Sctzilla
2021-06-26

This is a very good summary of BABA. About its cloud business, its b2b and b2c revenue generation and their potential to grow in acountry with an expected growth in the median income. 

For me, 1 key risk is regulation and how the Chinese govt sees Alibaba. Regulatory risk is the one thing that can take a company down overnite. The company has seen the Chinese govt take steps to curb its monopolistic strategy and putting them on their watchlist. Huawei has the govt but not BABA. Keep an eye on how the Chinese govt is taking actions in BABA for the next 1 year so we know whether that risk has gone down. Buy with caution. 

Please like and comment. Thanks!! 

免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。

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