Ryan Cohen tau tsim ib ceg txheem ntseeg hauv Alibaba: ntawm no yog qhov nws xav tau

Alibaba Group Holding Ltd liab (NYSE: B.A.B.A.) yog nyob rau hauv kev tsom mus rau hnub Tuesday tom qab Ryan Cohen tau tshaj tawm tias tau tsim ib ceg txheem ntseeg hauv ntau lub teb chaws tech behemoth.

Vim li cas nws thiaj li muaj feem cuam tshuam hauv Alibaba?

Tus neeg ua lag luam ua lag luam tam sim no muaj ntau pua lab tus nqi ntawm cov koom nrog hauv Suav lag luam - tsis tseem ceeb heev piv rau lub tuam txhab kev lag luam peev ntawm tsuas yog $ 300 nphom.


Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Txawm li cas los xij, Cohen, uas tau ua tiav cov ceg txheem ntseeg hais tias nyob rau hauv ib nrab ntawm 2022, tab tom thawb lub eCommerce loj kom ntxiv dag zog rau nws cov kev faib khoom rov qab, raws li kev ua lag luam. a WSJ report tag kis no.

Targeting Alibaba yog qhov kev hloov pauv ntawm kev nrawm heev rau tus neeg nplua nuj uas paub tias tsom mus rau nws txoj haujlwm ua haujlwm rau cov tuam txhab me xws li Bed Bath & Beyond. Alibaba qhia tawm tau nce ze li ntawm 85% txij thaum lub Kaum Hli.

Cohen xav kom nce $ 20 nphom hauv kev yuav rov qab

Cov chaw tsis qhia npe kuj tau hais rau Wall Street Journal tias Cohen thawj zaug hu rau pawg thawj coj hauv lub Yim Hli 2022 thiab hais tias Hangzhou-lub hauv paus tuam txhab tuaj yeem nce nws cov nyiaj pub dawb nce mus txog 20% ​​hauv tsib xyoos tom ntej.

Tom qab ntawd, Alibaba tau nthuav dav nws cov phiaj xwm kev yuav khoom rov qab los ntawm $ 15 nphom hauv lub Kaum Ib Hlis mus rau tag nrho $ 40 nphom yuav tsum ua tiav los ntawm Lub Peb Hlis 2025.

Tam sim no, txawm li cas los xij, Cohen tab tom thawb rau ntxiv $ 20 nphom ntxiv hauv kev faib rov qab mus rau $ 60 nphom. Alibaba tseem tsis tau teb cov lus teb rau WSJ tsab ntawv ceeb toom.

Hauv nws lub quarter dhau los, Alibaba tuaj nrog tsuas yog 3.0% kev loj hlob txhua xyoo hauv kev muag khoom. Alibaba qhia tawm tseem tab tom ua lag luam tsawg dua li ib nrab ntawm lawv cov nqi sau tseg nyob rau lub quarter kawg ntawm 2020. Lawv tau ua rau muaj kev cuam tshuam loj heev hauv ob xyoos dhau los vim yog Beijing txoj cai tswj hwm. crackdown ntawm tech titans.

Tau qhov twg los: https://invezz.com/news/2023/01/17/ryan-cohen-stake-alibaba-buyback/