Profile - To The Moon

AneeshAneesh

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- AneeshAneeshAneeshAneesh
  ·2024-12-28
  $Unity Software Inc.(U)$
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- AneeshAneeshAneeshAneesh
  ·2024-12-28
  Merry christmas!
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- AneeshAneeshAneeshAneesh
  ·2023-01-22
  Happy lunar new year! May we remain calm during this time of turbulence!💫 $Apple(AAPL)$
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- AneeshAneeshAneeshAneesh
  ·2023-01-22
  Happy lunar new year! May we survive beyond this stagflation period!
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- AneeshAneeshAneeshAneesh
  ·2023-01-18
  [Happy]
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- AneeshAneeshAneeshAneesh
  ·2022-09-06
  Like thanks
  6 Reasons to Buy Apple Stock Now and Never Sell
  There's a reason the iPhone maker is the market-cap king.
  6 Reasons to Buy Apple Stock Now and Never Sell
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- AneeshAneeshAneeshAneesh
  ·2022-05-30
  I believe the valuation is wrongly low because of US sentiments towards China[Speechless]
  Alibaba: The Valuation Is Just Wrong
  Alibaba's (NYSE:BABA) shares rallied 15% after the Chinese e-Commerce company submitted earnings res
  Alibaba: The Valuation Is Just Wrong
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- AneeshAneeshAneeshAneesh
  ·2022-05-25
  Could be lower depending on war and tensiona though
  Is Alibaba Stock a Buy Ahead of Earnings? 5-Star Analyst Weighs In
  Before Thursday’s market action kicks off, Alibaba (BABA) will step up to the earnings plate and del
  Is Alibaba Stock a Buy Ahead of Earnings? 5-Star Analyst Weighs In
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- AneeshAneeshAneeshAneesh
  ·2022-05-12
  $Apple(AAPL)$[smile]
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- AneeshAneeshAneeshAneesh
  ·2022-05-12
  $SPDR FTSE International Government Inflation-Protected Bond ETF(WIP)$who's in?[Happy]
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href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Unity Software Inc.(U)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386610899456480","isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386484943204904,"gmtCreate":1735397325904,"gmtModify":1735397331883,"author":{"id":"4107136975875500","authorId":"4107136975875500","name":"AneeshAneesh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107136975875500","idStr":"4107136975875500"},"themes":[],"htmlText":"Merry christmas!","listText":"Merry christmas!","text":"Merry christmas!","images":[{"img":"https://community-static.tradeup.com/news/bd957a5ab340dd264e8d086bee10b5b1","width":"1080","height":"1660"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386484943204904","isVote":1,"tweetType":1,"viewCount":2572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952941351,"gmtCreate":1674395449473,"gmtModify":1676538939203,"author":{"id":"4107136975875500","authorId":"4107136975875500","name":"AneeshAneesh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107136975875500","idStr":"4107136975875500"},"themes":[],"htmlText":"Happy lunar new year! May we remain calm during this time of turbulence!💫&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>","listText":"Happy lunar new year! May we remain calm during this time of turbulence!💫&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>","text":"Happy lunar new year! May we remain calm during this time of turbulence!💫 $Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952941351","isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4113904591642392","idStr":"4113904591642392"},"content":"Good Health and Blessings to you for the 🐇 Year 🍊🍊🧧🧧🍍🍍🧧🧧 Rem to tag a stock in your post as per the event’s instructions-🐯App now has an edit function, so you can add in a stock🤓","text":"Good Health and Blessings to you for the 🐇 Year 🍊🍊🧧🧧🍍🍍🧧🧧 Rem to tag a stock in your post as per the event’s instructions-🐯App now has an edit function, so you can add in a stock🤓","html":"Good Health and Blessings to you for the 🐇 Year 🍊🍊🧧🧧🍍🍍🧧🧧 Rem to tag a stock in your post as per the event’s instructions-🐯App now has an edit function, so you can add in a stock🤓"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952941080,"gmtCreate":1674395380041,"gmtModify":1676538939201,"author":{"id":"4107136975875500","authorId":"4107136975875500","name":"AneeshAneesh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107136975875500","idStr":"4107136975875500"},"themes":[],"htmlText":"Happy lunar new year! May we survive beyond this stagflation period!","listText":"Happy lunar new year! May we survive beyond this stagflation period!","text":"Happy lunar new year! May we survive beyond this stagflation period!