Alibaba ADR Action Forum

Earnings next week (11.11 - 15.11)

$SHOP (+7,76 %)

$SOUN

$MARA (-10,16 %)

$BABA (+0,93 %)

$CAVA

$SPOT (+3,14 %)

$AMAT (-1,62 %)

$DIS (+2,52 %)

$PLUG (+3,91 %)

$HD (+2,2 %)

$MNDY (+3,3 %)

$OXY (+1,74 %)

$RKLB (+4,06 %)

$BSEM

$ZETA (-40,64 %)

$SE (-2,07 %)

$RKT

$CSCO (+1,11 %)

$ASTS

$WULF

$ONON

$OKLO

$HUT (+4,68 %)

$NVAX (-7,55 %)

$HTZ (+6,21 %)

$LUNR

$CART

$TALN

$BITF (-12,15 %)

$GRAB (+0,59 %)

$JD (-0,52 %)

$LAZR (+1 %)

$ALT (+1,95 %)

$CRON (-3,29 %)

$ICL

$NICE

$CYBR (-2,07 %)

$BXSL (+2,17 %)

$DESP (+0 %)

$ARMK (+3,64 %)

$TSN (+1,49 %)

$RUM

$PGY

$TGI

$AAP (+3,33 %)

$AXSM (-0,37 %)

$AZN (+0,82 %)

$BILI (+1,52 %)

$LINC

$LQDA (-2,8 %)

Hi, I currently have 3 positions at $BABA (+0,93 %) Buy In at 95€.

Do you think I should increase my positions before the financial release?

Week in review 28.09.

New all-time highs for DAX, Dow Jones, S&P 500, Gold, GE Vernova, Meta, Netflix, SAP, Vistra Corp, Walmart 👑🥇 $LYY7 (-0,41 %)
$CSPX (+0,62 %)
$ABX (-0,81 %)
$GEV (+3,93 %)
$META (-0,09 %)
$NFLX (+1,92 %)
$SAP (-1,07 %)
$VST (+0,49 %)
$WMT (+1,27 %)

New 52-week highs for 3M, Air Products, Alibaba, Arista Networks, Barrick Gold, Bank of Nova Scotia, BlackRock, Caterpillar, Constellation Energy, DuPont, HSBC, Infosys, Live Nation, McDonald's, Palantir, PayPal, Public Storage, Royal Bank of Canada, Royal Caribbean, Sea Ltd, Spotify, Tangier 💵📈 $PLTR (+2,5 %)
$9988 (+0,86 %)
$BABA (+0,93 %)
$BLK
$CAT (-0,81 %)
$BNS (-0,63 %)
$STZ (+1,58 %)
$DD (+1,69 %)
$HSBA (+1,99 %)
$HSBC (+1,92 %)
$INFY
$LYV (-1,23 %)
$MCD (+0,2 %)$PUB
$PUB
$RCL (-1,03 %)
$SEA (+0 %)
$SKT (-0,34 %)

Bitcoin with new 1-month high, +22% in three weeks since the low on 07.09. from 52k$ to 66k$, +150% in 12 months📉📈 $BTC (-0,27 %)

PayPal's own stablecoin PYUSD (crypto) is growing strongly and is now one of the top 100 cryptos by market capitalization at 95th place 💰 $PYPL (+1,7 %)

Palantir with inclusion in the S&P 500 on Monday #PLTRgang 🤜🤛👊✊ $PLTR (+2,5 %)

Uber is working with Google's Waymo (Alphabet) and wants to offer robotaxis for a surcharge 🚗🤖 $UBER (+0,19 %)
$GOOGL (-1,01 %)
$GOOG (-0,99 %)

After the ECB and FED, China has also turned on the money printer *brrr brrr*, plus a big economic stimulus program, China stocks therefore have their best week in 10 years, car and luxury stocks with Chinese business are therefore rising 🖨🇨🇳 $MC (-0,96 %)
$P911 (-1,57 %)
$BMW (-2,03 %)
$MBG (-1,33 %)

