$Alibaba(BABA)$ Despite the re

2024-10-02

$Alibaba(BABA)$ Despite the recent massive rally, $BABA remains incredibly cheap…

9.17% NTM FCF yield & >USD$68B in cash/ cash equivalent nett of debt.

Management'll likely continue to delever/recapitalize via divestment of non-core assets.

With animal spirits back, they can now look at spinning off non-core BU as well...

In aggregate, it should revalue the entire issue up several multiples inorganic/organically. Cheers 🥂

Modified in.2024-10-03

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Comments

Max87
2024-10-04
Max87
脚注：680亿美元净债务基于12月23日季度。
更新：根据截至2024年3月的年度报告，现金/现金等价物净债务为630亿美元（包括所有类型的债券和借款）；这意味着他们可以随时和解。
AuntieAaA
2024-10-03
AuntieAaA
GOOD

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