Alibaba Options Spot-On: On January 10th, 287.6K Contracts Were Traded, With 2.77 Million Open Interest
On January 10th ET, $Alibaba(BABA.US)$ had active options trading, with a total trading volume of 287.6K options for the day, of which put options accounted for 23.89% of the total transactions, and
Alibaba Group Holding Is Maintained at Buy by Citigroup
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Citi Maintains Alibaba(BABA.US) With Buy Rating, Raises Target Price to $138
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Hong Kong market quick view | All three major indexes fell by about 1%, Tencent Related stocks all dropped, Weimob plunged over 40%; Golden Industrial Concept stocks rose against the trend, LINGBAO GOLD soared by 20%; Bruker's first day of listing surged
Network Technology stocks have generally fallen, with MEITUAN-W down 2.98% and SenseTime-W down 2.29%; Golden Industrial Concept stocks have all risen, with LINGBAO GOLD up 20.11% and CHINAGOLDINTL up 4.76%; Semiconductor stocks have risen, with HG SEMI up 12.96% and Innoscience up 5.74%;
Alibaba May Report Accelerated 3Q Sales Growth -- Market Talk
Major banks rating丨JPMorgan: Anticipates positive development trends for Alibaba in the last quarter, reiterates "Shareholding" rating.
On January 10, Glonghui reported that JPMorgan released a report indicating that Alibaba is expected to show a positive development trend for the last quarter, including an improvement in the quarterly growth of commodity trading volume (GMV), mainly due to strong growth of GMV on Taobao and Tmall during the Singles' Day Sales; the growth of core customer management revenue (CMR) accelerated from 2.5% in the third quarter to 6% in the fourth quarter, mainly because since September of last year, Taobao has charged platform sellers a 0.6% basic software service fee. The adjusted EBITA of Taotian Group has returned to positive growth (the bank expects a 6% year-on-year increase), mainly due to incremental monetization and reasonable investment. The bank reiterated its positive outlook on Alibaba.
Express News | Alibaba's Wang Shuai criticized a certain stand-up comedy show for "insulting the Industry," and the performer responded.
Major Banks Rating | UBS Group: Maintains Buy rating on Alibaba and Target Price of $140. The company still has a lot of value that has not been released.
On January 10, Gelonghui reported that UBS Group issued a research report predicting that Alibaba's third-quarter revenue would grow by 6% year-on-year to 275 billion yuan, and the adjusted EBITA would remain steady at 53.3 billion yuan. By Business segmentation, it is expected that the total commodity transaction volume (GMV) of Taobao and Tmall Group will grow by 4% year-on-year, while the revenue of the International Digital Commerce Group will grow by 30% year-on-year; the revenue growth of the cloud business is expected to accelerate to an 8% year-on-year increase, and the EBITA loss from non-core businesses will narrow from 5.8 billion yuan to 2.8 billion yuan; it is believed that the progress of Taobao and Tmall is still in line with expectations, which should alleviate market concerns regarding their gross profit being dragged down by user reinvestment. Regarding recent developments.
Hong Kong stock afternoon review | The three major indexes all fell, Semiconductors and Golden Industrial Concept rose against the trend, Semiconductor Manufacturing International Corporation increased by over 5%, LINGBAO GOLD surged by over 10%.
Network Technology stocks declined, with MEITUAN-W falling 1.80% and NTES-S rising 1.59%; Golden Industrial Concept stocks rose, LINGBAO GOLD increasing by 10.63% and Zijin Mining Group rising by 3.27%; many Dining stocks dropped, with Helen's falling by 5.66% and Naixue's Tea dropping by 4.07%;
Since the launch of Taobao Tmall's "Return Treasure", it has helped merchants reduce returns and exchanges costs by up to 30%.
Recently, Alibaba (09988.HK)(BABA.US) held a merchant service conference for Taobao Tmall, announcing the launch of dozens of measures to optimize the business environment and protect merchants' rights, including further optimizing the "Return Treasure" mechanism. Taobao Tmall revealed that since the launch of Return Treasure, it has helped merchants reduce return and exchange costs by 10% to 30% systematically.
J.P. Morgan: Reiterates BABA-SW (09988) 'Shareholding' rating with the Target Price raised to 120 Hong Kong dollars.
JPMorgan predicts that Alibaba's revenue will increase by 8% year-on-year in the 2025 fiscal year.
Major bank rating丨Citibank: Raises Alibaba's Target Price to HKD 137, with ideal performance during the November 11 Shopping Festival-Related.
On January 10, GuLonghui reported that Citigroup stated Alibaba performed well during the November 11 Shopping Festival-Related period, and with the increased adoption of its AI tool Quanzhantui, it is believed that the transaction value of commodities and customer management revenue in the last quarter (the third fiscal quarter of 2025) may exceed the bank's previous conservative assumptions, predicting customer management revenue to grow by 5% year-on-year, up from the prior forecast of 3.7% year-on-year. Citigroup predicts that Alibaba's total consolidated revenue for the third quarter of fiscal year 2025 will be 277 billion yuan, representing a 6.6% year-on-year growth, with a non-GAAP Net income of 47.2 billion yuan. The bank believes that due to competition rationalization.
Citigroup raises the Target Price of Alibaba (09988.HK) to 137 yuan, expecting a non-GAAP net profit of 47.2 billion yuan for the last quarter.
Citibank published a report stating that Alibaba (09988.HK) performed well during the November 11 Shopping Festival-Related, and with the increase in adoption rate of its AI tool Quanzhantui, it believes that the transaction value of Commodities and customer management income in the last quarter (the third fiscal quarter of 2025) may surpass the bank's previous conservative assumptions, predicting that customer management income will grow by 5% year-on-year, while the previous prediction was a growth of 3.7% year-on-year. Citibank forecasts that Alibaba's total consolidated operating revenue for the third quarter of the fiscal year 2025 will be 277 billion yuan, growing by 6.6% year-on-year, with a non-GAAP net profit of 47.2 billion yuan, while the market expects the distribution.
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Express News | Citi has raised the Target Price for Alibaba.
Jefferies Maintains Alibaba(BABA.US) With Buy Rating, Raises Target Price to $144
J.P. Morgan Maintains Alibaba(BABA.US) With Buy Rating, Raises Target Price to $125