Alibaba kaufen, WalMart verkaufen
Alibaba Seeks to Sell Stake in Chinese Technology Startup
Alibaba is shopping its stake in company in a deal that could be valued at $1 billion
By
Gillian Wong And Rick Carew
Nov. 22, 2015 2:44 a.m. ET
BEIJING—E-commerce company Alibaba Group Holding Ltd. is looking to sell its stake in China’s leading online provider of movie ticketing, restaurant bookings and other on-demand services as it builds a competing platform of its own,.
Source: Read more at Wallstreet Journakl
Was ist hier los? weiß jemand warum so plötzlich der Anstieg?
nach hervorragenden Zahlen geht's jetzt ab nach Norden!!!
http://finance.yahoo.com/news/...-appoints-leaders-run-095800269.html
Hamzaogullari: Yes, we added in the last quarter to five positions in total. We added to Alibaba (NYSE:BABA), Qualcomm (NASDAQ:QCOM), Procter & Gamble (NYSE:PG), Coca Cola (NYSE:KO) and to Schlumberger (NYSE:SLB).
Read More At Investor's Business Daily: http://news.investors.com/investing-mutual-funds/...htm#ixzz3tFSY3jJq
https://de.finance.yahoo.com/q/ks?s=BABA
dann wäre eigentlich das Limit der Sky, aber bekanntlich sind ja Prognosen deshalb so schwierig, weil sie in die Zukunft gerichtet sind – und das gilt sicher auch für erwartete KGV von nur 3,8 für 2017.
Rollierendes KGV (ttm, Intraday): 22,42
Erwartetes KGV (JE 31.03.2017)1: 3,80
http://www.thestreet.com/story/13386674/1/...c=yahoo&cm_ven=YAHOO
Let’s walk through a few examples to help explain this concept.
In mid-September, shares of Alibaba (BABA) had been in a tailspin, with investors growing concerned about the health of the Chinese economy and the impact on consumer spending. Relatively cautious comments by management also served to punish the Chinese e-commerce giant’s shares, all the way down to the high-$50s per share. It wasn’t looking good for shareholders.
But while others were calling for the company to fall another 50% from depressed levels, those that applied sound fundamental analysis backed by a discounted cash flow process were able to shrug such concerns off. In mid-September, Valuentum addressed “The Puzzling Attack on Alibaba,” walking through five distinct reasons why Alibaba shares would be resilient:
1.§Alibaba is significantly free cash flow positive.
2.§Alibaba’s valuation is not stretched.
3.§Why no long-term focus?
4.§Why is precision important?
5.§Businesses are their future free cash flow streams.
From the time a large publisher ran a negative article on Alibaba in mid-September, shares have rallied 30%+, and we point to the conviction gained by employing a discounted cash-flow process as to why we weren’t spooked at all. Though no stock is a perpetual “buy” and we could look to remove shares of Alibaba from the Best Ideas Newsletter portfolio in the future, we continue to value the company north of $100 per share. Investing is not about precision within a discounted cash flow process – it’s about identifying large mispricings, considering companies that are trading at 50 cents on the dollar, for example.
http://valuentumbrian.tumblr.com/post/...-morgan-drops-chipotle-flops
http://www.faz.net/aktuell/wirtschaft/...ang-nach-china-13948028.html