$Alibaba(BABA)$ Despite the re

$Alibaba(BABA)$ 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.10-03

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Comments

Max87
10-04
Max87
Footnote: USD68B nett debt is base on Dec 23 quarter.

Update : Base on Annual Report end 3/2024, cash/cash equivalent is at USD$63B nett debt (inclusive of all types of bonds & borrowings); it means they can settle anytime.
AuntieAaA
10-03
AuntieAaA
GOOD

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