Here are three stocks with buy rank and strong value characteristics for investors to consider today, October 15th:Sotherly Hotels Inc. (SOHO) : This self-administered lodging REIT carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.8% over the last 60 days.Sotherly Hotels has a price-to-earnings ratio (P/E) of 1.75, compared with 13.50 for the industry. The company possesses a Value Score  of A.Alibaba Group Holding Limited (BABA) : This Chines ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool recommends Alibaba Group. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

文章核心观点 - 阿里巴巴(NYSE: BABA)被评为"买入"评级,因为公司显示出一系列可能在未来几个季度推动股价上涨的催化剂,如i)政府预计将提供1.07万亿美元的刺激措施[1] 行业和公司研究 - 阿里巴巴是一家专注于长期价值投资的公司,采用价值投资策略进行自身和家人的投资[1] - 分析师持有阿里巴巴的长期有利头寸,包括股票所有权、期权或其他衍生工具[2] - 分析师撰写本文表达自己的观点,未收到任何报酬(除了来自Seeking Alpha的报酬)[2] - Seeking Alpha披露,过去的业绩不能保证未来的结果,不会就任何投资的适合性提供建议或意见[2]

文章核心观点 - 阿里巴巴(NYSE: BABA)股价长期陷入横盘交易区间,未能有效突破 [1] - 阿里巴巴的股价表现令人失望,未能给投资者带来预期收益 [1] 行业总结 - 阿里巴巴是一家电子商务公司,主营业务包括零售、批发、物流等 [1] - 阿里巴巴是一家在纽约证券交易所上市的公司 [1] 公司总结 - 阿里巴巴过去10年一直从事投资银行行业的研究分析工作 [1] - 阿里巴巴擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1]

报告公司投资评级 - 维持"买入"评级 [4][9] 报告的核心观点 淘天业务 - 淘天GMV维持增长动能,接入微信支付吸引增量用户,商业化稳步加速 [7] - 淘天正式收取0.6%的技术服务费,全站推广上线初见成效,有利于中小商家广告投放效果和投放意愿提升,支撑货币化率上行 [7] - 本地生活收入延续增长,预计FY2Q25同比+11.0%,集团加强经营效率和业务规模效应,经调整EBITA亏损率同比收窄 [7] 国际业务 - 国际业务保持投入拓张节奏,注重经营效率提升 [8] - 速卖通choice积极丰富供应多元化,出海"百亿补贴",平台已开启筹备海外双十一及黑五大促 [8] - Trendyol依托土耳其本地优势,发力海湾区,逐步进军东欧市场 [8] - Lazada7月实现EBITDA盈利,9月与Daraz达成合作,一站链接东南亚与南亚9大市场,有助于扩大平台间规模效应 [8] 云智能业务 - 阿里自研芯片与模型技术持续投入,全线升级通义千问与AI基建,三款主力模型再次降价,实现企业和开发者低成本应用,培育用户初期心智 [8] - AI与公共云战略带动阿里云业务收入增速上行,利润率改善 [8] 其他 - 持续加码回购,提升股东回报 [9] 财务数据及盈利预测 - 预计FY2Q25收入达2428亿元,同比增长8.0%,调整后EBITA 394亿元,同比下降8%,对应调整后EBITA利润率为16%,Non-GAAP归普净利润376亿元,同比下降6% [4][5][6] - 预计FY2Q25各业务板块同比变动:淘天集团+2.7%、国际商业数字商业集团+29.8%、本地生活集团+11.0%、菜鸟集团+20.0%、云智能集团+7.0%、大文娱集团-1.0%、其他收入+1.0% [4][6] 风险提示 - 行业竞争加剧 [10] - 消费需求持续疲软 [10] - 出海业务发展不及预期 [10]

My last article about Alibaba Group Holding Limited (NYSE: BABA ) was published on August 22, 2024 – less than two months ago. And usually, I wait at least 3 months before I provide an update (in most cases, the update follows the next quarterlyMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding mar ...

文章核心观点 - 数字原生零售平台etaily宣布在新加坡和其他市场扩张,以加强其在东南亚地区的业务 [1][2][3] - etaily任命前Kaya Founders风险投资公司合伙人兼阿里巴巴子公司Synagie首席运营官Lester Cuneta为首席增长官,以推动公司在东南亚的扩张 [1][2][3] - Lester Cuneta拥有丰富的APAC地区市场洞察知识,曾在多家公司担任领导职务,在推动商业转型和业务卓越方面发挥了关键作用 [1][2] - etaily最近完成了1780万美元的A轮融资,将用于扩大在东南亚的消费者和商家参与度 [5] - etaily是一家总部位于菲律宾的数字原生零售平台,为消费品牌提供端到端的电子商务解决方案 [6] 公司概况 - etaily是一家数字原生零售平台,专注于为亚洲消费品牌提供支持 [6] - 公司利用技术、行业专业知识和战略合作来推动增长,帮助品牌超越预期 [2] - etaily提供自有品牌运营以及为企业消费品牌提供端到端的市场、直销和直播电商解决方案 [6] 行业动态 - etaily正在扩张至新加坡等市场,以加强在东南亚地区的业务 [1][3][5] - 公司此次融资将用于提升在东南亚的消费者和商家参与度 [5] - etaily正在努力将自己定位为东南亚数字商务解决方案的领军企业 [5]

The Chinese e-commerce and cloud giant still has a bright future.Alibaba (BABA -6.67%) is often considered a bellwether of China's economy. It owns the country's largest e-commerce marketplaces and top cloud platform, as well as brick-and-mortar stores, a logistics business, and digital media services.Alibaba has been a high-growth stock over the past decade. From fiscal 2014 to 2024 (which ended in March), its revenue expanded at a compound annual growth rate (CAGR) of 33% as its adjusted net income increa ...

文章核心观点 - 文章作者是一名自学成才的长期价值投资者,专注于以合理价格购买优质成长型企业的股票 [1] - 文章仅供参考,不构成投资建议,作者不是注册金融顾问,不提供任何投资建议 [1] - 作者拥有阿里巴巴和京东的股票或衍生工具的长期头寸,并自行撰写本文,不受任何公司补偿 [1] 行业概况 - 过去业绩不能保证未来表现,任何投资决策都应基于自身的研究和分析 [2] - 寻求阿尔法不是一个可靠的投资策略,投资者应谨慎对待任何投资建议 [2] 公司概况 - 无相关内容

Alibaba (NYSE: BABA ) has extended their business far beyond e-commerce, growing in areas such as AI, cloud computing, logistics and digital entertainment etc. I am encouraged to see Alibaba has begun to stabilize their e-commerce business during the quarter. In my view, their uniqueMore than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche ...