Bitauto Holdings Limited ( BITA )

http://moneymorning.com/2015/01/09/...ese-small-cap-is-already-up-19/

....BITA is essentially a play on two exciting markets: the automotive industry, and e-commerce. Bitauto provides online advertising as well as reviews and pricing information for consumers looking to buy cars. It's basically an online showroom for new and used car dealers.

On one end, Bitauto is a bet on an automotive industry entering a new age. Cars and technology are intersecting in new and exciting ways – and rapidly.

"Cars today have become high tech. They are brimming with advanced technology," Money Morning Defense and Tech Specialist Michael Robinson. "A wide range of exciting new tech features – everything from advanced sensors to software to GPS to Web and Bluetooth integration – are helping the auto industry rack up new sales records."

Robinson, who has been tracking the auto industry for 34 years, said now "is the most exciting time I've ever seen in the industry."

And it's also a player in Chinese e-commerce. This growing market is poised to explode in the next decade.

"According to the research I've seen, e-commerce in China is projected to hit $540 billion by 2015, and that's just for starters," said Money Morning Executive Editor Bill Patalon. "By 2020, China's e-commerce market will be worth more than the United States, the United Kingdom, Japan, Germany, and France combined. So we know that growth is coming."

Robinson recommended the Bitauto stock twice in the past. The first time was in Feb. 2014 at $29.66, then again in April at $35.33. It closed yesterday (Thursday) at $83.71. If you got in early, you would have made 182% gains. If you got in the second time, you would have "only" netted 137%.

This surge was tempered by a pullback later in the year, but that is to be expected.

"When a stock goes on such a quick, impressive rally, many investors wonder how much upside is left," Robinson said. "In this case, I still see potential for strong gains."  

http://seekingalpha.com/news/...home-tumble-on-chinese-car-sales-data



   Chinese vehicle sales rose 6.9% in 2014 to 23.5M, estimates the China Association of Automobile Manufacturers. Sales are expected to grow 7% in 2015 to 25.1M.
   Passenger vehicle sales are expected to rise 8%, and SUV sales 25%. Dealers note consumers are increasingly asking for bigger discounts, and complain they've been pressured to meet unrealistic sales targets to achieve year-end bonuses. Meanwhile, many Chinese cities are trying to limit car purchases in an attempt to lower air pollution.
   Auto sites Bitauto (BITA -15%) and Autohome (ATHM -7.8%) are off sharply. Both surged on Friday after JD.com and Tencent announced they're investing $1.55B in Bitauto.

 

http://finance.yahoo.com/news/...-5-additions-thursday-143002623.html

offenbar ähnlich wie Morgan Stanley  sehen sie das Finanzgeschäft mit Tencent und JD.com kritisch weill es die Aktienzahl erhöht und den Wert der Aktien verwässert. Morgan Stanley hat das Kursziel von  $96.50 auf $73.6 um 24% reduziert
http://blogs.barrons.com/asiastocks/2015/02/11/...n-stanley-cuts-tp/?  

http://www.prnewswire.com/news-releases/...arch-9-2015-300043351.html

before the market opens  

http://finance.yahoo.com/news/...successful-closing-jd-100000617.html  

 

http://www.zacks.com/stock/news/166640/...nk-5-additions-for-thursday  

http://seekingalpha.com/pr/...th-quarter-and-fiscal-year-2014-results
Fourth Quarter and Fiscal Year 2014 Highlights

   Revenue in the fourth quarter of 2014 was RMB975.2 million (US$157.2 million), a 101.7% increase from the corresponding period in 2013. Revenue in fiscal year 2014 was RMB2.46 billion (US$396.3 million), a 70.8% increase from 2013.
   Gross profit in the fourth quarter of 2014 was RMB667.5 million (US$107.6 million), a 74.5% increase from the corresponding period in 2013. Gross profit in fiscal year 2014 was RMB1.86 billion (US$300.1 million), a 68.6% increase from 2013.
   Operating profit in the fourth quarter of 2014 was RMB195.1 million (US$31.4 million), an 87.5% increase from the corresponding period in 2013. Operating profit in fiscal year 2014 was RMB538.2 million (US$86.7 million), a 114.5% increase from 2013.
IFRS profit in the fourth quarter of 2014 was RMB150.0 million (US$24.2 million), a 60.6% increase from the corresponding period in 2013. IFRS profit in fiscal year 2014 was RMB489.1 million (US$78.8 million), a 102.8% increase from 2013.
Non-GAAP profit in the fourth quarter of 2014 was RMB197.4 million (US$31.8 million), a 91.1% increase from the corresponding period in 2013. Non-GAAP profit in fiscal year 2014 was RMB510.9 million (US$82.3 million), a 94.1% increase from 2013.
Non-GAAP basic and diluted profit per ADS in the fourth quarter of 2014 was RMB4.50 (US$0.73) and RMB4.25 (US$0.68), respectively. Non-GAAP basic and diluted profit per ADS in fiscal year 2014 was RMB11.96 (US$1.93) and RMB11.21 (US$1.81), respectively. ....

und die Rede des CEO...

mir unverständlich dass sie so stark fällt
 

William Li - Chairman and Chief Executive Officer

[Foreign Language]
Unidentified Company Representative ?

Looking to 2015, while we continued to develop our existing business and improved operating efficiency we will increase our investments in O2O [ph] related products and services. We believe that it is now the crucial moment to transform China’s automobile industry from a purely offline transaction model to an O2O transaction model. As the industry leader this auto will swiftly seize this opportunity ???? and rapidly expand our market share which we believe will drive the long term growth of our company and our shareholders value.  

http://seekingalpha.com/article/...4-results-earnings-call-transcript  

...With that, I will turn to guidance for the first quarter of 2015. Bitauto currently expects to generate revenue in the range of RMB630 million US$111.5 million to RMB650 million US$104.8 million in the first quarter of 2015, representing a 78.2% to 83.9% year-over-year increase.

