Total Assets$Alibaba(BABA.US)$Alibaba(BABA.US)@Vancouver's Light Rain @Demo Dai @Value & Investment Could you advise? I've analyzed Alibaba's stable annual earnings at approximately RMB 131 billion/year, applied a 20% risk penalty to hedge against geopolitical and regulatory risks, and assigned a 15x multiple, resulting in a per-share value of about $97.2/ADS (exchange rate at 6.95). The floor is around $97. The current price of $168 essentially requires Alibaba to 'generate an additional RMB 100 billion in cash flow' in the coming years, equivalent to recreating another Alibaba through AI cloud and overseas business. Do you think, in the current competitive environment with Pinduoduo and Douyin, the certainty of this RMB 100 billion increment is high? Or is this purely a high-difficulty 'growth option' gamble?
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
