Alibaba kaufen, WalMart verkaufen
Alibaba agrees to invest $1.25 bln in Chinese online food delivery service - report
Reuters
December 24, 2015 8:45 PM
There is a plethora of reasons why stocks fail in any given year. Sometimes the fundamentals are just rotten, but many times either the sector falls out of favor or a geopolitical or headline incident can mar performance. 2015 was no different from any other year as some of the top performers from 2014 met with consistent selling and got absolutely hammered this year.
We screened the Merrill Lynch research database for stocks that performed well in 2014 but met with not only selling this year, but a degree of scorn from some of the analysts on Wall Street. While there is absolutely no guarantee they do indeed rebound in 2016, they certainly have been rerated to the degree where more downside seems unlikely.
All four stocks are rated Buy at Merrill Lynch.
Alibaba
This time last year, this company was the hottest thing on the planet. Alibaba Group Holding Ltd. (NYSE: BABA) is the largest online and mobile commerce company as measured by gross merchandise volume, and it had the highest profile initial public offering (IPO) of 2014. The stock has acted horrible since, printing highs at $120 in mid-November of last year.
Plain and simple, the dominance in Alibaba’s core business, the very hard barrier to entry for competition and new growth opportunities like cross-border e-commerce make the stock extremely attractive. With most of the damage to the China equity markets seemingly subsided for now, the residual effect to the company may all subside some.
The company recently made a non-binding offer to acquire the 82% of Youku that Alibaba doesn’t already own. This comes as little surprise to Wall Street, given Jack Ma’s vision for digital content and delivery. While a few of the leading video sites continue to struggle, there is a ton of synergies overall in the combination.
Merrill Lynch sees Alibaba as cheap, with outstanding premium growth potential. The firm also notes that Alibaba has reached a Mobile Monetization inflection point as China Online retail continues to go online. This means that Alibaba will be able to sustain premium growth rates in its key Retail segment, which is 80% of the company’s overall revenue for at least the foreseeable future.
The Merrill Lynch price target for the stock is a conservative $101. The Thomson/First Call consensus estimate is even lower at $95.59. Shares closed Tuesday at $83.26.
Date
Research Firm
Action
From
To
23-Feb-16 JP Morgan Initiated Overweight
7-Jan-16 Robert W. Baird Initiated Outperform
Alibaba Group Holding-Aktie: starker Vertrauensbeweis! - Aktienanalyse
16:41 01.03.16
New York (www.aktiencheck.de) - Alibaba Group Holding-Aktienanalyse von Analyst Scott Kessler von S&P Capital IQ: Im Rahmen einer aktuellen Aktienanalyse spricht Scott Kessler von S&P Capital IQ für die Aktien von Alibaba Group Holding Ltd. (ISIN: US01609W1027, WKN: A117ME, Ticker-Symbol: AHLA, NYSE-Symbol: BABA) nach wie vor eine klare Kaufempfehlung aus.
Ant Financial, the affiliate of Chinese e-commerce giant Alibaba that runs Alipay, confirmed on Tuesday that it had raised $4.5 billion in what is the world's largest single private funding round for an internet company.
Ant Financial, the affiliate of Chinese e-commerce giant Alibaba (NYSE: BABA) that runs Alipay, confirmed on Tuesday that it had raised $4.5 billion in what is the world's largest single private funding round for an internet company.
The funding round values the company at roughly $60 billion, according to a person familiar with the matter, as previously reported by CNBC .
Chinese sovereign wealth fund China Investment Corporation together with China Construction Bank led the round. They were joined by existing Ant Financial shareholders which include China Life; China Post Group, the parent company of Postal Savings Bank of China; China Development Bank Capital and Primavera Capital Group.
The round makes Ant Financial the second-most valuable private technology firm behind U.S. ride hailing app Uber, which is worth over $62 billion, and ahead of Chinese smartphone maker Xiaomi, which has a valuation of $45 billion.
http://finance.yahoo.com/news/...ayment-arm-valued-60b-053121323.html
ROUNDUP 3/Apple wird Uber-Konkurrent: Eine Milliarde für chinesischen Rivalen
10:38 13.05.16
(Neu: Mehr Details)
PEKING (dpa-AFX) - Apple (Apple Aktie) steigt mit einer Milliarde US-Dollar (880 Mio Euro) bei dem chinesischen Uber-Rivalen Didi Chuxing ein. Die strategische Investition des Computer- und Handykonzerns aus Kalifornien ist ein Coup für den chinesischen Fahrdienst-Vermittler, der sich einen heißen Konkurrenzkampf mit dem US-Gegenspieler Uber auf dem rasant wachsenden chinesischen Markt liefert.
"Wir sehen eine Menge Möglichkeiten für eine engere Kooperation zwischen beiden Firmen", sagte Apple-Chef Tim Cook am Freitag zu dem Einstieg bei dem Auto- und Taxivermittler. "Wir habe uns aus einer Reihe von strategischen Gründen für diese Investition entschieden, darunter die Chance, mehr über bestimmte Bereiche des chinesischen Marktes zu lernen." Das Investment werde sich auszahlen.
Mit dem Geld von Apple hat Didi in der jüngsten Kapitalrunde drei Milliarden US-Dollar eingesammelt, berichtete der US-Finanzdienst Bloomberg unter Hinweis auf informierte Kreise. Damit erreicht das Unternehmen einen Marktwert von 26 Milliarden US-Dollar. Vor mehr als einem Jahr war es erst sechs Milliarden wert. Hinter Didi stehen auch die beiden chinesischen Internetriesen Tencent und Alibaba.
Quelle. ariva
"Alibaba self-reports gross merchandise volume for Singles' Day, and analysts argue that the numbers could be overstated because the country includes transactions that have been placed but not completed, such as returns, the Wall Street Journal adds."
https://www.thestreet.com/story/13585688/1/...=yahoo&cm_ven=YAHOO