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Chinese internet companies grow their users bases and their ability to monetize them, could result in rapid revenue and earnings growth.
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With the first-quarter round of 13F filings behind us it is time to take a look at the stocks in which some of the best money managers in the world preferred to invest or sell heading into the second quarter. One of these stocks was Weibo Corp (NASDAQ:WB). Weibo Corp (NASDAQ:WB) was in 16 hedge […]
Hedge funds and other investment firms that we track manage billions of dollars of their wealthy clients' money, and needless to say, they are painstakingly thorough when analyzing where to invest this money, as their own wealth also depends on it. Regardless of the various methods used by elite investors like David Tepper and David […]
Shares of tech companies Alibaba, JD.com, the Trade Desk, and Roku are up today. The broader indexes have also opened higher on trade talk optimism.
The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 700 world-class investment firms that we track and now have access to the collective wisdom contained in […]
Prior to the most recent dust up in U.S.-China relations, the case for Alibaba Group (NYSE:BABA) was an interesting one. After Alibaba stock peaked in the early summer 2018, shares have consistently met upside resistance. However, an apparent thaw in trade war tensions suggests a potential breakthrough. After all, a Chinese delegation was willing to meet in Washington for high-level talks.Source: testing / Shutterstock.com Now, all hope appears dashed and I'm not using any hyperbole. On Tuesday, Bloomberg News broke a startling development that the White House was "discussing blocking government pension funds from investing in China." Logically, such a measure would have serious implications for BABA stock, along with high-profile names like JD.com (NASDAQ:JD) and Baidu (NASDAQ:BIDU).And if that weren't enough, the South China Morning Post reported that the two sides have not made any progress on key trade issues. Because of this stalling in negotiations, the Chinese delegation will leave on Thursday, a day earlier than scheduled. Unsurprisingly, Dow Jones Industrial Average futures dropped 300 points following the announcement.InvestorPlace - Stock Market News, Stock Advice & Trading TipsYou don't need to read between the lines. This is all around bad news for Alibaba stock. * 10 Best Cloud Growth Stocks Right Now Of course, the contrarians will argue that BABA stock represents great value. For one thing, Alibaba Group admittedly has great fundamentals. Profitability margins beat out most competitors in the broader retail segment. Revenue growth is very impressive. Just a few years ago, BABA racked up only $15.6 billion in annual sales. Currently, it's on pace to exceed $60 billion.Of course, Alibaba Group offers myriad innovations that bolster the longer-term narrative. But none of these things will matter for Alibaba stock in the interim with President Trump in the driver's seat. Alibaba Stock Has an Executive ProblemI'm not too sure which way most InvestorPlace readers sway when it comes to politics. But based on prior interactions, I'd guess conservative.If that's true, most of you can rejoice: I believe the evidence strongly points to President Trump winning a second term next year. But that's also bad news if you have substantial exposure to BABA stock.Now, you might be thinking, "how could Trump possibly win when he is polling so poorly?" I would counter, though, that we should note that polls aren't always accurate, as the 2016 election proved.But more importantly, I don't see the Democrats and the broader left-leaning politicians forwarding any substantive policies. Every time I turn on the news, I'm inundated with cries about Trump's alleged racism. And leading Democratic candidates like former Vice President Joe Biden have bluntly called Trump racist and divisive.What's the problem with all this? Well, people simply get tired of politicians pulling the race card to further their agendas. I agree with The Wall Street Journal op-ed writer Jason L. Riley, who bemoaned the extreme obsession with racial politics.And with the racism charge dulled, the Democrats have no solutions for real, everyday Americans. This above all else probably explains why most Americans believe Trump will win reelection, even with getting impeached.Again, that's bad news for Alibaba stock. No other president in recent memory has imposed such a tough, no-nonsense approach to China. With Alibaba Group in particular being the Asian juggernaut's flagship corporation, I don't see a positive outcome for BABA stock in the nearer term.Let's also remind ourselves that saving face is a highly revered component of Chinese culture. Right now, the Chinese are losing a lot of it thanks to Donald J. Trump. * 7 Funds to Buy If the Market Turns Sour Trump Is Doing What Must Be DoneObviously, the trade war is not a popular topic no matter who's side you're on. Small businesses that depend on warm U.S.-China relations have been disproportionately hurt. If tensions continue, all American consumers will start bearing the cost of this conflict.But what makes this situation especially awkward for stakeholders of Alibaba stock is the trade war's moral reality. If the U.S. shows any weakness here, it sends the wrong message to our adversaries: they can steal our intellectual property and stymie American interests with little penalty.President Trump cannot send that message. Especially with an election year coming up, he can't afford to disappoint his core voting base. That bodes poorly for Alibaba stock for the next 12 months. And it will get even worse if we download Trump 2.0.As of this writing, Josh Enomoto did not hold a position in any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 10 Stocks to Short Now -- Before They Plummet * 10 Best Cloud Growth Stocks Right Now * 5 Red-Hot Retail Stocks to Buy This Holiday Season The post Alibaba Stock May Be Stuck in a Political Bear Trap Longer Than We Think appeared first on InvestorPlace.