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952941080","isVote":1,"tweetType":1,"viewCount":2353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956511831,"gmtCreate":1674053252724,"gmtModify":1676538920680,"author":{"id":"4107136975875500","authorId":"4107136975875500","name":"AneeshAneesh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107136975875500","idStr":"4107136975875500"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[{"img":"https://community-static.tradeup.com/news/bd8e2dedcfb99fa3081add09ed4a3d28","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956511831","isVote":1,"tweetType":1,"viewCount":2806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9931319516,"gmtCreate":1662413101336,"gmtModify":1676537052031,"author":{"id":"4107136975875500","authorId":"4107136975875500","name":"AneeshAneesh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107136975875500","idStr":"4107136975875500"},"themes":[],"htmlText":"Like thanks","listText":"Like thanks","text":"Like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931319516","repostId":"2265703480","repostType":4,"repost":{"id":"2265703480","kind":"highlight","pubTimestamp":1662390641,"share":"https://ttm.financial/m/news/2265703480?lang=&edition=fundamental","pubTime":"2022-09-05 23:10","market":"us","language":"en","title":"6 Reasons to Buy Apple Stock Now and Never Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2265703480","media":"Motley Fool","summary":"There's a reason the iPhone maker is the market-cap king.","content":"<div>\n<p>Even as the bear market lingers, investors might be surprised to learn that Apple still holds the title of most valuable publicly traded company, with its market cap recently clocking in at $2.55 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/05/6-reasons-to-buy-apple-stock-now-and-never-sell/\">Web Link</a>\n\n</div>\n","source":"fool_stock","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>6 Reasons to Buy Apple Stock Now and Never Sell</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\">\n6 Reasons to Buy Apple Stock Now and Never Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/05/6-reasons-to-buy-apple-stock-now-and-never-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even as the bear market lingers, investors might be surprised to learn that Apple still holds the title of most valuable publicly traded company, with its market cap recently clocking in at $2.55 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/05/6-reasons-to-buy-apple-stock-now-and-never-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/09/05/6-reasons-to-buy-apple-stock-now-and-never-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265703480","content_text":"Even as the bear market lingers, investors might be surprised to learn that Apple still holds the title of most valuable publicly traded company, with its market cap recently clocking in at $2.55 trillion. Perhaps even more impressive is the fact that even in the midst of the ongoing meltdown in technology stocks, the iPhone maker has outperformed the broader indexes and many of its peers.From their peaks several months ago, the S&P 500 and the Nasdaq Composite indexes have declined 17% and 26%, respectively, while Apple stock has shed just 13%.That performance notwithstanding, there are plenty of reasons for investors to buy Apple stock and hold forever.1. It's Warren Buffett's largest holdingGiven his extraordinary track record, investors could do far worse than following in the footsteps of legendary money manager Warren Buffett. Since taking the helm of Berkshire Hathaway in 1965, the \"Oracle of Omaha\" has delivered mind-boggling returns, generating a compound annual growth rate of more than 20%. In fact, by the end of 2021, the company's overall returns clocked in at a staggering 3,641,613%.Lest there be any doubt, Apple is far and away Berkshire's largest holding. Buffett ended the second quarter with nearly 895 million shares of Apple stock, worth roughly $122 billion as of June, 30, accounting for about 41% of Berkshire's portfolio. That's quite a vote of confidence from one of the world's most successful investors.2. One billion iPhones strong -- and growingThere's no question that the release of the iconic iPhone in 2007 ushered in the modern smartphone and forever changed the way we communicate. The device's sleek design and integrated computing power took the world by storm. Now, as we await the release of the upcoming iPhone 14, Apple dominates the market, with more than 1 billion active iPhones in the wild.Rumors are swirling that the next-generation device -- which is due to be unveiled next week -- could sport some major upgrades and four new models. Wedbush analyst Dan Ives estimates that roughly 24% of iPhone owners worldwide haven't upgraded their device over the past 3.5 years. Even in the midst of the prevailing macroeconomic headwinds, this could mark the beginning of the next big product cycle for the iPhone.3. Apple is the new blackWhile the iPhone gets all the press, Apple's wearables, home products, and accessories segment -- which includes such products as Apple Watch, AirPods, AirTags, and Beats headphones -- continue to steadily attract converts. Earlier this year, noted tech analyst Horace Dediu announced that \"Apple Wearables is now [the size of] a Fortune 100 business.