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Bull of the Day: Alibaba (BABA)
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Bull of the Day: Alibaba (BABA)
By: Zacks Investment Research | February 12, 2020
Alibaba (BABA) shares have surged 36% in the last six months to easily top the S&P 500’s 17% climb. The Chinese e-commerce giant looks ready to continue its expansion in the post-Jack Ma era as it grows its cloud computing reach and its retail leg expands to smaller cities as part of China’s middle-class explosion.
With Alibaba set to report its Q3 fiscal 2020 financial results before the market opens on Thursday, February 13, let’s see why BABA stock looks like it might be worth buying.
Alibaba reportedly controls roughly two-thirds of China’s e-commerce market, through Taobao and Tmall. This alone might be worth the price of admission since China is the world’s second-largest economy.
Plus, more and more of China’s 1.4 billion people enter the vital middle-class demographic every day. And McKinsey estimates China’s middle class could hit 550 million by 2022, which is far larger than the entire U.S. population of roughly 330 million.
Last quarter, BABA’s mobile monthly active users hit 785 million, up 30 million from the prior-year quarter. Alibaba is also dedicated to expanding its logistics business to help it grow outside of major markets like Beijing and Shanghai, which have become more saturated. With this in mind, BABA’s core commerce business, which jumped 40% last quarter, accounted for 85% of total sales.
In an effort to diversify, Alibaba has jumped into cloud computing in recent years. The segment surged 64% last period to account for 8% of second quarter revenue. Alibaba plans to expand its cloud business, as Amazon (AMZN), Microsoft (MSFT), accelerator and others prove why cloud is worth the investment.
Meanwhile, the firm’s digital media and entertainment business, which consists primarily of Youku and UCWeb, jumped 23% last quarter. Alibaba executives pointed to the synergies between commerce and entertainment and noted that Youku’s average daily subscribers increased 47%.
The company is also investing in its portfolio with “original content that resonates with Chinese audiences.” And investors should note that China is one of the only places that Netflix (NFLX) doesn’t operate.
Clearly, investors still need to see how the coronavirus will impact Alibaba. But Wall Street has seemed to shake off the fears on the back of better-than-expected earnings results, which includes giants such as Apple (AAPL) . And stocks climbed again Tuesday, after a strong start to the week on Monday.
Therefore, most investors will likely want to wait to see what Alibaba executives have to say about the coronavirus and what new guidance they provide. But the nearby chart shows that BABA stock is resting near its highs, with the stock up over 5% in February.
Alibaba shares also climbed above their summer 2018 highs in December. And it has jumped 150% in the last five years, against JD.com’s (JD) 54%.
Despite the run, Alibaba stock is trading at a discount against its industry’s 42.5X, at 30.5X forward 12-month Zacks earnings estimates. This also comes in below its own three-year median of 33.5X and 42X high during this stretch. Plus, its Internet – Commerce industry rests in the top 32% of our more than 250 Zacks industries.
Outlook & Earnings Trends
Before we look at what to expect, we need to know that Alibaba reports its metrics in Chinese RMB and then offers a comparable U.S. dollar equivalent for the “convenience of the reader.” Therefore, some of our percentages and estimates will be different.
With this in mind, our Zacks estimates call for Alibaba’s quarterly revenue to jump 33% to $22.68 billion. Then its full-year fiscal 2020 revenue is projected to climb 33.2%, with 2021’s sales expected to climb 31.2% higher than our current-year estimate.
Meanwhile, its adjusted quarterly earnings are expected to climb over 27% to $2.25 per share. And its fiscal 2020 EPS figure is expected to surge 29%, with 2021 projected to come in 21.2% stronger. On top of that, Alibaba’s earnings estimates have climb since it last reported.
Alibaba’s positive earnings revision activity helps it earn a Zacks Rank #1 (Strong Buy). And its pitch to investors remains straightforward: The company is diversifying into new growth areas and its e-commerce business is ready to climb alongside the Chinese economy.
However, it is likely prudent to wait until after Alibaba’s earnings release to think about buying BABA, as any hint of a coronavirus downturn could send the stock down in the near-term.
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Information posted to this board is not meant to suggest any specific action, but to point out the technical signs that can help our readers make their own specific decisions. Caveat emptor!
