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Technology Stocks : Alibaba Group Holding Limited

BABA 173.93

-3.4%

3:59 PM EDT

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To: Glenn Petersen who wrote (810)	4/19/2022 12:33:55 AM
From: Sun Tzu	of 882

8 months ago I said this: Message 33451211 When it comes to valuing BABA, there is one thing that the author forgot about. Alibaba is the only viable public cloud in China. They have a cloud division similar to Amazon having AWS. This is both good and bad. The good is that when you buy BABA you are not just buying an ecommerce company, you are also getting a cloud and a logistics business. The bad is that such a strategic platform is likely to attract additional government scrutiny. So in addition to the VIE risks, it is possible that the government might order the separation of the cloud business. Baba is lucky if the government won't insist on spinning out their cloud business. But overall, I think the worst is behind the Chinese stocks. Baba and the rest of the Chinese tech are pretty much in play. This doesn't mean there are no risks or few risks, but the government pressure is easing up and they are even going to meet SEC demands for most of their stocks.

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