Alibaba kaufen, WalMart verkaufen
Geld fließt ab und wenn man bedenkt das zahlreiche Fonds verkauft haben muss man sich überlegen wer die Aktie nach Norden drücken soll. Sollte jetzt noch eine Korrektur bei den Amis starten kann es noch viel tiefer gehen. Ich wünsche allen investierten viel Glück und gut Nerven.
DEEPA CHEVI
06 DECEMBER 2021
Alibaba has reorganised its international and domestic commerce platforms into two units to better drive synergies - international digital commerce and China digital commerce. International digital commerce will bring together Alibaba’s overseas consumer-facing and wholesale businesses under the leadership of Fan Jiang, president of Taobao and Tmall. It will include AliExpress, Alibaba.com, and Lazada.
According to Alibaba, these businesses propel its globalisation strategy and the newly-created unit is in line with Alibaba's goal of serving two billion consumers globally. In its last quarterly earnings, the company said it had reached 285 million annual active consumers overseas.
Fan joined Alibaba in 2013 and in his previously role, Alibaba said Taobao and Tmall have transformed into a mobile-first commerce ecosystem with an innovative user experience, such as personalisation and content-driven engagement. Before joining Alibaba, Jiang founded and served as CEO for leading mobile analytics solutions company Umeng.
Meanwhile, China digital commerce combines Alibaba's China consumer-facing and wholesale marketplaces under the leadership of Trudy Dai, president of industrial eCommerce and community eCommerce. She is also a member of Alibaba's founding team. The combination of all domestic commerce businesses aims to foster more collaboration and synergy across business units to serve its consumers and customers better.
https://www.marketing-interactive.com/...erce-biz-to-form-2-new-units
It was the second such move this year, after an earlier one in July, in an effort to inject liquidity into the financial system. The measure signals Beijing’s growing concerns about the growth outlook of the world’s second-largest economy, which has been battered in recent months by multiple headwinds. Those include a sharp slowdown in its real-estate market amid a worsening debt crisis at some of its largest property developers and a nationwide power shortage. The potential threat of the Omicron variant of the coronavirus is adding to concerns.
On Monday, the People’s Bank of China said it would reduce the reserve requirement ratio by 0.5 percentage point starting Dec. 15, which would unleash about 1.2 trillion yuan, or $188.3 billion, into the financial system.
The PBOC said the cut won’t change what it called its prudent monetary-policy stance as part of the released liquidity will be used by banks to repay loans issued by the central bank to lenders. The bank said it would maintain a stable monetary policy and avoid flooding the economy with stimulus.
“China has entered an easing cycle,” said Larry Hu, chief China economist at Macquarie Group, adding that policy makers are expected to gradually move toward supporting growth in the next 6-12 months.
"The Chinese government has also clearly communicated what its long-term goals are. In 2015, the government proclaimed the Made in China 2025 strategy, which was a policy roadmap to transform the Chinese economy from a powerhouse in labor-intensive industries into a powerhouse of technology-intensive products and services. Industries specifically targeted for leadership positions include information technology, artificial intelligence, robotics, new materials, biotechnology, aerospace and renewable energy. Many of our holdings, including Alibaba Group are leaders in many of these fields and are key to achieving China’s goal of becoming a modern 21st century economy. Their entrepreneurial management teams and talented workforce are driven by the profit motives of private enterprise, and these knowledge-intensive industries are key to their companies’ success. As such, we believe the ongoing technology industry antitrust review is designed to strengthen the industry, rather than weaken or nationalize it.
