External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Alibaba Group (BABA) is currently priced at $120 per ADS, with a projected valuation of $300 per ADS by 2028, indicating a potential upside of 2.5 times.</li><li>The company's future valuation is expected to depend on its key segments: Taobao and Tmall Group in the China e-commerce market and Alicloud, which are currently undervalued.</li><li>BABA's low forward multiple of 11-12 times next year's earnings, along with revenue growth from Alicloud and potential stock buybacks, suggests downside protection for investors.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Alibaba Group (BABA) is currently priced at $120 per ADS, with a projected valuation of $300 per ADS by 2028, indicating a potential upside of 2.5 times.The company's future valuation is expected to depend on its key segments: Taobao and Tmall Group in the China e-commerce market and Alicloud, which are currently undervalued.BABA's low forward multiple of 11-12 times next year's earnings, along with revenue growth from Alicloud and potential stock buybacks, suggests downside protection for investors.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Alibaba Group Hldg (BABA) - Wednesday, Jul 30, 2025

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>Alibaba Cloud is doubling down on globalization with a bold new strategy and 380-billion-yuan ($52.7 billion) investment plan aimed at creating a unified global cloud network and accelerate the international rollout of its AI offerings.</li><li>The initiative seeks to establish Alibaba Cloud as the digital backbone for China’s next generation of global companies.</li><li>Speaking at the Alibaba Cloud “Go Global Summit” on Thursday, Wu Yongming, Alibaba Group CEO and Alibaba Cloud chairman, said China’s globalization is entering a new era — one led not just by product exports but by the global rise of Chinese technology, brands and advanced manufacturing.</li></ul>

Alibaba Cloud is doubling down on globalization with a bold new strategy and 380-billion-yuan ($52.7 billion) investment plan aimed at creating a unified global cloud network and accelerate the international rollout of its AI offerings.The initiative seeks to establish Alibaba Cloud as the digital backbone for China’s next generation of global companies.Speaking at the Alibaba Cloud “Go Global Summit” on Thursday, Wu Yongming, Alibaba Group CEO and Alibaba Cloud chairman, said China’s globalization is entering a new era — one led not just by product exports but by the global rise of Chinese technology, brands and advanced manufacturing.

Alibaba Cloud Goes Global With $52 Billion Bet on AI and Infrastructure 

<ul><li>Chinese e-commerce giant Alibaba Group Holding Ltd. signed a strategic cooperation agreement with the government of Hangzhou, the eastern China city where the company is headquartered</li><li>Alibaba and its finance affiliate Ant Group Co. Ltd. have been at the center of the Chinese government’s multi-year crackdown on the internet sector since October 2020.</li><li>In 2021, Alibaba was <a href="https://www.caixinglobal.com/2021-04-10/alibaba-fined-28-billion-in-landmark-china-antitrust-ruling-101688439.html" target="_blank" rel="noopener">fined</a> a record 18.2 billion yuan ($2.6 billion) for monopolistic behavior.</li></ul>

Chinese e-commerce giant Alibaba Group Holding Ltd. signed a strategic cooperation agreement with the government of Hangzhou, the eastern China city where the company is headquarteredAlibaba and its finance affiliate Ant Group Co. Ltd. have been at the center of the Chinese government’s multi-year crackdown on the internet sector since October 2020.In 2021, Alibaba was fined a record 18.2 billion yuan ($2.6 billion) for monopolistic behavior.

Alibaba Signs Cooperation Agreement With Hangzhou Government

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Tesla has strengthened ties with Baidu amid the US-Sino tech crossfire, showcasing the complex dynamics between the two countries.</li><li>China achieves a breakthrough in semiconductor technology with EUV, while lawmakers propose anonymous semiconductor purchases to secure the industry.</li><li>VCI Global's plan to establish India's first semiconductor wire plant in Chennai marks a significant milestone for the tech industry in the country, with Alibaba's Tongyi Qianwen aiming to revolutionize China's AI.</li></ul>

Tesla has strengthened ties with Baidu amid the US-Sino tech crossfire, showcasing the complex dynamics between the two countries.China achieves a breakthrough in semiconductor technology with EUV, while lawmakers propose anonymous semiconductor purchases to secure the industry.VCI Global's plan to establish India's first semiconductor wire plant in Chennai marks a significant milestone for the tech industry in the country, with Alibaba's Tongyi Qianwen aiming to revolutionize China's AI.

Tech Supply Chain Tracker (18-Mar-2025): Tesla strengthens ties with Baidu amid US-China tech tensions.

<ul><li>Alibaba Group Holding Ltd. is making a record-breaking bet on artificial intelligence (AI) and cloud computing, announcing on Monday that it will inject more than 380 billion yuan ($53 billion) into cloud and AI infrastructure over the next three years — more than its total capital expenditure over the past decade.</li><li>The Chinese tech giant said in a statement that the investment marks the largest private-sector commitment to cloud and AI hardware in China.</li><li>Since its 2014 initial public offering, Alibaba’s total capital expenditures from 2015 to 2024 have amounted to approximately 376 billion yuan.</li></ul>

Alibaba Group Holding Ltd. is making a record-breaking bet on artificial intelligence (AI) and cloud computing, announcing on Monday that it will inject more than 380 billion yuan ($53 billion) into cloud and AI infrastructure over the next three years — more than its total capital expenditure over the past decade.The Chinese tech giant said in a statement that the investment marks the largest private-sector commitment to cloud and AI hardware in China.Since its 2014 initial public offering, Alibaba’s total capital expenditures from 2015 to 2024 have amounted to approximately 376 billion yuan.

Alibaba’s $53 Billion Bet on an AI and Cloud Expansion Windfall 

China

Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.

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Alibaba (BABA US)

Alibaba Group Hldg (BABA) - Wednesday, Jul 30, 2025

Alibaba Group (BABA) is undervalued at $120 per ADS, with a projected $300 by 2028, driven by Taobao, Tmall, and Alicloud, offering strong upside...

Value Investors Club (VIC)

Alibaba Cloud Goes Global With $52 Billion Bet on AI and Infrastructure

Alibaba Cloud is doubling down on globalization with a bold new strategy and 380-billion-yuan ($52.7 billion) investment plan aimed at creating a...

Caixin Global

Alibaba Signs Cooperation Agreement With Hangzhou Government

Chinese e-commerce giant Alibaba Group Holding Ltd. signed a strategic cooperation agreement with the government of Hangzhou, the eastern China...

Caixin Global

Tech Supply Chain Tracker (18-Mar-2025): Tesla strengthens ties with Baidu amid US-China tech tensions.

Weekly news roundup: Tesla strengthens ties with Baidu amid US-Sino tech tensions, China makes EUV breakthrough in semiconductors, lawmakers...

Tech Supply Chain Tracker

Alibaba’s $53 Billion Bet on an AI and Cloud Expansion Windfall

Alibaba Group Holding Ltd. is making a record-breaking bet on artificial intelligence (AI) and cloud computing, announcing on Monday that it will...

Caixin Global

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