Professional
Added to YB: 2024-11-12
Pitch date: 2024-10-23
BABA [bullish]
Alibaba Group Holding Limited
+63.53%
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
$95.20
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
value
Artisan International Value Fund Portfolio Holding: Alibaba Group Holding Limited
BABA: 57% Q gain on China stimulus, not fundamentals. Still absurdly undervalued despite run-up. Sentiment & geopolitics driving price, not profit pool changes. Largest positive portfolio impact this quarter. Fundamentals progressing well, but didn't justify magnitude of price increase.
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