Playlist: BABA:xnys

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#SinglesDay - What does this tell us about the Chinese economy?
Alex Forrest Whiting
11 November 2015 at 11:25 GMT
#SinglesDay - Can Alibaba deliver what investors want?
Peter Garnry
10 November 2015 at 8:54 GMT
Alibaba - just how worried should investors be?
Peter Garnry
24 September 2015 at 7:36 GMT
Why investors should still believe in Alibaba
Alex Forrest Whiting
14 August 2015 at 7:24 GMT
Berger: Alibaba "scares the pants off" the bears
Serge Berger
18 May 2015 at 6:48 GMT
Earnings Season: Yahoo! unlikely to deliver Q1 cheer
Peter Garnry
21 April 2015 at 7:07 GMT
Is this Alibaba's Facebook moment?
Peter Garnry
19 February 2015 at 13:27 GMT
Taming the dragon - how to trade Chinese stocks
Pauline Loong
10 February 2015 at 8:12 GMT
Garnry: Don’t dismiss Alibaba
Peter Garnry
30 January 2015 at 8:26 GMT
NASDAQ week: 10 top tech stocks
Alex Forrest Whiting
24 November 2014 at 14:35 GMT
Like Facebook? Why you'll love Alibaba
Peter Garnry
05 November 2014 at 13:38 GMT
What you need to know about Alibaba's results
Alex Forrest Whiting
04 November 2014 at 8:29 GMT
Yahoo, Apple, Google – the battle of the Tech giants
Alex Forrest Whiting
22 October 2014 at 13:53 GMT
Video / 21 April 2015 at 7:07 GMT

Earnings Season: Yahoo! unlikely to deliver Q1 cheer

Peter Garnry
Saxo Bank’s Peter Garnry says Yahoo! has to deliver strong first quarter results and growth in its mobile business to convince investors that it has value to offer, independent of its Alibaba stake

Yahoo! stock has fallen around 7% year-to-date, which is well below its tech peers. Peter says it's because the company saw a decline in online ad sales last year. With a dismal outlook, Garnry remains negative on the stock. For Yahoo! to become attractive in its own right, it has to prove it can compete with the likes of Facebook in the mobile space. 

But because of the stake in Alibaba, Garnry’s trading strategy for Yahoo! is two-fold: Going short Yahoo! and long Alibaba. 


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