$Alibaba(BABA)$ BABA: A Value

BABA: A Value Bet on China?

Alibaba (BABA) presents a classic value investing case: a high-quality business trading at a deep discount.

The bull thesis is simple. BABA owns dominant e-commerce and cloud platforms in the world's second-largest economy, yet it trades at a bargain-bin valuation with a low P/E ratio and a fortress balance sheet full of cash. A sum-of-the-parts analysis suggests the market is valuing the whole company for less than its individual pieces.

So, why the discount? The answer lies in significant risks: a lingering regulatory crackdown from the Chinese government, geopolitical tensions with the U.S., and a sluggish domestic economy.

For value investors, the bet is that these temporary fears have overshadowed Alibaba's enduring intrinsic value. It’s a high-risk, high-potential-reward wager that the market’s scales will eventually recognize the company's true worth.

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

JackQuant
10-03
JackQuant
I think the multi-business model of Alibaba will help restore its valuation.

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BABA owns dominant e-commerce and cloud platforms in the world's second-largest economy, yet it trades at a bargain-bin valuation with a low P/E ratio and a fortress balance sheet full of cash. A sum-of-the-parts analysis suggests the market is valuing the whole company for less than its individual pieces.\nSo, why the discount? The answer lies in significant risks: a lingering regulatory crackdown from the Chinese government, geopolitical tensions with the U.S., and a sluggish domestic economy.\nFor value investors, the bet is that these temporary fears have overshadowed Alibaba's enduring intrinsic value. It’s a high-risk, high-potential-reward wager that the market’s scales will eventually recognize the company's true worth.&nbsp;<img src=\"https://community-static.tradeup.com/news/47f4cea2419bea42954a6f478d420785\" tg-width=\"1192\" tg-height=\"2086\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>\nBABA: A Value Bet on China?\nAlibaba (BABA) presents a classic value investing case: a high-quality business trading at a deep discount.\nThe bull thesis is simple. BABA owns dominant e-commerce and cloud platforms in the world's second-largest economy, yet it trades at a bargain-bin valuation with a low P/E ratio and a fortress balance sheet full of cash. A sum-of-the-parts analysis suggests the market is valuing the whole company for less than its individual pieces.\nSo, why the discount? The answer lies in significant risks: a lingering regulatory crackdown from the Chinese government, geopolitical tensions with the U.S., and a sluggish domestic economy.\nFor value investors, the bet is that these temporary fears have overshadowed Alibaba's enduring intrinsic value. It’s a high-risk, high-potential-reward wager that the market’s scales will eventually recognize the company's true worth.&nbsp;<img src=\"https://community-static.tradeup.com/news/47f4cea2419bea42954a6f478d420785\" tg-width=\"1192\" tg-height=\"2086\"></body></html>","text":"$Alibaba(BABA)$ BABA: A Value Bet on China? Alibaba (BABA) presents a classic value investing case: a high-quality business trading at a deep discount. The bull thesis is simple. BABA owns dominant e-commerce and cloud platforms in the world's second-largest economy, yet it trades at a bargain-bin valuation with a low P/E ratio and a fortress balance sheet full of cash. A sum-of-the-parts analysis suggests the market is valuing the whole company for less than its individual pieces. So, why the discount? The answer lies in significant risks: a lingering regulatory crackdown from the Chinese government, geopolitical tensions with the U.S., and a sluggish domestic economy. For value investors, the bet is that these temporary fears have overshadowed Alibaba's enduring intrinsic value. It’s a high-risk, high-potential-reward wager that the market’s scales will eventually recognize the company's true worth.","highlighted":1,"essential":1,"paper":1,"likeSize":56,"commentSize":1,"repostSize":2,"favoriteSize":0,"link":"https://ttm.financial/post/483644643721480","repostId":0,"isVote":1,"tweetType":1,"viewCount":1298,"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":true,"length":778,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":485198841860376,"commentId":"485198841860376","gmtCreate":1759490290028,"gmtModify":1759490294904,"authorId":10000000000010932,"author":{"id":10000000000010932,"idStr":"10000000000010931","authorId":10000000000010932,"name":"JackQuant","avatar":"https://community-static.tradeup.com/news/529965026567a58deacbc19e2270c9d2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":483644643721480,"objectIdStr":"483644643721480","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I think the multi-business model of Alibaba will help restore its valuation.","text":"I think the multi-business model of Alibaba will help restore its valuation.","html":"I think the multi-business model of Alibaba will help restore its valuation.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/483644643721480"}