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Sctzilla
Sctzilla
·
01-13
$Qifu Technology(QFIN)$
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Sctzilla
Sctzilla
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01-08
$Qifu Technology(QFIN)$
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Sctzilla
Sctzilla
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2024-12-30
$Qifu Technology(QFIN)$
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Sctzilla
Sctzilla
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2024-11-11
$SZSE Comp(399001)$
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Sctzilla
Sctzilla
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2023-09-01
Why is up fintech pricing going up?
@TigerGpt
TigerGPT,your new investing superpower
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Sctzilla
Sctzilla
·
2022-04-01
Very good news indeed
China Weighs Giving U.S. Full Access to Audits of Most Firms
(Bloomberg) --Chinese authorities are preparing to give U.S. regulators full access to auditing repo
China Weighs Giving U.S. Full Access to Audits of Most Firms
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Sctzilla
Sctzilla
·
2022-03-17
I think the Chinese gov is beginning to understand the impact to its economy if their agencies continue to disrupt the business of their own tech company.
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Sctzilla
Sctzilla
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2022-03-11
What does the regulator really want?
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Sctzilla
Sctzilla
·
2022-02-22
Keep it going!
What You Need to Know Before Alibaba's Q3 Earnings
Alibaba is set to release its third-quarter fiscal 2022 results on Feb. 24 before the market open.An
What You Need to Know Before Alibaba's Q3 Earnings
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Sctzilla
Sctzilla
·
2022-02-10
Good show of confidence
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Comp(399001)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369844299665712","isVote":1,"tweetType":1,"viewCount":1784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214903175303272,"gmtCreate":1693503665589,"gmtModify":1693504823299,"author":{"id":"3575088615997337","authorId":"3575088615997337","name":"Sctzilla","avatar":"https://static.tigerbbs.com/da92fdf7b2ad123c19abd6ec086d68d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575088615997337","idStr":"3575088615997337"},"themes":[],"htmlText":"Why is up fintech pricing going up? <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt </a>TigerGPT,your new investing superpower <a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more </a>","listText":"Why is up fintech pricing going up? <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt </a>TigerGPT,your new investing superpower <a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more </a>","text":"Why is up fintech pricing going up? @TigerGpt TigerGPT,your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":13,"repostSize":0,"link":"https://ttm.financial/post/214903175303272","isVote":1,"tweetType":1,"viewCount":3039,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerAI","avatar":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4141429963588842","idStr":"4141429963588842"},"content":"Based on the available information, the increase in Up Fintech's stock price could be due to the company's Q2 performance greatly exceeding expectations, with trading commissions slightly lower than expected, net interest income exceeding expectations, and significant decreases in marketing and clearing-related expenses. Additionally, the company's profit forecast and valuation have been raised due to the growth in interest income, cost reduction, and other income exceeding expectations. However, there are also potential risks such as uncertainty in regulatory policies and lower-than-expected international expansion. It is important to note that stock movements can also be influenced by stock capital flow. Reference articles: CICC: Tiger Securities Q2 performance greatly exceeded expectations, and profit certainty was further consolidated Tiger Securities (TIGR.US) Q2 revenue increased by 23.5% year-on-year, and the total assets of customers increased by 16.2% Tiger International's net profit in the second quarter reached a new high in two years, exceeding the sum of the previous","text":"Based on the available information, the increase in Up Fintech's stock price could be due to the company's Q2 performance greatly exceeding expectations, with trading commissions slightly lower than expected, net interest income exceeding expectations, and significant decreases in marketing and clearing-related expenses. Additionally, the company's profit forecast and valuation have been raised due to the growth in interest income, cost reduction, and other income exceeding expectations. However, there are also potential risks such as uncertainty in regulatory policies and lower-than-expected international expansion. It is important to note that stock movements can also be influenced by stock capital flow. Reference articles: CICC: Tiger Securities Q2 performance greatly exceeded expectations, and profit certainty was further consolidated Tiger Securities (TIGR.US) Q2 revenue increased by 23.5% year-on-year, and the total assets of customers increased by 16.2% Tiger