Added to YB: 2025-05-28
Pitch date: 2025-04-09
BABA [bearish]
Alibaba Group Holding Limited
+3.6%
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
$104.05
Price Target
52.40 (-48%)
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
special_situation
Alibaba Group Holding Limited - $BABA (short)
BABA short: Asymmetric short opportunity with Trump administration preparing major escalation vs China. Treasury Sec Bessent stated 'everything on table' including delisting Chinese stocks. Expect 30-50% downside as admin executes calculated plan to isolate China economically, not just random tariffs. Excellent portfolio hedge against trade war.
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