Alibaba Group Holding Ltd
Alibaba's Jack Ma Might Still Be Missing—What's the Deal?
NIO, BABA, or DIDI—NIO Looks a Good Buy as Crackdown Subsides
Alibaba (BABA) Stock Nears Bottom, Good Long-Term Bet for Investors
BABA Investors Should Consider Cutting Off the Weight and Selling
Should You Get Greedy on BABA Stock Now as Markets Get Fearful?
Will China Target NIO and Xpeng (XPEV) Stock After DIDI and BABA?
BABA Stock Forecast—Reddit Traders Might Trigger a Short Squeeze
Alibaba-Backed Cloud Startup Qiniu Filed for U.S. IPO
What Helped Microsoft Capture the Largest Market Share?
Microsoft (MSFT) is behind only Amazon (AMZN) in the overall cloud space.
Why China Is a Good Opportunity for the Mobile Payment Market
Third-party mobile payment services in China registered a total transaction volume of ~$197 billion in 2013—an increase of 707% on a YoY basis.
Charlie Munger Bought Alibaba (BABA) Stock, Should You?
PayPal Inspired By Chinese Payment Apps
Facilitating payments isn’t enough At the Credit Suisse 21st Annual Technology, Media & Telecom Conference, PayPal (PYPL) chief financial officer John Rainey stated that the company aims to become an everyday part of customers’ financial lives. To insert itself into customers’ routines, PayPal acknowledges that it cannot limit itself to its roots of facilitating payments for […]
Alibaba Stock Is in a Free Fall, Could Recover Soon
Alibaba's Only Stock Split Was Out of the Ordinary
Alibaba Group Is Facing the Biggest Antitrust Fines in History
Alibaba Stock Looks Like a Buy on Dips Amid Strong Growth Outlook
Biggest IPOs of All Time and How Investors Can Benefit
What Delisting Means for Alibaba, China, and You
On September 27, Bloomberg reported that Trump administration officials were discussing putting controls on China investments by US companies and funds.
Is the Worst Over in the Chinese Stock Market?
The Chinese stock market rose by 150% 15 months before June 2015. Approximately 12 million Chinese citizens opened trading accounts in May 2015 alone.
Smart Speakers: How Google’s Market Has Transformed
Alphabet (GOOGL) has several branches, and Google is the branch that looks after its smart speaker business.
US-China Talks: Can ‘Miles and Miles’ Be Covered in Five Weeks?
With about five weeks remaining in the trade truce, Commerce Secretary Wilbur Ross said yesterday that the US was “miles and miles” away from a trade deal with China.
How High Cloud Growth Is Helping Microsoft
In fiscal 3Q18, Azure grew 93%, and Office 365 grew 42%.
EU Fine Had a Huge Impact on Alphabet’s Profitability
Facebook’s net profit was $3.9 billion in 2Q17, up from $2.3 billion in the corresponding quarter a year earlier.
Why the Microsoft–Amazon Cloud Competition Could Spike in 2019
Microsoft, Amazon, and other vendors are pursuing a $278.3 billion revenue opportunity in the global public cloud market, according to the latest Gartner estimates.
Why new messaging rules in China could affect Tencent
Last month, for the first time, China applied restrictions on instant messaging services for national security purposes.
A Look at Amazon Stock
Amazon’s (AMZN) 2017 book value per share of $51.30 compares to the expected book value per share of $52.50 for 2018.
IBM Wins the Kyocera Cloud Contract
IBM (IBM) recently won a cloud computing contract from Kyocera. The contract was awarded after a competitive bidding process.
Why Alibaba Stock Fell Following Its 3Q18 Earnings Release
Alibaba’s (BABA) stock fell about 6.2% on February 1—the day the company released its fiscal 3Q18 (December quarter) earnings.
What Should Investors Expect from Qualcomm’s Fiscal 3Q16 Earnings?
Qualcomm (QCOM) is expected to report slightly improved revenue in fiscal 3Q16 as the design wins for its Snapdragon 820 reflect in the earnings. In this series, we’ll look at factors that could be reflected in Qualcomm’s fiscal 3Q16 earnings.
Why Baidu’s 3Q16 Fall in Revenue Could Be a Blessing
Baidu (BIDU) reported 3Q16 results on October 27, 2016, reporting that quarterly revenue fell for the first time. But the fall could be a blessing for Baidu and its shareholders.
Emerging Markets: Twitter’s Next Focus
Twitter’s latest strategy is to explore emerging markets and boost its slow revenue growth. Expansion of its Singapore office is intended to overcome Twitter’s poor 1Q15 performance.
