Added to YB: 2026-08-31
Pitch date: 2026-08-27
BABA [bullish]
Alibaba Group Holding Limited
+1.57%
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 in the People's Republic of China and internationally.
Market Cap
$1.8T
Pitch Price
$117.06
Price Target
N/A
Dividend
0.88%
EV/EBITDA
17.45
P/E
27.07
EV/Sales
1.71
Sector
Broadline Retail
Category
growth
End of August Portfolio Update - Alibaba Group Holding Limited
BABA (added to position): Added after the post-earnings decline at $118 per U.S. ADR, bringing average cost to about $105. The thesis rests on strong earnings, cloud revenue, emerging-markets e-commerce, Qwen’s perceived lead in open-weight AI citing 3 billion users, and a more favorable mainland backdrop if China’s economy is stimulated. High free cash flow and management’s stated ability to pay back capex within three years if needed temper spending concerns, though confidence fell after discounted share issuance despite large purchases by Joe Tsai, Jack Ma and Eddie Wu.
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