BABA

Alibaba Grp Shs Sponsored American Deposit Share Repr 1 Sh

TMT, Consumer


Presented:03/22/2018
Price:$184.65
Cap:$482.86B
Current Price:$101.84
Cap:$243.90B

Presented

Date03/22/2018
Price$184.65
Market Cap$482.86B
Ent Value$448.11B
P/E Ratio47.15x
Book Value$20.93
Div Yield0%
Shares O/S2,615.00M
Ave Daily Vol20,441,194
Short IntN/A

Current

Price$101.84
Market Cap$243.90B
Alibaba Group Holding Ltd. engages in providing online and mobile marketplaces in retail and wholesale trade. It operates through the following segments: Core Commerce, Cloud Computing, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment comprises platforms operating in retail and wholesale. The Cloud Computing segment consists of Alibaba Cloud, which offers elastic computing, database, storage and content delivery network, large scale computing, security, management and application, big data analytics, a machine learning platform, and other services provide for enterprises of different sizes across various industries. The Digital Media and Entertainment segment includes the Youko Tudou and UCWeb media properties. The Innovation Initiatives and Others segment involves in the YunOS, AutoNavi, DingTalk, and other businesses. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Publicly traded companies mentioned herein: Alibaba Group Holding Ltd (BABA), Amazon.com Inc (AMZN), Ebay Inc (EBAY), JD.Com Inc (JD), Rakuten Inc (4755 JP)

Highlights

The presenter is long shares of Alibaba (BABA), seeing ~70% upside into the $300 - $350 range over the next ~24 months. He expects the core e-commerce segment to grow faster than expectations, driven in part by growth in the advertising business, monetizing other portions of the platform, and improving take rates.

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Idea Discussion

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