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Author: Blackswanny   😊 😞
Number: of 201 
Subject: Re: PDD
Date: 05/15/2025 4:52 AM
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BABA was (past tense) so much more at one point with ANT financial and cloud services growth. Now it's more legacy retail with declining margins. The valuation reflects this. Perhaps hard to see how they'll recover and may continue to flat line and a c15-17 PE max is reasonable.
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