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Friday, 9 June 2017

Alibaba Group Holding (BABA)

9/6/2017
buy
unstoppable e-commerce giant with strong and consistent growth. #1 e-commerce sites and diversified business. pe 50.27 reasonable for strong growth in bullish market.

metrics
  • market cap usd 310.8b
  • pe 50.27, pb 7.57
  • 5 year: revenue cagr 35.62%, earnings cagr 38.68%, consistent
  • total debt to equity 32.55%
  • roe 17.5%, roa 10.62%, inconsistent
  • growing cash pile with strong operating cash flow
operations
  • taobao.com - #1 e-commerce app in china
  • lazada.com - #1 e-commerce app in 5 SEA countries
  • many others #1 everywhere
  • segments: core commerce, cloud computing, digital media and entertainment, innovation and initiatives, strategic investments
outlook
  • unstoppable
  • goal to reach usd 1tn gross merchandise volume by 2020, currently usd 547 bn 
at
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