- Alibaba, sometimes referred to as "the Amazon of China," is the country’s largest e-commerce, cloud, and digital advertising company.
- Its e-commerce business has been the growth and profit engine for years, but cloud computing is positioned to increasingly contribute meaningfully to high-margin growth in the future.
- Besides the perception of weak corporate governance and geopolitical risks, BABA faces near-term uncertainty, including the US election (Nov-3), Ant Group IPO (Nov-5), earnings release (Nov-5) and Singles Day (Nov-11).
- In this report, we analyze Alibaba’s business model, its market opportunities, fundamentals, valuation, risks, and finally conclude with our opinion on investing.
For further details see:
Alibaba: Despite Volatile Catalysts, Valuation Is Interesting