Tag Archives: Amazon

S&P 500 has gained about 2,5% in the past three months while Alibaba has jumped nearly 30%

Alibaba is a Chinese company I have been following since the first day they went public. It is also a company I have been trading with long before it went public, and shares have skyrocketed since then.

The Chinese giant is expected to report earnings on Thursday and investors must expect to see strong growth.

 

 

Alibabas growth will come in from online sales and cloud. According to Chinas National Bureau of Statistics, Alibaba`s retail sales growth jumped 41% YoY in June from 30% YoY in June. E-commerce penetration reached 18,6% in June this year.

The E-commerce giant is expected to benefit from improved spending trends in China. China Commerce is expected to grow 38% to $4,9 billion, and cloud computing & internet infrastructure is expected to grow a whopping 106,5% YoY to $369 million.

Just like Amazon, cloud computing is a growth engine for Alibaba, which is a $1 billion revenue run rate for the company. The company is improving thanks to its target marketing and bigger push on its mobile site.

S&P 500 has gained about 2,5% in the past three months while Alibaba has jumped nearly 30%. Shares are up about 60% in just six months. That`s strong growth.

The FactSet consensus if for revenue of $7,1 billion, which is up from $4,6 billion in the year earlier period.

Alibaba is expected to report earnings on 08/17/2017 before market open. Get ready for higher earnings and strong growth.

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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New home sales came in strong in May and June and Home Depot will profit from it

Home Depot has been a great stock for many years and the shares has gone straight up since 2010. This tells us a lot about the market. It`s really good. Home Depot is a home improvement retailer. The company sells an assortment of building materials, home improvement products, and lawn and garden products, and provides various services.

New home sales came in strong in May and June this year which means people have jobs, wages and money. Just ask Home Depot.

 

 

Many companies have problems to compete with Amazon but Home Depot seems to do it well in this environment. But no brick-and-mortar player can take it all during the online retail competition. Home Depot saw that in July when Amazon and Sears found each other.

The stock Home Depot got hit last month by the news of the partnership between Amazon and Sears. It didn`t take much time for the stock to snap back and the same can happen during the next quarterly event.

Home Depot is expected to report earnings on 08/15/2017 before market open. The report will be for the fiscal Quarter ending July 2017. Earnings forecast for the quarter is $2,21. The reported earnings per share for the same quarter last year was $1,97.

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Most of Disney`s revenue comes from Media Networks with $5,9 billions in revenue but it is declining

I have always been a very big fan of Walt Disney. Not only because of the equities but all the work they have done. All the films and all the cartoon heroes. That`s what I call real big entertainment in first class.

Walt Disney is expected to report earnings on Tuesday 8 August and ESPN will be a key in the report this time. In May, we saw bad news from the ESPN segment and the shares has declined since the last report.

 

 

$1,1 billions of the revenues comes from Consumer products & Interactive media. $2 billions comes from Studio Entertainment and $4,3 billions comes from Parks and Resorts while most of Disney`s revenue comes from Media Networks with $5,9 billions in revenue.

But, sadly for Disney, the revenue from Media Networks is declining. The cable TV and broadcast networks have been hit hard and millions of subscribers have jumped over to on demand TV and live streaming.

Many people are cutting cords and spend more time and money on streaming services such as Netflix and Amazon Prime Video. According to Nielsen, ESPN has lost more than 13 million subscribers in recent years.

They had about 100 million subscribers in 2011 but today it is less than 87 million.

ESPN are facing sharp competition from Amazon Prime. Their flagship sports news program SportsCenter has dropped dramatically over the last decade.

Amazon outbid Sky Sports for the UK telecast right of all ATP events and is paying about £10 million per year for this deal. Amazon is also paying about $50 million for rights to stream 10 Thursday night games of National Football League.

This is why ESPN has been a worry for investors for a while. Advertising was also soft in Q1 (Disney`s F2Q). All this is why analysts are lowering their price target for the Disney stock. But Disney are taking steps to erase investors fears.

