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
BUY
October 9, 2020
It is one of the safer ways for NA investors to get access to investment in China. They are not just in e-commerce, but also in cloud and payment services. As a general e-commerce play, it is safe.
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It is one of the safer ways for NA investors to get access to investment in China. They are not just in e-commerce, but also in cloud and payment services. As a general e-commerce play, it is safe.
Shane Obata
Price
$299.740
Owned
Yes
STRONG BUY
STRONG BUY
September 21, 2020
He targets $301. Should be a core holding for anyone. It's one of the 10 biggest companies in the world, the king of e-commerce in China. They've transformed from an online distribution platform into a technology enabler, like the cloud and digital payments. It's a broad, deep stock.
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He targets $301. Should be a core holding for anyone. It's one of the 10 biggest companies in the world, the king of e-commerce in China. They've transformed from an online distribution platform into a technology enabler, like the cloud and digital payments. It's a broad, deep stock.
Kim Bolton
Price
$269.920
Owned
Yes
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.

Jamie Murray
Price
$281.390
Owned
No
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.

Stan Wong
Price
$289.620
Owned
Yes
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.

Kim Bolton
Price
$259.955
Owned
Yes
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.

Shane Obata
Price
$252.100
Owned
Unknown
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)
Darren Sissons
Price
$251.800
Owned
Yes
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.
Brian Acker, CA
Price
$261.010
Owned
No
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.

Stan Wong
Price
$261.140
Owned
Unknown
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.
Paul Harris, CFA
Price
$215.690
Owned
Unknown
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.

Lorne Steinberg
Price
$213.330
Owned
Yes
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.
John O'Connell, CFA
Price
$202.570
Owned
Unknown
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.

Shane Obata
Price
$185.500
Owned
_N/A
Showing 31 to 45 of 248 entries