BABA
Alibaba Group Holding LimitedNYSE
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  • Thu, Dec. 1, 8:15 PM
    | Thu, Dec. 1, 8:15 PM | 4 Comments
  • Thu, Dec. 1, 1:43 PM
    | Thu, Dec. 1, 1:43 PM | 5 Comments
  • Thu, Dec. 1, 10:55 AM
    • Notable early (2%+ losses): Alphabet (GOOGL -2.25%GOOG-2%) Facebook (FB -3.4%), Twitter (TWTR -3.9%), Oracle (ORCL -3.3%), Salesforce (CRM -4.2%), VMware (VMW -3.5%), Alibaba (BABA -2.7%)
    • 5%+: Qualcomm (QCOM -4.9%), Nvidia (NVDA -7%), Advanced Micro Devices (AMD -7.1%), Micron Technology (MU -5.5%), Twilio (TWLO -6.5%)
    • 8%+: Cirrus Logic (CRUS -8.8%), Gigamon (GIMO -9.5%)
    | Thu, Dec. 1, 10:55 AM | 129 Comments
  • Fri, Nov. 25, 11:30 AM
    | Fri, Nov. 25, 11:30 AM | 11 Comments
  • Mon, Nov. 21, 5:37 AM
    • Alibaba (NYSE:BABA) is planning to launch four new data centers across the world, as it steps up its competition against Amazon and Microsoft in the rapidly-growing cloud computing market.
    • The data centers will be located in Dubai, Japan, Germany and Australia, taking the number of Alibaba Cloud facilities outside of China to eight, with the tech giant now present on nearly every major continent.
    | Mon, Nov. 21, 5:37 AM | 15 Comments
  • Mon, Nov. 14, 12:20 PM
    • Alibaba's (NYSE:BABA) positive Singles' Day metrics aren't translating into share gains, with the stock opening the week 4% lower, compounding 6%+ losses realized over last week's term.
    • Robert Peck at SunTrust Robinson Humphrey: "We think Alibaba is a rare and valuable global Internet platform with a powerful ecosystem that creates 3 distinct value propositions for investors, including the value of: What Alibaba generates today; What Alibaba is becoming and; The optionality of what Alibaba can be long term." Restates Buy rating and $125 target (current price $89.12) by year-end 2017.
    • Cantor Fitzgerald's Youssef Squali highlights Alibaba's 11.11 event along with positives it could indicate for the forthcoming December quarter and strength of the Chinese consumer. Similarly retains at Buy, though with a $10 lower, $115 target.
    • Related (November 11): Alibaba records total $17.8B GMV in 24-hour Singles' Day event
    | Mon, Nov. 14, 12:20 PM | 9 Comments
  • Fri, Nov. 11, 3:20 PM
    • With the company as expected breaking the overall revenue sales record for the event, other metrics it measures similarly followed suit.
    • GMV and deliveries on mobile devices registered at $14.6B (vs. $9.8B Y/Y) and 657M (vs. 467M), respectively. Total payment transactions came in at 1.04B, compared to 710M in the previous year.
    • Though viewed as a mostly Chinese event, the company notes 235 countries and regions completed cross-border transactions throughout, with Apple, Adidas, Nike, Pampers, Phillips, Siemens and Uniqlo comprising the most favored brands across their respective product segments.
    • Alibaba Group CEO Daniel Zhang: "This year’s 11.11 is a preview of the future of retail, where entertainment, commerce and interactive engagement intersect seamlessly. From the kick-off of warm-up activities to last night’s countdown gala and all the way through the 24-hour global shopping festival itself, we’ve seen unprecedented engagement between consumers and merchants. 11.11 showcased how online and offline retail will be reinvented to offer brand new shopping experiences to our hundreds of millions of mobile, digitally savvy active users."
    • Alibaba's (NYSE:BABAlower by 1.4% on the day in the final hour of trading, unable to sustain momentum of a nearly 3% intraday upward move realized earlier in the session. On the week, shares are closing out down 7% overall.
    | Fri, Nov. 11, 3:20 PM | 5 Comments
  • Fri, Nov. 11, 11:40 AM
    | Fri, Nov. 11, 11:40 AM | 21 Comments
  • Fri, Nov. 11, 6:16 AM
    • Alibaba (NYSE:BABA) has set new records for its annual Singles' Day event as sales reached $1B in the first five minutes and hit $14.3B about two-thirds of the way through the day, already matching last year's total.
    • The world's biggest retail event features 6M products from 30,000 brands sold by 40,000 merchants and is closely watched for clues on the health of China's economy and its largest online retailer - Alibaba.
    • Previously: Alibaba registers GMV $7B within first two hours of Singles' Day (Nov. 10 2016)
    | Fri, Nov. 11, 6:16 AM | 37 Comments
  • Thu, Nov. 10, 3:16 PM
    | Thu, Nov. 10, 3:16 PM | 21 Comments
  • Thu, Nov. 10, 2:18 PM
    • The company projects it will break the $14.3B record it set for the occasion last November.
