Alibaba tidak terjejas dengan kelembapan ekonomi China, berbanding Tencent

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satsepit

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ye tuan.. semua akan dihisab...tp yang byk duit... akan ditanye..kemana dibelanjakan setiap sen duit tu...huhuhu
boleh la guna alasan ini untuk tidak usaha cari duit
 
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damaiG

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Media China sebelum ini pernah melaporkan tentang kehidupan Ma yang berasal daripada keluarga miskin, selain kejayaannya menguruskan Alibaba menyaksikan medium perniagaan lelong Amerika Syarikat (AS) iaitu eBay terpaksa berundur dari pasaran China pada 2006. – Agensi


Sumber : astro awani
sampai mcm tu sekali penangan alibaba, sampai ebay pun tak laku kat sana, ni tak kira rasis ke? minat dengar dia bagi talk best
 

Ms Senorita

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Tencent vs. Alibaba : Mengapa satu gergasi Cina merosot manakala yang satu lagi melonjak naik

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Gergasi Tencent (TCEHY) China sedang dalam kemerosotan.

Saham syarikat itu menurun 2.3% di Hong Kong pada hari Khamis, menjadikannya terburuk dalam Indeks Hang Seng (HSI). Ia juga merupakan penurunan peratusan harian terbesar Tencent dalam masa tiga minggu.

Para pelabur kurang yakin ekoran dari laporan pendapatan yang lemah. Pada hari Rabu di New York, pemilik WeChat itu berkata keuntungan bersih bagi suku ketiga turun 13% berbanding tahun lalu. Sebahagiannya menyalahkan kejatuhan pendapatan berpunca dari permainan PC dan pengiklanan, terutamanya pada platform streaming video.

Prestasi yang lembap memberikan perbezaan ketara antara dua syarikat teknologi paling berharga di China: kehilangan pendapatan Tencent pada minggu yang sama dengan pesaing lamanya, Alibaba (Baba), pada umumnya sedang memacu meningkat.

Pada Isnin, Alibaba sekali lagi memecahkan rekodnya pada Hari Singles, acara perbelanjaan tahunan terbesar di dunia yang berterusan meraih lebih daripada gabungan Black Friday dan Cyber Monday. Dua hari kemudian, gergasi e-dagang mengesahkan selepas beberapa bulan spekulasi bahawa ia akan mengadakan penyenaraian sekunder di Hong Kong. Ia bertujuan untuk meningkatkan sehingga $13.4 bilion yang mana adalah seperti tawaran awam kedua terbesar di dunia tahun ini.

Bagaimanapun jelas, kedua-dua syarikat secara asasnya adalah berbeza. Perniagaan Alibaba berteraskan e-dagang, sementara Tencent dikenali sebagai WeChat, merupakan "aplikasi super" yang membolehkan apa-apa dari rangkaian sosial kepada pembayaran digital. Tencent juga mempunyai perniagaan permainan yang besar, termasuk nama popular seperti "Battlegrounds PlayerUnknown" (PUBG) dan "Call of Duty: Mobile."

Kedua-dua syarikat itu telah "maju bersama semenjak mula," penganalisis penyelidikan internet di Bernstein menegaskan. Dalam nota penyelidikan Ogos, mereka menulis bahawa "sejak 20 tahun yang lalu, pendapatan mereka dan modal pasaran adalah sama, dan kedua-duanya meningkat sekitar 30% setiap tahun."

Namun, saham Alibaba bertambah baik pada tahun ini, meningkat 33% berbanding Tencent dengan pertumbuhan 3%.

Alibaba juga mengatasi lebih jauh di Bursa Saham New York (NYA) sebanyak kira-kira 15%, sementara Tencent terpinggir di Indeks Hang Seng (HSI) sebanyak 1%.

Bernstein telah meramalkan pada awal tahun ini bahawa pendapatan Tencent akan berkembang lebih lambat berbanding Alibaba selama tiga tahun akan datang disebabkan perniagaan pemilik WeChat itu telah beralih kepada beberapa segmen yang berkembang pada tahap yang berbeza.

