BABA-N
ANT Financial is being spun out which brings money to Alibaba. If you compare the risk to Amazon, you get a substantial discount for the same type of growth opportunity. It has grown revenues 33% per annum for the past 5 years. It is still trading at modest valuations. The ANT ipo should happen still.
ANT Financial is being spun out which brings money to Alibaba. If you compare the risk to Amazon, you get a substantial discount for the same type of growth opportunity. It has grown revenues 33% per annum for the past 5 years. It is still trading at modest valuations. The ANT ipo should happen still.
It has been a great company in the last decade. However, he has always hesitated buying China-based business due to political risk like what is happening with TikTok. You can get exposure to similar themes in North American with companies like Amazon or Google.
Trading at an all time high today. Sees revenue growth at 26-25% for the next 3 years, extremely impressive. Cloud business growing, yet makes up only 8% of their revenue. Earnings growth rate is 19-20%, but only paying 30x forward earnings. Likes it better than Amazon.
Trading at an all time high today. Sees revenue growth at 26-25% for the next 3 years, extremely impressive. Cloud business growing, yet makes up only 8% of their revenue. Earnings growth rate is 19-20%, but only paying 30x forward earnings. Likes it better than Amazon.
(A Top Pick Aug 28/19, Up 54%) Market share of 62% in 2019. Moving from an online distribution platform like Amazon to a technology enabler for online merchants like Shopify. Cloud business, Ant Financial, stake in India's digital payment system. Great example of a massive technology company that has a long runway. Swallow the multiple and look to the future. $285.50 is his price target.
(A Top Pick Aug 28/19, Up 54%) Market share of 62% in 2019. Moving from an online distribution platform like Amazon to a technology enabler for online merchants like Shopify. Cloud business, Ant Financial, stake in India's digital payment system. Great example of a massive technology company that has a long runway. Swallow the multiple and look to the future. $285.50 is his price target.
With Amazon results being more positive than expected, we should see similar results from Alibaba. The market for e-commerce in China is greater than the US. Penetration is around 40%. The states are around 15%. Cloud exposure is also a pro.
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 20
Neutral - Hold Signals / Votes : 1
Bearish - Sell Signals / Votes : 6
Total Signals / Votes : 27
Alibaba Group Holding is a American stock, trading under the symbol BABA-N on the New York Stock Exchange (BABA). It is usually referred to as NYSE:BABA or BABA-N
In the last year, 27 stock analysts published opinions about BABA-N. 20 analysts recommended to BUY the stock. 6 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY on WEAKNESS. Read the latest stock experts' ratings for Alibaba Group Holding.
Alibaba Group Holding was recommended as a Top Pick by Stan Wong on 2020-11-19. Read the latest stock experts ratings for Alibaba Group Holding.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
27 stock analysts on Stockchase covered Alibaba Group Holding In the last year. It is a trending stock that is worth watching.
On 2020-11-27, Alibaba Group Holding (BABA-N) stock closed at a price of $276.48.
