Opportunity in the Alibaba Crisis

oldwen
2021-09-16

The Amazon of China has fell from great heights. Since a year ago the tech giant has its share price drop by almost 50%, and the China's regulatory crackdowns has wiped off $400Bn of shareholders wealth. This presents us with one of the cheapest mega cap stock compared to $Microsoft(MSFT)$, and even $Amazon.com(AMZN)$. With the apparent crisis looming over $Alibaba(BABA)$, many has taken the hands-off approach with this company and has been looking for investment elsewhere. However, this presents one of the best opportunities to be part of the Alibaba company when it is at a 50% discount.

I believe that it is in these times of fear and uncertainty, there lies the greatest of opportunities. And i believe that opportunity is Alibaba. Here are some statistics to show why:

- Alibaba is trading at a Price-to-FCF multiple of just 15x, which is less than one-third of the average multiple commanded by "FAANMG" stocks.

- Net cash position of more than $50B [Cash and Short Term Investments of $75B, Financial Debt of $23B]

- Alibaba's annual revenue is expected to double from ~$115B to ~$240B

This is the type of risk that i would be more than comfortable taking.

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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评论（334）

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  • 菜鸟168
    ·2021-09-19
    中国亚马逊应该是京东，阿里巴巴的商业模式还没有可以对标的，因为它依托中国强大的供应链体系。阿里巴巴还是等赵薇事件尘埃落定再考虑买入吧。
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    • 菜鸟168回复SandDust: 
      sure, she is very close to jack ma
      2021-09-19
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  • KYHBKO
    ·2021-09-18
    so long the company addresses the concerns about unfair competition, the good fundamentals should lead to sustained growth and earnings. 
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  • 灯塔国02
    ·2021-09-16
    我已经买入了，等你进来一起做股东，我也长期看好。
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  • 港谷小子
    ·2021-09-16
    阿里最近麻烦事缠身啊，利空还没出尽，估计还要调整一段时间吧？
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  • 五朵金
    ·2021-09-19
    股神巴菲特说过，要在别人恐惧的时候贪婪，在别人贪婪的时候恐惧！
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  • 该买哪一只
    ·2021-09-16
    阿里的内部管理出点问题，管理层的风气不好，会影响到企业的未来，该好好整治一下，不要辜负我们投资者的期望了！
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  • 西风侯
    ·2021-09-22
    三倍五倍不是梦，越跌越买要拿稳
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  • ponymxk
    ·2021-09-25
    风平浪静前，依旧风雨飘摇
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  • huxibob
    ·2021-09-21
    啥时候反转，起飞
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  • 高富不帅W
    ·2021-09-16
    阿里是价值成长股，中长线布局，小跌小补大跌大补!
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  • 高抛低不吸
    ·2021-09-16
    阿里受政策面影响将近腰斩，但基本面没有问题，现在就是最好的上车机会了！
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  • 迪士尼迪斯尼
    ·2021-09-16
    阿里目前的处境很尴尬。并没有完全排除风险，还是慎重点好。
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  • 豆腐王中王
    ·2021-09-16
    木头姐貌似都抄底了，我觉得你的选择非常对。
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  • T0000025299
    ·2021-09-16
    非常认同博主的观点，现在就是捡漏的 时候！
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  • 福斯特09
    ·2021-09-16
    阿里巴巴-SW的年收入真的有望翻一番?明天随你买一手。
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  • 宝宝金水_
    ·2021-09-16
    我是看着标题进来的，先标记再评论。
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  • jackiee
    ·2021-09-19
    不确定性因素依然存在，和腾讯一样长期看好
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  • 富不过二代
    ·2021-09-16
    感谢博主无私分享，现在买进还来得及吗？
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  • 一米阳光明媚
    ·2021-10-01
    非常不看好阿里巴巴，骗子公司
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  • meixue
    ·2021-09-30
    ：不知道可以不
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