Alibaba: A Battle With Shopee, JD.Com And Pinduoduo

twisty
2022-05-21

Summary$Pinduoduo Inc.(PDD)$

The impact from the regulatory crackdown and increased competitive pressure are starting to reflect in Alibaba’s financial statements as the core commerce organic growth grew only 15% YoY.

Alibaba is re-investing its profits back to grow its business in C’s less developed region, and international markets, but they are faced with strong counterparts, which may deter their growth.

Alibaba’s pledge to enhance their compliance with the regulations ensures that they are less likely to be targeted by the Chinese government in the future.

According to our estimates, we believe Alibaba is worth $238.13 per share, a 104% upside from the current share price.

Alibaba headquarters

maybefalse/iStock Unreleased via Getty Images

This article is contributed by Jun Hao from the Superstocks Seekers team.

Overview

Alibaba (NYSE:BABA) was founded in Dec. 1999, by Jack Ma and 18 others, who envisioned an e-commerce company that could deliver to the entire 737 million internet users in C. Fast forward till today, Alibaba is now the largest e-commerce company in C, which is a remarkable achievement. Over time, it has also built an ecosystem that is split into 4 main categories known as - Core Commerce, Cloud Computing, Digital Entertainment and Media, and Innovation Initiatives. In this article, we will be unpacking Alibaba's Q2'22 results, and before we dive into it, do also head to the previous article that we have written for the company.

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.

Comments

  • Chilli Padi
    2022-05-22
    Chilli Padi
    Strong chance that these Chinese stocks will rebound because of renewed interest in the market. Hopefully the chinese government will not come out with new sets of laws as they did in the past.
  • 財運到財源滾滾到
    2022-05-22
    財運到財源滾滾到
    Patiently waiting for the stocks to fly💹😁
  • JC888
    2022-05-22
    JC888
    No competition right?
  • ZU888
    2022-05-22
    ZU888
    good info, thanks!
  • 虎妞妞儿123
    2022-05-23
    虎妞妞儿123
    [强]
  • KY56
    2022-05-22
    KY56
    Nice, 👍
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