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BUY BABA
$Alibaba (BABA.US)$ Alibaba has reported a 34% YoY revenue growth rate in the previous quarter. This number has been lifted higher by the Others segment, which consists of physical stores with very low margins. If we remove the contribution of Others segment, Alibaba had a revenue growth rate of 25%. The revenue share of the Others segment has also increased to 27%, which means any future growth in this business will have a larger impact on the overall numbers.
Hence, it is very important to look at individual segments and gauge the growth runway for these businesses. One of the main drivers for future valuation growth in Alibaba will be its Cloud business. Similarly, its membership business is growing rapidly, which can help the company replicate the success of Amazon Prime. Alibaba's advertising business is also very strong due to the massive e-commerce market share of the company. Looking at these segments, Alibaba stock seems modestly priced with good growth potential.
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chiam bucket : jack ma is lousy ceo
Paul Kucfir OP chiam bucket : He's no longer the ceo since several years ago
Mzhiying : Yes, the growth rate increase quarterly, but each time QR released, it is a huge drop on same day, just check back the previous record
dwarrior : All institutions manipulation
fly up high : Thanks, long BABA since 4 years.
Alibaba cloud is still in its infancy but holds a big piece of the current pie which is good news for Alibaba longs.
Geminiasianboi fly up high : they lost bytdance last quarter
Geminiasianboi : Alibaba is way undervalued, very good time to accumulate shares at this point. this stock should be trading three times its current price and more.