"Alibaba berkembang dengan lebih baik kerana perniagaan terasnya tetap kukuh," kata mereka.

Tencent, merupakan syarikat ‘gaming’ terbesar di dunia, mengalami kerumitan ekoran tindakan pengawalseliaan sektor itu di China pada tahun lepas.

Meskipun firma itu telah mula pulih - beliau berkata pada minggu ini pendapatan dari permainan dalam talian dan permainan telefon pintar untuk kedua-dua meningkat dari tahun ke tahun - pelabur masih berhati-hati terhadap sebarang risiko. Mana-mana "pelancaran permainan baru yang tidak berjaya" adalah potensi risiko utama berdasarkan pemerhatian syarikat, penganalisis di Jefferies menulis dalam nota pada hari Rabu.

Tencent mempunyai cabarannya yang lain, seperti kelembapan ekonomi China, yang telah memberi kesan kepada sektor pengiklanan dalam talian. Syarikat itu juga terlibat dalam krisis geopolitik NBA di China bulan lalu, selepas tweet dari pengurus pasukannya yang menyatakan sokongan untuk memprotes Hong Kong dimana memaksa untuk memutuskan hubungan usahasamanya dengan liga. Tencent adalah rakan kongsi eksklusif digital untuk NBA di China, dan membatalkan penstriman untuk dua permainan pra semasa semasa kontroversi tersebut.

Pada Rabu, Presiden Tencent, Martin Lau berkata bahawa beliau berharap masalahnya dengan NBA dapat diselesaikan.

Tencent juga semakin kurang penting dalam bahagian perniagaan perkhidmatan awannya. Walaupun hasil daripada unit itu telah meningkat sebanyak 80% pada suku akhir, ia masih mencecah 4.7 bilion yuan ($ 669 juta), jauh di bawah perolehan terbaru Alibaba sebanyak 9.3 bilion yuan Cina ($ 1.3 bilion) yang mana dari bahagian perkhidmatan awannya sendiri.

Keseluruhannya, bagaimanapun, kebanyakan penganalisis kekal kepada pasaran kenaikan harga Tencent, berdasarkan keupayaannya untuk mengembangkan perniagaan teknologi kewangannya dan mengembangkan permainan mudah alih sebagai langkah untuk pemulihan semula. Cadangan terbaik kepada syarikat itu adalah berdasarkan "pembelian yang kukuh," berdasarkan penyedia data Refinitiv.

Penganalisis Bernstein pada Rabu mengatakan bahawa pendapatan dari permainan mudah alih dan pengiklanan Tencent mungkin akan mempercepatkan pada suku yang akan datang, dan perniagaan penstriman video juga harus dalam peringkat pemulihan.

"Itulah jalan penyelesaiannya," mereka menulis dalam nota penyelidikan.

==================================================================================

Tencent vs. Alibaba: Why one Chinese titan is slumping while the other soars

Hong Kong (CNN Business)Chinese giant Tencent (TCEHY) is in a slump.

The company's stock fell 2.3% in Hong Kong on Thursday, making it the day's worst performer on the Hang Seng Index (HSI). It was also Tencent's biggest daily percentage drop in threeweeks.

Investors were dispirited by a lackluster earnings report. On Wednesday in New York, the WeChat owner said that net profit for the third quarter dropped 13% compared to a year ago. It partly blamed a slide in revenue from PC games and advertising, particularly on its video streaming platform.

The sluggish performance highlights a divergence between two of China's most valuable tech companies: Tencent's earnings miss comes the same week its longtime rival, Alibaba (BABA), is riding a very public wave of prosperity.

On Monday, Alibaba once again broke its record for Singles Day, the world's biggest annual shopping event that continuously rakes in more than Black Friday and Cyber Monday combined. Two days later, the e-commerce titan confirmed after months of speculation that it would hold a splashy secondary listing in Hong Kong. It aims to raise up to $13.4 billion in what would likely be the world's second-largest public offering this year.

