Baba just released Qwen 2.5, an ai model that is rated to be as good or better as DeepSeek and Chat gpt. This might serve as an additionally revenue stream to an already cheap stock. More importantly, it can serve as a catalyst to ignite investor interest and stock demand.
Currently around 10 pe (seeking alpha data), multiple expansion and eps growth could boost BABA into the 200s or higher given a long term outlook. While the US seeks many ai stocks at high multiple of revenue and earnings, chinese stocks are way cheaper and in theory have less price risk. However, they still have geo political and currency risks.
Baba has a large cash pile. This not only makes it slightly less risky, it also serves as potential ammunition for further innovation, acquisitions, or worst case, cash returned to investors.
Currently around 10 pe (seeking alpha data), multiple expansion and eps growth could boost BABA into the 200s or higher given a long term outlook. While the US seeks many ai stocks at high multiple of revenue and earnings, chinese stocks are way cheaper and in theory have less price risk. However, they still have geo political and currency risks.
Baba has a large cash pile. This not only makes it slightly less risky, it also serves as potential ammunition for further innovation, acquisitions, or worst case, cash returned to investors.
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