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Waynesh

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- WayneshWaynesh
  ·2022-06-12
  $Meta Platforms, Inc.(META)$Buy?
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- WayneshWaynesh
  ·2022-06-12
  Thanks
  Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again
  Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.
  Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again
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- WayneshWaynesh
  ·2022-06-11
  $Meta Platforms, Inc.(META)$On radar?
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- WayneshWaynesh
  ·2022-06-11
  $Meta Platforms, Inc.(META)$Buy again?
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- WayneshWaynesh
  ·2022-06-11
  $Meta Platforms, Inc.(META)$Buy again?
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- WayneshWaynesh
  ·2022-05-30
  $Xiaomi Corp.(XIACY)$Good?
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- WayneshWaynesh
  ·2022-05-30
  $XIAOMI-W(01810)$Good?
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- WayneshWaynesh
  ·2022-05-29
  $XIAOMI-W(01810)$Small wins
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- WayneshWaynesh
  ·2022-05-29
  $Xiaomi Corp.(XIACY)$Share buy back momentum?
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- WayneshWaynesh
  ·2022-05-28
  $KraneShares CSI China Internet ETF(KWEB)$👍🏻
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href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>Buy?","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>Buy?","text":"$Meta Platforms, Inc.(META)$Buy?","images":[{"img":"https://community-static.tradeup.com/news/9a42ba60391e9e651cc32ca178a44f4e","width":"1170","height":"4134"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056656222","isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9056651987,"gmtCreate":1655006646649,"gmtModify":1676535547635,"author":{"id":"4115522400964502","authorId":"4115522400964502","name":"Waynesh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115522400964502","authorIdStr":"4115522400964502"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056651987","repostId":"2242306965","repostType":4,"repost":{"id":"2242306965","kind":"highlight","pubTimestamp":1655005845,"share":"https://ttm.financial/m/news/2242306965?lang=&edition=fundamental","pubTime":"2022-06-12 11:50","market":"hk","language":"en","title":"Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2242306965","media":"Seekingalpha","summary":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>Since our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.</p><p>However, if we were to split up China&#39;s unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA&#39;s recovery is almost certain, given its good execution in FQ4&#39;22. That would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&amp;P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.</p><p>Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.</p><h2>BABA Closed Off FY2022 Beautifully Despite Macro Issues</h2><p><b>BABA Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0bddd3fb20de09e66cd1e37175083889\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>In FQ4&#39;22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company&#39;s declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China&#39;s Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.</p><p><b>BABA Revenue By Segment</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5beecf897ef22504ee5d40ec234fb7c9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>It is evident that BABA&#39;s e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.</p><p><b>BABA Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5dc8d3c27a586f36ff581a18d27e41c7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>BABA&#39;s net income also grew from -$0.82B in FQ4&#39;21 to $0.45B in FQ4&#39;22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.</p><p><b>BABA Cash/ Equivalents, FCF, and FCF Margins</b></p><p></p><p><img src=\"https://static.tigerbbs.com/4595749199296e7f0bad57afe634ddd0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Nonetheless, it is also apparent that the generation of BABA&#39;s previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1&#39;23 onwards.</p><p><b>BABA Operating Expense</b></p><p></p><p><img src=\"https://static.tigerbbs.com/e09cc638b935d072afe2e931e33e1995\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Given BABA&#39;s continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4&#39;22, where the company spent $7.19B in its operating expenses in FQ4&#39;22, representing a 25% decrease QoQ in R&amp;D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA&#39;s capabilities in improving its profitability moving forward.</p><p><b>BABA Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/eab3c1f73050159ba48c5b0ef34aaaef\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Since our previous analysis in May 2022, BABA&#39;s revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government&#39;s intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA&#39;s projected revenue and net income growth moving forward. We shall see.</p><h2><b>So, Is BABA Stock A Buy, Sell, Or Hold?</b></h2><p><b>BABA 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/30d659fd1b639f4a0b0ba027100df036\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>BABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.</p><p><b>BABA 5Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b57cbc8c4a7a3a3577e51256f83f2e97\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Nonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.</p><p>Therefore, it is not too late to back up the truck and load up on BABA now.</p><p>Therefore, we <i>rate BABA stock as a Buy.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Fear Of Missing Out? Do Not Miss The Boat Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242306965","content_text":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.However, if we were to split up China's unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA's recovery is almost certain, given its good execution in FQ4'22. That would be one highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.BABA Closed Off FY2022 Beautifully Despite Macro IssuesBABA Revenue and Gross IncomeS&P Capital IQIn FQ4'22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company's declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China's Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.BABA Revenue By SegmentS&P Capital IQIt is evident that BABA's e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.BABA Net Income and Net Income MarginS&P Capital IQBABA's net income also grew from -$0.82B in FQ4'21 to $0.45B in FQ4'22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.BABA Cash/ Equivalents, FCF, and FCF MarginsS&P Capital IQNonetheless, it is also apparent that the generation of BABA's previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1'23 onwards.BABA Operating ExpenseS&P Capital IQGiven BABA's continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4'22, where the company spent $7.19B in its operating expenses in FQ4'22, representing a 25% decrease QoQ in R&D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA's capabilities in improving its profitability moving forward.BABA Projected Revenue and Net IncomeS&P Capital IQSince our previous analysis in May 2022, BABA's revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government's intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA's projected revenue and net income growth moving forward. We shall see.So, Is BABA Stock A Buy, Sell, Or Hold?BABA 5Y EV/Revenue and P/E ValuationsS&P Capital IQBABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.BABA 5Y Stock PriceSeeking AlphaNonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.Therefore, it is not too late to back up the truck and load up on BABA now.Therefore, we rate BABA stock as a Buy.","news_type":1,"symbols_score_info":{"BABA":1,"09988":0.6}},"isVote":1,"tweetType":1,"viewCount":1942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056969298,"gmtCreate":1654922609414,"gmtModify":1676535535561,"author":{"id":"4115522400964502","authorId":"4115522400964502","name":"Waynesh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115522400964502","authorIdStr":"4115522400964502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>On radar?","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>On radar?","text":"$Meta Platforms, 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