Latest news with #AlibabaGroupHolding
Yahoo
2 days ago
- Business
- Yahoo
Chinese Stocks Soar As US Court Blocks Trump Tariffs
U.S.-listed Chinese stocks led by Alibaba Group Holding (NYSE:BABA), PDD Holdings Inc (NASDAQ:PDD), and Baidu, Inc (NASDAQ:BIDU) gained on Thursday after a federal court invalidated global tariffs enacted by President Donald Trump under the International Emergency Economic Powers Act on Wednesday. A three-judge panel, with appointees from the Reagan, Obama and Trump eras, ruled that the IEEPA doesn't give the president unlimited power to impose tariffs. Reportedly, the Trump administration filed an appeal against the ruling in Chinese electric vehicle companies, including NIO Inc (NYSE: NIO) and XPeng Inc (NYSE: XPEV), also noted strong upward momentum. On May 12, Beijing and Washington agreed to lower tariffs on each other's products, temporarily offering relief to the stock market. The deal reduced U.S. levies of 145% on most Chinese imports to 30%, while China's 125% duties on U.S. goods will drop to 10% for 90 days. In April, President Trump hinted at a significant reduction in tariff rates. During an investor summit, Treasury Secretary Scott Bessent acknowledged the impracticability and mutual challenges of a tariff war with China. U.S. chip designer Nvidia Corp (NASDAQ:NVDA) reported first-quarter results on Wednesday. It faced an export ban on H20 products to China on April 9. The company said it incurred a $4.5 billion charge in the first quarter related to H20 excess inventory and purchase obligations. Price Actions: BABA stock is up 0.50%, and PDD is up 1.20% at the last check Thursday. Read Next:Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? APPLE (AAPL): Free Stock Analysis Report TESLA (TSLA): Free Stock Analysis Report This article Chinese Stocks Soar As US Court Blocks Trump Tariffs originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Sign in to access your portfolio
Yahoo
2 days ago
- Business
- Yahoo
Earnings grew faster than the decent 51% return delivered to Alibaba Group Holding (NYSE:BABA) shareholders over the last year
While Alibaba Group Holding Limited (NYSE:BABA) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 15% in the last quarter. While that might be a setback, it doesn't negate the nice returns received over the last twelve months. In that time we've seen the stock easily surpass the market return, with a gain of 48%. Although Alibaba Group Holding has shed US$16b from its market cap this week, let's take a look at its longer term fundamental trends and see if they've driven returns. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. While the efficient markets hypothesis continues to be taught by some, it has been proven that markets are over-reactive dynamic systems, and investors are not always rational. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. Alibaba Group Holding was able to grow EPS by 74% in the last twelve months. This EPS growth is significantly higher than the 48% increase in the share price. So it seems like the market has cooled on Alibaba Group Holding, despite the growth. Interesting. The company's earnings per share (over time) is depicted in the image below (click to see the exact numbers). It is of course excellent to see how Alibaba Group Holding has grown profits over the years, but the future is more important for shareholders. This free interactive report on Alibaba Group Holding's balance sheet strength is a great place to start, if you want to investigate the stock further. When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. Arguably, the TSR gives a more comprehensive picture of the return generated by a stock. In the case of Alibaba Group Holding, it has a TSR of 51% for the last 1 year. That exceeds its share price return that we previously mentioned. And there's no prize for guessing that the dividend payments largely explain the divergence! We're pleased to report that Alibaba Group Holding shareholders have received a total shareholder return of 51% over one year. And that does include the dividend. There's no doubt those recent returns are much better than the TSR loss of 8% per year over five years. The long term loss makes us cautious, but the short term TSR gain certainly hints at a brighter future. Is Alibaba Group Holding cheap compared to other companies? These 3 valuation measures might help you decide. If you are like me, then you will not want to miss this free list of undervalued small caps that insiders are buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Business Times
6 days ago
- Business
- Business Times
Alibaba chair says Asian firms can seek growth outside US
[BEIJING] Alibaba Group Holding chairman Joe Tsai said Asian companies can look to inter-Asia opportunities and the European market for growth as tensions between Washington and Beijing persist. During a tech conference in Macau on Saturday (May 24), Tsai also called out 'some governments' who 'try to tear down this bridge that we have built between Asia and the rest of the world'. While he did not specify which administrations he was referring to, the comments come against the backdrop of US President Donald Trump's trade war that has roiled markets and sparked retaliatory levies from other governments, as well as increased global scrutiny on Chinese corporates. 'There's actually a lot of inter-Asia business activity, engagement that can happen among the East Asian countries between East Asia, and South-east Asian and eventually South Asia as well,' Tsai told the audience at Beyond Expo. He added that Europe is 'an incredible opportunity' for Asian companies. 'I believe that Europeans have a very different cultural mindset when it comes to dealing in Asia,' Tsai said. 