International's net profit in the second quarter reached a new high in two years, exceeding the sum of the previous","html":"Based on the available information, the increase in Up Fintech's stock price could be due to the company's Q2 performance greatly exceeding expectations, with trading commissions slightly lower than expected, net interest income exceeding expectations, and significant decreases in marketing and clearing-related expenses. Additionally, the company's profit forecast and valuation have been raised due to the growth in interest income, cost reduction, and other income exceeding expectations. However, there are also potential risks such as uncertainty in regulatory policies and lower-than-expected international expansion. It is important to note that stock movements can also be influenced by stock capital flow. Reference articles: CICC: Tiger Securities Q2 performance greatly exceeded expectations, and profit certainty was further consolidated Tiger Securities (TIGR.US) Q2 revenue increased by 23.5% year-on-year, and the total assets of customers increased by 16.2% Tiger International's net profit in the second quarter reached a new high in two years, exceeding the sum of the previous"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011329090,"gmtCreate":1648820480533,"gmtModify":1676534404571,"author":{"id":"3575088615997337","authorId":"3575088615997337","name":"Sctzilla","avatar":"https://static.tigerbbs.com/da92fdf7b2ad123c19abd6ec086d68d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575088615997337","idStr":"3575088615997337"},"themes":[],"htmlText":"Very good news indeed ","listText":"Very good news indeed ","text":"Very good news indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011329090","repostId":"1148563015","repostType":2,"repost":{"id":"1148563015","kind":"news","pubTimestamp":1648808263,"share":"https://ttm.financial/m/news/1148563015?lang=&edition=fundamental","pubTime":"2022-04-01 18:17","market":"us","language":"en","title":"China Weighs Giving U.S. Full Access to Audits of Most Firms","url":"https://stock-news.laohu8.com/highlight/detail?id=1148563015","media":"Bloomberg","summary":"(Bloomberg) --Chinese authorities are preparing to give U.S. regulators full access to auditing repo","content":"<div>\n<p>(Bloomberg) --Chinese authorities are preparing to give U.S. regulators full access to auditing reports of the majority of the 200-plus companies listed in New York as soon as mid-this year, making a ...</p>\n\n<a href=\"https://news.bloombergtax.com/financial-accounting/china-weighs-giving-u-s-full-access-to-audits-of-most-firms\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Weighs Giving U.S. Full Access to Audits of Most Firms\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-01 18:17 GMT+8 <a href=https://news.bloombergtax.com/financial-accounting/china-weighs-giving-u-s-full-access-to-audits-of-most-firms><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) --Chinese authorities are preparing to give U.S. regulators full access to auditing reports of the majority of the 200-plus companies listed in New York as soon as mid-this year, making a ...</p>\n\n<a href=\"https://news.bloombergtax.com/financial-accounting/china-weighs-giving-u-s-full-access-to-audits-of-most-firms\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","BABA":"阿里巴巴"},"source_url":"https://news.bloombergtax.com/financial-accounting/china-weighs-giving-u-s-full-access-to-audits-of-most-firms","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148563015","content_text":"(Bloomberg) --Chinese authorities are preparing to give U.S. regulators full access to auditing reports of the majority of the 200-plus companies listed in New York as soon as mid-this year, making a rare concession to prevent a further decoupling between the world’s two largest economies.The China Securities Regulatory Commission and other national regulators are in the process of drafting a framework that will allow most Chinese firms to keep their listings, people familiar with the process said, asking not to be named discussing a private matter. However, the government is prepared to accept that some state-owned enterprises and private companies that hold sensitive data will be delisted, they said.The framework is expected to provide clarity on what data may trigger national security concerns, said the people. Regulators are debating whether companies that deal with consumer information, such as Alibaba Group Holding Ltd, would automatically fall into that category, one of the people said, adding that processing large volumes of such information wouldn’t necessarily make a firm a security concern.If the plan proceeds, it would mark an unusual reversal by Beijing, potentially ending a decades-long dispute that escalated when the U.S. mandated a 2024 deadline for kicking non-compliant businesses off the New York Stock Exchange and Nasdaq. The compromise would also show China’s willingness to balance national security concerns with the needs of investors and businesses at a time when its economy faces numerous challenges.Details are still under discussion and may change, said the people, adding that it also needs sign-off from the top leadership. Chinese regulators hope to reach an agreement with the U.S. around summer, one of the people