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Stocks A to Z / Stocks B / Alibaba (BABA)
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Author: bigshan   😊 😞
Number: of 75 
Subject: Re: Alibaba Reorganization
Date: 04/08/2023 5:10 PM
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The core commerce division is the only one profitable among the six, which alone would report higher earning and cash flow and would be worth about 50% more than the current market cap. The valuation of the other five and 33% ownership of Ant group would probably add $100-200 billions, plus $60 billions in cash and equity investments in other other companies. I would value BABA at about $200/share, and that's the point I would consider lighten up depending on economic and geopolitical situations in China.
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