Must-know: Why eBay’s operating margins continue to decline
eBay’s management noted that eBay Enterprise margins fell by 3.9% during the last quarter compared to a year ago. The increased cost to prepare for the holiday season was blamed for the decline.
CBS gets position with Davidson Kempner
Davidson Kempner Capital Management initiated a new position in CBS Corporation (CBS) that accounted for 1.55% of the fund’s 3Q14 portfolio.
Could Alibaba Hit a New Peak?
Alibaba (BABA) has returned -2.02% in the last month, 20.2% in the last 12 months, and 5.9% in the last five days.
Here’s How Wall Street Views Groupon
Several Wall Street companies have weighed in on Groupon (GRPN) since the company released its 4Q17 results back in February.
Facebook’s WhatsApp Making Progress with India’s Payments Market
Facebook (FB) has been trying to come up with a mobile payment service for WhatsApp in India (EPI) for quite some time.
What’s Driving Alibaba’s Valuations?
Alphabet (GOOG) announced its partnership with JD.com in June 2018, worth $550 billion.
Alibaba: Strategic Initiatives to Drive Growth
One of the key priorities of Alibaba (BABA) is to expand its business globally. It plans to open its first office in Melbourne, Australia, by the end of this year.
Alibaba and Tencent Should Watch Out for Baidu
Baidu is selling a majority stake in its financial services unit as it seeks to raise funds to bolster its competition in China’s digital financial services market.
Why Did eBay Lower Its Fiscal Guidance?
In the second quarter, eBay (EBAY) reported earnings of $0.53 per share, which topped analysts’ expectations of $0.51 per share.
Did Flipkart Reject Amazon’s Offer?
Amazon (AMZN) had expressed interest in acquiring Flipkart to try to keep Walmart (WMT) away from India’s fast-growing online retail sector.
Intel on Track to Report Record Earnings in Fiscal 2018
Intel has partnered with China’s Internet giant Baidu (BIDU) to set up an AI and 5G innovation lab focused on converged edge and cloud services.
Can China Recover Like It Did in 2016?
In some aspects, 2018 looked like 2015 for investors. Like in 2015, China’s (BABA) slowdown spooked investors in 2018.
How Did Alibaba Stock Perform This Week?
Chinese tech heavyweight Alibaba has declined 8% this week.
Blue Ridge Capital exits stake in Citigroup
Citigroup posted a $3.4 billion net income, up by 8% with revenues of $19.6 billion, and the net interest margin increased to 2.91% for 3Q14.
Chart in Focus: Alphabet’s Returns and Stock Trends
On May 12, 2017, Alphabet (GOOGL) generated investor returns of 30.1% on a trailing 12-month basis.
Google: Closing the Gap with Amazon in the Smart Speaker Market?
While Amazon (AMZN) currently dominates the smart speaker market, its days at the helm could be numbered if two recent studies are any guide.
Why China’s Slowdown Couldn’t Have Come at a Worse Time
The global economy is closely watching China for fresh signs of a slowdown, which could threaten global growth.
Why China’s Uxin Has Surged 106% in 3 Days
The largest Chinese used car e-commerce platform, Uxin (UXIN), continues to rally after its strategic partnership with Alibaba Group’s (BABA) Taobao last week.
JAT Capital ups its position in Yahoo
Yahoo! Inc. is a global technology company that provides a variety of products and services. Recently, Yahoo shares climbed higher on third-quarter earnings and revenue that beat analyst estimates.
Baidu Unit Cleared to Sell Mutual Funds
Du Xiaoman Financial, Baidu’s (BIDU) financial services subsidiary, has been cleared to enter the business of selling mutual funds in China.
Election Over, Market Still Undecided
We know the nation is politically divided, and now the market is showing us its split personality as well.
SSE Composite Index Has Fallen 12.3% in the Last Week
The SSE Composite Index fell by 12.3% from January 6 to January 13, 2016, and closed at $2,949.60 on January 13 on concerns about China’s economic growth.
A Look at a Technical Analysis of Amazon
On May 22, 2017, 2.6 million shares of Amazon (AMZN) exchanged hands, and the stock rose 1.1% to close at ~$970.7.
Can Google Make $20 Billion Selling Hardware?
Amid tightening competition for advertising dollars, there is growing pressure on Google to diversify its revenue sources.