AMD CEO and Nvidia CEO confirm continued high demand for AI chips 🧠🤖, Nvidia CEO does not want to sell any more of his own shares for the time being. $AMD (-2,48 %)
$NVDA (-0,57 %)

Upcoming Playstation 6 with AMD chip again, but AMD will leave the high-end graphics card market for PC gamers and try to scale more strongly in the mid and lower segments. Nvidia would then have a monopoly 🎮 $SONY (+1,15 %)
$6758 (+0,07 %)

Super Micro suspected of accounting fraud. US justice is apparently already investigating according to an insider, -62% share price in three months 🔍👮 $SMCI

AI needs a lot of electricity and nuclear power plants are being reactivated in the USA. In Germany, it's the other way around due to the world's stupidest energy policy. US electricity provider shares, uranium mines - shares and ETFs are rising. ⚛️⚡️ (see podcast episode 57 "Buy High. Sell Low." pinned to my profile at the top) $URNM
$URA (-1,35 %)
$UEC (-2,12 %)

Micron with good quarterly figures and +13% share price, semiconductor stocks rally 💻📈 $MU (-3,44 %)

Costco - quarterly figures mixed, EPS exceeds estimates but sales worse than expected, share price falls slightly 🛒 $COST (+0,68 %)

McDonald's increases quarterly dividend by 6% to 1.77$. Since the first dividend payment in 1976, the payout has been increased 48 years in a row. 🍟🍔 $MCD (+0,2 %)

Investigation initiated against Visa 💳 and SAP 💻 in the USA for illegal price fixing $V (+0,57 %)
$SAP (-1,07 %)

Oil price falls again, Shell & Co. on the way to 1-year low 🛢⛽️ $SHEL (-0,53 %)
$GB00B03MM408
$RDS.A

Meta releases VR glasses Quest 3s for €330 from 15.10.24 📱👓

Intel launches AI accelerator "Gaudi 3" as an alternative to Nvidia's H100. IBM, Google & Dell as first customers. 🧠 $INTC (+4,27 %)

US debt level climbs above 35 trillion dollars for the first time 🖨💵

Ubisoft share price collapses due to postponement of "Assassin's Creed: Shadows", -70% 1-year performance 🎮📉 $UBI (+0 %)

DHL raises outlook / growth forecast until 2030 and increases letter postage by 10.5% in Germany from 2025 📦✉️📯 $DHL (-1,16 %)

BASF struggles with high energy prices and weak demand, threat of plant closure and dividend cut 🇩🇪📉 $BAS (-0,55 %)

Adidas (+28%) significantly better than Nike (-18%) since the beginning of the year ⚽️🏀👟 $ADS (-0,46 %)
$NKE (+0,62 %)

Takeover poker at Commerzbank by Ital. Unicredit continues 🏦🇮🇹🇩🇪 $CBK (-0,87 %)
$UCG (+1,44 %)

Jefferies issued a buy recommendation for BioNTech and sees the antibody BNT327 against cancer as a potential massive sales driver. 👨‍⚕️⚕️💊 $DE000A0V9BC4

Mutares -14% because shortseller Gotham City raises serious allegations against the SDAX member: Ponzi scheme, false accounting and circular business model 🔍👮 $MUX (-3,79 %)

>> If you want to read a review like this every week, leave a like & subscribe. What important news have I forgotten? 👍❤️

$BABA (+0,93 %) 🤑

Chinese stocks are on the roll 💰 💵

Stocked up again today

$PDD (+0,47 %)
$1211 (+0,46 %)
$BIDU (+0,13 %)
$NIO (+0,98 %)

Podcast episode 57 "Buy High. Sell Low."

Subscribe to the podcast to keep more net from gross!

