Alibaba Group Holding

BABA-N

NYSE:BABA

272.41
3.31 (1.20%)
Alibaba Group Holding Limited is a Chinese multinational e-commerce, retail, Internet, AI and technology conglomerate founded in 1999 that provides consumer-to-consumer, business-to-consumer and ...
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Analysis and Opinions about BABA-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 4, 2020

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.

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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.

BUY
BUY
August 26, 2020

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.

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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.

PAST TOP PICK
PAST TOP PICK
August 19, 2020

(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.

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(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.

BUY
BUY
August 7, 2020

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.

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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.

TOP PICK
TOP PICK
July 30, 2020
Business will grow in lockstep with China's growth. At some point we're going to see global capital flows into the Alibabas. High growth, compelling valuation, big influx of capital. No dividend. (Analysts’ price target is $282.61)
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Business will grow in lockstep with China's growth. At some point we're going to see global capital flows into the Alibabas. High growth, compelling valuation, big influx of capital. No dividend. (Analysts’ price target is $282.61)
DON'T BUY
DON'T BUY
July 10, 2020
How does it differ from AMZN? The US has their hands around China's throat. He would stay with a US company, where the Fed and Treasury are supportive of the businesses there.
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How does it differ from AMZN? The US has their hands around China's throat. He would stay with a US company, where the Fed and Treasury are supportive of the businesses there.
BUY
BUY
July 9, 2020

AMZN is expensive to its peer group. Alibaba is an alternative to consider, at only 30x PE, with a 20-25% growth rate.

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AMZN is expensive to its peer group. Alibaba is an alternative to consider, at only 30x PE, with a 20-25% growth rate.

DON'T BUY
DON'T BUY
July 6, 2020

He follows it. They are extremely profitable and are extremely well run. He owns AMZN-Q. He has concerns about corporate governance in China. When a company is on our shores and doing similar things the he values them higher. Technically there is a strong signal for BABA-N. They should do well as along as they deliver value to their customers. He avoids Chinese companies at this time.

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He follows it. They are extremely profitable and are extremely well run. He owns AMZN-Q. He has concerns about corporate governance in China. When a company is on our shores and doing similar things the he values them higher. Technically there is a strong signal for BABA-N. They should do well as along as they deliver value to their customers. He avoids Chinese companies at this time.

HOLD
HOLD
June 26, 2020
They have several business -- e-commerce, cloud, entertainment, online education and even groceries. Over 80% of their revenue comes from China. Probably the best way to play growth in China and the internet. They have AliPay, which is worth a lot of value to them. Given China and the US are at odds, they may have a hard time to grow internationally.
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They have several business -- e-commerce, cloud, entertainment, online education and even groceries. Over 80% of their revenue comes from China. Probably the best way to play growth in China and the internet. They have AliPay, which is worth a lot of value to them. Given China and the US are at odds, they may have a hard time to grow internationally.
BUY
BUY
June 2, 2020

The Amazon of China, with phenomenal growth, but far cheaper than Amazon. For him, this is a value stock. The risk is in buying a Chinese company though BABA is listed in the west. BABA is compelling cheap now.

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The Amazon of China, with phenomenal growth, but far cheaper than Amazon. For him, this is a value stock. The risk is in buying a Chinese company though BABA is listed in the west. BABA is compelling cheap now.

BUY
BUY
May 26, 2020
They're not in trouble. They're dominant in China. Chinese stocks may be delisted from US stock indices as a protectionist backlash, but BABA is fine. Has a concern about its corporate governance, like what it really owns, but overall he's fine with BABA.
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They're not in trouble. They're dominant in China. Chinese stocks may be delisted from US stock indices as a protectionist backlash, but BABA is fine. Has a concern about its corporate governance, like what it really owns, but overall he's fine with BABA.
PAST TOP PICK
PAST TOP PICK
May 22, 2020
(A Top Pick May 14/19, Up 16%) They recorded a new milestone, top $1 trillion in merchandise volume. China-US trade concerns are creating headwinds. He would be buying on this pullback.
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(A Top Pick May 14/19, Up 16%) They recorded a new milestone, top $1 trillion in merchandise volume. China-US trade concerns are creating headwinds. He would be buying on this pullback.
COMMENT
COMMENT
March 20, 2020

AMZN vs BABA? He thinks AMZN is safer at the moment. It could see earnings actually rise in the near term. People are using them to get essentials at home. The consumer staple space is fairing better than consumer discretionary. He likes what AMZN is doing longer term. They control 40% of the global cloud capacity.

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AMZN vs BABA? He thinks AMZN is safer at the moment. It could see earnings actually rise in the near term. People are using them to get essentials at home. The consumer staple space is fairing better than consumer discretionary. He likes what AMZN is doing longer term. They control 40% of the global cloud capacity.

WAIT
WAIT
February 27, 2020

BABA vs. JD Took profits in BABA about a month ago. He doesn't have any names from Asia-Pacific right now. Between the two, BABA is the larger name and cheaper PEG, but wait a bit more. Choose something on the US side that's been beaten up.

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BABA vs. JD Took profits in BABA about a month ago. He doesn't have any names from Asia-Pacific right now. Between the two, BABA is the larger name and cheaper PEG, but wait a bit more. Choose something on the US side that's been beaten up.

DON'T BUY
DON'T BUY
February 20, 2020
The Corona virus will have caused some demand destruction. If you want to swing trade it, you pick it up at support and sell it higher. It may come down from support. He would be cautious. He would not be picking it up for the next swing trade up. The Corona virus might be bigger than we think.
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The Corona virus will have caused some demand destruction. If you want to swing trade it, you pick it up at support and sell it higher. It may come down from support. He would be cautious. He would not be picking it up for the next swing trade up. The Corona virus might be bigger than we think.
Showing 1 to 15 of 216 entries

Alibaba Group Holding(BABA-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 15

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 5

Total Signals / Votes : 22

Stockchase rating for Alibaba Group Holding is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Alibaba Group Holding(BABA-N) Frequently Asked Questions

What is Alibaba Group Holding stock symbol?

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

Is Alibaba Group Holding a buy or a sell?

In the last year, 22 stock analysts published opinions about BABA-N. 15 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for Alibaba Group Holding.

Is Alibaba Group Holding a good investment or a top pick?

Alibaba Group Holding was recommended as a Top Pick by Jamie Murray on 2020-09-04. Read the latest stock experts ratings for Alibaba Group Holding.

Why is Alibaba Group Holding stock dropping?

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.

Is Alibaba Group Holding worth watching?

22 stock analysts on Stockchase covered Alibaba Group Holding In the last year. It is a trending stock that is worth watching.

What is Alibaba Group Holding stock price?

On 2020-09-18, Alibaba Group Holding (BABA-N) stock closed at a price of $272.41.