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S&P hits record, TSX flatChina reopensATD, IXJ, but BABA?
Investor Insights

This summary was created by AI, based on 24 opinions in the last 12 months.

Based on the reviews, the experts have mixed opinions about Alibaba Group Holding (BABA-N). Some believe it is undervalued with strong growth potential, while others express concerns about political interference and state control. The company's performance has been volatile, with fluctuations in stock price due to geopolitical tensions and government regulations. Overall, the consensus is that Alibaba has potential but comes with significant risks due to its Chinese market exposure.

Consensus
Mixed
Valuation
Undervalued
BUY

The Chinese government is cracking down on sellers (of the stock) so that selling dries up. That said, BABA is one of the few Chinese businesses that will do well.

0
DON'T BUY

Although it is one of the stars on the broad Chinese market, that market is down. The Chinese government exercises a lot of control so don't buy.

0
TRADE
China's fiscal policy

Yesterday, China did a smart thing by cutting their federal funds rate by 50 basis points. This is gigantic and has impact, by making their economy--and stocks--stronger. Also, he suggests they reign in their real estate industry. China has to do something to revive its economy. Also, both US candidates in this election year will bash China. Given all this, he's changed his mind about Chinese stocks and recommends Baidu, Alibaba, Pinduoduo and JD.com. They are very cheap and are real businesses. Also, they are recognized internationally. No, he won't buy them, because he doesn't trade, but if he did trade, he would.

0
DON'T BUY

Great company, valuation, and growth rate. Problem is Chinese Communist Party regulations are controlling its fate. To invest in China, he has to really like what he sees, and this isn't it.

0
PAST TOP PICK
(A Top Pick Jan 17/23, Down 33%)

Chinese reopening didn't happen as planned. Gets traction, and then the government pulls the wheels out from under, that's an overhang. He sold in Q1, too much geopolitical stuff. Lots going for it, but almost back at IPO price.

0
DON'T BUY

He can't recommend any Chinese stocks.

0
BUY

He added more shares of BABA today. It's an underrated grower at a reasonable price. It's a turnaround story reflecting the revival of the Chinese consumer. They dominant e-commerce in China, their cloud business is overlooked and cash flow yield is in the mid-teens. Trades at a 30% discount to its historic average.

0
DON'T BUY

With Chinese stocks, must be careful of the political overhang. Government can get involved and impact the share price. 200-day MA is flat, share price trading below significant metrics. Cheap at 8.2x forward PE, but big risk.

0
TRADE

A trade only, but would buy no Chinese stocks, because they've been a disaster.

0
COMMENT

The question was on his preference between the two companies, Alibaba didn't get traction and there has been a disconnect between their numbers and the stock price. He prefers Amazon.

0
PAST TOP PICK
(A Top Pick Jan 20/23, Down 31.2%)

He bought it because tensions eased between Beijing and the Chinese tech companies and that BABA would spin off parts of its business. But that latter got stuck in red tape. The overall business continues to thrive. Earnings are growing 18%. Trades at a low 9x PE, and likes that. It remains the dominant e-player in China, their Amazon, and gen-AI will help grow their cloud business. The market has soured on all Chinese stocks given geopolitical tensions, and the Chinese reopening has been slower than expected.

0
SELL
Shares are up after a report of China easing foreign investment of Chinese companies

He just sold it. He thinks shares are popping today, because BABA will spin off one of their companies, not so much this report. He bought it at 8x earnings. He sold to manage his portfolio and feels that China's Premier is off the rails, not making good decisions like blockading Taiwan.

0
BUY

Likes it. BABA is relatively cheap at 10x, a discount to its historic average and a 40% discount to China's tech sector, despite the political risks. They hold 50% of market share and touches 70% of the Chinese population. 

0
BUY

Just bought Skyworks and Alibaba. China is a great contrary play, and BABA is cheap. Skyworks is in every smart phone in the world, and they've been re-rated 50%. They boast attractive demographics and valuation. 

0
BUY

Look past the headline noise (of Biden criticizing the Chinese economy) and instead focus on the fundamentals. China's government need to stimulate their economy. BABA is doing well without stimulus, reporting 16% growth. He expects growth to continue.

0
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Alibaba Group Holding(BABA-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 8

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 10

Total Signals / Votes : 20

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, 20 stock analysts published opinions about BABA-N. 8 analysts recommended to BUY the stock. 10 analysts recommended to SELL the stock. The latest stock analyst recommendation is . 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 on . 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?

20 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 2024-03-01, Alibaba Group Holding (BABA-N) stock closed at a price of $74.62.