$Alibaba (BABA.US)$ My catalysts: - Nov marks 1 year since ...
$Alibaba (BABA.US)$ My catalysts:
- Nov marks 1 year since Ant IPO withdrawal in 2020. Won’t be surprised if Ant announces resumption of IPO plans soon.
- 11.11 sales always beat previous year’s total sale. It is the biggest sales event globally by total transaction value.
- strong Q4 2021 together with Christmas sale in Dec 2021 should be translated into next year Q1’s earnings outperformance
- 2022 shall be huge with 3 global sporting events in China:
i. 2022 Asian Games in Hangzhou,
ii. 2022 Winter Olympics in Beijing, and
iii. 2023 AFC Asian Cup (football)
- 11.11 sales always beat previous year’s total sale. It is the biggest sales event globally by total transaction value.
- strong Q4 2021 together with Christmas sale in Dec 2021 should be translated into next year Q1’s earnings outperformance
- 2022 shall be huge with 3 global sporting events in China:
i. 2022 Asian Games in Hangzhou,
ii. 2022 Winter Olympics in Beijing, and
iii. 2023 AFC Asian Cup (football)
where all Alibaba’s businesses (Cloud, Youku, Cainiao, Eleme, Commerce) should see a boom, if not enhanced reputation + image being China’s leading name in commerce.
We should be seeing a strong buildup in momentum for the next 6 months in my view.
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Austin ONeill : I agree that if Ant IPO'd, the momentum will shift.
Kieron Morley : Lots of catalysts coming up, my bet is on singles day... great headlines to be expected!
jake Nho : Reasonable analysis! Expect stronger business cloud marginal expansion trend
Musk Fan : Nice sharing. Would love to read more of your review.