This summary was created by AI, based on 24 opinions in the last 12 months.
The experts have differing opinions on Alibaba Group Holding (BABA-N). Some believe that the company's business is excellent but faces high risk due to government interference, while others highlight the potential for growth and undervaluation. There are concerns about political overhang and lack of transparency in the Chinese market, but also recognition of the company's dominant position in e-commerce and potential for spinning off divisions. Overall, the reviews reflect a mix of caution and optimism regarding the stock.
The Chinese government is cracking down on sellers (of the stock) so that selling dries up. That said, BABA is one of the few Chinese businesses that will do well.
Although it is one of the stars on the broad Chinese market, that market is down. The Chinese government exercises a lot of control so don't buy.
Yesterday, China did a smart thing by cutting their federal funds rate by 50 basis points. This is gigantic and has impact, by making their economy--and stocks--stronger. Also, he suggests they reign in their real estate industry. China has to do something to revive its economy. Also, both US candidates in this election year will bash China. Given all this, he's changed his mind about Chinese stocks and recommends Baidu, Alibaba, Pinduoduo and JD.com. They are very cheap and are real businesses. Also, they are recognized internationally. No, he won't buy them, because he doesn't trade, but if he did trade, he would.
Great company, valuation, and growth rate. Problem is Chinese Communist Party regulations are controlling its fate. To invest in China, he has to really like what he sees, and this isn't it.
Chinese reopening didn't happen as planned. Gets traction, and then the government pulls the wheels out from under, that's an overhang. He sold in Q1, too much geopolitical stuff. Lots going for it, but almost back at IPO price.
He added more shares of BABA today. It's an underrated grower at a reasonable price. It's a turnaround story reflecting the revival of the Chinese consumer. They dominant e-commerce in China, their cloud business is overlooked and cash flow yield is in the mid-teens. Trades at a 30% discount to its historic average.
With Chinese stocks, must be careful of the political overhang. Government can get involved and impact the share price. 200-day MA is flat, share price trading below significant metrics. Cheap at 8.2x forward PE, but big risk.
A trade only, but would buy no Chinese stocks, because they've been a disaster.
The question was on his preference between the two companies, Alibaba didn't get traction and there has been a disconnect between their numbers and the stock price. He prefers Amazon.
He bought it because tensions eased between Beijing and the Chinese tech companies and that BABA would spin off parts of its business. But that latter got stuck in red tape. The overall business continues to thrive. Earnings are growing 18%. Trades at a low 9x PE, and likes that. It remains the dominant e-player in China, their Amazon, and gen-AI will help grow their cloud business. The market has soured on all Chinese stocks given geopolitical tensions, and the Chinese reopening has been slower than expected.
He just sold it. He thinks shares are popping today, because BABA will spin off one of their companies, not so much this report. He bought it at 8x earnings. He sold to manage his portfolio and feels that China's Premier is off the rails, not making good decisions like blockading Taiwan.
Likes it. BABA is relatively cheap at 10x, a discount to its historic average and a 40% discount to China's tech sector, despite the political risks. They hold 50% of market share and touches 70% of the Chinese population.
Just bought Skyworks and Alibaba. China is a great contrary play, and BABA is cheap. Skyworks is in every smart phone in the world, and they've been re-rated 50%. They boast attractive demographics and valuation.
Alibaba Group Holding is a American stock, trading under the symbol BABA-N on the New York Stock Exchange (BABA). It is usually referred to as NYSE:BABA or BABA-N
In the last year, 20 stock analysts published opinions about BABA-N. 8 analysts recommended to BUY the stock. 10 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Alibaba Group Holding.
Alibaba Group Holding was recommended as a Top Pick by on . Read the latest stock experts ratings for Alibaba Group Holding.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
20 stock analysts on Stockchase covered Alibaba Group Holding In the last year. It is a trending stock that is worth watching.
On 2024-04-17, Alibaba Group Holding (BABA-N) stock closed at a price of $68.82.
Their business is excellent, but there's too much risk of interference from Beijing. A hard pass.