Alibaba Group Holding

BABA-N

NYSE:BABA

227.43
3.49 (1.56%)
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 ...
More at Wikipedia

Analysis and Opinions about BABA-N

Signal
Opinion
Expert
BUY
BUY
January 13, 2020
In a highly populated place, this product really does work as well as the ecosystem that surrounds it. This is quite an inexpensive company and there is upside over time. This is definitely one to look at for exposure to the Chinese market.
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In a highly populated place, this product really does work as well as the ecosystem that surrounds it. This is quite an inexpensive company and there is upside over time. This is definitely one to look at for exposure to the Chinese market.
DON'T BUY
DON'T BUY
January 3, 2020
He does not like Chinese stocks for various reasons. The chart looks pretty good though. He would just stay away from Chinese stocks though.
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He does not like Chinese stocks for various reasons. The chart looks pretty good though. He would just stay away from Chinese stocks though.
COMMENT
COMMENT
November 28, 2019
Alibaba vs JD vs Tencent? He never made any money on Chinese stocks and would not recommend any of these three. Would recommend Google or Facebook. All great companies growing within the Chinese market but doesn't think retail invetors in North America have to be there.
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Alibaba vs JD vs Tencent? He never made any money on Chinese stocks and would not recommend any of these three. Would recommend Google or Facebook. All great companies growing within the Chinese market but doesn't think retail invetors in North America have to be there.
TOP PICK
TOP PICK
November 26, 2019
There's been all this negative news, but the price is the same as it was a few years ago. People will be pleasantly surprised when this doubles in the next 5 years. E-commerce is still growing quickly, especially in Asian markets. No dividend. (Analysts’ price target is $225.95)
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There's been all this negative news, but the price is the same as it was a few years ago. People will be pleasantly surprised when this doubles in the next 5 years. E-commerce is still growing quickly, especially in Asian markets. No dividend. (Analysts’ price target is $225.95)
BUY
BUY
November 21, 2019
Pressure under US-China issues. But 200-day moving average starting to turn higher now. Very strong name.
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Pressure under US-China issues. But 200-day moving average starting to turn higher now. Very strong name.
WATCH
WATCH
November 13, 2019
A $13 billion IPO listing in Hong Kong is happening next week. It is already impacting some of the other Chinese tech companies as investors seem to be taking some money off the table in anticipation. BABA is very expensive right now. It has a PEG ratio over 50. He does not own it. He thinks there will be people who will be flipping this following the IPO and back into other Chinese tech stocks.
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A $13 billion IPO listing in Hong Kong is happening next week. It is already impacting some of the other Chinese tech companies as investors seem to be taking some money off the table in anticipation. BABA is very expensive right now. It has a PEG ratio over 50. He does not own it. He thinks there will be people who will be flipping this following the IPO and back into other Chinese tech stocks.
COMMENT
COMMENT
November 7, 2019
Things are growing in China, so this is good for the company. BABA is a dominant force. It's not that he doesn't trust the numbers, but there are companies with numbers he trusts more, like Amazon. He looks to remove investment risk by removing uncertainty.
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Things are growing in China, so this is good for the company. BABA is a dominant force. It's not that he doesn't trust the numbers, but there are companies with numbers he trusts more, like Amazon. He looks to remove investment risk by removing uncertainty.
BUY
BUY
October 25, 2019
It's now on sale due to trade tensions. He doesn't see the business going away. However, the Chinese government wants to break it up. Because of the law of large numbers, they won't be able to keep up its growth rates. The relative valuation will be a big impediment.
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It's now on sale due to trade tensions. He doesn't see the business going away. However, the Chinese government wants to break it up. Because of the law of large numbers, they won't be able to keep up its growth rates. The relative valuation will be a big impediment.
TOP PICK
TOP PICK
October 7, 2019
The chart will continue to bounce up and down, but he's sure a US-China trade deal will be signed. The countries need each other. When this happens, Chinese markets will pop and this is the best place to be. BABA is his biggest Chinese holding. (Analysts’ price target is $222.81)
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The chart will continue to bounce up and down, but he's sure a US-China trade deal will be signed. The countries need each other. When this happens, Chinese markets will pop and this is the best place to be. BABA is his biggest Chinese holding. (Analysts’ price target is $222.81)
BUY
BUY
October 1, 2019
He bought it recently, because it's a great opportunity for appreciation of 36% upside. They will focus on growing their domestic side in China. Amazon's PE is around 74.5 while BABA's is 32x. So, BABA is cheap.
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He bought it recently, because it's a great opportunity for appreciation of 36% upside. They will focus on growing their domestic side in China. Amazon's PE is around 74.5 while BABA's is 32x. So, BABA is cheap.
COMMENT
COMMENT
September 27, 2019
A Chinese stock that trades in New York. It's been off the past year. You see the FAANG stocks come down, and in the last few years, this hasn't done well either. If there is not as much confidence in the Chinese economy, then it would not be a good play.
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A Chinese stock that trades in New York. It's been off the past year. You see the FAANG stocks come down, and in the last few years, this hasn't done well either. If there is not as much confidence in the Chinese economy, then it would not be a good play.
BUY
BUY
September 20, 2019
Revenues were up 42% and beat consensus. A great growing name with history of its side. They’re modelling 24% per share growth, while trading at a very reasonable price. Could buy it here.
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Revenues were up 42% and beat consensus. A great growing name with history of its side. They’re modelling 24% per share growth, while trading at a very reasonable price. Could buy it here.
HOLD
HOLD
September 11, 2019
Long runway for growth. Much greater market in China. Has been held back by trade relations. Will be up and down for a while. Growth story will continue after Jack Ma retires.
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Long runway for growth. Much greater market in China. Has been held back by trade relations. Will be up and down for a while. Growth story will continue after Jack Ma retires.
COMMENT
COMMENT
September 6, 2019

Baidu reported earnings recently and missed sending the stock down. He does not believe tech talk as having a real revenue story. As such, the valuation does not make too much sense to him. The trade issues with China have made all these companies cheap, so if you are a trader this could be a good way to go. He would prefer Tencent or Alibaba instead.

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Baidu reported earnings recently and missed sending the stock down. He does not believe tech talk as having a real revenue story. As such, the valuation does not make too much sense to him. The trade issues with China have made all these companies cheap, so if you are a trader this could be a good way to go. He would prefer Tencent or Alibaba instead.

TOP PICK
TOP PICK
August 29, 2019

He is looking for value and great growth. China is bubbling along with all this goop in the media about 5% GDP growth. The domestic economy is strong and growing faster than the US. He was looking for good domestic companies that are growing quickly. BABA-N grew over 30% in the last quarter – the AMZN-Q of China. They also have pay systems and the shopping business, etc. Now is the time to get a position in China through this one. (Analysts’ price target is $221.76)

Show full opinionHide full opinion

He is looking for value and great growth. China is bubbling along with all this goop in the media about 5% GDP growth. The domestic economy is strong and growing faster than the US. He was looking for good domestic companies that are growing quickly. BABA-N grew over 30% in the last quarter – the AMZN-Q of China. They also have pay systems and the shopping business, etc. Now is the time to get a position in China through this one. (Analysts’ price target is $221.76)

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