BABA IS FINALLY TRADING AT MY FAIR VALUE!

$Alibaba(BABA)$ PRICE TARGET: $192

POTENTIAL UPSIDE: +8% ✅

"Alibaba remains a decent opportunity considering the accelerating growth of Cloud business but part of the upside is clearly gone"

ASSUMPTIONS:

LTM Revenue: $138.995B

(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢)

5Y Revenue CAGR: 9%

2030 Profit Margin: 17%

2030 PE Ratio: 18

Shares outstanding: 2.393B

Shares reduction: 2%/year

VALUATION:

Q2 2030 $BABA SHARE PRICE =

138.995 * (1.09)^5 * 0.17 * 18 /

[2.393 * (0.98)^5] = $303

You can now choose the discount rate that you prefer, for Alibaba I want to use 12%

ACTUAL PRICE: $177

FAIR VALUE: $172

PRICE TARGET (1Y): $192

POTENTIAL UPSIDE: 8%

EXPECTED RETURNS: 11.4%/year

DIVIDEND YIELD: 0.6%

Are you selling your BABA shares?

An orange background with a white stylized "a" logo featuring a curved design above the text "Alibaba.com" in white.

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Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[{"img":"https://community-static.tradeup.com/news/cbaf393500285d71186317ec6dc4e980","width":"900","height":"513"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/cbaf393500285d71186317ec6dc4e980","width":"900","height":"513"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"title":"BABA IS FINALLY TRADING AT MY FAIR VALUE!","html":"<html><head></head><body><p> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> PRICE TARGET: $192</p><p>POTENTIAL UPSIDE: +8% ✅</p><p>\"Alibaba remains a decent opportunity considering the accelerating growth of Cloud business but part of the upside is clearly gone\" </p><p>ASSUMPTIONS:</p><p>LTM Revenue: $138.995B</p><p>(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) </p><p>5Y Revenue CAGR: 9%</p><p>2030 Profit Margin: 17%</p><p>2030 PE Ratio: 18</p><p>Shares outstanding: 2.393B</p><p>Shares reduction: 2%/year </p><p>VALUATION:</p><p>Q2 2030 $BABA SHARE PRICE =</p><p>138.995 * (1.09)^5 * 0.17 * 18 /</p><p>[2.393 * (0.98)^5] = $303</p><p>You can now choose the discount rate that you prefer, for Alibaba I want to use 12%</p><p>ACTUAL PRICE: $177</p><p>FAIR VALUE: $172</p><p>PRICE TARGET (1Y): $192</p><p>POTENTIAL UPSIDE: 8%</p><p>EXPECTED RETURNS: 11.4%/year</p><p>DIVIDEND YIELD: 0.6%</p><p>Are you selling your BABA shares? </p><p class=\"t-img-caption\"><img alt=\"An orange background with a white stylized &quot;a&quot; logo featuring a curved design above the text &quot;Alibaba.com&quot; in white.\" title=\"An orange background with a white stylized &quot;a&quot; logo featuring a curved design above the text &quot;Alibaba.com&quot; in white.\" src=\"https://community-static.tradeup.com/news/cbaf393500285d71186317ec6dc4e980\" tg-width=\"900\" tg-height=\"513\"><span>An orange background with a white stylized \"a\" logo featuring a curved design above the text \"Alibaba.com\" in white.</span></p><p></p><p>For whom haven't open CBA can know more from below:</p><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/post/468973594943616\" title=\"Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*!\" class=\"\">Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*!</a></p></li><li><p><a href=\"https://ttm.financial/TW/455186728267792\" title=\"🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!\" class=\"\">🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!</a></p></li><li><p><a href=\"https://www.tigerbrokers.com.sg/activity/forapp/rules/?id=contradraw-0630\" title=\"Your first trade of the day = 1 lucky draw chance!\" class=\"\">Your first trade of the day = 1 lucky draw chance!