\" In fact, the segment has generated more revenue so far in fiscal 2022 than either the Mac or the iPad.Supply constraints and foreign exchange headwinds have weighed on the segment, which grew just 6% year over year through the first three quarters of fiscal 2022. That said, the resulting pent-up demand will eventually give way to a surge in sales. Furthermore, the company is expected to release the latest versions of its Apple Watch next week. These could include a Pro model, which could serve to supercharge sales of the popular device.4. Services: Apple's second-biggest breadwinnerLong before anyone else, CEO Tim Cook saw the potential for Apple's services segment, announcing plans in early 2017 to double its revenue over the coming four years. Fast forward to mid-2022, and services has come into its own.The segment, which includes Apple Music, the App Store, Apple Pay, and Apple TV+ (among others), just set a June quarter record,  generating 19% of Apple's total revenue. Services also saw revenue records in each major category, including all-time records for Music, Cloud Services, Apple Care, and Payment Services.Apple TV+ began as something of an industry joke, with just eight programs and a documentary. But nobody's laughing now. Apple has netted more than 250 awards and over 1,100 nominations for its programming, including 52 Emmy Award nominations in 2022.5. Dividends: The gift that keeps on givingApple began paying a dividend again in 2012 and has amassed quite an impressive track record. The quarterly payout began at a split-adjusted $0.095 and has soared 143% in just ten years.This includes Apple's announcement earlier this year, which boosted the quarterly payout to $0.23 per share, an increase of 5% for 2022. That likely won't be the last increase as Apple is using less than 15% of its profits to fund the payout, giving the company plenty of opportunity for future increases.6. Fewer shares = a bigger slice of the Apple pieAnother highlight of Apple's shareholder-friendly policies is the company's strong share-repurchase plan. Apple began buying back shares in earnest in early 2013 and has never taken its foot off the gas. As a result, with each passing quarter, Apple shareholders own a larger share of the company. In fact, over the past 10 years, Apple's share count has declined by nearly 39%.Data by YCharts.As an example, the company retired roughly 1% of its shares in its fiscal third quarter and has no plans of slowing down. Earlier this year, Apple announced that it added another $90 billion to its existing share-repurchase program.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024578670,"gmtCreate":1653894783590,"gmtModify":1676535359378,"author":{"id":"4107136975875500","authorId":"4107136975875500","name":"AneeshAneesh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107136975875500","idStr":"4107136975875500"},"themes":[],"htmlText":"I believe the valuation is wrongly low because of US sentiments towards China[Speechless]&nbsp;","listText":"I believe the valuation is wrongly low because of US sentiments towards China[Speechless]&nbsp;","text":"I believe the valuation is wrongly low because of US sentiments towards China[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024578670","repostId":"2239294524","repostType":2,"repost":{"id":"2239294524","kind":"highlight","pubTimestamp":1653892077,"share":"https://ttm.financial/m/news/2239294524?lang=&edition=fundamental","pubTime":"2022-05-30 14:27","market":"us","language":"en","title":"Alibaba: The Valuation Is Just Wrong","url":"https://stock-news.laohu8.com/highlight/detail?id=2239294524","media":"Seekingalpha","summary":"Alibaba's (NYSE:BABA) shares rallied 15% after the Chinese e-Commerce company submitted earnings res","content":"<html><head></head><body><p>Alibaba&#39;s (NYSE:BABA) shares rallied 15% after the Chinese e-Commerce company submitted earnings results for the last quarter of FY 2022 on Thursday. Alibaba easily sailed past revenue and earnings predictions and I believe sentiment regarding Chinese companies has deteriorated too much at this point. Although Alibaba skipped its guidance for FY 2023, the firm&#39;s valuation still makes very little sense. Investors are underpricing Alibaba’s earnings potential!</p><h2><b>Previous expectations</b></h2><p>In my previous work on Alibaba, I mentioned the very real possibility of Alibaba outperforming EPS predictions on Thursday which have gone through a significant downward revision cycle over the last year. Low expectations were the main reason why I thought Alibaba could outperform low consensus EPS predictions. And this is what Alibaba did: The company reported Q4’22 adjusted EPS of $1.18 which beat predictions by $0.10. Additionally, Alibaba beat on revenues as well.