Professional
Added to YB: 2025-08-18
Pitch date: 2025-06-30
BABA [(holding update)]
Alibaba Group Holding Limited
+37.96%
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
$111.70
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): Down 12.8% after 55.3% March quarter. Cloud rev +18% YoY. Good results despite market disappointment. Continues buybacks (>5% of shares in FY25). Held at 3.3% of fund as cheap play on AI/Cloud growth plus geographic diversity despite prior selling consideration.
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