• Signal From Noise
Thu July 1, 2021

SUMMARYWhile political risk has significantly eroded BABA's share price, the recent actions by the CCP against the company, including the largest ever anti-trust fine in China’s history, likely mark the interim extreme and bottom for political risk and outcomes will likely improve from here.On the...

Alibaba ($BABA): Rich Country, Strong Army
  • Signal From Noise
Wed January 8, 2020

Alibaba, Tencent Look Attractive on Strong Growth Potential

FS Insight, Bloomberg The shares of Alibaba Group Holding (BABA) and Tencent Holding (TCEHY/700 HK)  have been on a tear lately, up 28% and 19%, respectively. Despite that—or perhaps because of it—I think both stocks are attractive in the long term. A good 2020 is potentially in store too, if,...

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