Trade IPOs with Eva: January 2016

Friday, January 29, 2016

*** charts before earnings **

** charts after earnings **

Alibaba beats by $0.10, beats on revs :

Reports Q3 (Dec) earnings of $0.99 per share, excluding non-recurring items, $0.10 better than the Capital IQ Consensus of $0.89; rev +32% to $5.33 bln vs. $5.13 bln consensus, mainly driven by the continued rapid growth of our China commerce retail business.
China retail marketplace revenue was RMB28,714 mln (US$4,433 mln), an increase of 35% year-over-year; and mobile revenue was RMB18,746 mln (US$2,894 mln), an increase of 192% year-over-year
Annual active buyers on our China retail marketplaces increased to 407 mln, an increase of 21 mln from the prior quarter, while mobile MAUs in December reached 393 mln, an increase of 47 mln over the prior quarter
GMV transacted on our China retail marketplaces was RMB964 bln (US$149 bln), an increase of 23% year-over-year (and a net addition of RMB177 bln (US$27 bln) from the same quarter of 2014), with mobile GMV accounting for 68% of total GMV.

** charts before earnings **

** charts after earnings **

InvenSense reports EPS in-line, beats on revs :

Reports Q3 (Dec) earnings of $0.18 per share, in-line with the Capital IQ Consensus of $0.18; revenues rose 3.5% year/year to $120 mln vs the $117.48 mln Capital IQ Consensus.

** charts before earnings **

** charts after earnings **

Synchrony Financial beats by $0.02 :

Reports Q4 (Dec) earnings of $0.65 per share, $0.02 better than the Capital IQ Consensus of $0.63; platform revenues rose 4.8% year/year to $2.85 bln.
Return on assets was 2.6% and return on equity was 17.5%. Net interest margin increased 13 basis points to 15.73% due mainly to an improvement in interest-earning asset yields that resulted from carrying a higher mix of receivables versus lower-yielding liquidity.