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Summary While 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....

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

Alibaba, Tencent Look Attractive on Strong Growth Potential

– Both are among the dominant global players and in their various businesses in China – China e-commerce markets fast growing; BABA, Tencent comparable to AMZN, FB – Even after stocks up big, potential for shares to continue outperforming the SPX The shares of Alibaba Group Holding (BABA) and Tencent...

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