$Alibaba(09988)$‌P/E is 17. Price to FCF is 14.25. Revenue Growth is still 20 - 25% per year. Profit Margin is healthy at 15%.


In terms of asset and future growth, BABA has Alicloud is the biggest cloud provider in China, which is not yet profitable yet.

Also included is 33% stake in Ant Financial (valued around $30B).


It is amazing that the price keeps dropping despite the bargain here. 

TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.

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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  • Akyl
    ·2021-12-22
    Thank you for sharing
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    • NP_YT
      yes
      2021-12-22
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  • StevieLim
    ·2021-12-22
    buy buy buy
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    • NP_YT
      ok
      2021-12-22
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  • BLWM
    ·2021-12-20
    Yeah price is a weird thing sometimes, value stays the same though
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  • zuki
    ·2021-12-17
    High chances Ali cloud will get affected by data privacy
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  • Cookieboy
    ·2021-12-22
    thanks for the information
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  • Alihuat
    ·2021-12-21
    but analysts are creeping in to lower expected costs etc..
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  • KC17
    ·2021-12-17
    real bargain
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  • 9moon
    ·2021-12-17
    Learn from Jack, when successful, be more humble for own and everyone sake.
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  • Sunshine2000
    ·2021-12-17

    people said that when it was dropped to 135 

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  • 老胡八一
    ·2021-12-17
    2022 will be a better year
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  • shadow82
    ·2021-12-28
    hope it goes up soon
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  • bungeemelody
    ·2021-12-24

    Price didn't reflect the value of baba

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  • LohYK
    ·2021-12-21
    Baba will be back... just when only
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  • Kyesu
    ·2021-12-20
    Read and thanks
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  • bwkhoo
    ·2021-12-19
    Should be value already
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  • Omega88
    ·2021-12-31
    rocket to the moon!
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  • rockets
    ·2021-12-31
    nice
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  • PC711
    ·2021-12-30
    up more
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  • WoodmanKer
    ·2021-12-30
    [smile]
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  • Tyrolyk
    ·2021-12-28
    👍
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