BABAF News and Press, Alibaba Group Holding Ltd From 06/14/24

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 ...

2024-06-13 11:58:07 ET Summary BABA stock currently trades at attractive valuation multiples, with P/E ratios at a deep discount compared to sector median and historical levels. However, the low P/E is not attractive as on the surface once you consider the growth potential, policy...

2024-06-13 09:32:19 ET Summary Alibaba Group Holding Limited continues to grow at a decent pace, with key parts of the business performing well. The company's revenue for 2024 increased by 8.3% compared to the previous year, and most profit figures improved as well. Alibaba Gr...

2024-06-12 09:25:00 ET Summary It is understandable that many default to the assumption that AI advancements are highly beneficial for Nvidia and consequently they opt to invest in NVDA stock. Nvidia has maintained extremely high gross margins and this raises the question of wheth...

2024-06-12 08:30:00 ET Summary MercadoLibre's alternative payment system, Mercado Pago, has helped differentiate its offerings and boost market share in Latin America's competitive e-commerce industry. Mercado Pago's success in Mexico, providing digital payments and credit to unde...

2024-06-11 08:56:50 ET More on Alibaba Group Holding Limited Alibaba: At An Important Inflection Point Alibaba: Top Choice To Get Chinese AI Exposure Alibaba: Central Bank Gives Green Light To Investors Historical earnings data for Alibaba Group Holding Limit...

2024-06-11 08:00:00 ET Summary We discuss the concept of an inflection point and its relevance to Alibaba at the moment. Note Lyn Alden's cautionary comments on Alibaba and the importance of considering the context of price formation. There are two possible paths for Alibaba's...

2024-06-10 11:52:15 ET Summary Celestica Inc.'s revenue for Q1 2024 exceeded expectations, driven by strong growth in the CCS segment. The company's EPS guidance for the next quarter anticipates a higher tax rate that may not materialize. Celestica raised its full-year outlook...

2024-06-05 07:19:11 ET Summary Alibaba's fundamentals continue to improve as its e-commerce business demonstrates strength and AI-related revenue soars. Alibaba has invested in several promising Chinese AI startups over the last few quarters, indicating the management's focus on m...

2024-06-05 04:00:00 ET Summary LRT Capital is a fundamental investment hedge fund. Our sole aim in crafting our investment program is to maximize long-term investment returns. For the month of May, the strategy was up +0.69%, bringing overall results to +11.46% for the year. O...