    • Within the first hour of going live, notes top-selling brands comprised Apple, Onor and Meizu [mobile phones], Nike, Adidas and New Balance [sports and outdoor equipment], Camel, Skechers and UGG [shoes], Haier, Midea and Siemens [large appliances], Midea, Phillips and Ecovacs [small appliances] and UNIQLO [men's and women's apparel].
    • Despite the apparent hot start to the event, Alibaba's (NYSE:BABA) nonetheless swept up in a broad downward move across the tech sector, lower by 1.8% on the day.
    • Earlier this week: Alibaba, JD.com and others cautioned by regulators on sales practices ahead of "Singles' Day"
    | Thu, Nov. 10, 2:18 PM | 9 Comments
  • Tue, Nov. 8, 9:27 AM
    • Issued as notice China's State Administration for Industry and Commerce will be monitoring merchants throughout the high-stakes, high-competition shopping festival.
    • Matters involving counterfeit products, falsifying of sales figures, misrepresented advertising and other unfair practices are cited to be under observation. Additionally, the agency has offered caution in previous years, though increased scrutiny for this cycle is considered in part attributable to the SEC's investigation into Alibaba's accounting procedures and whether company-reported sales figures are truly accurate (over $14B last year).
    • Reuters also has Amazon (which just launched Prime in China), Baidu and Tencent Holdings as other recipients of similar warning.
    • Alibaba (NYSE:BABA): "We are the industry leader in combating unfair and illicit practices; We never tolerate malpractices by merchants on our marketplaces."
    • JD.com (NASDAQ:JD): "Our commitment to quality products and service has always been a key differentiator for us in this market and we employ additional resources for major sales to keep that promise even during the busiest periods."
    • "Singles' Day" to come this Friday, November 11.
    • Yesterday: Alibaba looks to expand Singles Day
    | Tue, Nov. 8, 9:27 AM | 8 Comments
  • Mon, Nov. 7, 2:46 PM
    • Marking a funding total of $1.08B and valuing the startup within a $3.5B-$5B range.
    • Temasek Holdings, a sovereign wealth fund of the Government of Singapore, is considered to have led the new round.
    • Wish (WISHOP), often discussed in relation to Amazon (NASDAQ:AMZN), Alibaba (NYSE:BABA) and other e-commerce operations, has in the past been rumored a potential buyout candidate, though for the time being appears to maintain focus on conducting an independent mission.
    | Mon, Nov. 7, 2:46 PM
  • Mon, Nov. 7, 2:25 AM
    • While it didn't invent China's Singles Day sale, Alibaba (NYSE:BABA) made it a fixture of the retail calendar.
    • Now the company plans to use the brouhaha around the event to launch itself beyond mainland China, catering to shoppers in Hong Kong and Taiwan for the first time.
    • Last year, Alibaba turned over $14.3B on November 11, more than double the $5.8B in total U.S. e-commerce sales for Black Friday and Cyber Monday.
    | Mon, Nov. 7, 2:25 AM | 8 Comments
  • Wed, Nov. 2, 1:37 PM
    • The report spotlights a 53% increase in short positions from 77.7M shares at the end of May to 118.8M in mid-October. Last October, the level of short interest hovered around 80M.
    • Despite above-consensus results posted in today's Q2 report and initial upward reaction, it's seemingly not enough to ease concerns involving China's economy, an ongoing SEC investigation into accounting practices, slowing sequential annual active buyer (1%) and mobile MAU (5%) growth, and a global cloud push up against rigid competition from other major, well-established players as shares now trade down 3.15% on high volume to a $97.80 level.
    | Wed, Nov. 2, 1:37 PM | 35 Comments
  • Wed, Nov. 2, 9:07 AM
    • Results – revenue $5.142B (+55% Y/Y, $110M above estimates), EPS $0.79 ($0.10 above estimates), income from operations $1.356B, adjusted EBITDA $2.381B, operating margin 27%, adjusted EBITDA margin 46%, net cash from operating activities $2.58B
    • Segment revenues – Core commerce $4.273B (+41% Y/Y), Cloud computing $224M (+130% Y/Y), Digital media and entertainment $541M (+302% Y/Y), Innovation initiatives and others $104M (+78% Y/Y)
    • Highlights – Mobile MAUs on China retail marketplace to 450M, +23M Q/Q. Annual active buyers to 439M, +5M from the 12-month period ended in June. Paying customers within cloud computing segment increased from 577K to 651K Q/Q.
    • Alibaba Group (NYSE:BABA) CEO Daniel Zhang: "Alibaba Group had a great quarter. Our results reflect our increasing ability to monetize our 450 million mobile users through new and innovative social commerce experiences. Beyond the strong performance of our core commerce business, we are pleased with the continued rapid growth of our cloud computing business. We also see huge potential in our newly integrated digital media and entertainment unit. By combining engaging online experiences with highly relevant content, we delivered impressive financial and operational results in the quarter across the company."
    • Prior quarters overview
    • Conference call
    • Press release
    • Presentation
    | Wed, Nov. 2, 9:07 AM | 32 Comments