</p><p><img src=\"https://static.tigerbbs.com/bc75385b593d4759781f8c643f10da5b\" tg-width=\"640\" tg-height=\"233\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><h2><b>Alibaba’s e-Commerce growth</b></h2><p>Overall, Alibaba’s revenues increased 9% in the last quarter to 204.1B Chinese Yuan which calculates to $32.2B. Alibaba’s core China e-Commerce revenues increased 8% year over year to 140.3B Chinese Yuan ($22.1B), which was an improvement over the previous quarter which saw 7% top line growth. So, Alibaba slightly improved its performance in its most important business quarter over quarter. Alibaba also saw continual strength in Local Consumer Services where revenues surged 29% year over year to $10.4B Chinese Yuan ($1.6B) and the Cloud segment which saw its revenues increase by 12% year over year to 19.0B Chinese Yuan ($3.0B).</p><p><img src=\"https://static.tigerbbs.com/7367ad9ca7d57fdc29a04bfe53983b08\" tg-width=\"1280\" tg-height=\"472\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba</p><p>What stood out positively from Alibaba’s earnings sheet was that the company continued to make progress expanding its e-Commerce platform despite a challenged macro environment. Alibaba added 28M new accounts to its ecosystem in the last quarter, the majority of which (25M) were added in China. Alibaba’s domestic e-Commerce business is still the firm’s largest revenue source, contributing 69% of total revenues. However, Alibaba has a huge opportunity to grow its other businesses as well, especially its logistics operations which are vertically integrated into Alibaba’s e-Commerce operations, and its Cloud segment. I recently described the progress Alibaba is making in the Cloud business.</p><p><img src=\"https://static.tigerbbs.com/5cde9895f0dc3182788f90281d1915d9\" tg-width=\"1107\" tg-height=\"442\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba</p><p>Alibaba ended the quarter with 1.3B active customer accounts in its enterprise. Over the last year, Alibaba added a massive 177M new customers to its platform which creates a base for long term earnings and free cash flow growth.</p><h2><b>Alibaba’s share buybacks</b></h2><p>Before Alibaba released earnings, I mentioned that the company likely used its free cash flow in the last quarter to repurchase a ton of shares. It was obvious to me that the e-Commerce company would repurchase a lot of shares considering that Alibaba just up-sized its stock buyback from $15B to $25B at the time and that the stock traded at unreasonably low prices in March.</p><p>I like it when companies increase their buybacks when stock valuations are depressed and Alibaba did in fact repurchase a significant amount of shares in the last quarter. In Q4’22, Alibaba repurchased approximately 17.8M American Depositary Shares for about $2.0B. I expected a minimum share repurchase of $2.0B. In the last twelve months, Alibaba repurchased 60M American Depositary Shares for a total consideration of $9.6B.</p><p><img src=\"https://static.tigerbbs.com/70f53c2e10f93e04902c9658236d0ddb\" tg-width=\"1028\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba</p><h2><b>Skipped earnings guidance</b></h2><p>Alibaba did not provide earnings guidance which it normally does at the beginning of the fiscal year. The e-Commerce firm cited uncertainties related to COVID-19 as a reason not to provide guidance. Normally, a lack of guidance is not well received and stocks of companies that don’t guide are punished by the market. In this case, however, things are different. Alibaba’s shares have been so battered so much since the fourth-quarter of 2020 that investors cheer results even if they are more mediocre.</p><h2><b>Alibaba’s valuation is wrong: Undervalued e-Commerce prospects</b></h2><p>Alibaba’s stock market valuation makes very little sense to me. This is because, for <a href=\"https://laohu8.com/S/AONE.U\">one</a>, Alibaba is very profitable. Alibaba generated net income of 47.1B Chinese Yuan ($7.4B) in FY 2022 while adjusted net income was 136.4B or $21.5B. There is some serious profitability in Alibaba’s business and investors don’t seem to appreciate this right now. Additionally, we are dealing with one of the largest e-Commerce empires in the world regarding account size and reach, but Alibaba&#39;s valuation still does not reflect those factors. Shares of Alibaba trade at a P-E ratio of 10 X. JD.com (JD), for example, has a P-E ratio nearly twice as high as Alibaba&#39;s. Alibaba&#39;s historical valuation shows a P-E ratio as high as 30 X. As wrong as Alibaba&#39;s valuation is, it represents deep value and low risk.