To The Moon

Alibaba (NYSE:BABA) Group Holding Ltd. (NYSE:BABA), a leading Chinese technology company specializing in e-commerce and cloud services, continues to navigate a complex business landscape marked by both opportunities and challenges. Recent analyst reports highlight the company's resilience in its core businesses while acknowledging the impact of ongoing investments and macroeconomic pressures.

SWOT

Strengths:

• Strong core e-commerce business in China

• Growing Cloud Intelligence segment with robust AI offerings

• Substantial share buyback program demonstrating confidence in long-term value

• Diversified business model across various segments

Weaknesses:

• Margin pressure due to ongoing investments

• Underperforming Customer Management Revenue in recent quarters

• Challenges in some business segments, such as Cainiao logistics

Opportunities:

• International expansion potential, particularly in e-commerce

• Growing demand for AI and cloud services globally

• Development of new revenue streams through technology service fees

• Potential for improved profitability as loss-making businesses reach breakeven

Threats:

• Macroeconomic challenges and regulatory uncertainties in China

• Intense competition in both domestic and international markets

• Potential for prolonged investment cycles impacting overall profitability

• Geopolitical tensions affecting international expansion efforts

Analysts Targets

• Barclays (LON:BARC) Capital Inc. (November 19th, 2024): Overweight rating with a price target of $130.00

• Susquehanna Financial Group (November 18th, 2024): Positive rating with a price target of $130.00

• Barclays Capital Inc. (August 19th, 2024): Overweight rating with a price target of $107.00

• Barclays Capital Inc. (May 16th, 2024): Overweight rating with a price target of $107.00

Finally, I’d like to share an excellent trading tool I discovered on Tiger, contra trading. Open their CBA account new users can receive an initial limit of over SGD 20,000, enabling them to trade first and settle later with 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. You can click here for more information : https://tigr.link/9Aq1eI

Hope this is helpful for you all!