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2025-09-17

$BABA-W(09988)$ 📈 BABA Position Update – +1.44M HKD Unrealized P&L 📈 Entry: 97.94 HKD Current Price: 161.50 HKD P&L (Long): +1,443,163.44 HKD Alibaba (09988.HK) has been a tough hold in recent years, with regulatory pressure, slowing China consumption, and global skepticism weighing heavily on valuation. But the fundamentals are slowly turning: • 🛒 E-commerce & Cloud: Stabilization in core commerce and signs of cloud recovery. • 💰 Valuation Gap: Still trading at a significant discount compared to US tech peers. • 🔄 Restructuring & Buybacks: Ongoing restructuring could unlock shareholder value, while buybacks continue to support the share price. • 📊 Macro Tailwinds: Policy easing in China + potential Fed pivot in the ne

2021-07-29

TP first$TENCENT(00700)$

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The integration of multiple businesses such as retail and cloud services will help Alibaba continue to grow.","text":"Congrats! The integration of multiple businesses such as retail and cloud services will help Alibaba continue to grow.","html":"Congrats! 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The integration of multiple businesses such as retail and cloud services will help Alibaba continue to grow.","text":"Congrats! The integration of multiple businesses such as retail and cloud services will help Alibaba continue to grow.","html":"Congrats! The integration of multiple businesses such as retail and cloud services will help Alibaba continue to grow."},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"Look at Meta Chart, and Baba is about to mirror the massive climb","text":"Look at Meta Chart, and Baba is about to mirror the massive climb","html":"Look at Meta Chart, and Baba is about to mirror the massive climb"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801517885,"gmtCreate":1627522835047,"gmtModify":1703491593730,"author":{"id":"4088831358363790","authorId":"4088831358363790","name":"亚伦C","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088831358363790","idStr":"4088831358363790"},"themes":[],"htmlText":"TP first<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>","listText":"TP first<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>","text":"TP first$TENCENT(00700)$","images":[{"img":"https://static.tigerbbs.com/213674c89bc0ec21fc45724cfdf12015","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801517885","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}