said.","news_type":1,"symbols_score_info":{"BABA":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":2322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035196061,"gmtCreate":1647529170602,"gmtModify":1676534241105,"author":{"id":"3575088615997337","authorId":"3575088615997337","name":"Sctzilla","avatar":"https://static.tigerbbs.com/da92fdf7b2ad123c19abd6ec086d68d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575088615997337","idStr":"3575088615997337"},"themes":[],"htmlText":"I think the Chinese gov is beginning to understand the impact to its economy if their agencies continue to disrupt the business of their own tech company. ","listText":"I think the Chinese gov is beginning to understand the impact to its economy if their agencies continue to disrupt the business of their own tech company. ","text":"I think the Chinese gov is beginning to understand the impact to its economy if their agencies continue to disrupt the business of their own tech company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035196061","isVote":1,"tweetType":1,"viewCount":3307,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000463","authorId":"9000000000000463","name":"MurrayBulwer","avatar":"https://static.tigerbbs.com/b11c256c9adb7debe80fba544b0e6b3d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000463","idStr":"9000000000000463"},"content":"Chinese concept stocks fell sharply some time ago, affecting a large number of investors. At this time, the state needs to come out to stabilize the stock price.","text":"Chinese concept stocks fell sharply some time ago, affecting a large number of investors. At this time, the state needs to come out to stabilize the stock price.","html":"Chinese concept stocks fell sharply some time ago, affecting a large number of investors. At this time, the state needs to come out to stabilize the stock price."},{"author":{"id":"9000000000000434","authorId":"9000000000000434","name":"PageDickens","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000434","idStr":"9000000000000434"},"content":"Stock prices should be more regulated by market supply and demand, rather than too much government intervention.","text":"Stock prices should be more regulated by market supply and demand, rather than too much government intervention.","html":"Stock prices should be more regulated by market supply and demand, rather than too much government intervention."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036357841,"gmtCreate":1646998977056,"gmtModify":1676534185811,"author":{"id":"3575088615997337","authorId":"3575088615997337","name":"Sctzilla","avatar":"https://static.tigerbbs.com/da92fdf7b2ad123c19abd6ec086d68d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575088615997337","idStr":"3575088615997337"},"themes":[],"htmlText":"What does the regulator really want? ","listText":"What does the regulator really want? ","text":"What does the regulator really want?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036357841","repostId":"2218292827","repostType":2,"isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097409353,"gmtCreate":1645517399082,"gmtModify":1676534035213,"author":{"id":"3575088615997337","authorId":"3575088615997337","name":"Sctzilla","avatar":"https://static.tigerbbs.com/da92fdf7b2ad123c19abd6ec086d68d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575088615997337","idStr":"3575088615997337"},"themes":[],"htmlText":"Keep it going! ","listText":"Keep it going! ","text":"Keep it going!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097409353","repostId":"1108282943","repostType":4,"repost":{"id":"1108282943","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645003624,"share":"https://ttm.financial/m/news/1108282943?lang=&edition=fundamental","pubTime":"2022-02-16 17:27","market":"us","language":"en","title":"What You Need to Know Before Alibaba's Q3 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1108282943","media":"Tiger Newspress","summary":"Alibaba is set to release its third-quarter fiscal 2022 results on Feb. 24 before the market open.An","content":"<html><head></head><body><p>Alibaba is set to release its third-quarter fiscal 2022 results on Feb. 24 before the market open.</p><p><b>Analyst</b> <b>Opinion</b></p><p>Analysts surveyed by FactSet expect Alibaba to report sales of $38.8 billion, delivering earnings before interest, taxes, and amortization—the preferred adjusted measure of profits—just shy of $7.1 billion, or earnings per share (EPS) of $2.52.</p><p>The estimated sales figure would mark 13% growth from the December quarter of 2020.</p><p>Earnings on an adjusted basis are actually expected to fall 25% from a year ago, when Covid-19 pandemic-era e-commerce was on a tear, but be more than 60% higher than in the September quarter.</p><p><b>Factors to Consider</b></p><p>Alibaba’s strong efforts to add value to consumers and sellers through product enrichment efforts and platform innovations are expected to have driven growth in its e-commerce business in the to-be-reported quarter by driving its customer momentum.</p><p>New monetization formats and strengthening online physical goods GMV on China retail marketplaces are expected to have aided customer management revenues of the company in the quarter under review.</p><p>The growing momentum across paying members on 1688.com is expected to have been a tailwind for the China commerce wholesale business in the fiscal third quarter.