Speculations regarding baba
$BABA-SW(09988.HK$
For anyone who is farmilar with Chinese internet sector would know, Alibaba/Tencent basically play the roles of venture capital in China. Any startup would either take capital from Alibaba or Tencent(including futu, nio, xpeng, bilibili, you heard of not heard of). Saying Alibaba owning half of the entire industry is not an exaggeration. A conservative valuation of baba should be between 2t~3t. Baba had been hiding its worth in the investments the whole time. These investments are not showing returns, does not means the investments does not worth anything, it is quite the opposite.
For anyone who is farmilar with Chinese internet sector would know, Alibaba/Tencent basically play the roles of venture capital in China. Any startup would either take capital from Alibaba or Tencent(including futu, nio, xpeng, bilibili, you heard of not heard of). Saying Alibaba owning half of the entire industry is not an exaggeration. A conservative valuation of baba should be between 2t~3t. Baba had been hiding its worth in the investments the whole time. These investments are not showing returns, does not means the investments does not worth anything, it is quite the opposite.
So why it is currently trading at 1/10 of its real value and the stock still being hammer and shorted? There must be something going on here right? cpp wants to buy shares or something? shaking off certain investors?
Instead of monitoring day to day stock prices, this got me more curious.
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MaxSureWin : cool
丁蟹NAOP Mr VWAP: First no sell, no lost. Second Munger and Dario lost way way way more. So what?
反指之王 丁蟹NAOP: They can afford losing 10x more, can you?
丁蟹NAOP 反指之王:
Yes, if I am not prepared, I would not play this game at the beginning. The worst case is it goes to 0, and I got a tax deposed
Evelynne : I am into BABA right now and not liking it. I would very much like to see it return to the $150's range. There is a gap to the upside from $144 to $161. I would like to see that get filled first. Instead, I am greeted with lower lows almost every day.
丁蟹NAOP Evelynne: If that is what you are looking for you obviously at the wrong place, This not like S&P 500, if it goes down 10%, FED gonna start the printer. We are bacially gamble on 2 things. First, Alibaba not going to fail(the chance are very small). Second, the trade war not gonna last forever. In the mean time, it is gonna getting shorted. if 2 above condition meet, go to 500 is just a start. If it get a second listing in shanghai. or allow chinese citizen to buy HK list stock, we gonna see the over 1000usd per share. That what i am here for.