This is a very good summary of BABA. About its cloud business, its b2b and b2c revenue generation and their potential to grow in acountry with an expected growth in the median income. For me, 1 key risk is regulation and how the Chinese govt sees Alibaba. Regulatory risk is the one thing that can take a company down overnite. The company has seen the Chinese govt take steps to curb its monopolistic strategy and putting them on their watchlist. Huawei has the govt but not BABA. Keep an eye on how the Chinese govt is taking actions in BABA for the next 1 year so we know whether that risk has gone down. Buy with caution. Please like and comment. Thanks!!
I think the Chinese gov is beginning to understand the impact to its economy if their agencies continue to disrupt the business of their own tech company.
The stocks has dropped almost 45%. Need to look at it’s gross margin and net margin closely. Otherwise, may get stuck if the stock drops another 45%. Stocks are trading below for a reason. Safe investing
This will give Google the omnipresence and persist in our internet ecosystem. It is important that google have a share in the 5G connectivity. Those who control the connectivitycontrol the internet and the ad revenue.Please like and comment. Thanks! ?