</p><p>The infusion of advanced technologies along with increasing validation for Taobao and Tmall portals is expected to have been beneficial in the quarter to be reported. The application of Big Data and AI into the company’s e-commerce platform is anticipated to have continued helping it deliver enhanced customer experience.</p><p>Well-performing Lazada and Trendyol are likely to have aided the performance of Alibaba’s International commerce retail business in the quarter under review.</p><p>A solid momentum across members on the alibaba.com platform coupled with robust cross-border-related value-added services is expected to have contributed well to the International commerce wholesale business’s growth in the fiscal third quarter.</p><p>In addition to the e-commerce business strength, the company’s growing cloud segment is expected to have contributed well to the fiscal third-quarter performance of Alibaba.</p><p>However, we note that the company has been spending heavily in new areas of the core online retail business, including supermarkets, stores, new artificial intelligence, digital entertainment and cloud computing businesses. The impacts of the increased expenses are expected to get reflected in Alibaba’s fiscal third-quarter results.</p><p><b>4 Numbers to Watch</b></p><p>Gross merchandise volume (GMV) represents the total value of merchandise transacted on Alibaba’s platforms in the quarter. It should be a macro indicator of consumer behavior. Expectations are high: Analysts expect GMV to come in near $403 billion, its most ever and 10% more than the same quarter a year ago.</p><p>Customer management revenue (CMR) made up 36% of Alibaba’s total sales in its most recently-reported quarter. CMR comes from services like marketing on Alibaba’s platforms, and is expected to slow if merchants trim their budgets. The company reported $11.1 billion in CMR in the September quarter.</p><p>International commerce represents a growing segment for Alibaba, and one that analysts at Goldman Sachs and others are bullish on. Expectations are for $2.5 billion in revenue from international sales, up 6% from the September quarter and 16% higher than a year ago.</p><p>Cloud computing is another increasingly-important segment for Alibaba. When it last reported quarterly results, cloud revenues of $3.1 billion represented 33% annual growth; similar growth momentum in cloud would be a welcome bonus when Alibaba reports.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What You Need to Know Before Alibaba's Q3 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat You Need to Know Before Alibaba's Q3 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-16 17:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba is set to release its third-quarter fiscal 2022 results on Feb. 24 before the market open.</p><p><b>Analyst</b> <b>Opinion</b></p><p>Analysts surveyed by FactSet expect Alibaba to report sales of $38.8 billion, delivering earnings before interest, taxes, and amortization—the preferred adjusted measure of profits—just shy of $7.1 billion, or earnings per share (EPS) of $2.52.</p><p>The estimated sales figure would mark 13% growth from the December quarter of 2020.</p><p>Earnings on an adjusted basis are actually expected to fall 25% from a year ago, when Covid-19 pandemic-era e-commerce was on a tear, but be more than 60% higher than in the September quarter.</p><p><b>Factors to Consider</b></p><p>Alibaba’s strong efforts to add value to consumers and sellers through product enrichment efforts and platform innovations are expected to have driven growth in its e-commerce business in the to-be-reported quarter by driving its customer momentum.</p><p>New monetization formats and strengthening online physical goods GMV on China retail marketplaces are expected to have aided customer management revenues of the company in the quarter under review.</p><p>The growing momentum across paying members on 1688.com is expected to have been a tailwind for the China commerce wholesale business in the fiscal third quarter.</p><p>The infusion of advanced technologies along with increasing validation for Taobao and Tmall portals is expected to have been beneficial in the quarter to be reported. The application of Big Data and AI into the company’s e-commerce platform is anticipated to have continued helping it deliver enhanced customer experience.</p><p>Well-performing Lazada and Trendyol are likely to have aided the performance of Alibaba’s International commerce retail business in the quarter under review.</p><p>A solid momentum across members on the alibaba.com platform coupled with robust cross-border-related value-added services is expected to have contributed well to the International commerce wholesale business’s growth in the fiscal third quarter.</p><p>In addition to the e-commerce business strength, the company’s growing cloud segment is expected to have contributed well to the fiscal third-quarter performance of Alibaba.</p><p>However, we note that the company has been spending heavily in new areas of the core online retail business, including supermarkets, stores, new artificial intelligence, digital entertainment and cloud computing businesses. The impacts of the increased expenses are expected to get reflected in Alibaba’s fiscal third-quarter results.