This post was just published on ZYX Buy Change Alert.
BABA is long from $68 and 150% is being held. Profits have been taken as high as $110.63. Consider taking profits on another 20% in the zone of $90.20 to $95.84. Consider continuing to hold the remaining 130%.
Also temporarily suspending buy zone on BABA.
Earnings from BABA are disappointing. Revenues fall short. Mobile monetization is behind expectations.
Reports Q3 revenue $4.22B, consensus $4.45B. Reports China retail marketplaces had 334M annual active buyers in the twelve months ended December 31, 2014, compared to 307M in the twelve months ended September 30, 2014 and 231M in the twelve months ended December 31, 2013, representing an increase of 45% compared to the same period in 2013. The growth in annual active buyers was driven by an increase in active buyers throughout China, with substantially faster growth from lower tier cities. GMV transacted on China retail marketplaces in the quarter ended December 31, 2014 was $127B, an increase of 49% compared to the same quarter of 2013, and compared to RMB556 billion in the quarter ended September 30, 2014, representing a net addition of RMB231 billion GMV in three months. Mobile GMV in the quarter ended December 31, 2014 was $53B, an increase of 213% compared to the same quarter of 2013. Mobile GMV accounted for 42% of total GMV transacted on China retail marketplaces in this quarter, compared to 36% in the quarter ended September 30, 2014 and 20% in the same quarter of 2013.
China retail marketplaces had 334M annual active buyers in the twelve months ended December 31, 2014, compared to 307M in the twelve months ended September 30, 2014 and 231 million in the twelve months ended December 31, 2013, representing an increase of 45% compared to the same period in 2013. The growth in annual active buyers was driven by an increase in active buyers throughout China, with substantially faster growth from lower tier cities. GMV transacted on China retail marketplaces in the quarter ended December 31, 2014 was $127B, an increase of 49% compared to the same quarter of 2013, and compared to RMB556 billion in the quarter ended September 30, 2014, representing a net addition of RMB231 billion GMV in three months.
“We delivered a strong quarter with significant growth across our key operating metrics. Gross merchandise volume across our China retail marketplaces grew 49% year on year, and our annual active buyers increased to 334M in 2014, an increase of 45% year on year. Our unrivaled leadership and momentum in mobile continued — we added 48 million active users sequentially and delivered over $1B in mobile revenue during the quarter. Our business continues to perform well, and our results reflect the strength of our ecosystem and the strong foundation we have for sustainable growth,” said Jonathan Lu, chief executive officer of Alibaba Group. “
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