Alibaba Projects a Slow Growth in Active Buyers
Alibaba reported a 31% YoY growth in its active buyers in the quarter ending June 2015. It declined by 6% when compared with the quarter ending March 2015.
Alibaba Raises Stakes for Zynga in India
As Zynga (ZNGA) prepares to report its 4Q17 results, Alibaba (BABA) and India (INDA) are in the minds of many investors who have followed recent developments.
Analyzing Alibaba’s Fundamentals
On December 19, Alibaba (BABA) stock opened at $140.75 and closed at $137.14, posting an average volume of 27.24 million.
Alibaba Beats Estimates with Impressive 3Q15 Results
Despite the slow Chinese economy, Alibaba (BABA) reported better-than-expected results for fiscal 2Q16. The e-commerce titan released its fiscal 2Q16 earnings on Tuesday, October 27, 2015.
Can China Manage Growth without Fueling a Debt Crisis?
While there is no denying that China (FXI) needs stimulus measures to kickstart its slowing economy, any propping up needs to be done in a way to avoid another debt-fueled crisis.
Why Is Alibaba So Interested in Blockchain?
Alibaba (BABA) tops the list of companies seeking to patent ideas related to blockchain technology.
Could Japan Be Alibaba’s Answer to JD.com?
Alibaba (BABA) plans to increase the amount and variety of Japanese products available to Chinese consumers through its online and physical stores.
Facebook Objects to Startups Using Similar Names
Facebook had to deal with its own infringement case brought against it by a company named Timeline in 2011. The matter was settled out of court, however, and dismissed in 2013.
Blue Ridge Capital increases holding in SiriusXM
The third quarter of 2014 was by far the best for SiriusXM in terms of market penetration as well as increasing revenues.
Google’s Smart Speaker Star Continues to Rise
Google’s smart speaker unit shipments soared 420% year-over-year in the second quarter.
JD Invests in China’s Fast-Growing Delivery Startup
JD generated revenues of $18.5 billion in the second quarter, and its revenues increased 31.2% year-over-year.
Paulson & Co. ups position in Covidien
The Ireland-based Covidien is engaged in the development, manufacture, and sale of healthcare products for use in clinical and home settings. Its fourth-quarter net sales increased 7% to $2.73 billion.
Farallon Capital sells stake in Yahoo!
Farallon Capital Management sold its position in Yahoo! Inc. (YHOO) during the third quarter. The stock accounted for 3.39% of the fund’s total 2Q14 portfolio.
How Alibaba Is Expanding in Media and Advertising
Alibaba (BABA) is scheduled to report its fiscal Q1 2019 results on August 23.
Alibaba’s Modified Ant Financial Agreement
Alibaba’s (BABA) big news in early 2018 was that the Chinese e-commerce giant was swapping its profit share in Ant Financial for an equity stake in the business.
A Look at JD.com’s Annual Earnings Growth
JD.com’s revenue and gross profit drove its EPS between 2015 and 2017.
Why Alibaba’s Earnings Keep Rising
Alibaba’s earnings have risen consistently YoY for the past five quarters, with adjusted EPS moving from $0.79 in fiscal 2Q17 to $1.29 in fiscal 2Q18.
A Look at Alibaba’s Technicals
Alibaba’s 14-day RSI (relative strength index) was 75 compared to 87, 67, 84, and 96 for peers Twitter, Amazon, Facebook, and Alphabet, respectively.
Alibaba’s Ma-Trump Meeting: More Than Meets the Eye?
Could there be more than meets the eye in the meeting between Alibaba (BABA) founder Jack Ma and Donald Trump earlier this month?
Malaysian Ringgit Drops as Economy Slows to Two-Year Low
The Malaysian ringgit fell against the US dollar on November 13, 2015, for the third consecutive session as Malaysia’s GDP for the third quarter indicated the slowest growth since the second quarter of 2013.
Baidu’s Profit Margins Fall Due to Increased Investments
Shrinking profit margins have raised concerns about Baidu’s (BIDU) long-term prospects. Baidu’s operating margins trended downward last year.
Why NIO Stock Turned Negative after Q3 2018 Earnings Call
Chinese electric carmaker NIO (NIO) released its third-quarter results on November 6.
How Amazon’s India Music Launch Could Help Its Retail Business
Amazon has joined Apple, Spotify, and a host of other providers in India’s on-demand music arena with the launch of its Amazon Prime Music platform in the market.
Why Japan Is Important to Twitter
Japan is Twitter’s (TWTR) second-largest market after the United States.
