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BABA

+5 pts





By adamsmith on July 21, 2021, 4:32 p.m.
Tagged topics: valuations , buying opportunity , analyst checks

Views: 2, Votes: 1, Responses: 0, Attachments: 0
BABA

+37 pts



$BEST $BABA

By tunis82 on July 21, 2021, 11:19 a.m.
Tagged topics: valuations , buying opportunity , analyst checks

Views: 22, Votes: 3, Responses: 1, Attachments: 0
BABA

+34 pts



Goldman maps key challenges as China's expansion of regulation to manage internet platforms (deep dive)

By puckerman17 on July 17, 2021, 12:44 p.m.
Tagged topics: China , regulatory environment , anti-trust , Goldman Sachs , Tencent

Views: 314, Votes: 3, Responses: 0, Attachments: 6
BABA

+36 pts



$BABA - JP Morgan says if Alibaba and Tencent opened their service offering to each other, Alibaba would be the 'net winner'

By puckerman17 on July 15, 2021, 2:18 p.m.
Tagged topics: China , regulatory environment , eCommerce , Super App , JP Morgan , anti-monopoly investigation

Views: 166, Votes: 4, Responses: 0, Attachments: 2
BABA

+38 pts



$BABA - Deutsche (bull) expects a softer June quarter with growing investment spend

By josiebe on July 14, 2021, 12:04 p.m.
Tagged topics: analyst checks , China , eCommerce , earnings preview , Deutsche Bank

Views: 143, Votes: 4, Responses: 0, Attachments: 5
BABA

+42 pts



$BABA - Goldman sees Alibaba reaching its growth target 2 years earlier than planned after hosting management

By josiebe on May 28, 2021, 11:39 a.m.
Tagged topics: China , eCommerce , non deal roadshow , Goldman Sachs , upside to estimates

Views: 167, Votes: 5, Responses: 0, Attachments: 4
AMZN , GOOGL , FB , MSFT , GM , TWTR , BABA , SNOW , C , FCX , ILMN

+1 pts





By anon7828 on May 21, 2021, 12:59 p.m.
Tagged topics: sector rotation , hedge funds , crowded trades , Goldman Sachs , growth to value

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FB , MSFT , AMZN , GOOGL , BABA , C , GM , FCX , ILMN , SNOW , TWTR

+48 pts



Goldman says $FB, $MSFT, $AMZN, $GOOGL, $BABA are currently the most popular long positions among hedge funds

By labjordan on May 21, 2021, 11:42 a.m.
Tagged topics: sector rotation , hedge funds , crowded trades , Goldman Sachs , growth to value

Views: 239, Votes: 7, Responses: 1, Attachments: 28
AMZN , GOOGL , AMD , INTC , MSFT , CSCO , MRVL , BABA , AVGO , STM , ERIC , JNPR , NOK

+1 pts





By mooreideas on May 20, 2021, 1:46 p.m.
Tagged topics: cloud hyperscalers , JP Morgan , strong demand , semiconductors , ARM CPU , ASIC chip market

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , GOOGL , AMD , INTC , MSFT , CSCO , MRVL , BABA , AVGO , STM , ERIC , JNPR , NOK

+9 pts





By anon7828 on May 20, 2021, 1:42 p.m.
Tagged topics: cloud hyperscalers , JP Morgan , strong demand , semiconductors , ARM CPU , ASIC chip market

Views: 7, Votes: 3, Responses: 1, Attachments: 0