A whopping number of 13F filings filed with U.S. Securities and Exchange Commission has been processed by Insider Monkey so that individual investors can look at the overall hedge fund sentiment towards the stocks included in their watchlists. These freshly-submitted public filings disclose money managers’ equity positions as of the end of the three-month period […]
Hedge fund managers like David Einhorn, Bill Ackman, or Carl Icahn became billionaires through reaping large profits for their investors, which is why piggybacking their stock picks may provide us with significant returns as well. Many hedge funds, like Paul Singer’s Elliott Management, are pretty secretive, but we can still get some insights by analyzing […]
(Bloomberg) -- Activision Blizzard Inc. is facing a fierce backlash and calls for a boycott after a unit of the American video-game company punished a player for supporting Hong Kong’s protest movement, the latest cultural clash between the U.S. and China.Blizzard Entertainment banned Ng Wai Chung, known as Blitzchung, from its Grandmasters esports competition for a year and withheld prize money he had already won after he used a slogan from Hong Kong’s pro-democracy movement. Players and fans around the world immediately responded with outrage over what they view as heavy-handed punishment and kowtowing to Chinese censorship. The topic erupted online, with blizzardboycott trending on Twitter.“I will never play Blizzard’s game from now on, unless they apologize to blitzchung and to HK people. Blizzard sucks,” one person wrote on a forum discussion thread called ‘Solidarity with Blitzchung, Censored by Blizzard.’Hong Kong’s protests have sparked escalating clashes between Beijing and the rest of the world. The National Basketball Association was engulfed in controversy after the general manager of the Houston Rockets expressed support for the protesters, leading China’s broadcasters to pull NBA games and local companies to drop Rockets products. Apple Inc. was blasted by the Communist Party’s flagship newspaper for carrying an app and song embraced by the movement.China’s Online Army Shows Foreign Brands Who’s in ChargeThe Blizzard incident began when Ng -- dressed in a gas mask and goggles in defiance of authorities’ ban on face masks -- used the phrase “Liberate Hong Kong, revolution of our age!” during a post-match interview. Blizzard, developer of games like World of Warcraft and Hearthstone, said in a statement it instituted the ban to “prevent similar incidents” in the future. On the China microblogging site Weibo, Blizzard’s statement in Chinese was: “We will, as always, resolutely safeguard the country’s dignity.”The blowback was immediate. In South Korea, Blizzard became a top trending subject on Twitter with people saying the company “prioritizes money over human rights” and that it is “crazy” and “‘disappointing.” In the U.S., an influential former Blizzard employee, Mark Kern, rebuked the company.“You screwed up and traded your players in for dollars,” he tweeted. “There is keeping politics out of games, then there is grand standing to appease the Chinese Communist Party.”Gaming websites reported on protests by Blizzard staff. Rock Paper Shotgun said Wednesday employees at the headquarters in Orange County, California, covered core values cast in bronze in a sculpture outside the offices that read “Think Globally” and “Every Voice Matters.” They also held umbrellas, a symbol of the movement.The website Kotaku was critical, with a headline that read: “Blizzard’s Company Values Don’t Mean Much Today.”Contacted for comment, Activision Blizzard reiterated in a statement plans to enforce its established rules of conduct: “While we stand by one’s right to express individual thoughts and opinions, players and other participants that elect to participate in our esports competitions must abide by the official competition rules.”Activision Blizzard joins a number of international companies embroiled in controversy around free speech linked to China. Luxury brands like Versace, Coach and Givenchy have all fallen foul of Beijing’s demands to refer to both Hong Kong and Taiwan as parts of its territory and not suggest they are independent nations. During the summer, China also requested more than 40 foreign airlines stop referring to China, Hong Kong and Taiwan as separate countries.“As you know, there are serious protests in my country now,” Ng said in a statement to gaming blog Inven Global. “My call on stream was just another form of participation of the protest that I wish to grab more attention.”Activision Blizzard has tie-ups with Chinese gaming houses Tencent Holdings Ltd. and NetEase Inc. to distribute -- and in some cases co-develop -- new entries in beloved franchises like Call of Duty and Diablo in the world’s biggest video game market and beyond.One player explained how much they enjoyed playing Blizzard’s World of Warcraft, but would be stepping back from it and joining the boycott.“I hit level 45 tonight so when I read the news I was extremely sad,” the person wrote. “I can put up with a lot, but if it’s someone’s freedom or my money, I will gladly give up my favorite game so that others can have the same freedoms I enjoy.”(Updates with gaming website protests in eighth paragraph)\--With assistance from Lulu Yilun Chen and Jihye Lee.To contact the reporters on this story: Zheping Huang in Hong Kong at firstname.lastname@example.org;Gregor Stuart Hunter in Hong Kong at email@example.comTo contact the editors responsible for this story: Edwin Chan at firstname.lastname@example.org, Peter Elstrom, Vlad SavovFor more articles like this, please visit us at bloomberg.com©2019 Bloomberg L.P.
A base is an important concept in chart reading for growth investors. NetEase formed a pair of good ones in both 2015 and 2016
One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...
Benchmarks closed in the negative territory on Tuesday as U.S. blacklisted 28 Chinese companies and imposed visa restrictions on Chinese officials, dampening hopes on trade negotiations.
U.S.-listed Chinese stocks have taken a beating in the past six months, with the iShares FTSE/Xinhua China 25 Index (NYSE: FXI ) down 11.8% overall in that time. Fears over the negative economic impact ...
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
The feud between China and the NBA has started to heat up after the NBA commissioner announced on Tuesday that he would not be regulating what his general managers or players say.