</p><p><img src=\"https://static.tigerbbs.com/275fc298915f2035a8e72d39e92a8626\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2><b>Risks with Alibaba</b></h2><p>Alibaba faces continual top line risks related to a slowdown in the Chinese e-Commerce market. While Alibaba is investing in other businesses to diversify its revenue mix, a continual moderation in top line growth poses a risk for Alibaba and the stock. What would change my mind about Alibaba is if earnings and free cash flow prospects in the e-Commerce business seriously deteriorated or Beijing announced new crackdowns on the company.</p><h2><b>Final thoughts</b></h2><p>I expected Alibaba to do better than estimates in Q4’22, in large part because investor expectations have been driven too low. Given the circumstances with COVID-19 lockdowns and a regulatory onslaught in the last year, Alibaba did a good job in squeezing out 9% revenue growth.</p><p>Alibaba does have some problems, like slowing top line growth and reliance on domestic e-Commerce transactions, but the firm’s irrationally low valuation is not of them. Alibaba added a significant number (177M) of new accounts in the last twelve months which speaks to the strength and the appeal of Alibaba’s various e-Commerce platforms. Alibaba’s growth is still widely undervalued and I believe the valuation is just plain wrong!</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: The Valuation Is Just Wrong</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: The Valuation Is Just Wrong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 14:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4515178-alibaba-q4-earnings-undervaluation-stock><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's (NYSE:BABA) shares rallied 15% after the Chinese e-Commerce company submitted earnings results for the last quarter of FY 2022 on Thursday. Alibaba easily sailed past revenue and earnings ...</p>\n\n<a href=\"https://seekingalpha.com/article/4515178-alibaba-q4-earnings-undervaluation-stock\">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"},"source_url":"https://seekingalpha.com/article/4515178-alibaba-q4-earnings-undervaluation-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239294524","content_text":"Alibaba's (NYSE:BABA) shares rallied 15% after the Chinese e-Commerce company submitted earnings results for the last quarter of FY 2022 on Thursday. Alibaba easily sailed past revenue and earnings predictions and I believe sentiment regarding Chinese companies has deteriorated too much at this point. Although Alibaba skipped its guidance for FY 2023, the firm's valuation still makes very little sense. Investors are underpricing Alibaba’s earnings potential!Previous expectationsIn my previous work on Alibaba, I mentioned the very real possibility of Alibaba outperforming EPS predictions on Thursday which have gone through a significant downward revision cycle over the last year. Low expectations were the main reason why I thought Alibaba could outperform low consensus EPS predictions. And this is what Alibaba did: The company reported Q4’22 adjusted EPS of $1.18 which beat predictions by $0.10. Additionally, Alibaba beat on revenues as well.Seeking AlphaAlibaba’s e-Commerce growthOverall, Alibaba’s revenues increased 9% in the last quarter to 204.1B Chinese Yuan which calculates to $32.2B. Alibaba’s core China e-Commerce revenues increased 8% year over year to 140.3B Chinese Yuan ($22.1B), which was an improvement over the previous quarter which saw 7% top line growth. So, Alibaba slightly improved its performance in its most important business quarter over quarter. Alibaba also saw continual strength in Local Consumer Services where revenues surged 29% year over year to $10.4B Chinese Yuan ($1.6B) and the Cloud segment which saw its revenues increase by 12% year over year to 19.0B Chinese Yuan ($3.0B).AlibabaWhat stood out positively from Alibaba’s earnings sheet was that the company continued to make progress expanding its e-Commerce platform despite a challenged macro environment. Alibaba added 28M new accounts to its ecosystem in the last quarter, the majority of which (25M) were added in China. Alibaba’s domestic e-Commerce business is still the firm’s largest revenue source, contributing 69% of total revenues. However, Alibaba has a huge opportunity to grow its other businesses as well, especially its logistics operations which are vertically integrated into Alibaba’s e-Commerce operations, and its Cloud segment. I recently described the progress Alibaba is making in the Cloud business.AlibabaAlibaba ended the quarter with 1.3B active customer accounts in its enterprise. Over the last year, Alibaba added a massive 177M new customers to its platform which creates a base for long term earnings and free cash flow growth.Alibaba’s share buybacksBefore Alibaba released earnings, I mentioned that the company likely used its free cash flow in the last quarter to repurchase a ton of shares. It was