</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107\" tg-width=\"2160\" tg-height=\"1946\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> PRICE TARGET: $192</p><p>POTENTIAL UPSIDE: +8% ✅</p><p>\"Alibaba remains a decent opportunity considering the accelerating growth of Cloud business but part of the upside is clearly gone\" </p><p>ASSUMPTIONS:</p><p>LTM Revenue: $138.995B</p><p>(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) </p><p>5Y Revenue CAGR: 9%</p><p>2030 Profit Margin: 17%</p><p>2030 PE Ratio: 18</p><p>Shares outstanding: 2.393B</p><p>Shares reduction: 2%/year </p><p>VALUATION:</p><p>Q2 2030 $BABA SHARE PRICE =</p><p>138.995 * (1.09)^5 * 0.17 * 18 /</p><p>[2.393 * (0.98)^5] = $303</p><p>You can now choose the discount rate that you prefer, for Alibaba I want to use 12%</p><p>ACTUAL PRICE: $177</p><p>FAIR VALUE: $172</p><p>PRICE TARGET (1Y): $192</p><p>POTENTIAL UPSIDE: 8%</p><p>EXPECTED RETURNS: 11.4%/year</p><p>DIVIDEND YIELD: 0.6%</p><p>Are you selling your BABA shares? </p><p class=\"t-img-caption\"><img alt=\"An orange background with a white stylized &quot;a&quot; logo featuring a curved design above the text &quot;Alibaba.com&quot; in white.\" title=\"An orange background with a white stylized &quot;a&quot; logo featuring a curved design above the text &quot;Alibaba.com&quot; in white.\" src=\"https://community-static.tradeup.com/news/cbaf393500285d71186317ec6dc4e980\" tg-width=\"900\" tg-height=\"513\"><span>An orange background with a white stylized \"a\" logo featuring a curved design above the text \"Alibaba.com\" in white.</span></p><p></p><p>For whom haven't open CBA can know more from below:</p><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/post/468973594943616\" title=\"Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*!\" class=\"\">Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*!</a></p></li><li><p><a href=\"https://ttm.financial/TW/455186728267792\" title=\"🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!\" class=\"\">🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!</a></p></li><li><p><a href=\"https://www.tigerbrokers.com.sg/activity/forapp/rules/?id=contradraw-0630\" title=\"Your first trade of the day = 1 lucky draw chance!\" class=\"\">Your first trade of the day = 1 lucky draw chance!</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107\" tg-width=\"2160\" tg-height=\"1946\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p></body></html>","text":"$Alibaba(BABA)$ PRICE TARGET: $192 POTENTIAL UPSIDE: +8% ✅ \"Alibaba remains a decent opportunity considering the accelerating growth of Cloud business but part of the upside is clearly gone\" ASSUMPTIONS: LTM Revenue: $138.995B (𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 9% 2030 Profit Margin: 17% 2030 PE Ratio: 18 Shares outstanding: 2.393B Shares reduction: 2%/year VALUATION: Q2 2030 $BABA SHARE PRICE = 138.995 * (1.09)^5 * 0.17 * 18 / [2.393 * (0.98)^5] = $303 You can now choose the discount rate that you prefer, for Alibaba I want to use 12% ACTUAL PRICE: $177 FAIR VALUE: $172 PRICE TARGET (1Y): $192 POTENTIAL UPSIDE: 8% EXPECTED RETURNS: 11.4%/year DIVIDEND YIELD: 0.6% Are you selling your BABA shares? An orange background with a white stylized \"a\" logo featuring a curved design above the text \"Alibaba.com\" in white. For whom haven't open CBA can know more from below: 🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly! Find out more here： 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*! 🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun! Your first trade of the day = 1 lucky draw chance! 💰CBA Mini Course 1: What is Cash Boost Account(CBA)?","highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/482342376722480","repostId":0,"isVote":1,"tweetType":1,"viewCount":1323,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1159,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/482342376722480"}