To be clear, the two are fundamentally different companies. Alibaba's core business is e-commerce, while Tencent is primarily known for WeChat, the ubiquitous "super-app" that can be used for anything from social networking to digital payments. Tencent also has a huge gaming business, which includes popular titles like "PlayerUnknown's Battlegrounds" (PUBG) and "Call of Duty: Mobile."

The two companies have "performed on par historically," internet research analysts at Bernstein have pointed out. In an August research note, they wrote that "over the past 20 years, their earnings and market caps are similar, and both grew at around 30% annually."

But Alibaba's stock has done much better this year, rising 33% compared to Tencent's 3% growth.

Alibaba is also outperforming the broader New York Stock Exchange (NYA) by about 15%, while Tencent has edged the Hang Seng Index (HSI) by 1%.

Bernstein predicted earlier this year that Tencent's revenue will grow slower than Alibaba's for the next three years because the WeChat owner's business is spread out across several segments that are growing at different paces.

"Alibaba grows better because the core business remains strong," they wrote.

Tencent, which is the world's largest gaming company, was hit hard by a regulatory crackdownon the sector in China last year.

While the firm has started to bounce back — it said this week that revenue from online games and smartphone games both increased year-over-year — investors are still wary of further roadblocks. Any "unsuccessful launch of new games" is a major potential risk in the company's outlook, analysts at Jefferies wrote in a note Wednesday.

Tencent has other challenges, such as China's economic slowdown, which has been hurting the online advertising sector. The company was also caught in the NBA's geopolitical crisis in China last month, after a team manager's tweet expressing support for the Hong Kong protests forced its Chinese partners to cut ties with the league. Tencent is the exclusive digital partnerfor the NBA in China, and canceled the streaming of two preseason games during the controversy.

On Wednesday, Tencent president Martin Lau said that he hopes the NBA problem "resolves itself."

Tencent is also getting dwarfed in an important part of its business: cloud services. While revenue from that unit grew by a whopping 80% in the last quarter, it still came in at 4.7 billion Chinese yuan ($669 million), well below Alibaba's latest intake of 9.3 billion Chinese yuan ($1.3 billion) for its own cloud division.

Overall, however, most analysts remain extremely bullish on Tencent, citing its ability to grow its fintech business and expand mobile gaming as a way to rebound. The average recommendation on the company is "strong buy," according to data provider Refinitiv.

Bernstein analysts said Wednesday that Tencent's mobile gaming and advertising revenue is likely to accelerate in the coming quarters, and its video streaming business should also stage a recovery.
"The worst is behind," they wrote in a research note.

Sumber : CNN-Business
 
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Ms Senorita

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Alibaba lancar Taobao Store di MyTown

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KUALA LUMPUR: Alibaba Group hari ini melancarkan gedung fizikal Taobao terbesarnya di Malaysia, secara kerjasama dengan MyTOWN Shopping Centre dan Lumahgo New Retail Sdn Bhd.

Dinamakan sebagai Taobao Store oleh Lumahgo, gedung seluas 5,000 kaki persegi itu adalah menyeluruh, menawarkan pengalaman membeli belah luar talian dan juga dalam talian menggunakan teknologi New Retail.

“Taobao Store akan menyediakan platform bagi kami untuk mempamerkan produk popular dan memperkenalkan produk baharu yang menarik perhatian pelanggan tempatan, dan kami berharap dapat menggunakan pandangan pelanggan dan teknologi untuk mewujudkan peluang baharu bagi rakan kongsi tempatan kami untuk menawarkan perkhidmatan yang malahan lebih baik lagi,” kata Pengurus Pemasaran Tmall World Malaysia Alibaba Jess Lew pada majlis pelancaran gedung itu, di sini, hari ini.

Taobao Store menawarkan lebih 1,000 produk dalam kategori jualan laris seperti barangan elektronik, kecantikan, rumah dan perkakasan rumah pintar.

