Kursanstieg steht bevor - Alibaba Picture!

eröffnet am 20.07.17 17:14:13 von
neuester Beitrag 16.02.21 09:13:41 von

ISIN: BMG0171W1055 | WKN: A119V1 | Symbol: CBW
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 Ja Nein
20.07.17 17:14:13
Die big data unterstützte Filmvermarktung wird immer erfolgreicher.
Das Geschäftsmodell wird mehr und mehr Realität.
7 Mrd. $ Investionen in den nächsten 3 Jahren lassen einiges erwarten!
Wer ist mit dabei?
1 Antwort
26.09.17 20:47:46
Antwort auf Beitrag Nr.: 55.364.363 von LachMalWieder am 20.07.17 17:14:13Hier ich will mich die Woche einlesen in Ali Pictures und Ali Health.

Alibaba halte ich seid 80$ Kursen und bin weiterhin vom Konzept überzeugt.

Hast du schon Informationen zusammengetragen?

Willst du sie hier posten?

Ich melde mich auch evtl. schon am WE mit meinen Erkenntnissen.

See you
28.09.17 18:41:46
Die Bilanz 2016 von Ali Pictures Group hat mich begeistert :)

MK: 426.932.749 € / 3326529493 Chinesischer Renminbi Yuan
Umsatz 16: 116.194.616 € / 904.582.000 Chinesischer Renminbi Yuan
Umsatz 15: 33.874.757 € / 263.717.000 Chinesischer Renminbi Yuan
Eigenkapital 16: € / 16.918.023.000 Chinesischer Renminbi Yuan
Total Assets: 2.510.544.570 € / 19.563.062.000 Chinesischer Renminbi Yuan
Total Liabilities: 311.989.003 € / 2431130000 Chinesischer Renminbi Yuan
Verlust 16: - 125.386.838 € / 976.144.000 Chinesischer Renminbi Yuan
Gewinn 15: 59.860.043 € / 466.014.000 Chinesischer Renminbi Yuan
Internet-based promotion and distribution von 136,250.000 auf 682,607.000 Umsatz!

Ja Verlust von 125 Mio Euro in 2016 ist vorhanden. In der Bilanz wurde dies aber gut durch Investitionen erklärt die m.M. für dieses Wachstumsunternehmen notwendig sind.

Hier einige Auszüge aus der Bilanz 2016 die ich für sehr wichtig erachte. Kaum Schulden und ein dicker Bargeldbestand. Meiner Meinung ist die Aktie komplett unterbewertet und wenn Umsatzwachstum weiter (auch selbst wenn viel gemäßigter) voranschreitet und dann irgendwann anständige zweistellige Umsatzrenditen rauskommen eine gute Investition in die Zukunft. Doch nur wenn weiter Wachstum generiert wird geht es für uns Investoren auf. Natürlich gibt es die üblichen China- , Währungsrisiken usw. aber da könnte was entstehen. Vielleicht ja auch das zukünftige chinesische Netflix? Über die Grenzen von China kommen sie ja schon mit Hollywood Partnerschaften... Ich bin heute mit 50% meines Anlagevolumens was ich für diese Aktie freigenommen habe rein. Was ist eure Meinung?

Das ganze ist nur meine eigene Meinung und keine Kauf / Verkauf / Handlungsempfehlung!

Alibaba Pictures Group is a Chinese film company under Alibaba Group. The film company was formerly ChinaVision Media, of which Alibaba Group bought a majority stake in late 2014. It subsequently was renamed from ChinaVision to Alibaba Pictures Group. By April 2015, it was the largest Chinese film company by worth, with a market value of US$8.77 billion[2] and by June of the same year it was worth US$9.6 billion.[3]

The continual rise of the middle class in China poses significant implications on the current and future consumption structure. It is expected that a larger portion of the population’s rising disposable income is likely to be spent on products and services for entertainment purposes.
Tao Piao Piao has become a leading online ticketing platform that has access to more than 6,000 cinemas in China.

Domestically, the Group invested in Dadi Cinema Group and further invested in BONA Film Group. Internationally, the Group invested in Amblin Partners (led by Steven Spielberg), with whom it will work together to co-produce and invest in film projects that aim to provide quality movie contents to the global and Chinese audiences.

The Group has been collaborating with Hollywood’s first tier studios since 2015. Access to international projects and global leading talents will serve to strengthen the Group’s overall production and distribution capabilities. As innovative ideas often derive from exposure to different cultures and perspectives, we will continue to work with our global partners in bringing more original and exciting contents to our users.

At the same time that I serve as the CEO and chairman of the Board of Alibaba Pictures, I also head several businesses under the media and entertainment segment of Alibaba Group, including, among others, UCWeb, Youku Tudou, Alibaba Literature, Alibaba Gaming. These businesses have a natural synergy with the Group.

Over the past years, online movie ticketing in China has been growing rapidly. By the Group’s estimate, nearly 80% of all movie tickets sold in China are being purchased through online movie ticketing platforms.

According to SARFT, as of the end of 2016, there were more than 7,800 cinemas across the country, representing an increase of 23% year-on-year.

The net loss in 2016 was primarily attributable to the marketing expenses incurred by Tao Piao Piao, mainly consisting of ticket subsidies to movie-goers. Utilizing this marketing strategy, Tao Piao Piao has successfully built a user base, with its market share rising continuously. As of December 31, 2016, Tao Piao Piao, the Group’s online movie ticketing platform, had accessed more than 6,000 cinemas. The O2O movie ticketing model has moved gradually into a mature stage. In the meantime, Tao Piao Piao had expanded its revenue base gradually in the second half of 2016. The Group will adjust and optimize the business model of Tao Piao Piao flexibly in response to market conditions in a timely manner.

