UptonHalifax
2021-12-16

$Alibaba(BABA)$ $Alibaba(09988)$ BABA fwd P/E @12.5, with earnings growth next year expected to be 15%
- That would imply a P/EG ratio of less than 1, making it a relative value, especially if you believe peak regulation has passed
- In addition, you are getting the parts of the business that are not yet as profitable as the core, at a relative discount
- There is also a significant amount of cash for share buybacks
- Of course there are risks: headline, execution, competition. Ask yourself if these have already been priced into the stock.

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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评论（2）

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  • 飛呀
    ·2021-12-16
    忍不住说一句：未盈利的业务可以扩大亏损，现金可以合理转移到高管手上
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  • 大脑斧嗷呜
    ·2021-12-17
    有钱回购，就是不回购，难道是觉得还不够便宜？
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