Lew juga berkata, pemilihan produk dibuat berdasarkan keutamaan dan trend pembelian pembeli tempatan menerusi aplikasi membeli belah Taobao, terdiri daripada jenama antarabangsa dan tempatan termasuk Lorenzo, Khind, KitchenAid dan Deep Furniture.

“Tujuan pembukaan gedung ini adalah kami mahu pelanggan datang, merasai pengalaman dan mencuba sendiri produk terlebih dahulu. Keuntungan bukan objektif utama kerana kami menyasar menyediakan pengalaman membeli belah terbaik bagi pengguna,” katanya.

Sementara itu, Lew berkata, Alibaba bersedia untuk menimbang membuka gedung yang sama di negeri lain seperti Pulau Pinang dan Johor Bahru.

“Kami juga menimbang kemungkinan menyediakan aplikasi Taobao dalam bahasa Inggeris bagi menarik lebih ramai pelanggan di Malaysia.

“Bagaimanapun, ketika ini fokus kami adalah bagi gedung ini dan bagi pelanggan yang tidak bertutur bahasa Mandarin mereka boleh datang ke sini untuk membeli belah dengan bantuan kakitangan kami,” katanya.

Pelanggan boleh membeli produk yang dipamerkan dengan mengimbas kod QR pada tag harga elektronik, mengambil barangan dari gedung atau mengatur penghantaran dan malahan pemasangan, dan membuat pembayaran terus daripada aplikasi.

– BERNAMA
 

Ms Senorita

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Alibaba's earnings soar but CEO warns that coronavirus could be 'black swan'

New York (CNN Business) Alibaba had a great quarter to close out 2019, with strong gains in revenue and earnings that topped analysts' forecasts.

The Chinese e-commerce giant managed to post a revenue gain of nearly 40% in the three months to December 31, while earnings rose almost 50% from the same period last year.

But Alibaba (BABA) sounded a note of caution about the start of this year because of the coronavirus. It said the outbreak is an ongoing concern, and that it is doing all it can to help Chinese consumers cope.

Alibaba stock pops in Hong Kong debut


"In response to the coronavirus, we mobilized Alibaba ecosystem's powerful forces of commerce and technology to fully support the fight against the outbreak, ensure supply of daily necessities for our communities and introduced practical relief measures for our merchants," Alibaba chairman and CEO Daniel Zhang said in a statement.

"We will support our merchants to overcome this challenging time together," Zhang added.

Zhang was even more circumspect on the conference call with analysts. He called the outbreak a "black swan event" that "is having significant impact on China's economy and may potentially affect the global economy."

Zhang added that the coronavirus "will present near-term challenges to the development of Alibaba's business across the board."
Shares of Alibaba fell 2% in early trading following Zhang's remarks. Alibaba rival JD.com (JD) and Chinese search giant Baidu (BIDU) also dipped.

It's been a volatile year so far for Alibaba shares and other big Chinese techs like Tencent (TCEHY) due to coronavirus fears.

Shares are up nearly 4% in 2020, but it hasn't been a smooth climb. Alibaba's stock fell more than 2.5% in January before rebounding in the past two weeks. The Chinese government has been encouraging people to turn to online shopping as quarantine measures kept millions under lockdown.

Chinese consumers continued to spend big on the company's Taobao and Tmall platforms at the end of last year. Alibaba said that it set a record for Singles Day, a Chinese shopping extravaganza that takes place on November 11.

But it's unclear just how much of an impact the outbreak will have on Chinese consumers this quarter, said Hari Srinivasan, a portfolio manager with Neuberger Berman, which owns Alibaba stock.

"We still don't know the extent of the damage," Srinivasan said. He hoped that the slowdown would be relatively brief and that spending patterns will improve, much as they did for Alibaba following the SARS outbreak in 2003.

Srinivasan added he was encouraged to hear that Alibaba now has 711 million active consumers, an increase of 18 million from the prior quarter. He said this shows Alibaba is doing a good job of expanding beyond China's big cities and is starting to reach less developed areas in the country.

And Alibaba's cloud business, like that of rival Amazon (AMZN), is also thriving. Alibaba Cloud revenue surged 62% from a year ago in the quarter.

