BABAF News and Press, Alibaba Group Holding Ltd

2024-07-16 12:15:00 ET Summary Alibaba's 10% rally over the last three months looks like a 'dead cat bounce' as fundamentals keep weakening. Delivering a mere 3% revenue growth in the company's Cloud business looks ridiculous amid the ongoing global AI boom. The core e-commerc...

2024-07-10 00:22:52 ET Summary Alibaba stock has only returned 4% since we last wrote about it, down over 75% from its all-time high in 2020. Despite revenue growth slowing, Alibaba remains a cash flow machine with strong fundamentals and is trading close to all-time lows in multi...

2024-07-04 23:28:56 ET Summary While Alibaba's Western peers keep shining, I think Alibaba's recent lackluster performance is due to the weakening of the Chinese economy. It's hard to believe, but with approximately half a trillion yuan in cash and equivalents on the balance sheet...

2024-07-03 09:39:46 ET Summary Alibaba is a large Chinese holding company with diverse businesses, with the Chinese e-commerce business being the largest and most important. The weakening Chinese economy presents significant challenges to the e-commerce business that are not easil...

2024-06-28 10:59:55 ET Summary Alibaba's stock might have stopped sliding downwards in the past quarter, but big concerns persist about the stock in the foreseeable future. These include a slow financial performance in China e-commerce, weak sales growth in cloud services, and que...

2024-06-26 00:07:02 ET Summary Geopolitical risks are likely overestimated, with deep economic ties between the US and China and the historical crisis of the original Cold War suggesting a peaceful resolution. I am not claiming that BABA is a superior investment to Amazon, but its...

2024-06-20 14:00:00 ET Summary Alibaba is facing challenges due to deteriorating Sino-American relations and the CCP's control over the Chinese private sector. Alibaba is also losing ground to domestic competitors in the eCommerce market. Despite being undervalued, Alibaba is ...

2024-06-20 08:19:13 ET Summary China indices and key stocks look to have completed a natural pullback, and are ready to rebound here. If they do rebound, China stocks are likely to continue their strong uptrends higher. Bullish macro elements are also supporting a rebound in r...

2024-06-17 11:14:46 ET Summary AMD has lagged behind the broader semiconductor index this year despite robust uptake for its Instinct accelerators in the heat of the AI arms race. The client segment is also benefitting from an early recovery in the PC market, propped by AMD's inhe...

2024-06-14 07:34:35 ET Summary I have been skeptical of buys on Alibaba. It looks like this view has been accurate so far; since my last update, BABA has lagged the SPY by 12.13%. Revenue growth is still lackluster, particularly in the most relevant segment of China Commerce, due ...