Alibaba hidden values
$BABA-SW(09988.HK$
As a swe, i once had an interview oppotunity with an famous payment company, therefore got a little understanding on how payment system works in the US. First, you got your banks and credit cards, on top of that you got Visa/Master payment systems, on top of that you got your payment APIs(paypal/square/stripe). It is layer by layer, adding on over the years.
In China, all those things above are in one, Alipay + Ant group. It is way more efficent and convinient, used by everybody. I dont see any of those on the balance sheet. I only see BABA is being valued as a e-commerce company(with p/e 16), which is comletely false. It is way way way way more than a e-commerce company. not even mention the cloud businesses.
If Munger buying it at 200. I would not suprise it would hit 2000 one day.
As a swe, i once had an interview oppotunity with an famous payment company, therefore got a little understanding on how payment system works in the US. First, you got your banks and credit cards, on top of that you got Visa/Master payment systems, on top of that you got your payment APIs(paypal/square/stripe). It is layer by layer, adding on over the years.
In China, all those things above are in one, Alipay + Ant group. It is way more efficent and convinient, used by everybody. I dont see any of those on the balance sheet. I only see BABA is being valued as a e-commerce company(with p/e 16), which is comletely false. It is way way way way more than a e-commerce company. not even mention the cloud businesses.
If Munger buying it at 200. I would not suprise it would hit 2000 one day.
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MaMaJun : Ant was once valued at 300B, alibaba get 35% out of that.
Imagine Ant ipo in next year and what if it goes to 500B…
丁蟹NAOP MaMaJun: you got also consider China's high saving rate and credit loans increased like crazy each year. and still lots of room to grow. Ant 25% of pie, around 2 trillion rmb.
Xpeng founder He xiaopeng previous Baba share holder took investment from Baba started Xpeng. There are so many hidden assets, basically every startups took money from etiher Baba or Tencent. It is completely different beat than JD. and they value it majorly base on e-commence income? and JD goes up baba goes down?
Jelmo7 : Investment based on loan liquidity both here and abroad is a non-issue since all loans for American citizens were fulfilled in late 2021.