Alibaba recently completed a successful secondary listing of its shares on Hong Kong's stock exchange. The company said it raised $13 billion from the offering, adding to its considerable war chest.

 

Gigahertz CS

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kire core bisnes dia mcm lazada shoppe tu je la kn...tp pasaran china luas,tu yg cepat naik kan..
apa moral of story yang kita dapat dari thread ini ? kenal pasti core bussiness anda.
yang aku tau model bussiness alibaba ni earning dia setiap minit dan jam
earning Tecent tu hari dan bulan.
 

Fistragos

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Every online store buys goods in China, maybe not all, but 90% of the goods are sold exactly Chinese because the quality of these things leaves much to be desired, and nevertheless, some were able to do business on this.
 

Ms Senorita

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Ambani loses Asia wealth crown to Jack Ma in $5.8 billion rout



(March 10): Indian energy tycoon Mukesh Ambani is no longer Asia’s richest man, relinquishing the title to Jack Ma after oil prices collapsed along with global stocks.

The rout, exacerbated by mounting fears that the spread of the novel coronavirus will thrust the world into a recession, erased $5.8 billion from Ambani’s net worth on Monday and pushed him to No. 2 on the list of Asia’s richest people, according to the Bloomberg Billionaires Index. Ma, the Alibaba Group Holding Ltd. founder who relinquished the No. 1 ranking in mid-2018, is back on top with a $44.5 billion fortune, about $2.6 billion more than Ambani.

Oil plunged the most in 29 years on Monday as Saudi Arabia and Russia vowed to pump more in a struggle for market share. The slump comes just as the coronavirus is spurring the first decline in demand in more than a decade. That raises questions about whether Ambani’s flagship Reliance Industries Ltd. will be able to cut net debt to zero by early 2021, as he has pledged. The plan hinges on a proposal to sell a stake in the group’s oil and petrochemicals division to Saudi Arabian Oil Co., the world’s biggest crude producer.

While the coronavirus has curtailed some of tech giant Alibaba’s businesses, the damage has been mitigated by increased demand for its cloud computing services and mobile apps.

Reliance Industries, by comparison, has no such silver lining. The Indian conglomerate’s shares plunged 12% on Monday, the most since 2009, extending this year’s decline to 26%. Alibaba’s American depositary receipts have slipped 6.8% so far in 2020.

Few of the world’s billionaires fared well in Monday’s collapse as the S&P 500 Index and Dow Jones Industrial Average each plunged more than 7.5%, the most since the 2008 financial crisis, threatening to end the longest bull market in history. But no one did worse than those whose fortunes are underpinned by oil. Wildcatter Harold Hamm’s fortune was cut almost in half to $2.4 billion and fellow oil magnate Jeff Hildebrand lost $3 billion, bumping both from Bloomberg’s 500-member wealth ranking.

In a pivot toward new businesses such as telecommunications, technology and retail, Ambani’s Reliance Industries has piled on billions of dollars of debt over the years.

It spent almost $50 billion -- most of it funded by borrowings -- to build Reliance Jio Infocomm Ltd., which became India’s No. 1 wireless carrier within about three years of its debut. As the mobile venture took off, Ambani also unveiled plans for an e-commerce empire to rival Amazon.com Inc. in India.

Addressing concerns over the liabilities, Ambani pledged in August to cut the group’s net debt to zero from about $21 billion as of last March. The Aramco deal is crucial to that plan for which Reliance Industries has valued its oil-to-chemicals division at $75 billion including debt, implying a $15 billion valuation for the 20% stake that’s for sale.

Signs of a potential delay to that deal unnerved some investors, hammering the stock since it touched a record high on Dec. 19.

Reliance Industries expected the Aramco transaction to be completed by March, but people familiar with the matter said in February that talks were still ongoing to bridge differences between the two parties over the deal’s structure.

