Alibaba.com - wie wird der Jahresverlauf sein?

ich in Hongkong?

Nach meiner Erinnerung soll es Pläne geben, die Bindung des HKD
an den USD aufzugeben. Vielleicht weiß jemand dazu Genaueres und
kann darüber berichten.

www.stock-world.de/nachrichten/aktien/...g_Markets_Trader.html

Nominal Price	Net Change	Change (%)	Bid	Ask	P/E(x)
13.94	0.44	3.259	13.94	13.96	63.62
High	Low	Previous Close	Share Volume ('000)	Turnover ('000)	Lot Size
14.14	13.38		12,578	173,185	500

 

Gruss Hr.Rossi

Shares in China's top e-commerce firm Alibaba.com Ltd
fell as much as 5.7 percent on Monday after Microsoft
Corp withdrew its bid for Alibaba's major investor,
Yahoo Inc .

The stock had been overpriced and investors were using
Miscrosoft's withdrawal as an excuse to sell, brokers said.

DB sees Alibaba (01688) Q1 net profit RMB290M
2008/05/05 15:49

(Infocast News) Ahead of Alibaba.com's (01688) announcement of 2008 first-quarter results, a research report by Deutsche Bank expects the company to report a net profit of about RMB290 million.

The brokerage expects visible margin improvement in the quarter, citing successful cost control and lower SG&A expenses.

Deutsche Bank maintains its "Hold" rating for Alibaba but cut target price for the stock by 4% to $17.79 as it cut the sales forecast for 2008 by 3%. It believes a successful restructuring of the approximately 2,000-strong Gold Supplier salesforce will be key to Alibaba's ability to meet or exceed 2008 forecasts.

wenn ja, hat jmd ein link? kurs sieht ja gut aus.

Alibaba.com slumps ahead of Q1 results; unrelated to Yahoo deal

Alibaba.com was sharply lower ahead of its release of first-quarter results tomorrow on worries that the slowing global economy will hurt the e-commerce company's revenue and earnings.

Analysts said Microsoft's decision to abandon its takeover bid for Yahoo Inc, which owns 39 pct of Alibaba's parent, had no direct impact on Alibaba.com's share price.

At 11:56 am, Alibaba.com was down 0.72 hkd or 4.44 pct at 15.48, off a low of 15.28 and high of 15.80.



"I believe the slump in its share price today has more to do with worries about its first-quarter earnings more than Microsoft's decision to drop its takeover bid for Yahoo," said Paul Woodward, principal at information technology consulting firm Business Strategies Group.

"I doubt if there is any direct link between its share price and the proposed Microsoft deal," he said.

"Alibaba.com's earnings depend to a large extent on world trade and with the slowing of the global economy it's understandable for investors to worry about its earnings," he said.

"Its share price was overvalued since its initial public offering last November and it has steadily sunk since then to a more realistic level today."

In its trading debut last Nov 6, shares of Alibaba.com, which runs China's most popular business-to-business website, surged 193 pct to close at 39.50 hkd.

After news of Microsoft's takeover bid for Yahoo broke, Alibaba.com's share price surged nearly 19 pct to 21.30 hkd on Feb 4.

The price has since fallen by 27 pct.

Woodward rejects the view that Microsoft's abandonment of its Yahoo bid will hurt Alibaba.com shares because the company will no longer be seen as a possible target of the global internet giants.

"Alibaba.com still has lots of money at hand from its IPO and it is looking to acquire, not to be acquired by anyone," he said.

"But finding a suitable and substantial acquisition target that fits its business is not easy.

"I doubt very much if Microsoft will be interested in Alibaba.com because it is very much preoccupied on how to establish its online position in the US market," he said.

Webcast Image ALIBABA.COM LIMITED 2008 First Quarter Results Conference Call
Tuesday, May 6, 2008 8:00 p.m. HKT / 8:00 a.m. ET/ 1:00 p.m. UKT

link
phx.corporate-ir.net/...1094397&pph=540&ppw=788&rdu=&rdt=&upv=

phx.corporate-ir.net/...1094397&pph=540&ppw=788&rdu=&rdt=&upv=

phx.corporate-ir.net/...1094398&pph=540&ppw=788&rdu=&rdt=&upv=

Ali Profit 1.Q = 300,72MYuan

 

Vgl EK 1.Q 680M Yuan

 

Vorjahr 443,9M Yuan

Alibaba.com (01688) erzielte einen Reingewinn von RMB 300.7 Mio.
Der Umsatz für das erste Quartal 2008 stieg um 111,7% von vor einem Jahr.

