RAJAH88
05-13
$Alibaba(09988)$  


An easy buy. My analysis are as follows;

1. Alibaba is undervalue. There is no question about this.

2. Following on Point 1, one must then evaluate the nature of Alibaba business

3. The E-commerce continue to be strong. While there are competitors but it is unlikely to replace Toabao and Tmall. Take for example Douyin and Tik Tok, while there is a strong e-commerce Element, I doubt if it will really fly. who will waste time watching live streaming. If you have financial power, you probably just buy it directly in TMall rather than wasting time watching live streaming. Similarly, PDD is just a dollar shop business. Nothing substantial and just a hype.


4. Ali next potential is in Alicloud and Artificial intelligence. If it do well in this segment, it will just take off.


5. I believe that to See if the stock is a buy, ask yourself, if you have the money to wholly owned and buy entire alibaba, will you do it given its free cash flow. For me that is a 100% yes and hence I am convinced to buy even it hit $80 or $85.


PDD Drops 30%: Would You Buy PDD or BABA at $80?
Pinduoduo's stock dropped over 30% after releasing its earnings report. Although the adjusted net profit reached ¥34.432 billion, exceeding market expectations, several other key revenue metrics fell short. For example, operating revenue was ¥97.06 billion, below the market expectation of ¥99.985 billion; online marketing services and other revenues were ¥49.116 billion, lower than the expected ¥50.496 billion. ------------- Is it a bear trap or a bargain opportunity? What's the bottom for PDD? What's your target price? Alibaba vs. Pinduoduo: What's your pick?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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