Alibaba Group Holding

BABA-N

NYSE:BABA

238.69
0.40 (0.17%)
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 WEAKNESS
BUY WEAKNESS
January 8, 2021
Political pressure from China Buy on current weakness? Yes!
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Political pressure from China Buy on current weakness? Yes!
Jim Cramer - Mad Money
Price
$236.190
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
January 4, 2021
He thinks it is an opportunity and he just bought a position. It is down significantly from mid-last year. It was beat up for what he thinks are temporary reasons. He thinks this will pass but there could be some downside in the near term.
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He thinks it is an opportunity and he just bought a position. It is down significantly from mid-last year. It was beat up for what he thinks are temporary reasons. He thinks this will pass but there could be some downside in the near term.
Colin Stewart
Price
$227.155
Owned
Yes
TOP PICK
TOP PICK
December 29, 2020

Stockchase Research Editor: Michael O'Reilly BABA is China's equivalent to AMZN. Its value came under pressure with President Trump took direct aim at such non-US based company after the signing of the Holding Foreign Companies Accountable Act. However, if you believe a change in US Administration may leave room for a softening of tension, then this is a very good entry point. EPS was recently reported up 67%, exceeding the 5 year average EPS growth of 42%. Sales are growing over 30% annually. We would buy this with a stop-loss at $190, looking to achieve $340 -- over 44% upside potential. Yield 0% (Analysts’ price target is $338.82)

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Stockchase Research Editor: Michael O'Reilly BABA is China's equivalent to AMZN. Its value came under pressure with President Trump took direct aim at such non-US based company after the signing of the Holding Foreign Companies Accountable Act. However, if you believe a change in US Administration may leave room for a softening of tension, then this is a very good entry point. EPS was recently reported up 67%, exceeding the 5 year average EPS growth of 42%. Sales are growing over 30% annually. We would buy this with a stop-loss at $190, looking to achieve $340 -- over 44% upside potential. Yield 0% (Analysts’ price target is $338.82)

Stockchase Research
Price
$237.360
Owned
_N/A
TOP PICK
TOP PICK
December 23, 2020
His price target is $340. King of e-commerce in China. Also biggest cloud computing company in China. Digital media, entertainment, and a lot of initiatives. Transformed from online distribution to a tech enabler. Buy here at $256, add to it 225, and if possible around 200. No dividend. (Analysts’ price target is $343.88)
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His price target is $340. King of e-commerce in China. Also biggest cloud computing company in China. Digital media, entertainment, and a lot of initiatives. Transformed from online distribution to a tech enabler. Buy here at $256, add to it 225, and if possible around 200. No dividend. (Analysts’ price target is $343.88)
Kim Bolton
Price
$256.990
Owned
Yes
BUY
BUY
December 18, 2020
There is a lot of money at stake and it is in no one's interest to not report properly. They have a great growth trajectory, modelling at 25% appreciation. There may be more downside ahead but it is starting to look better in the chart. It is one he would be adding to.
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There is a lot of money at stake and it is in no one's interest to not report properly. They have a great growth trajectory, modelling at 25% appreciation. There may be more downside ahead but it is starting to look better in the chart. It is one he would be adding to.
Greg Newman
Price
$260.000
Owned
Yes
PARTIAL BUY
PARTIAL BUY
December 10, 2020
Wonderful company in a terrible neighbourhood. The government of China could expropriate it. Financial reporting doesn't follow the same rules as in North America. Extra level of risk of political interference. He's not opposed to taking a small position.
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Wonderful company in a terrible neighbourhood. The government of China could expropriate it. Financial reporting doesn't follow the same rules as in North America. Extra level of risk of political interference. He's not opposed to taking a small position.
David Baskin
Price
$264.220
Owned
Unknown
BUY
BUY
December 9, 2020
The only Chinese stock he likes, because it's one of the few Chinese stocks that has some U.S. finances. It's well-run.
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The only Chinese stock he likes, because it's one of the few Chinese stocks that has some U.S. finances. It's well-run.
Jim Cramer - Mad Money
Price
$263.800
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
November 19, 2020
Likes e-commerce companies in China. There is better valuation and growth than US e-commerce companies. The ANT IPO stop has affected the stock. He would look at the 200-moving day average, which is around $240. You could start adding a position here. Makes sense longer-term.
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Likes e-commerce companies in China. There is better valuation and growth than US e-commerce companies. The ANT IPO stop has affected the stock. He would look at the 200-moving day average, which is around $240. You could start adding a position here. Makes sense longer-term.
Stan Wong
Price
$259.530
Owned
Unknown
DON'T BUY
DON'T BUY
November 12, 2020
High valuation. Regulatory scrutiny in China a huge overhang and will continue. Can't divine the final outcome. She'd stay away.
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High valuation. Regulatory scrutiny in China a huge overhang and will continue. Can't divine the final outcome. She'd stay away.
Christine Poole
Price
$263.595
Owned
No
BUY
BUY
November 6, 2020