You have a great idea for a start-up business and you are, probably, short on capital, so raising money is your first concern. You are going to need outside investor groups, Startup event therefore you need to know the difference between angel investors and venture capital firms. Less is known about angel investing as compared to venture capital, due to the privacy of their investments. However, these are the key points to consider in order to make the right choice.
1. Ease of obtaining financing
It commonly takes less time to receive funds from an angel investor, as obtaining venture capital funds is a highly rigorous process. Therefore, your business should meet all the investment criteria before being considered by a venture capital firm. The difficulty with angel investors may arise in case your business requires funding from several investors, as they could demand different terms.
2. Investment Size
The range of venture capital funding is larger than the one of angel investors. Angels act alone or in organized groups and invest their own money. Venture capital firms are corporate entities that pool money from a range of investors. Angels typically provide under $1 million, venture capitalists mostly above $1 million.
3. Stage focus
The focus of angel investors is typically the earlier or the seed stage of your start-up company. Venture capital firms focus on different stages of your business. Vc providers are much less likely to invest at the seed stage and they may provide second round financing after angels. Moreover, their purpose is to take your venture to the initial public offering stage and beyond.
4. Industry focus
Angel investors vary in investment areas and may allocate funds to a range of fields, frequently within their areas of expertise. Venture capital firms generally concentrate on emerging sectors such as technology or innovation.
5. Geographic Focus
Both business investors often prefer to invest within the vicinity of their offices. The purpose is to add management value to your company and to easily monitor all their portfolio companies.
6. Expected returns
Both angels and venture capitalists generally expect a high rate of return for their investments. Stereotypically, a venture capitalist may have higher return expectations than an angel investor.
7. Expected Control
Angel investors and vc firms are similar in that they expect a board position and possibly a consulting role. Both invest in return for an ownership stake in your company and for a certain degree of involvement, but venture capital firms will exercise even more control over your company.
8. Support and Expertise
Angel investors will more than likely provide support and advice to the start-up business. Vc firms generally possess greater expertise, as they prefer to lead ventures through successive funding stages.
9. Risk taking
A venture capitalist prefers to invest in a business that will offer security and a high return on investment. An angel is far more likely to be a risk taker and put money into a venture at the riskier seed stage.
Angel investors are also motivated by the desire to see innovative ideas get off the ground and become successful businesses, whereas venture capitalists are more motivated by profit.
When it comes to getting tanned quickly it seems like everyone is using a tanning accelerator before they go to the tanning beds. Using these products it is fairly easy to get a tan quickly, and get that bronzed look you are after. Within these types of products there are tanning accelerators and tanning lotions, they might seem like similar products but they are actually quite different. Let us take a closer look at them so we can understand the differences.
The first type of product to consider is a tanning accelerator. With these products they are designed to promote and increase the melanin levels in your skin. The pigment that is in your skin that gives it color is actually the melanin the skin cells contain. The more melanin you have in your skin pigment the darker your skin is and the more tanned you will look. A tanning accelerator comes in the form of a lotion that you apply to your skin on a daily basis, and it will boost the melanin production of your body and you don’t even have to be out in the sun.
These tanning accelerators have incredibly powerful enzymes in them called Tyrosin and Psoralen. Each of these enzymes are really amino acids that help the body increase production of melanin proteins. With Psoralen products it will make your skin cells quite sensitive to ultra violet light, jumpstarter hk so you need to be careful to use a sunscreen or blocker with this product so you will not burn. If your natural skin tone if fair or light skinned, you should select a product that is based on Tsyrosine.
Both of these tanning accelerator products are much different than ordinary sun tanning lotion. A tanning lotion is designed to maximize the effects of the rays from the sun, and it will only work when you are in direct contact with sunlight. You really need to be extra careful when using tanning lotions because they greatly increase the affects of sun exposure and it is really easy to get a burn. You should consult a physician on exactly how much time is acceptable in the sun while tanning before you damage your skin.
You need to examine the label carefully for both accelerators and tanning lotions to see what is in them. Some added ingredients are critical for both protecting and moisturizing your skin. Some products have actually color agents in them called bronzers that apply a type of dye to your skin and will give you an immediate tan look. Also, for lighter skinned individuals, you will need a product that offers some skin reconditioning components. You need to be careful when using these products or your skin pores will be clogged. You will have to keep your skin cleansed effectively and make sure you exfoliate regularly or else you will not be able to tan as easily as you want. As you can see there are vast differences between the accelerator products and the sun tanning lotions.