Adding to the uncertainty, Indian Prime Minister Narendra Modi’s administration has petitioned a court to halt the proposed stake sale, threatening a key source of funds needed to pare net debt.

but Ambani, 62, may soon bounce back from the setback, said Harish H.V., managing partner at ECube Investment Advisors in Bengaluru, India.

“The game isn’t over,” he said. “Ambani has successfully built a robust business model which would keep him in the game. Moreover, his telecom business will start yielding results in coming years.”

Sumber : the edge markets
 

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Tencent’s set for fastest growth since 2018 after virus outbreak

(March 16): Tencent Holdings Ltd. picked up millions of new gamers during the global coronavirus outbreak -- yet that surge in mobile play may be slowing as the world’s No. 2 economy goes back to work.

The quest for entertainment among millions confined to home translated into a big boost for Tencent’s marquee games, Honor of Kings and Peacekeeper Elite. That helped the company gain $25 billion of market value up to March 5, before a global market rout torpedoed the stock along with the rest of the market. WeChat operator Tencent is now expected to report its fastest pace of revenue growth since 2018 when it unveils quarterly results on Wednesday, and investors will look to executives for reassurances it can sustain that pace of topline expansion.

But the March quarter outlook may be less clear-cut than anticipated. While the bread-and-butter Peacekeeper Elite showed strong growth in revenue for February, sales from other major games dwindled sequentially and overall revenue actually fell, according to Sensor Tower data. Tencent’s social and video ad businesses are also expected to take a hit this quarter when merchants and brands tighten their budgets. And any blow to China’s economy will of course pummel the consumer and marketing spending Tencent relies on.

What Bloomberg Intelligence Says

China’s virus-prolonged lunar new year holiday and increased time at home failed to lift Tencent and NetEase February sales sequentially as gamers returned to work mid-month. Tencent’s sales fell 14% while NetEase crashed 21%. Both companies were dragged by weak performances by major games. Downloads gained as casual gamers came back online.

- Vey-Sern Ling and Tiffany Tam, analysts

To be sure, Tencent can rely to an extent on cash cows Honor of Kings and battle royale shooter Peacekeeper Elite to cushion any economic shocks, while awaiting government approval to release potential smashes like Call of Duty Mobile domestically. Investors also hope many of the first-time users that gravitated toward Tencent’s games will remain once the pandemic subsides.

Tencent’s stock began climbing in February after the outbreak exposed the dichotomy of the world’s second largest tech economy. While virtual denizens like Tencent rode a surge in social media and entertainment, other companies like Alibaba with outsized footprints in the material world struggled to contain the fallout.

Tencent owed its gains to people like Huang Sihao who, for almost a month, was glued to his smartphone before going back to work. For as long as seven hours a day, the 28-year-old Shanghai resident hacked and slashed through the virtual battle arena of Honor of Kings -- until the game’s anti-addiction system eventually booted him. “I had nothing better to do,” he said.

Daily active users on the game have surged 7% to two million players on Chinese iOS devices since late January, while users on its super app WeChat have increased by 1.4 million, according to Apptopia data. Surprise hits included Tencent’s mahjong and poker titles, both of which have replaced the real-world versions played among friends and family.

The pandemic may have also boosted Tencent’s nascent cloud division, which is closing the gap with Alibaba in terms of revenue. Tencent’s two collaborative office apps -- Tencent Conference and WeChat Work -- rank among the most downloaded free apps on Apple’s iOS Store in China, closely trailing Alibaba’s DingTalk.

In the longer term, the bigger problem may be ByteDance Inc. The world’s largest startup has been luring users and advertisers away to its addictive apps like news aggregator Toutiao and video platform Douyin, TikTok’s Chinese twin. Now, ByteDance is trying to diversify its revenue stream into arenas such as paid music services and full-fledged video games, posing potential threats to Tencent’s online content empire.

“With Bytedance’s combined user base approaching Tencent’s, media buyers aren’t just keen to hear what new apps or functions Tencent has in the pipeline, but how it’s making digital ad spend go further,” said Michael Norris, research and strategy manager with consultancy AgencyChina.

Sumber : the edge markets
 
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