prospects
a) Key Revenue Drivers & Growth Catalysts
E-commerce & Digital Advertising Growth
• Walmart’s Q4 FY24 e-commerce sales grew 27% YoY, supported by online grocery & delivery services.
• Ad revenue increased by 28%, leveraging Walmart Connect (digital ads platform).
• Impact on Earnings: Walmart’s ad revenue is high-margin, contributing strong profit growth.
Cost Efficiency & Supply Chain Optimization
• Walmart is expanding automation in warehouses, cutting $500M in costs annually.
• Grocery margins are improving, with higher sales from premium brands.
• Impact on Earnings: Higher margins & efficiency gains will drive EPS growth.
Expansion in Emerging Markets & AI Investments
• Walmart is expanding its AI-driven retail, improving inventory management & customer engagement.
• India’s Flipkart (owned by Walmart) grew 35% YoY, driving international revenue.
• Impact on Earnings: International expansion will diversify growth beyond the U.S..
b) Challenges & Risks
• Inflation & Consumer Spending Weakness may impact discretionary purchases.
• Intense Competition from Amazon in e-commerce could limit market share expansion.
Conclusion:
• Alibaba’s AI & cloud expansion make it a high-growth stock for investors looking for long-term upside.
• Walmart’s e-commerce & cost efficiency provide steady earnings & dividends, making it a defensive growth stock.

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Moomoo News Canada

13 hours ago

Columns The Week Ahead: BABA, WMT, OXY and MFC Earnings; FOMC Minutes and Canada's January Inflation Data in Focus

Earnings Preview
Markets will be closed on Monday for Presidents' Day. Despite the shortened trading week, investors can expect a busy schedule of earnings reports. Notable companies announcing their results include Chinese tech giants $Baidu (BIDU.US)$ and $Alibaba (BABA.US)$, as well as retail powerhouse $Walmart (WMT.US)$. In the energy sector, $Occidental Petroleum (OXY.US)$ is expected to d...

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