Analyst, qcAlpha Earnings Coverage, Zero One

Vincent Fernando, CFA

Analyst, qcAlpha Earnings Coverage

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

<div class="content-highlight"><h2><strong>Time to sanity-check Alibaba’s valuation</strong></h2></div><p>Over the past year, Alibaba’s stock price has been through a whirlwind of action – going from its 52-week low of US$60 to its current stock price of US$103. As written in <a href="https://www.smartkarma.com/insights/baba-1q17-growth-accelerates-to-post-ipo-high-and-monetization-has-only-just-begun" target="_blank">our previous post</a>, a large part of this was due to its strong earnings momentum (beating analyst expectations) as monetization rates improved and investors became more optimistic on AliCloud’s long term potential.</p><p>That being said, while we maintain our optimism on the Company’s long term…</p>

Time to sanity-check Alibaba’s valuationOver the past year, Alibaba’s stock price has been through a whirlwind of action – going from its 52-week low of US$60 to its current stock price of US$103. As written in our previous post, a large part of this was due to its strong earnings momentum (beating analyst expectations) as monetization rates improved and investors became more optimistic on AliCloud’s long term potential.That being said, while we maintain our optimism on the Company’s long term…

Alibaba's "High" Share Price – What's The Risk Here?