obvious to me that the e-Commerce company would repurchase a lot of shares considering that Alibaba just up-sized its stock buyback from $15B to $25B at the time and that the stock traded at unreasonably low prices in March.I like it when companies increase their buybacks when stock valuations are depressed and Alibaba did in fact repurchase a significant amount of shares in the last quarter. In Q4’22, Alibaba repurchased approximately 17.8M American Depositary Shares for about $2.0B. I expected a minimum share repurchase of $2.0B. In the last twelve months, Alibaba repurchased 60M American Depositary Shares for a total consideration of $9.6B.AlibabaSkipped earnings guidanceAlibaba did not provide earnings guidance which it normally does at the beginning of the fiscal year. The e-Commerce firm cited uncertainties related to COVID-19 as a reason not to provide guidance. Normally, a lack of guidance is not well received and stocks of companies that don’t guide are punished by the market. In this case, however, things are different. Alibaba’s shares have been so battered so much since the fourth-quarter of 2020 that investors cheer results even if they are more mediocre.Alibaba’s valuation is wrong: Undervalued e-Commerce prospectsAlibaba’s stock market valuation makes very little sense to me. This is because, for one, Alibaba is very profitable. Alibaba generated net income of 47.1B Chinese Yuan ($7.4B) in FY 2022 while adjusted net income was 136.4B or $21.5B. There is some serious profitability in Alibaba’s business and investors don’t seem to appreciate this right now. Additionally, we are dealing with one of the largest e-Commerce empires in the world regarding account size and reach, but Alibaba's valuation still does not reflect those factors. Shares of Alibaba trade at a P-E ratio of 10 X. JD.com (JD), for example, has a P-E ratio nearly twice as high as Alibaba's. Alibaba's historical valuation shows a P-E ratio as high as 30 X. As wrong as Alibaba's valuation is, it represents deep value and low risk.Data by YChartsRisks with AlibabaAlibaba faces continual top line risks related to a slowdown in the Chinese e-Commerce market. While Alibaba is investing in other businesses to diversify its revenue mix, a continual moderation in top line growth poses a risk for Alibaba and the stock. What would change my mind about Alibaba is if earnings and free cash flow prospects in the e-Commerce business seriously deteriorated or Beijing announced new crackdowns on the company.Final thoughtsI expected Alibaba to do better than estimates in Q4’22, in large part because investor expectations have been driven too low. Given the circumstances with COVID-19 lockdowns and a regulatory onslaught in the last year, Alibaba did a good job in squeezing out 9% revenue growth.Alibaba does have some problems, like slowing top line growth and reliance on domestic e-Commerce transactions, but the firm’s irrationally low valuation is not of them. Alibaba added a significant number (177M) of new accounts in the last twelve months which speaks to the strength and the appeal of Alibaba’s various e-Commerce platforms. Alibaba’s growth is still widely undervalued and I believe the valuation is just plain wrong!","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022385932,"gmtCreate":1653477054726,"gmtModify":1676535288913,"author":{"id":"4107136975875500","authorId":"4107136975875500","name":"AneeshAneesh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107136975875500","idStr":"4107136975875500"},"themes":[],"htmlText":"Could be lower depending on war and tensiona though","listText":"Could be lower depending on war and tensiona though","text":"Could be lower depending on war and tensiona though","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022385932","repostId":"2238588705","repostType":2,"repost":{"id":"2238588705","kind":"highlight","pubTimestamp":1653465040,"share":"https://ttm.financial/m/news/2238588705?lang=&edition=fundamental","pubTime":"2022-05-25 15:50","market":"us","language":"en","title":"Is Alibaba Stock a Buy Ahead of Earnings? 5-Star Analyst Weighs In","url":"https://stock-news.laohu8.com/highlight/detail?id=2238588705","media":"TipRanks","summary":"Before Thursday’s market action kicks off, Alibaba (BABA) will step up to the earnings plate and del","content":"<div>\n<p>Before Thursday’s market action kicks off, Alibaba (BABA) will step up to the earnings plate and deliver F4Q22’s financials. The latest quarterly update comes against a backdrop of a contracting ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-alibaba-stock-a-buy-ahead-of-earnings-5-star-analyst-weighs-in/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Is Alibaba Stock a Buy Ahead of Earnings? 5-Star Analyst Weighs In</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\">\nIs Alibaba Stock a Buy Ahead of Earnings? 