Alibaba Group Holding Ltd

The global cloud infrastructure space has continued to grow strongly.

Microsoft (MSFT) recently announced that it had bought education data management platform DataSense from BrightBytes.

Amazon (AMZN) recently began using robots to deliver packages to customers in parts of Seattle on an experimental basis.

India’s new e-commerce rules could make life tougher for Amazon and Walmart (WMT), according to CNN.

According to a recent Wall Street Journal report, Amazon’s Whole Foods business isn’t profitable despite its sales having increased since Amazon took over.

PayPal (PYPL) spent $326 million on marketing activities in the third quarter compared to $313 million in the second quarter and $285 million in the first quarter.

On December 28, PayPal (PYPL) opened the trading session at $85 and closed at $83.26. It posted an average volume of 6.85 million.

Facebook’s (FB) TTM (trailing -12- months) gross margin stands at 84.26%, compared to the industry and sector averages of 40.63% and 43.56%, respectively.

In October, IBM (IBM) shocked the world by acquiring Red Hat (RHT) for $34 billion, marking its largest acquisition to date.

Alibaba reported soft revenues in the second quarter of fiscal 2019, as the e-commerce giant is struggling to gain momentum amid the growing tensions between the US and China.

Alibaba (BABA) has recently opened its first data centers in the United Kingdom as it seeks to expand its cloud footprint in Europe.

China’s major indices are still down 25-30% this year alone.

The trade war is expected to be a long-term affair, according to several observers including Alibaba’s (BABA) Jack Ma.

Alibaba’s net income remained at 20.1 billion yuan in the quarter ended June 30, 2018, just like the quarter ended in June 2017.

Alibaba’s operating expenses increased 92% to 29.2 billion yuan ($4.4 billion) in the quarter ended June 30, 2018.

Alibaba’s gross profit improved 14% to 37.2 billion yuan ($5.6 billion) in the quarter ended June 30, 2018.

JD.com’s (JD) essential reportable segments are the JD Mall and New Businesses segments.

Analysts expect Etsy’s 2018 revenue to be $588.7 million, up 33.4%, while its EPS are expected to be $0.47 compared to $0.48 in 2017.

IBM’s (IBM) ranking among cloud vendors is sliding, and it turns out Alibaba (BABA) and Alphabet’s (GOOGL) Google may have played a role in its repositioning.

Alibaba (BABA) recently struck a deal to buy a stake in Turkey-based online marketplace Trendyol.

Earlier, we discussed Oracle’s newest offering, Oracle Cloud, which will ease the migration of ERP (enterprise resource planning) systems to the cloud.

eBay (EBAY) continued boosting its R&D (research and development) budget throughout 2017, leading to a 9.9% increase in its R&D costs overall in the year.

Toy makers in the United States (SPY) are facing near-term disruptions affecting their top-line performance. Toys “R” US, one of the leading distribution partners for US toy companies, filed for bankruptcy.

Amazon (AMZN) has finally launched its Prime membership in Singapore, thus expanding its reach in the fastest growing region of Southeast Asia.

Alibaba’s (BABA) revenue per monthly active mobile user (or MAU) was 196 yuan (or $29.00) in fiscal 1Q18.

Tencent posts record earnings and revenue Tencent Holdings (TCEHY), China’s biggest gaming and social media company by revenue, reported its fiscal 2Q17 results on Wednesday, August 16. The Shenzhen-based company beat forecasts and reported its best-ever quarterly results. Its strong results were driven by higher income from its popular Honor of Kings mobile game, triple-digit growth […]

In fiscal 4Q17, Alibaba’s international commerce retail business generated $353.0 million in revenues, up 312.0% YoY.

Intel is offering a full spectrum of AI solutions and several accelerators. The company’s journey in accelerated computing began with its acquisition of Altera in 2015.

PayPal (PYPL) is trading at a price-to-book value of 4.4x.

Amazon’s (AMZN) balance sheet reflects total debt of $7.7 billion. The company reported total capital of ~$29.4 billion, and its total-debt-to-total-capital ratio is 50%.

Twitter’s current book value per share of ~$6.5 compares with its expected book value per share of $6.4. Its shares are trading at a PBV ratio of ~2.8x.

Silicon Valley startups with promising technologies have been pulling in money from surprising new sources.

In the biggest YTD semiconductor acquisition of 2016, SoftBank has offered to acquire UK-based designer ARM for a cash consideration of $32 billion.

In this part of the series, we’ll discuss why investors shouldn’t worry about Amazon’s (AMZN) lofty valuations compared to those of its peers.

There have been significant steps toward the eventual inclusion of China A shares in the MSCI Emerging Markets Index.

Amazon (AMZN) currently dominates the cloud infrastructure space. AWS (Amazon Web Services) is used by more than 1 million customers.

In the last five years, Amazon’s revenue has risen at a compound annual growth rate of 22% thanks to its flourishing e-commerce sales.

China is the world’s second-largest economy. Its economy started going downhill due to sluggish global demand. This impacted its trading partners.

Time Warner stated at a Deutsche Bank (DB) investor conference early last month that it expects the number of movie screens in China to increase by about 30% in the next two years.

According to the NBS (National Bureau of Statistics of China), China’s GDP grew 6.7% in 1Q16.

Disney’s Zootopia earned $23.5 million at the Chinese box office between February 29 and March 6, 2016, and was ranked second at the box office in China.

As of March 4, 2016, Alibaba (BABA) has generated returns of -16.1% for the trailing 12 months and -15.3% in the trailing-one-month period.

The Neuberger Berman Greater China Equity Fund – Class A (NCEAX) adopts the value-bias strategy, and its objective is to seek long-term capital return in up and down markets.

The global e-commerce market is expected to grow at a CAGR (compound annual growth rate) of 17 from $1.3 trillion in 2014 to $2.5 trillion by the end of 2018.

Chinese policymakers should try to implement Ray Dalio’s three rules of thumb as closely as possible to get the country’s economic growth back on track.

When we talk about retail valuations, it is important not to generalize that all the companies in the SPDR S&P Retail ETF can be valued using the PCF or the PS multiple.

Kering, a Paris-based luxury goods maker, sued Alibaba (BABA) for encouraging counterfeiting on its online platforms.

In 4Q14, TPG-Axon sold its stakes in Macy’s (M), Monsanto (MON), Alibaba Group Holding (BABA), and Vantiv (VNTV).

For the quarter ending in December 2014, Alibaba achieved 265 million monthly active users on its mobile commerce apps. This is a sequential growth of 22%.

Part of the reason for Alibaba’s GMV growth was the growth in its active user base. The growth was driven by an increase in active buyers throughout China.