Cristia Calle Mercado
๐˜ผ๐™ก๐™ž๐™—๐™–๐™—๐™– ๐™ž๐™จ ๐™ก๐™ค๐™จ๐™ž๐™ฃ๐™œ ๐™– ๐™ก๐™ค๐™ฉ ๐™ค๐™› ๐™ข๐™ค๐™ฃ๐™š๐™ฎ!! Well, not really. Income from operations was RMB 25.137, which is $29.124 million, 68% higher than the previous year. Revenue just increased by 3%, year over year. But if you check just โ€œnet income,โ€ you will see some losses. But it is due to the accounting standards which make you recognize your participation in other companies at market price. And as Chinese shares have kept falling, you have to recognize the loss. But the most important thing is the operating business, which has improved margins considerably (it was a big concern some months ago). If you saw the video I made ( etoro.tw/3OlcBLV ), the operating margin is better than my best scenario, and the revenue is somewhat in the middle between the best scenario and the second scenario. So, if we just value the operating business, the stock should double from now. All the rest we are getting for free. ๐™Š๐™ฃ๐™˜๐™š ๐™–๐™œ๐™–๐™ž๐™ฃ, ๐™ž๐™ฉ ๐™ž๐™จ ๐™ฃ๐™ค๐™ฉ ๐™– ๐™ข๐™–๐™ฉ๐™ฉ๐™š๐™ง ๐™ค๐™› ๐™ซ๐™–๐™ก๐™ช๐™–๐™ฉ๐™ž๐™ค๐™ฃ. And you would be right in answering the above. However, clouds are fading, and good times seem to be ahead. Cooperation between China and the US (a major concern) is improving, and the crackdown on Chinese companies has ended (and even Alibabaโ€™s management has pointed it out). More here: etoro.tw/3DWEIfL ๐˜ผ๐™ฃ๐™™ ๐™ฉ๐™๐™š๐™ง๐™šโ€™๐™จ ๐™ข๐™ค๐™ง๐™š: ๐™—๐™ช๐™ฎ๐™—๐™–๐™˜๐™ ๐™จ! At todayโ€™s prices, Alibaba could buy back 10% of the company with the current market cap. So we have two scenarios: 1.- The price of Alibaba stays depressed, so just buyback shares, we could have a 10% annual return, considering the buyback program and the free cash flow generation. 2.- Mr. Market recognizes the value of the stock, and it doubles instantly. Both seem two good scenarios! Donโ€™t you think? ๐Ÿ†ษชา“ สแดแดœ แดกแด€ษดแด› แด›แด ษขแด‡แด› แด‡xแด˜แดsแดœส€แด‡ แด›แด แด„สœษชษดแด€, แด€s ษชแด› สœแด€s แด›ส€แด‡แดแด‡ษดแด…แดแดœs แดœแด˜sษชแด…แด‡ แด˜แดแด›แด‡ษดแด›ษชแด€สŸ, สแดแดœ แดแด€ส แด„แดษดsษชแด…แด‡ส€ แด€แด…แด…ษชษดษข แดส แด€แด„แด„แดแดœษดแด› แด›แด สแดแดœส€ แด˜แดส€แด›า“แดสŸษชแด. ๐Ÿ† ๐˜พ๐™ง๐™ž๐™จ๐™ฉ๐™ž๐™–ฬ€ ๐˜พ๐™–๐™ก๐™ก๐™š ๐™ˆ๐™š๐™ง๐™˜๐™–๐™™๐™ค, ๐™Š๐™›๐™›๐™ž๐™˜๐™ž๐™–๐™ก ๐™š๐™๐™ค๐™ง๐™ค ๐™‘๐™–๐™ก๐™ช๐™š ๐™„๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™ค๐™ง $BABA (Alibaba-ADR) $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) $SPX500 $BTC
Like CommentShare
1 reply
1 reply
1 reply
1 reply
null
.