In this video I provide an update on #Alibaba #BABA after the recent sell off of almost 20%! In my opinion BABA remains one of the best opportunities available in public markets. I will be analysing the reasons for the current sell off and updating my IRR / Expected Rate of Return to adjust for the discounted Price of $220.
Timeline:
-Intro: 0:00
-Analysis of Sell Off: 0:59
-Reasons FOR buying the Dip : 5:46
-Going Concerns: 8:59
-Future Forecast & Updated 5y IRR: 11:49
A couple things to note:
- FY21 EPS of $10.32 is the estimated Normalised EPS Figure
- Chinese Authorities have stated the aim of this investigation is not to harm the company, but rather regulate online e-commerce activities in China
Hope it was useful! Let me know what you think in the comments below.
Timeline:
-Intro: 0:00
-Analysis of Sell Off: 0:59
-Reasons FOR buying the Dip : 5:46
-Going Concerns: 8:59
-Future Forecast & Updated 5y IRR: 11:49
A couple things to note:
- FY21 EPS of $10.32 is the estimated Normalised EPS Figure
- Chinese Authorities have stated the aim of this investigation is not to harm the company, but rather regulate online e-commerce activities in China
Hope it was useful! Let me know what you think in the comments below.
- Catégories
- E commerce Divers
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