This is a very good summary of

2021-06-26

This is a very good summary of BABA. About its cloud business, its b2b and b2c revenue generation and their potential to grow in acountry with an expected growth in the median income.

For me, 1 key risk is regulation and how the Chinese govt sees Alibaba. Regulatory risk is the one thing that can take a company down overnite. The company has seen the Chinese govt take steps to curb its monopolistic strategy and putting them on their watchlist. Huawei has the govt but not BABA. Keep an eye on how the Chinese govt is taking actions in BABA for the next 1 year so we know whether that risk has gone down. Buy with caution.

Please like and comment. Thanks!!

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Comments

ilovekirby
2021-06-26
ilovekirby
好点也别忘了美中关系也可能潜在影响股价
- Sctzilla:
  特朗普政府期间已经考虑到了这一点。最近，拜登政府也在通过让FCC监管什么样的电子产品可以进入美国硬件来控制ij美中
- FengYuan:
  是的
KDL
2021-06-26
KDL
Finally a decent comment! ?
- Sctzilla:
  Thanks KDL!!
MattyKeiichi
2021-06-26
MattyKeiichi
Indeed, it is.

Leave a comment

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?","text":"Finally a decent comment! ?","html":"Finally a decent comment! ?","likeSize":1,"commentSize":1,"subComments":[{"id":5047340,"commentId":"5047340","gmtCreate":1624850310845,"gmtModify":1663230170643,"authorId":3575088615997337,"author":{"id":3575088615997337,"idStr":"3575088615997337","authorId":3575088615997337,"name":"Sctzilla","avatar":"https://static.tigerbbs.com/da92fdf7b2ad123c19abd6ec086d68d6","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.04%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":125263507,"objectIdStr":"125263507","type":1,"supId":5025661,"supIdStr":"5025661","prevId":0,"prevIdStr":"0","content":"Thanks KDL!! ","text":"Thanks KDL!! ","html":"Thanks KDL!! 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