Amazon Go Could Raise Employment Question
Amazon’s (AMZN) automated Amazon Go store concept could improve the experience of shoppers, but it might also raise job creation questions.
Is Alibaba’s Stock Repurchase Program Secure?
Back in May 2017, Alibaba (BABA) announced a plan to repurchase its own shares to the tune of $6.0 billion over two years.
Could Amazon Make Its Retail Business More Profitable?
Amazon’s increased focus on profitability in retail signals that the company’s strategy is shifting. In this series, we’ll discuss that shift and others in the sector.
Alibaba Follows Chinese Tourists on US Trips
Alipay for US taxis Alibaba (BABA), through its payments affiliate Ant Financial, recently inked a deal to expand its mobile payment business in the United States (SPY). Ant Financial announced that it was partnering with Verifone, a US-based payments technology provider, to enable thousands of taxis in the United States to accept payments through Alipay. […]
What Wall Street Expects for Sina in Q1 2019
China’s (FXI) online and mobile media services provider Sina (SINA) is set to announce its first-quarter earnings results on May 8.
Amazon’s Rivals Borrow from Its Playbook
Amazon disclosed in April that its Prime program had attracted over 100 million members globally.
Amazon Selects 20 Finalists in Its HQ2 Location Search
Amazon (AMZN) closed 3Q17 with 541,900 employees around the world.
Increased Mobile Transactions Could Drive Alibaba’s Stock
Alibaba recently announced its plans to boost the number of mobile transactions, aiming for it to exceed the number of personal computer transactions.
eBay’s 2Q15 Earnings to Benefit from Slightly Weaker US Dollar
Although the dollar has appreciated for most of 2015, it has fallen about 5% in the last quarter. Currency headwinds for eBay could be less intense as the dollar weakens slightly. eBay is expected to release its earnings on Thursday, July 16.
Synchrony Deal Added $0.25 to PayPal’s Earnings
In November 2017, PayPal announced that it decided to sell its US consumer loan business to Synchrony.
Key Updates to Watch For in NIO’s Fourth-Quarter Results
NIO started producing its premium SUV, the ES8, last June.
What Do Hedge Fund Managers Have to Say about China?
Hedge fund managers have expressed mixed opinions about the Chinese economy. China’s total debt-to-GDP ratio is currently in the range of 240%–270%, compared to 150% a decade ago.
Revisiting PayPal–Amazon Payment Partnership Talks
PayPal’s (PYPL) chief financial officer, John Rainey, mentioned partnering with Amazon (AMZN) during a recent Credit Suisse technology event. He didn’t clarify whether the companies were still in active talks.
Facebook-Jio: Twitter Investor Silver Lake Signals Deal Approval
At $202 per share at the closing on May 1, Facebook stock has risen more than 18% since it invested $5.7 billion to purchase a stake of 10% in Jio.
A Look at Apple China
Chinese revenue increases 11% As China is the world’s second-largest economy and largest smartphone market, Apple’s (AAPL) performance in the country is of great interest to many investors. While discussing its fiscal 1Q18 (December quarter) results, Apple executives talked a great deal about the company’s Chinese business, highlighting progress in the country. In 1Q18, Apple […]
Making Sense of Amazon’s Atlanta Fulfillment Facility Plans
Amazon (AMZN) is looking to build a new distribution center in Atlanta, according to an Atlanta Business Chronicle report citing sources familiar with the plans.
Chinese Electric Car Sales Up 180% in January: Great News for NIO?
In the previous part of this series, we began our discussion by looking at the solid stock gains for Chinese electric carmaker NIO (NIO).
Tech Stocks: Two Chinese Giants Gained 10% Today
Today, two Chinese tech stocks have gained significant market value. Baidu (BIDU) and iQIYI (IQ) are trading 10% and 15% higher, respectively.
Must-know 3Q updates from Dan Loeb’s Third Point Partners
In this series Activist investor Dan Loeb’s fund, Third Point Partners LP, disclosed some of the positions traded during 3Q14 in its 3Q investor letter. In this series, we’ll go through the details of these positions and Third Point’s rationale for adding or exiting its stakes. In its 3Q letter, the fund said it “continued […]
Behind NVIDIA’s Record Fiscal 3Q18
NVIDIA’s revenues of $2.6 billion represented a quarterly top-line record. The revenue figure rose 32% year-over-year and topped the consensus estimate by ~$280.0 million.
eBay India Relaunch: What’s Happening?
eBay (EBAY) is making a U-turn in India. Last year, the company sold its Indian operations and licensed its brand to Flipkart.