To The Moon

🌟🌟🌟As Singapore celebrates SG60, marking 6 decades of independence, ingenuity and identity, I am launching a personal tribute to this milestone with a series of articles spotlighting the most compelling companies listed on the SGX.

If you are inspired to take part in this journey, there is no better time.  $Tiger Brokers(TIGR)$ is celebrating SG60 with a special promotion - from now until October 17, enjoy zero commission, zero custodian fees and stand a chance to win attractive prizes as you invest in Singapore's future.  It is a timely opportunity to align your portfolio with the spirit of SG60.

Alibaba and SG60: 2 Stories of Resilience, Reinvention and the Power of Belief

As Singapore celebrates SG60 - A milestone of grit, growth and global relevance, another titan is writing its own chapter of reinvention : Alibaba $BABA-W(09988)$  $Alibaba(BABA)$  $Alibaba HK SDR 5to1(HBBD.SI)$

Founded in 1999 in Hangzhou, Alibaba was never just an e-commerce company.  It was Founder Jack Ma's audacious bet that small businesses could thrive online, that China could leapfrog into the digital age and that belief, more than anything else, was the ultimate goal.

Fast forward to 2025 and Alibaba is no longer just a market place.  It is a sprawling ecosystem of cloud computing, logistics, fintech, AI and international commerce.  Yet like Singapore, Alibaba's journey has been anything but linear.  Regulatory concerns, competitive heat and global skepticism have tested its mettle. 

This week, as Alibaba prepares to release its fiscal Q1 2026 earnings on August 29, investors are watching for signs that the phoenix is rising again. 

Earnings Expectations:  A Pivotal Quarter

Analysts forecast revenue of USD 35.28 billion and earnings of USD 2.13 per share with particular focus on:

Cloud Intelligence Group: Grew 18% last quarter with AI related products surging at triple digit pace.

International ECommerce : Nearing profitability after years of losses.

Valuation : Trades at 11.3x  FY 2027 earnings, with a PEG ratio of 0.55 - deeply discounted versus peers like Amazon.

Target Price :  Consensus sits at USD 151.33 implying a 23% upside potential from current levels.

This isn't just about numbers.  It is about whether Alibaba's USD 53 billion AI investment can redefine its future, whether its restructuring can unlock value and whether it can reclaim its place as China's tech bellwether.

The Pinduoduo Challenge 

Pinduoduo $PDD Holdings Inc(PDD)$  once dismissed as a discount app for rural buyers is now one of Alibaba's strong competitors.  Its recent profit warning, despite strong user growth, reveals the fragility beneath the surface.  Management admitted that current profit levels are not sustainable and earnings will fluctuate.  That is a stark contrast to Alibaba's push for scalable high margin businesses.

PDD thrives on aggressive subsidies and viral engagement.  But Alibaba plays the long game : Investing in infrastructure, AI and international scale.  The competition is real but so is the difference in philosophy.

Concluding Thoughts 

If you are choosing between Pinduoduo and Alibaba, the big question is : Do you want to ride the highs and lows of a fast moving disruptor or anchor your portfolio with a diversified tech giant that is evolving steadily? 

For long term Singapore investors looking for a low cost, accessible exposure to Alibaba, Alibaba 's SDR (HBBD.SI) via Tiger Brokers, offers a compelling lower volatility path to participate in China's digital future.   This 5 to 1 SDR structure allows fractional exposure to Alibaba's Hong Kong listed shares, making it ideal for building a position with flexibility and ease, without exchange fees to worry about.  Maximum Power at Minimum Cost - My favourite way of investing! 

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