Tao Piao Piao participated in the promotion and distribution of a number of films including Skiptrace (絕地逃亡), The BFG (圓夢巨人) and Cock and Bull (追凶者也),
In 2016, the Group made steady progress on each project of content production. Of the films produced by the Group, Soul Mate (七月與安生) and Ferry Man (擺渡人) received 12 and 7 nominations respectively at the 36th Hong Kong Film Awards. Two actresses of Soul Mate were both awarded the Best Actress at Golden Horse Awards in 2016. Alibaba Pictures will continue to develop and produce quality contents. The filming for Once Upon a Time (三生三世十里桃花), a film adaptation of the acclaimed Chinese fantasy romance novel of the same name, has been completed and its visual effect is currently being developed. This film is scheduled to debut during the summer of 2017. Also, Ao Jiao Yu Pian Jian (傲嬌與偏見), a romance comedy developed and produced by the Group, is scheduled to be released in April 2017. Other major projects in early stage development include Gujian Qitan 2 (古劍奇譚2), the theme of which was derived from a widely popular game of the same name. Gujian Qitan 2 will be developed into a film and TV drama series, both of which will feature industry leading visual effects.
The content production segment now consists of both domestic and international content production. Following the release of Mission: Impossible – Rogue Nation in 2015, two films produced by the Group in collaboration with Paramount Pictures, namely Teenage Mutant Ninja Turtles: Out of the Shadows and Star Trek Beyond, were released in 2016. In 2016, the content production segment recorded revenue of RMB211.8 million, higher than the revenue of RMB124.2 million in the previous year.
For C end (users), the Group will, leveraging the resources in Alibaba Group’s ecosystem and the resources
in its media and entertainment segment, create a distribution platform for film media driven by content, with an aim to provide a broader range of entertainment and consumption information to the users, Tao Piao Piao is expected to transform from a “ticketing platform” to a “social platform revolving around movie content”, and in doing so provides the industry with a content promotion and distribution tool.
For B end (studios and cinemas), the Group will upgrade and innovate its existing products and services to be more digitalized, net-based, and intelligence-based. The provision of cloud supported system and solutions will enhance the operational efficiency of cinemas, such that, the Group’s products and services could become the industrial infrastructure, and thus be able to serve a wider range of customer groups.
Selling, Marketing and Administrative Expenses
Selling and marketing expenses for 2016 were RMB1.08 billion, compared with approximately RMB111.9 million in 2015. The increase in selling and marketing expenses was primarily attributable to the marketing expenses incurred by Tao Piao Piao in its efforts to attract movie-goers to use Tao Piao Piao’s online ticketing platform. Administrative expenses increased from RMB277.6 million to RMB719.8 million year on year mainly due to increased employee benefit expenses related to higher headcounts across multiple functions as a result of the acquisitions of Tao Piao Piao and Yulebao.

Financial Resources and Liquidity
As at December 31, 2016, the Group had cash and cash equivalents of approximately RMB6.2 billion (796.397.254€) in multiple currencies. The Group had available-for-sale financial assets of approximately RMB2.0 billion (256.661.720 €).
As at December 31, 2016, the Group had no long-term debt obligations. Short-term borrowings were denominated in Renminbi and amounted to RMB1.98 billion, which are secured by restricted cash of approximately RMB2.0 billion and repayable in advance at the discretion of the Group, and bear interest at 0.3% per annum.

Das ganze ist nur meine eigene Meinung und keine Kauf / Verkauf / Handlungsempfehlung!
28.09.17 21:39:42
Tut mir leid für die Frage aber wie hängen Alibaba Picture und Alibaba zusammen?
29.09.17 08:52:57
Hier ist der Geschäftsbericht und Wikipedia Artikel. Alibaba Pictures und Alibaba Health sind Tochterfirmen die auch an der Börse notiert sind.

"... Alibaba owns about 54% of Ali Health, according to FactSet." Bei Alibaba Pictures musst du mal in die Bilanz linsen. Bin gerade auf dem Sprung und habe nicht im Kopf

Annual Report Alibaba Pictures 2016:…
Alibaba Pictures ist eine Tochter von Alibaba.
2 Antworten
22.11.17 11:46:09
Antwort auf Beitrag Nr.: 55.848.021 von Findik2 am 29.09.17 08:52:57Hey Findik. Ist ruhig geworden hier. Hast du dich evtl. etwa zu früh über die Bilanz gefreut? (nur Spaß)
Ist noch wer hier investiert? ich denke langsam könnte Ali Pic interessant werden für evtl. Neueinsteiger. Ich überlege jedenfalls und wäre über mehr Infos hier froh.

Gruß J.
1 Antwort
30.11.17 09:36:38
Antwort auf Beitrag Nr.: 56.244.395 von Jotka108 am 22.11.17 11:46:09Ob sich das Investment lohnt kann ich erst in ein paar Jahren beurteilen, klar der Einstiegspunkt war nicht der beste :D:D:D... aber ich bleibe mit kleiner Position drin.

Interim Report wer es noch nicht kennt: (dauert ewig zum laden nicht wundern)…
19.03.18 02:18:35
Noch jemand da?

Announcement of Second Interim Results…
25.04.18 20:16:20
Investiert hier wer?
25.04.18 20:17:20
Bilanz von sieht ganz gut aus und bei dem KGV muss man ja fast einsteigen
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Kursanstieg steht bevor - Alibaba Picture!