</p><p><b>4 Numbers to Watch</b></p><p>Gross merchandise volume (GMV) represents the total value of merchandise transacted on Alibaba’s platforms in the quarter. It should be a macro indicator of consumer behavior. Expectations are high: Analysts expect GMV to come in near $403 billion, its most ever and 10% more than the same quarter a year ago.</p><p>Customer management revenue (CMR) made up 36% of Alibaba’s total sales in its most recently-reported quarter. CMR comes from services like marketing on Alibaba’s platforms, and is expected to slow if merchants trim their budgets. The company reported $11.1 billion in CMR in the September quarter.</p><p>International commerce represents a growing segment for Alibaba, and one that analysts at Goldman Sachs and others are bullish on. Expectations are for $2.5 billion in revenue from international sales, up 6% from the September quarter and 16% higher than a year ago.</p><p>Cloud computing is another increasingly-important segment for Alibaba. When it last reported quarterly results, cloud revenues of $3.1 billion represented 33% annual growth; similar growth momentum in cloud would be a welcome bonus when Alibaba reports.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108282943","content_text":"Alibaba is set to release its third-quarter fiscal 2022 results on Feb. 24 before the market open.Analyst OpinionAnalysts surveyed by FactSet expect Alibaba to report sales of $38.8 billion, delivering earnings before interest, taxes, and amortization—the preferred adjusted measure of profits—just shy of $7.1 billion, or earnings per share (EPS) of $2.52.The estimated sales figure would mark 13% growth from the December quarter of 2020.Earnings on an adjusted basis are actually expected to fall 25% from a year ago, when Covid-19 pandemic-era e-commerce was on a tear, but be more than 60% higher than in the September quarter.Factors to ConsiderAlibaba’s strong efforts to add value to consumers and sellers through product enrichment efforts and platform innovations are expected to have driven growth in its e-commerce business in the to-be-reported quarter by driving its customer momentum.New monetization formats and strengthening online physical goods GMV on China retail marketplaces are expected to have aided customer management revenues of the company in the quarter under review.The growing momentum across paying members on 1688.com is expected to have been a tailwind for the China commerce wholesale business in the fiscal third quarter.The infusion of advanced technologies along with increasing validation for Taobao and Tmall portals is expected to have been beneficial in the quarter to be reported. The application of Big Data and AI into the company’s e-commerce platform is anticipated to have continued helping it deliver enhanced customer experience.Well-performing Lazada and Trendyol are likely to have aided the performance of Alibaba’s International commerce retail business in the quarter under review.A solid momentum across members on the alibaba.com platform coupled with robust cross-border-related value-added services is expected to have contributed well to the International commerce wholesale business’s growth in the fiscal third quarter.In addition to the e-commerce business strength, the company’s growing cloud segment is expected to have contributed well to the fiscal third-quarter performance of Alibaba.However, we note that the company has been spending heavily in new areas of the core online retail business, including supermarkets, stores, new artificial intelligence, digital entertainment and cloud computing businesses. The impacts of the increased expenses are expected to get reflected in Alibaba’s fiscal third-quarter results.4 Numbers to WatchGross merchandise volume (GMV) represents the total value of merchandise transacted on Alibaba’s platforms in the quarter. It should be a macro indicator of consumer behavior. Expectations are high: Analysts expect GMV to come in near $403 billion, its most ever and 10% more than the same quarter a year ago.Customer management revenue (CMR) made up 36% of Alibaba’s total sales in its most recently-reported quarter. CMR comes from services like marketing on Alibaba’s platforms, and is expected to slow if merchants trim their budgets. The company reported $11.1 billion in CMR in the September quarter.International commerce represents a growing segment for Alibaba, and one that analysts at Goldman Sachs and others are bullish on. Expectations are for $2.5 billion in revenue from international sales, up 6% from the September quarter and 16% higher than a year ago.Cloud computing is another increasingly-important segment for Alibaba. When it last reported quarterly results, cloud revenues of $3.1 billion represented 33% annual growth; similar growth momentum in cloud would be a welcome bonus when Alibaba reports.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092933323,"gmtCreate":1644505495987,"gmtModify":1676533934658,"author":{"id":"3575088615997337","authorId":"3575088615997337","name":"Sctzilla","avatar":"https://static.tigerbbs.com/da92fdf7b2ad123c19abd6ec086d68d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575088615997337","idStr":"3575088615997337"},"themes":[],"htmlText":"Good show of confidence","listText":"Good show of confidence","text":"Good show of confidence","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092933323","repostId":"2210759459","repostType":2,"isVote":1,"tweetType":1,"viewCount":2609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}