Alibaba: Sum-Of-The-Parts Valuation Reveals Deep Value Opportunity
@snappyz:
Alibaba: Sum-Of-The-Parts Valuation Reveals Deep Value OpportunitySummaryAlibaba will be reorganized into six business groups and other investments, which will help unlock shareholder value and foster market competitiveness.These six business groups will be managed by its own CEO and board of directors and have the ability to pursue independent fundraising and IPOs when they are ready.This reorganization will enable each business group to be more agile, enhance decision-making, and enable faster responses to market changes.This could bring efficiency improvements to Alibaba Group as each unit is now in charge of their own performance and costs.My SOTP price target for Alibaba is $145, which implies 42% upside from current levels.This idea was discussed in more depth with members of my priv