Alibaba.com logo on the wall of the server room. Editorial 3D rendering
ID 116498071 © Alexey Novikov | Dreamstime.com

SEEKING ALPHA’s JR Research writes:

Investment Thesis

We last covered Alibaba (BABA) in November, as we encouraged readers to consider staying out until we have clarity over its regulatory stance. Two months on, the stock is still about where it was (+/- 3%), and there is still no clarity over Beijing’s guidance.

Nevertheless, Alibaba held an investor’s day in December, as they sought to assuage investors to focus on its long-term growth story as management discussed new growth areas.

BABA stock is undoubtedly cheap given ...

Subscription required for Premium stories

In order to view the entire article please login with a valid subscription below or register an account and subscribe to Premium
Premium subscriber
New Premium subscriber REGISTER

Comment on this article


You must be logged in to post a comment.