Bitauto currently expects non-GAAP loss/profit attributable to ordinary shareholders of the parent from RMB-5.0 million US$-0.8 million to RMB5.0 million US$0.8 million in the first quarter of 2015.... link s.oben

???  

http://quotes.freerealtime.com/dl/frt/N?NewsStory=1  

http://www.telegraph.co.uk/finance/markets/...orries-dog-markets.html
Analysts say the massive falls have been mainly triggered by a new crackdown on margin trading, where investors use borrowed money to buy securities.
This has heightened concerns that stocks are overvalued, prompting retail investors to lock in profit. .....

What Makes Bitauto Holdings (BITA) a Strong Sell?

http://www.nasdaq.com/article/...trong-sell-tale-of-the-tape-cm490665  

Bitauto down 6.3% on soft Q3 guidance

Though it beat Q2 estimates, Bitauto (NYSE:BITA) is guiding for Q3 revenue of $161.3M-$169.4M (+64.5%-72.7%), below a $171.9M consensus. Profit is expected to be in a range of $15.3M-$16.9M, down from Q2's $19.8M; consensus is for EPS of $0.30 vs. a Q2 level of $0.31....http://quotes.freerealtime.com/dl/frt/N?NewsStory=1  

 

Bitauto, Autohome jump after Beijing cuts vehicle tax

http://seekingalpha.com/news/...e-jump-after-beijing-cuts-vehicle-tax
 

Fourth Quarter and Fiscal Year 2015 Highlights

Revenue in the fourth quarter of 2015 was RMB1.24 billion (US$191.3 million), a 27.1% increase from the corresponding period in 2014. Revenue in fiscal year 2015 was RMB4.01 billion (US$619.3 million), a 63.1% increase from 2014.
Gross profit in the fourth quarter of 2015 was RMB902.8 million (US$139.4 million), a 35.2% increase from the corresponding period in 2014. Gross profit in fiscal year 2015 was RMB2.78 billion (US$429.5 million), a 49.4% increase from 2014.
Non-GAAP profit in the fourth quarter of 2015 was RMB112.2 million (US$17.3 million), compared to a non-GAAP profit of RMB197.4 million (US$30.5 million) in the corresponding period in 2014. Non-GAAP profit in fiscal year 2015 was RMB367.7 million (US$56.8 million), compared to a non-GAAP profit of RMB510.9 million (US$78.9 million) in 2014.
Non-GAAP basic and diluted profit per ADS in the fourth quarter of 2015 was RMB1.68 (US$0.26) and RMB1.63 (US$0.25), respectively. Non-GAAP basic and diluted profit per ADS in fiscal year 2015 was RMB5.86 (US$0.90) and RMB5.47 (US$0.84), respectively.

ausführlicher hier
http://www.prnewswire.com/news-releases/...015-results-300232384.html  

15.März
http://ir.bitauto.com/phoenix.zhtml?c=240892&p=irol-reportsAnnual  

schaffen sie demnächst profitabel zu werden. Die Wachstumsaussichten scheinen ja sonst sehr gut zu sein.  

http://www.ariva.de/news/...ectors-approves-150-million-share-6879388  

"...The shares rose 68% for all of 2017. Bitauto is a volatile beast, packing a one-year beta of 2.64.
Its original auto marketing offerings continue to post double-digit growth. Revenue from its advertising and subscription business went up 18% to $168.9 million, and its digital marketing solutions segment grew its top-line results by 49% to $49.5 million. However, the real driver here is its transaction services business, soaring 116% in the quarter to become the largest division here with $195.2 million in revenue.Playing a larger role in the actual vehicle sale has been a game changer for Bitauto, and it's also what drew three of China's largest dot-com darlings to take sizable investment stakes  in the company two years ago. Bitauto used the capital infusion and the perhaps even more valuable connections to lay the groundwork for one of China's largest online car financing platform. Bitauto closed out the year with $1.7 billion in cash, equivalents, and restricted cash...."

https://www.nasdaq.com/article/...k-after-last-weeks-20-drop-cm937296  

https://www.prnewswire.com/news-releases/...ne-13-2018-300657960.html  

https://www.fool.com/investing/2018/03/20/...after-last-weeks-20.aspx
Wachstumsaussichten wurden zurückgenommen
..." Bitauto's troublesome guidance calls for top-line growth to decelerate in the first quarter. Bitauto sees $301.8 million to $309.5 million in revenue, well short of the $337.1 million that analysts were modeling. Things aren't as bad as the miss is suggesting. Bitauto's forecast reflects revenue net of the value-added tax, a new revenue recognition standard that Bitauto is embracing this year. Some of the higher Wall Street targets probably weren't baking that into their projections. On a gross basis, revenue for the quarter will rise between 37% and 41% to hit $325.6 million and $333.8 million. We're still eyeing a top-line miss and decelerating revenue growth, but growth on a comparable basis remains strong.
The sell-off appears overdone, and Bitauto is signaling as such by announcing board authorization for $150 million in buybacks."
 

vor den Zahlen am 13ten einsteigen?
Die Wachstumsstory scheint ja intakt zu sein und ein Boden scheint auch gefunden. Was meint ihr?  

....Bitauto Holdings lags the pack with its earnings falling by more than half over the past year, which indicates the company will be growing at a slower pace than its software peers. However, the future seems brighter, as analysts expect an industry-beating growth rate of 73.77% in the upcoming year.

https://finance.yahoo.com/news/...bitauto-193821050.html?guccounter=1

schent mir ähnlich wie bei MOMO ein positives Zeichen, zumindest wetten einige auf Überraschung