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.

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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.

Darren Sissons
Price
$299.950
Owned
Yes
COMMENT
COMMENT
November 3, 2020
Most thought that after Beijing taking more control over Hong Kong recently that there would be a big capital exodus. Instead, more money has poured in. So, the controversy over BABA's Jack Ma launching an IPO today and the Chinese government blocking it will be temporary, he thinks.
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Most thought that after Beijing taking more control over Hong Kong recently that there would be a big capital exodus. Instead, more money has poured in. So, the controversy over BABA's Jack Ma launching an IPO today and the Chinese government blocking it will be temporary, he thinks.
Tyler Mordy
Price
$285.665
Owned
Unknown
BUY
BUY
October 26, 2020
They are an interesting company because they are not a market place. You have this huge user base in China that has a lot more wealth. You have to understand that it is an emerging market and there will be volatility.
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They are an interesting company because they are not a market place. You have this huge user base in China that has a lot more wealth. You have to understand that it is an emerging market and there will be volatility.
Paul Harris, CFA
Price
$305.400
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
October 22, 2020
Target of $311. King of e-commerce in China, market share of over 60%. Also have cloud computing, digital entertainment, and innovation initiatives. Transforming to more of a tech enabler to online merchants. Wouldn't be surprised if there's an opportunity to buy between $275-85 before year's end. Wonderful company.
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Target of $311. King of e-commerce in China, market share of over 60%. Also have cloud computing, digital entertainment, and innovation initiatives. Transforming to more of a tech enabler to online merchants. Wouldn't be surprised if there's an opportunity to buy between $275-85 before year's end. Wonderful company.
Kim Bolton
Price
$306.455
Owned
Unknown
BUY
BUY
October 13, 2020
It's hard not to like this given the explosion of internet use and how dominant BABA is in China online. Investors who were concerned with the company's accounting are growing more comfortable with it. It's a great global internet play. Good to own in a portfolio. BABA has branded very well. We'll see how or if US-China relations change after the Nov. 3 US election vote.
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It's hard not to like this given the explosion of internet use and how dominant BABA is in China online. Investors who were concerned with the company's accounting are growing more comfortable with it. It's a great global internet play. Good to own in a portfolio. BABA has branded very well. We'll see how or if US-China relations change after the Nov. 3 US election vote.
John Zechner
Price
$308.210
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
October 13, 2020
Allan Tong’s Discover Picks The Alibaba stock has run up twice as far, year-to-date, as Amazon, soaring 85% vs. 45%. A key reason is that China has tamed the Covid virus and America, frankly, has not. Alibaba stock trades at a 47.18x PE and boasts revenue growth YOY at 28.2%. By comparison, Amazon has a 122.67x PE and returned 20.45% YOY, also paying no divvy. Read NEE Stock and BABA Stock: 3 Savvy Election-proof Stocks for our full analysis.
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Allan Tong’s Discover Picks The Alibaba stock has run up twice as far, year-to-date, as Amazon, soaring 85% vs. 45%. A key reason is that China has tamed the Covid virus and America, frankly, has not. Alibaba stock trades at a 47.18x PE and boasts revenue growth YOY at 28.2%. By comparison, Amazon has a 122.67x PE and returned 20.45% YOY, also paying no divvy. Read NEE Stock and BABA Stock: 3 Savvy Election-proof Stocks for our full analysis.
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