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Alibaba shares plummeted the most since their debut in Hong Kong




Alibaba (BABY) fell 10.3% Friday in Hong Kong, the sharpest decline since its debut in November 2019. This decline has wiped out 314 billion Hong Kong dollars ($ 40 billion) in market value for the company.
The play drew on Hong Kong’s benchmark Hang the Bed Index (HSI), which fell almost 2%.

On Thursday, Alibaba’s New York-listed shares fell 11%, after reporting disappointing third-quarter sales and earnings, warning that this year̵[ads1]7;s results would be below estimates.

Alibaba’s sales increased by 29% last quarter from a year ago, to 31.1 billion dollars. Wall Street expected revenue of $ 32.1 billion. Earnings per share fell 38% from a year ago and were below expectations.

The company said that sales for the current financial year should increase between 20% and 23% from a year ago. Analysts predicted a growth of almost 28%.

Alibaba and other Chinese technology giants Tencent (TCEHY), Baidu (START) and TikTok owner ByteDance have been the subject of increased regulatory scrutiny by the Chinese government over the past year.
China's 'unique' breakdown paralyzed private enterprise.  One year later, it may have to cut some slack in the business
In November last year, Beijing went to the listing of Alibaba’s Ant Group-affiliated company, which owns the payment giant Alipay. In the year that followed, the Chinese government’s regulatory power changed industries ranging from technology and finance to gaming, entertainment and private education.
In April, regulators fined Alibaba a record $ 2.8 billion and accused it of behaving like a monopoly. Meituan, Tencent, Pinduoduo (PDD), and other technology companies have also been investigated or fined for alleged anti-competitive behavior.

In its results report on Thursday, Alibaba was quoted as saying a “regulatory environment affecting Alibaba’s business operations” and “privacy and data protection regulations and concerns” as some of the uncertainties it faced.

Billionaire Charlie Munger praises China for being smarter than America for dealing with economic booms

However, Alibaba’s gigantic cloud business continues to deliver impressive results. Revenues increased by 33% from a year ago for that unit. Alibaba Cloud has helped the company expand outside China as well.

“Alibaba continued to invest heavily in our three strategic pillars in domestic consumption, globalization and cloud computing to establish a solid foundation for our long-term goal of sustainable growth in the future,” Alibaba Chairman and CEO Daniel Zhang said in a statement.

“In the middle of a unique year after stricter regulation, without much flexibility, [Alibaba] will have to navigate through the many headwinds as they continue to invest in technology innovation, globalization and expand their reach to domestic consumers, “Citi analysts said in a research report on Friday.

Alibaba has record sales for Singles Day, but growth is slowing

Alibaba’s results come a week after the company ended its annual Singles Day online shopping extravaganza. Chinese consumers continued to shop for bargains during the event, but sales growth for the platform was slower than last year.

Part of this may be due to the regulatory environment, but Alibaba is also facing tougher competition and a downturn in the Chinese economy.

During a conference call with analysts on Thursday, Zhang said that “economic headwinds, combined with increasing market competition, also affected our core business in China.”

He noted that there was a decline in clothing and general merchandise, but that demand for consumer electronics and furniture remained resilient.

Rival JD.com (JD) also reported earnings on Thursday. Sales and earnings topped forecasts, and the company’s shares closed up 6% in New York.

On Friday in Hong Kong, JD.com’s shares rose more than 6%.

“Consumers and business partners are increasingly relying on and trusting JD, and we were able to surpass industrial growth in China in the third quarter,” JD.com President Lei Xu said in the earnings report.

JD.com’s Hong Kong-listed shares have risen more than 20% in the last six months, while Alibaba shares have fallen more than 30% over the same time frame.



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