Professional
Added to YB: 2025-04-15
Pitch date: 2025-03-31
BABA [neutral]
Alibaba Group Holding Limited
+19.24%
current return
Author Info
No bio for this author
Company Info
Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally.
Market Cap
$2.5T
Pitch Price
$130.57
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
growth
Conventum-Alluvium Global Fund Portfolio Holding: Alibaba Group Holding Limited
BABA (holding update): AI revenues doubled YoY for 6 quarters. New partnerships with Apple & BMW. 55.3% return this month. Cloud/AI growth exceeding expectations, prompting increased capex. E-commerce underperformed, but AI potential now priced in. Position grew to 4.2% of fund, prompting reevaluation.
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