Sctzilla
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
    Good points Also not to forget the US-China relations may potentially affect the stock price as well
    • Sctzilla
      That has been factored in during the Trump administration. Recently, the Biden admininstration is also reining ij US-China by having FCC regulate what kind of electronics can go into US hardware
    • FengYuan
      yes
  • KDL
    2021-06-26
    KDL
    Finally a decent comment! ?
  • SmartHunter
    2021-06-26
    SmartHunter
    Indeed,  it is.
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