Greater China Equity Long/Short Analyst

Eric Chen

With a blend of sell-side and buy-side perspectives, Eric has covered and researched hundreds of Greater China equities in TMT and consumer spaces - two sectors woven together by the overarching thesis of technology empowering consumption. 

Eric is highly experienced in fundamental equity long short strategy. He seeks to produce differentiated and original research that combines holistic qualitative framework, unique angles and robust modelling. The process helps gain deep insights into critical value drivers misunderstood by the market, which results in mis-priced stocks and hence long/short opportunities.

Alibaba (BABA US): Selling at This Valuation Is Last Thing You Want

Alibaba (BABA US) – Remain Committed to Enhance Shareholder Returns

Equity Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

<ul>
<li>Alibaba is transforming into a leaner, more efficient and more profitable technology company with sharpened focus on core business and shareholder return.</li>
<li>While we don’t expect growth to define the company in the near future, high single-digit P/E more than compensates for the lack of it.</li>
<li>This worst-performing and cheapest technology stock among global peers stands a big chance of staging a comeback in 2024 in our view.</li>
</ul>


Alibaba is transforming into a leaner, more efficient and more profitable technology company with sharpened focus on core business and shareholder return.
While we don’t expect growth to define the company in the near future, high single-digit P/E more than compensates for the lack of it.
This worst-performing and cheapest technology stock among global peers stands a big chance of staging a comeback in 2024 in our view.


Alibaba Group Holding

Alibaba (BABA US): No Where to Go but Up