'I think, you know, Americans tend to be sort of more black and white, whether it's if it's not good, then it's bad. I think Europeans understand nuances better.' Alibaba's core businesses have fallen victim to the prolonged US-China tensions. The company's shares slumped this week after The New York Times reported that the Trump administration raised concerns over Apple Inc.'s potential artificial intelligence (AI) deal with the Chinese e-commerce leader, an important win for the Hangzhou-based company. BT in your inbox Start and end each day with the latest news stories and analyses delivered straight to your inbox. Sign Up Sign Up While Apple has not spoken publicly about such a partnership, Tsai confirmed the tie-up earlier this year though he did not specify if Alibaba would be the exclusive AI provider for the US company in China. A local partner could help revive iPhone sales in China, which have suffered as rivals such as Huawei Technologies move ahead with AI-enabled smartphones. Apple has yet to provide its full suite of AI features in China because of regulations that require it to partner with a locally accredited company. Alibaba's e-commerce operations have also been affected by Trump's decision to close a tariff loophole for small parcels from mainland China and Hong Kong. Alibaba's disappointing results last week sent the company's shares plunging the most in more than a month. Investors are growing wary that the e-commerce leader can overcome a persistent Chinese economic malaise and benefit from its status as one of the frontrunners in the DeepSeek-inspired AI boom. But Tsai on Saturday defended Alibaba's prospects, saying the company is on 'a very good path' and reiterated the company's focus on e-commerce and AI. The company's comeback following years of government scrutiny is being orchestrated by Tsai and chief executive officer Eddie Wu – two of co-founder Jack Ma's most trusted lieutenants. After taking the helm in 2023 they have refocused spending on building AI and e-commerce, while accelerating the unloading of non-core assets to bankroll the AI investments and international expansion. Alibaba has been releasing AI products at a frenetic pace since DeepSeek's emergence on the global stage this year. It's risen to the forefront of China's AI industry thanks to a series of rapid-fire model enhancements and rollouts, including last month's release of its Qwen3 flagship model, which it said rivals DeepSeek's performance on several fronts. BLOOMBERG
Business Standard
19-05-2025
- Business
- Business Standard
Chinese markets end flat after mixed economic data
Asian stocks ended lower on Monday as Moody's downgrade of the U.S. credit rating reinforced Wall Street's growing worries over the U.S. sovereign bond market. Moody's slashed the credit rating of the U.S. by a notch to Aa1 from the highest triple-A rating, citing the government's massive budget deficit and high interest rates. The U.S. dollar dipped while the yield on the 10-year U.S. Treasury rose to 4.52 percent from 4.44 percent on Friday amid renewed trade tensions. U.S. Treasury Secretary Scott Bessent said in television interviews on Sunday that President Donald Trump is employing "strategic uncertainty" as a negotiating tactic in his trade talks and that tariffs will be imposed at the rate he threatened last month if countries do not negotiate in "good faith" on deals. Gold prices rose about 1 percent in Asian trade due to trade and U.S. debt concerns. Oil declined on demand concerns after official data showed a slowdown in the pace of China's industrial output and retail sales. Chinese markets ended little changed as mixed economic readings highlighted a fragile recovery. Industrial output held up in April but retail sales and investment disappointed as firms and households turn more cautious due to the trade war, official data revealed. China's Shanghai Composite index finished marginally higher at 3,367.58 while Hong Kong's Hang Seng index ended with a negative bias at 23,332.72. Alibaba Group Holding shares fell 3.4 percent after reports that U.S. officials are scrutinizing a potential Apple-Alibaba deal to integrate AI features into iPhones in China.
Yahoo
15-05-2025
- Business
- Yahoo
Alibaba Group Holding (NYSE:BABA) Reports Robust Earnings, Announces US$4.6 Billion Regular And Special Dividends
Alibaba Group Holding saw its share price rise by 18% last month, buoyed by a 7% increase in quarterly sales and a meaningful surge in net income. The company announced a significant total dividend distribution of around $4.6 billion, combining regular and special dividends. This aligns with the favorable broader market trends, where indices such as the S&P 500 have been on winning streaks. Despite a broader positive market sentiment supported by eased global trade tensions, Alibaba's results were below some analyst expectations, reflecting mixed investor reactions amid an upbeat atmosphere for mega-cap tech stocks. Buy, Hold or Sell Alibaba Group Holding? View our complete analysis and fair value estimate and you decide. AI is about to change healthcare. These 22 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. Alibaba's recent share price surge and dividend announcement reflect positive market sentiment, albeit with mixed investor reactions as quarterly results fell short of some analysts' expectations. This news, coupled with eased global trade tensions, may bolster the company's strategic investments in AI and cloud technologies, potentially enhancing long-term margins and reinforcing its competitive market position. However, ongoing intense market competition and substantial investments could still exert pressure on margins, challenging revenue growth and cash flow. Over the past year, Alibaba achieved a total shareholder return of 69.07%, which now positions it favorably within the tech sector. This contrasts with the prior year's performance, where the company exceeded the US market's average return of 10.6% and surpassed the 15.4% return from the US Multiline Retail industry. Such gains, alongside the company's share repurchase efforts and operational efficiency improvements, aim to enhance shareholder value further. The short-term volatility observed aligns with broader positive market trends and can impact revenue and earnings forecasts. Analysts predict a revenue growth rate of 7.8% annually over the next three years, with an anticipated increase in profit margins. Notwithstanding, the company's current share price remains below the analyst consensus price target of ¥165.99, presenting a notable upside potential based on revised forecasts. As Alibaba continues navigating this complex environment, investors may find opportunities in price movements tied to these new strategic directions. Gain insights into Alibaba Group Holding's future direction by reviewing our growth report. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:BABA. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
