Altaba Inc. buy Subdi
Zusammenfassung
Diese Einschätzung wurde am 05.09.18 mit einem Endkurs von 58,72 € beendet. Die BUY Einschätzung von Subdi konnte mit einer Rendite von -6,41 % nicht überzeugen. Subdi hat 50% Zuversicht bei dieser EinschätzungRendite ohne Dividenden (%)
| Name | 1W | 1M | 1J | 3J |
|---|---|---|---|---|
| Altaba Inc. | - | - | - | - |
| iShares Core DAX® | 2,83 % | 1,24 % | 14,79 % | 17,65 % |
| iShares Nasdaq 100 | 2,92 % | 0,64 % | 40,29 % | 50,76 % |
| iShares Nikkei 225® | 2,01 % | -2,13 % | 19,86 % | 4,94 % |
| iShares S&P 500 | 2,26 % | 0,45 % | 30,09 % | 43,94 % |
Kommentare von Subdi zu dieser Einschätzung
In der Diskussion Altaba Inc. diskutieren
Subdi stimmt der Buy-Einschätzung von Maxi-Scalibusa zu
Altaba hieß früher mal Yahoo. Heute besitzen sie noch einen wertvollen Anteil an Alibaba. Daher der neue Name: eine alternative Alibaba-Aktie...
Übrigens: der berühmte Shortseller Andrew Left ist bullisch für Alibaba, und dafür nennt er gute Gründe:
Short-Seller Andrew Left Is Bullish on Heavily Shorted Alibaba
'The most compelling growth story in the market is also the world's most heavily shorted stock,' Andrew Left's Citron Research says about Alibaba.
Renowned short-seller Andrew Left and his Citron Research are taking another unpopular opinion.
In a note published a day after a bearish call on Square (SQ - Get Report) , Citron announced it was bullish on what it calls "the most shorted stock in the world" by dollar volume, Alibaba Group Holdings Ltd. (BABA - Get Report) . "Citron Research believes the most compelling growth story in the market is also the world's most heavily shorted stock," Citron wrote.
Alibaba, which most recently had 5.72% of its float shorted, will report quarterly earnings and fiscal year guidance on Friday, May 4. According to Citron, one of two things will happen. "Either Alibaba will exceed expectations on its quarter and guidance and could easily go over $200," or "Alibaba will show lower operating margins than 'sell side consensus' due to offensive, value creating investments which may give investors an opportunity to buy what could be the first trillion-dollar company at a cheap price."
Citron said that comparisons between Alibaba and Action Alerts PLUS holding Amazon.com Inc. (AMZN - Get Report) , most notably BABA's nickname as the "Amazon of China," aren't particularly suitable. Left's firm said it's more accurate to refer to Alibaba as something different altogether: "The tollbooth to middle class consumption in China," given that it is more asset-light than Amazon and has better empowered the middle-class in its home country. Alibaba trades at about a 40% discount to Amazon.
Citron's Left told TheStreet that Alibaba can do what Amazon can do "with better margins."
According to Citron, Amazon's size could be a deterrent for investors weighing the company against Alibaba. "The larger Amazon becomes, the more they must fear government interference in their business, whether it be postage, taxation or anti-trust," Citron wrote.
Left asked in an interview, "What have we learned the past month from Amazon and from Facebook Inc. (FB - Get Report) ? They both run the risk of big government."
"We're not seeing that in China," Left said. "In fact we're seeing the opposite."
His comments echoed sentiments in the Citron note: "On the other hand, the Chinese government blesses the reach of Alibaba as it's partnering with BABA on key initiatives for the 'New China.'"
Plus, Citron said China "needs" Jack Ma, the CEO of Alibaba. "Jack Ma is more than a CEO, he is the face of business in China who serves as a global ambassador. Last year, he spent more time visiting foreign heads of state than Xi Jinping himself."
Quelle:
Subdi stimmt am 03.05.2018 der Buy-Einschätzung von Maxi-Scalibusa mit dem Kursziel 105,5$ zu.
Überschrift: Altaba