00:00:00 Vistra Energy, Constellation Energy, Uranium Energy, Uranium ETFs $VST (+0,49 %)
$STZ (+1,58 %)
$UEC (-2,12 %)

00:37:20 Alibaba, China stocks $9618 (-0,49 %)
$700 (-1,47 %)
$80700
$1211 (+0,46 %)

01:12:00 Exxon, Shell, Diamondback Energy, oil ETFs $SHEL (-0,53 %)
$GB00B03MM408
$RDS.A

01:32:00 LVMH, Hermès $MC (-0,96 %)
$9988 (+0,86 %)
$BABA (+0,93 %)

01:42:00 Kering $KER (+0,58 %)

01:45:00 Dior, Prada, luxury ETF $CDI (+1,6 %)
$1913 (+0,86 %)
$AMUN (-0,6 %)

01:48:00 Rising social security contributions in 2025 #ampel#money

Spotify
$SPOT (+3,14 %)

https://open.spotify.com/episode/44odhfXKc9Do4d6OE6nY3M?si=aXivvFZdSWmn5rOiEk9ElQ

YouTube
$GOOGL (-1,01 %)
$GOOGL (-1,01 %)

https://youtu.be/HBb1kKaeh5A

Apple Podcast $AAPL (+1,15 %)
#podcast

https://podcasts.apple.com/us/podcast/folge-57-alibaba-lvmh-shell-vistra-exxon-hermes-diamondback/id1695869891?i=1000670846325

Will be reallocated to EM ETF. Limit order already created.

Next individual share from the portfolio...

11.09.2024

Tesla with a buy recommendation and 40% upside potential + Alibaba with a new upswing + BMW shocks the automotive sector + Real estate stocks ahead thanks to interest rates - US inflation in view +

Tesla $TSLA (+1,2 %) gained 4 percent to a good 225 US dollars. Deutsche Bank recommended buying the shares of the e-car manufacturer and identified 40% upside potential

Shares (including the ADR) of Alibaba $BABA (+0,93 %) - $9988 (+0,86 %) rose sharply as investors reacted to the news of the company's listing on the Chinese mainland stock exchanges. Alibaba announced its listing on the Southbound (SB) Connect late Monday. This came after the Chinese e-commerce company upgraded its Hong Kong listing to primary status last month, paving the way for its inclusion in the Stock Connect Scheme of China's Shanghai and Shenzhen stock exchanges.

With a share price slump of 11.2 percent at BMW $BMW (-2,03 %) investors reacted to two pieces of bad news: firstly, the margin had to be reduced to 6 to 7 percent due to recalls of brake systems, whereas the market had expected over 9 percent. Worse was the fact that the delivery forecast was also lowered, after a slight increase had previously been expected. RBC Capital Markets said that the warning undermined hopes for a better second half of the year. "This is an operational problem and of course cuts all analysts' expectations for sales growth," said one trader. The BMW statements therefore infected the entire sector.

Real estate shares were the only sector to hold their ground against the decline. In the DAX Vonovia $VNA (-2,11 %) rose by 2.2 percent, Aroundtown $AT1 (-0,09 %) even rose by 14 percent thanks to hopes of an interest rate cut. On Wednesday, US consumer prices are hoping for signals for the Federal Reserve's monetary policy decision next week. Opinions differ as to whether the Fed will cut interest rates by just 25 basis points or 50 basis points. The ECB on Thursday is expected to cut rates by 25 basis points.

Wednesday: Stock market dates, economic data, quarterly figures

ex-dividend of individual stocks

HP USD 0.28

Quarterly figures / company dates Europe

07:30 Inditex | Auto1 half-year figures

10:00 Richemont AGM

16:00 ARM Holding AGM

Economic data

• 03:00 US: TV debate between the candidates for the US presidency Kamala Harris and Donald Trump, Philadelphia
• 08:00 UK: GDP July Forecast: +0.2% yoy/+1.4% yoy previous: 0.0% yoy/+0.7/ yoy | Trade Balance July Forecast: n/a previous: -£18.9bn | Industrial Production July Forecast: +0.3% yoy/-0.1% yoy previous: +0.8% yoy/-1.4% yoy | Services Sector Production July
• 14:30 US: Consumer prices August PROGNOSE: +0.2% yoy/+2.6% yoy previous: +0.2% yoy/+2.9% yoy Core consumer prices PROGNOSE: +0.2% yoy/+3.2% yoy previous: +0.2% yoy/+3.2% yoy
• 14:30 US: Real income August