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VanLang76
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Join Date: Jan 2003
Số Điểm: 1349
Old 08-11-2019 , 11:15 PM     VanLang76 est dconnect  search   Quote  
Alibaba (BABA)

Chinese e-commerce giant Alibaba may not be the first stock you think of buying when tariff tensions flare up. However now is actually the best time to buy. That’s the message from investment firm Jefferies- which has just initiated coverage of BABA with a buy rating.

According to the firm's Thomas Chong, the trade war means market expectations on the Chinese internet sector have now sufficiently reset to make stocks like Alibaba and Tencent (TCEHY) look compelling. Indeed, Alibaba plunged 4.55% on August 5, and is now trading down 13% in the last five days.

“Strong cash cow marketplace model with huge potential In FY20, we estimate Alibaba revenue to grow 35% YoY to RMB510bn, within which its core marketplace grows 26% YoY to RMB262bn (51% of total revenue). Backed by data insights and high return on investment marketing tools, we expect paid clicks growth to be driven by improving conversion rate supported by an increasing number of paying merchants” explained the firm.

But it’s not just Jefferies taking a resolutely bullish approach to BABA right now. In the last three months, the stock has received 17 back-to-back buy ratings from the Street. That’s with an average price target of $220- which from current levels indicates sizable upside potential of over 40%.


Mastercard (MA)

Now is a great opportunity to snap up a classic stock holding like Mastercard. Even though the stock still shows year-to-date gains of 36%, in the last five days prices have pulled back 9%. And on August 5, MA dropped 4.66%- making it one of the worst-affected mega cap stocks.

That’s despite the company reporting stellar results just one week ago. MA delivered another solid quarter, fueled by better-than-expected volume growth, expense management, new partnership signings, and progress across its growth initiatives.

“Overall, the quarter's results reaffirm our thesis that MA can continue to generate mid-teens compound annual earnings growth, and we expect shares to continue to outperform” wrote Nomura’s Bill Carcache post-report. As a result, the analyst hiked his price target from $282 all the way to $324 (26% upside potential).

Like with BABA, analysts are almost unanimously bullish on the stock’s outlook. Indeed in the last three months we are looking at 11 buy ratings vs just one hold rating. Meanwhile, with the recent losses now factored in, the average price target of $310 translates into considerable upside potential of 21%.


Twilio (TWLO)

Cloud communications platform Twilio is currently trading down 12% in the last five days. In just the last day the stock has sold off an eyebrow-raising 7%. Nonetheless, on a year-to-date basis we are still looking at impressive gains of 39%.

The company has just dealt investors another beat and raise quarter. Core Twilio revenues continued to shine (+56% y/y) and former SendGrid revenue improved (+28% y/y). Twilio snapped up leading email API platform SendGrid back in February in a transaction valued at approximately $3 billion.

“We remain highly bullish in our outlook for TWLO as the recent addition of SendGrid immediately expands a portfolio for TWLO's strong sales channels” cheered top Rosenblatt Securities analyst Ryan Koontz. On August 1 he ramped FY20 revenue estimates (by +1.1%), and reiterated his TWLO buy with a $167 price target. From current levels that suggests shares can surge a further 34%.

“We hold high conviction that core TWLO sales will continue to outperform however we believe the company's new Flex call center solution is likely take another year to build revenue momentum and the required complex ecosystem” the analyst told investors. Overall, 7 out of 8 analysts rate Twilio a buy right now, while the average analyst price target stands at $159 (28% upside potential).
Thichcaico
Gold Member
Join Date: Apr 2015
Số Điểm: 2749
Old 08-12-2019 , 12:40 PM     Thichcaico est dconnect  search   Quote  
Quote :
Originally Posted by VanLang76
Alibaba (BABA)

Chinese e-commerce giant Alibaba may not be the first stock you think of buying when tariff tensions flare up. However now is actually the best time to buy. That’s the message from investment firm Jefferies- which has just initiated coverage of BABA with a buy rating.

According to the firm's Thomas Chong, the trade war means market expectations on the Chinese internet sector have now sufficiently reset to make stocks like Alibaba and Tencent (TCEHY) look compelling. Indeed, Alibaba plunged 4.55% on August 5, and is now trading down 13% in the last five days.

“Strong cash cow marketplace model with huge potential In FY20, we estimate Alibaba revenue to grow 35% YoY to RMB510bn, within which its core marketplace grows 26% YoY to RMB262bn (51% of total revenue). Backed by data insights and high return on investment marketing tools, we expect paid clicks growth to be driven by improving conversion rate supported by an increasing number of paying merchants” explained the firm.

But it’s not just Jefferies taking a resolutely bullish approach to BABA right now. In the last three months, the stock has received 17 back-to-back buy ratings from the Street. That’s with an average price target of $220- which from current levels indicates sizable upside potential of over 40%.


Mastercard (MA)

Now is a great opportunity to snap up a classic stock holding like Mastercard. Even though the stock still shows year-to-date gains of 36%, in the last five days prices have pulled back 9%. And on August 5, MA dropped 4.66%- making it one of the worst-affected mega cap stocks.

That’s despite the company reporting stellar results just one week ago. MA delivered another solid quarter, fueled by better-than-expected volume growth, expense management, new partnership signings, and progress across its growth initiatives.

“Overall, the quarter's results reaffirm our thesis that MA can continue to generate mid-teens compound annual earnings growth, and we expect shares to continue to outperform” wrote Nomura’s Bill Carcache post-report. As a result, the analyst hiked his price target from $282 all the way to $324 (26% upside potential).

Like with BABA, analysts are almost unanimously bullish on the stock’s outlook. Indeed in the last three months we are looking at 11 buy ratings vs just one hold rating. Meanwhile, with the recent losses now factored in, the average price target of $310 translates into considerable upside potential of 21%.


Twilio (TWLO)

Cloud communications platform Twilio is currently trading down 12% in the last five days. In just the last day the stock has sold off an eyebrow-raising 7%. Nonetheless, on a year-to-date basis we are still looking at impressive gains of 39%.

The company has just dealt investors another beat and raise quarter. Core Twilio revenues continued to shine (+56% y/y) and former SendGrid revenue improved (+28% y/y). Twilio snapped up leading email API platform SendGrid back in February in a transaction valued at approximately $3 billion.

“We remain highly bullish in our outlook for TWLO as the recent addition of SendGrid immediately expands a portfolio for TWLO's strong sales channels” cheered top Rosenblatt Securities analyst Ryan Koontz. On August 1 he ramped FY20 revenue estimates (by +1.1%), and reiterated his TWLO buy with a $167 price target. From current levels that suggests shares can surge a further 34%.

“We hold high conviction that core TWLO sales will continue to outperform however we believe the company's new Flex call center solution is likely take another year to build revenue momentum and the required complex ecosystem” the analyst told investors. Overall, 7 out of 8 analysts rate Twilio a buy right now, while the average analyst price target stands at $159 (28% upside potential).


Brother, if i were you, i don't touch anything at this moment. Just wait!
VanLang76
Loyal Member
Join Date: Jan 2003
Số Điểm: 1349
Old 08-12-2019 , 01:06 PM     VanLang76 est dconnect  search   Quote  
Quote :
Originally Posted by Thichcaico
Brother, if i were you, i don't touch anything at this moment. Just wait!
Thanks TCC

I don’t want to lose money any more

Make sure to diversify


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