Wahnsinns Zahlen ................

....mal sehen, welche Bank jetzt wieder eine schlechte Bewertung rausgibt ;-P

Ich habe jedenfall nochmal nachgekauft....hehehe.

Gruss Hr.Rossi

was nuetzt es, es steigt ja nicht,das nervt.

mal schauen wie die börsen in asien morgen abschließen. dem nach entwickelt sich ali erst morgen.

Bei einem bin ich mir sicher, Alibaba wird nach Börseschluß der asiatischen Märkte einen ordendlichen Ruck nach oben machen.
Also freuen wir uns auf Morgen früh, den morgen wird dann auch Europa ordentlich nachkaufen.

Morgan Stanley said it is raising its 2008 and 2009 earnings estimates for Alibaba.com Ltd by 12 pct and 3 pct, respectively, after the Chinese e-commerce portal reported robust first quarter results.

"First quarter sales rose seven pct quarter-on-quarter, 53 pct year-on-year, and were three pct above our forecast. Net profit was 10 pct ahead of our expectation.

We liked that China marketplace sales surged 81 pct year-on-year due to rising average spending," Morgan Stanley said in a note.  It projected Alibaba's 2008 net profit at 1.21 bln yuan, while the 2009 profit is seen at 1.57 bln.

Alibaba announced yesterday a 112 pct rise in first-quarter net profit to 301 mln yuan, helped by an increase in the number of paying users and higher individual spending.  Total revenue was 680 mln yuan, an increase of 53.2 pct year-on-year.  Morgan Stanley has an 18.4 hkd target price and "equal-weight" call on Alibaba.

Alibaba shares were down , after surging to 16.16 hkd in early trade.

Alibaba.com lower in HK on slowdown fears despite strong Q1 results

Alibaba.com Ltd, which runs China's leading e-commerce portal, turned lower at late morning as dealers said its earnings outlook this year would be clouded by the global economic slowdown.

At 12:02 pm, the stock was trading down 0.32 hkd or 1.95 pct at 15.10, off a high of 16.16 hkd. The Hang Seng index was down 383.16 points or 1.46 pct at 25,878.97.

"Despite its strong first quarter results, it's hard to believe that its revenue and earnings growth will not be hurt by the global economic slowdown," said Francis Cheung, head of telecom research at CLSA.

"My sense is Alibaba.com will feel the adverse impact of a global economic slowdown in the second half of this year," he said.

Alibaba.com reported yesterday that its first quarter to March net profit was 301 mln yuan, up 112 pct from 142 mln in the same period of last year, due mainly to an increase in the number of paying users and higher spending per user.

The company is highly dependent on its international operations, which last year contributed 71.6 pct of its 1.55 bln yuan revenue. China business accounted for the rest.

Cheung noted that Alibaba.com's main revenue source is the annual fees it collects upfront from users.

This implies that much of the revenue that it reported in the first quarter was business that it actually generated last year, he said.

"Compared to the fourth quarter last year, subscriber growth in the first quarter actually slowed down so its performance wasn't as good as it seems," he said.

Alibaba.com reported that at the end of March, it had 327,118 paying users, up 35.6 pct from a year earlier.

Registered users of its international marketplace numbered 4.89 mln at the end of March, up 42 pct, while registered users of its China marketplace stood at 24.82 mln, up 36 pct.

Cheung said Alibaba.com's current valuation at about 37 times this year's estimated earnings is expensive relative to its mainland peers and this could be a major issue for investors.

"With its expensive valuation, investors are better off buying Tencent, Sohu and other mainland internet firms," he said.  

ein bißchen geärgert nicht dabei gewesen zu sein von 1,00 auf 1,39 wäre schon ein guter schnitt gewesen und nun kommt sie doch zurück Ausblick verhalten
was macht man denn wenn man an das Geschäftsmodell glaubt aber noch nicht investiert ist?
Bis wohin kann es gehen....,ich werde ali weiterhin verfolgen...

....das es kurzfristige Gewinnmitnahmen sind. Kann ein Unternehmen denn bessere Zahlen vorlegen? Wie hoch ist eigentlich das aktuelle KGV?

Ich bin zwar lang investiert, aber so richtig Spass macht es trotzdem nicht....(roll Augen)

Gruss Hr.Rossi