They have partnered with OTT players. They have also partnered with AT&T`s OTT service DirecTVNow. In addition; many Disney channels and ESPN are a huge part of the recently launched YouTube Live TV service and they acquired a 33% stake in the sports streaming site BAMTech.

ESPN and Turner Sports signed a new deal with NBA and they pay about $2,6 billion per year for that deal which is 180% more than last year. The competition in the market is pushing the prices up for many of the sporting events and this is squeezing the cable network segment.

Disney hiked ESPN subscriber charges including laying off hundreds of staff to control costs to meet the challenges. Rising costs and declining subscribers has decreased ESPNs income to Disneys profit. It`s nearly half of what it was only five years ago.

While ESPN is a big worry for investors, other segments are doing it very good.

Disney Inc will report earnings on Tuesday 8 August after market close. The report will be for the fiscal Quarter ending June 2017. The consensus earnings for the quarter is $1,53 while the earnings for the same period last year was $1,62.

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Amazon`s market cap is now over $500 billion

A company we talked much about in the late 90s was Amazon. Back then Amazons shares traded below $10. Now, shares are above $1000. On Wednesday, it closed at $1,052,80 which is up 12,93 points or 1,24% for the day. What a company.

It is a huge company and belive it or not, it is a strong momentum going on here and that indicates Amazon has strong growth potential for the future. The company reported a 34% YoY increase in third-party seller service revenues in the first quarter ($6,44 billion).

 

 

Amazon also had a 49% increase in subscription revenue in the first quarter ($1,94 billion). AWS revenues grew 43% to $3,66 billion.

Amazon acquired the brick-an-mortar grocery store chain Whole Foods and that will give the company a boost in the e-commerce business. This alone will add more value to its shareholders and therefore change Amazon`s margins.

Amazon.com Inc is expected to report earnings on Thursday 27 after market close. The report will be for the fiscal Quarter ending June 2017. Earnings forecast for the quarter is $1,4 versus $1,78 for the same quarter last year.

Expected revenue is $37,2 billion versus $30,4 billion in sales for the same quarter last year.  Amazons market cap is now over $500 billion. Thats BIG. B.I.G.

 

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Alibaba with a massive Monster revenue growth of nearly 50% in 2017

Alibaba went public in 2014. The company is one of the world`s biggest with a market cap of 308,96 billion dollars. Its businesses consist of core commerce, cloud computing, mobile media and entertainment, and other innovation initiatives.

Alibaba will go straight up from start today. Reason? The company is forecasting massive Monster revenue growth of nearly 50 percent in 2017. The target implies sales of up to $34,5 billion dollars, and this is the biggest underlying rise so far since its IPO in 2014.

 

 

The stock has gone straight up since its IPO in 2014 and the company is near its all-time high. Some investors are bullish but others are sceptical and warns of odd accounting and an opaque corporate structure.

Investors are divided in ways only stocks with strong charts and a shaky fundamentals tend to do.

To put the company in perspective, Amazones market cap is $478,81 billion. Amazons founder Jeff Bezos knew that the key to success in the market in electronic commerce was not to focus only on a bookstore.

Alibaba is more than a retailer. It also has Taobao, Tmall.com and Alipay to name a few. Over the past few years, it owns established businesses across commerce, cloud computing and media. So, the business model is very similar to Amazon.

Alibaba is the largest e-commerce player and cloud-computing provider in China. An exceptionally strong media empire that is underestimated with a strong growth outlook. Tmall TV is expanding. So are UCWeb, YouKu Tudou, Alibaba Music and Alisports.com in the category Media Entertainment.

Dimensional Fund Advisors LP purchased a new stake in shares of Alibaba Group Holding during the fourth quarter worth about $171,085,000. 35,17 percent of the stock is currently owned by hedge funds and other institutional investors.

Alibaba`s share price is $125,64 before the opening on Thursday. Goldman Sachs Group Inc reissued a «conviction-buy» rating and set a $135,00 price target on shares of Alibaba in a report on Friday, March 17th.

Watch out for Alibaba from start on Thursday. It will skyrocket.

 

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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