5-Star Analyst Weighs In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-25 15:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/is-alibaba-stock-a-buy-ahead-of-earnings-5-star-analyst-weighs-in/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Before Thursday’s market action kicks off, Alibaba (BABA) will step up to the earnings plate and deliver F4Q22’s financials. The latest quarterly update comes against a backdrop of a contracting ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-alibaba-stock-a-buy-ahead-of-earnings-5-star-analyst-weighs-in/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.tipranks.com/news/article/is-alibaba-stock-a-buy-ahead-of-earnings-5-star-analyst-weighs-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238588705","content_text":"Before Thursday’s market action kicks off, Alibaba (BABA) will step up to the earnings plate and deliver F4Q22’s financials. The latest quarterly update comes against a backdrop of a contracting Chinese economy, supply chain woes and the recent zero-COVID lockdowns.Taking these factors into consideration, ahead of the print, Baird’s 5-star analyst Colin Sebastian thinks some revisions are in order on the outlook for F23.The analyst now anticipates F1Q23 (June) revenues will increase by 4% year-over-year to reach ¥214.7 billion, below the prior forecast of ¥228.4 billion. This factors in the China commerce and international commerce segments dialing in revenue of ¥144.8 billion and ¥15.9 billion, respectively, vs. the ¥157.4 billion and ¥16.7 billion expected before. Sebastian’s full year forecast now calls for revenue of ¥945.7 billion, below the previous estimate of ¥959.3 billion.The new revised estimates “primarily reflect the deceleration in e-commerce and retail sales reported by China's NBS for April.” “Additionally,” Sebastian explained, “we believe that additional headwinds from recent pandemic-related lock downs in certain cities could impact New Retail and advertising revenues.”There are also respective reductions to the F1Q and FY23 EBITA estimates; these now stand at ¥45 billion (representing a 20% margin) and ¥149.8 billion (15.8% margin vs. the prior 18.6%).Despite the “near-term headwinds,” the company's continued focus on innovation and product development is encouraging and there have been signs the operating climate for Internet companies in China may be “normalizing.”“If that proves accurate,” says the analyst, “we believe there could be material upside in shares over the long term. For now, however, we think management's tone could remain cautious with respect to near-term growth and margins.”Other things to look out for on the earnings call include the recent lockdowns’ effect on the supply chain, the state of the regulatory environment, the progress of Taobao Deals and Taocaicai, growth and margins of the Cloud segment and the company’s capex plans.All in all, Sebastian reiterated an Outperform (i.e. Buy) rating on BABA shares along with a $144 price target. Should his thesis play out, a potential upside of ~75% could be in the cards.Overall, the analysts are fully behind Alibaba right now; based on Buys only - 18, in total - the stock boasts a Strong Buy consensus rating. Shares are priced at $82.47, and their $168.79 average price target suggests room for ~105% growth on the one-year time horizon.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064716765,"gmtCreate":1652368881658,"gmtModify":1676535087036,"author":{"id":"4107136975875500","authorId":"4107136975875500","name":"AneeshAneesh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107136975875500","idStr":"4107136975875500"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[smile]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[smile]&nbsp;","text":"$Apple(AAPL)$[smile]","images":[{"img":"https://community-static.tradeup.com/news/19426f7dd3ebef45ab953e82a621b94f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064716765","isVote":1,"tweetType":1,"viewCount":2351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9064702220,"gmtCreate":1652366230560,"gmtModify":1676535086185,"author":{"id":"4107136975875500","authorId":"4107136975875500","name":"AneeshAneesh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107136975875500","idStr":"4107136975875500"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WIP\">$SPDR FTSE International Government Inflation-Protected Bond ETF(WIP)$</a>who's in?[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/WIP\">$SPDR FTSE International Government Inflation-Protected Bond ETF(WIP)$</a>who's in?[Happy]&nbsp;","text":"$SPDR FTSE International Government Inflation-Protected Bond ETF(WIP)$who's in?[Happy]","images":[{"img":"https://community-static.tradeup.com/news/372be4235dfd8c20133fc6f2a25a26da","width":"1080","height":"2058"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064702220","isVote":1,"tweetType":1,"viewCount":2674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}