bungeemelody
2021-12-24

Price didn't reflect the value of baba

@Erick27：
‌$Alibaba(09988)$‌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 $30B). It is amazing that the price keeps dropping despite the bargain here. TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.
‌$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.

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