Alibaba: Deep Value As Things Are Looking Better In China

Steven Fiorillo
36.9K Followers
(16min)

Summary

  • Alibaba's share performance has been disappointing, but there are opportunities for long-term investment due to growth potential and favorable policy shifts in China.
  • There are risks to investing in Alibaba, including the possibility of delisting, an unfriendly business environment in China, and potential accounting discrepancies.
  • The operating landscape in China is improving, with new capital market policies, support for the real estate sector, and projected GDP growth, which could benefit Alibaba's cloud services and AI initiatives.

Alibaba headquarter

maybefalse

Alibaba's (NYSE:BABA) share performance has been disappointing over the past several years as some investors are adamant about staying clear of Chinese investments while others, such as myself, look at the numbers and see opportunities. Every bear case has been

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of BABA, AAPL, AMZN, GOOGL, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I plan on starting a position in BXSL sometime in May Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you.

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