Alibaba Group was the first company to undergo the antitrust review and after a three-month investigation, was fined $2.8 billion to punish it for non-competitive behavior. The government specifically mentioned its exclusive supplier contracts colloquially known as “choose one from two” as behavior harming customers and competitors. It is our expectation that Alibaba Group will be the most heavily fined company, given it had the most aggressive business tactics. While $2.8 billion, equivalent to 4% of Alibaba Group’s 2019 domestic revenues, is almost three times the previous record $975 million antimonopoly fine levied against Qualcomm in 2015, it is also much lower than the legal 10% of revenues that could have been assessed. $2.8 billion is also an amount that the company can easily weather, given it is also only 4% of the cash on Alibaba Group’s balance sheet. While the government clearly wanted to punish the company for noncompetitive behavior, it also seems that its goal was not to permanently damage the company, but rather set clear standardized regulations for the entire industry."
https://finance.yahoo.com/news/...-invest-alibaba-baba-142334162.html
VON JOCHEN KRISCH AM DEZEMBER 18, 2021
Nach einem turbulenten Jahr hat Alibaba diese Woche doch noch zu einem verspäteten Investorentag geladen. So freut sich Alibaba jetzt im globalen Online-Handel bereits über vier große E-Commerce-Anbieter unter den Top 20 (PDF-Quelle):
https://excitingcommerce.de/2021/12/18/...attformen-unter-den-top-20/
„The Chinese government has asked state-owned companies to migrate their data from private operators such as Alibaba and Tencent to a state-backed cloud system by next year.“
https://www.aljazeera.com/economy/2021/12/22/...ip-with-alibaba-cloud
Aber es kann positive News ohne Ende geben,
ohne die Amis bleibt alles wie es ist.
Die USA und China müssen dringend anfangen wichtige Differenzen ohne die Öffentlichkeit bzw. hinter verschlossenen Türen zu führen. Dieses drohen, ausschließen und kommunizieren über die Medien ist Sackgasse.
Das hat nichts mehr mit Diplomatie zu tun und endet in einer Katastrophe.
Das ist wie auf dem Schulhof.
Ein Wort gibt das andere und endet mit einer Schlägerei nach der Schule.
Spannend findet er vor allem asiatische Titel, die in diesem Jahr stark unter Druck geraten sind. "Mutige Anleger sollten auch Richtung China schauen. Es deuten sich Anzeichen an, dass China etwas hilfreicher in der Fiskal- und Geldpolitik wird."
https://www.wallstreet-online.de/video/...ger-kommenden-jahr-renditen
https://de.wikipedia.org/wiki/...Amerikas_Strategie_der_Vorherrschaft
https://finance.yahoo.com/news/...ger-just-doubled-bet-161500927.html
Alibaba Stock Is on a Tear. Here Are 5 Reasons Investors Are Buying the Dip. | Barron's (barrons.com)
https://finance.yahoo.com/quote/BABA?p=BABA
https://finance.yahoo.com/news/...ter-days-ahead-still-162611062.html
wobei man aber auch sagen muß,das wir die nächsten jahre weiterhin keine alternative zu aktieninvest haben werden,so das sich das hier bald wohl wieder zum positiven drehen sollte.
nmm.
"WASHINGTON, Jan 18 (Reuters) - The Biden administration is reviewing e-commerce giant Alibaba's cloudbusiness to determine whether it poses a risk to U.S. national security, according to three people briefed on the matter....
Alibaba's U.S. cloud business is small, with annual revenue of less than an estimated $50 million.....
A Commerce Department spokesperson said the agency does not comment on the "existence or non-existence of transaction reviews." The Chinese Embassy in Washington did not respond to a request for comment."
https://www.reuters.com/technology/...urity-risks-sources-2022-01-18/
Die europäischen Unternehmen werden daher wohl auch weiterhin günstig Geld für Wachstum beschaffen können, nur eben werden einige Anleger aus USA ihr Geld abziehen (bzw. haben es schon getan) was die Unternehmensbewertungen zum Teil wieder etwas deutlicher zurückkommen lässt.
Sieht man ja auch bereits bei einigen Titeln. :)
Alibaba ist ja bereits spottbillig und sturmreif geschossen worden. Hoffentlich hält sich der Schaden hinsichtlich Umsatzentwicklung in Grenzen und kann weiterhin profitabel wachsen.
@Karlchen_V: Den Aktionär hab ich auf die fehlerhaften Daten hingewiesen.
War schon erstaunt, dass BABA 4x wertvoller sein soll als Amazon. :D