AllAnalyst Report
logoMorningstarJanuary 17, 2022

Alibaba Group Holding Limited: Affirming Our USD 188/HKD 182 Alibaba FVE; Revised Near-Term Outlook Due to Weak Macroeconomics

Symbols
BABA
Sector(s)
Consumer Cyclical
Rating
Current Price
$87.31
Fair Value
Economic Moat
Stewardship
Summary

Alibaba is the world’s largest online and mobile commerce company as measured by gross merchandise volume (CNY 7.5 trillion for the fiscal year ended March 2021). It operates China’s online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). Alibaba's China commerce retail division accounted for 63% of revenue in the September 2021 quarter. Additional revenue sources include China commerce wholesale (2%), international retail/wholesale marketplaces (5%/2%), cloud computing (10%), digital media and entertainment platforms (4%), Cainiao logistics services (5%), and innovation initiatives/other (1%).

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Analyst Profile

Chelsey Tam

Equity Analyst
Chelsey Tam is an equity analyst for Morningstar Investment Management Asia Limited, a wholly owned subsidiary of Morningstar, Inc. She primarily researches China internet and Macau gaming stocks.Before joining Morningstar in 2013, she was a sell-side analyst at a securities firm in Hong Kong. Before that she was a buy-side associate, and earlier she was a research lab assistant at the Rotman School of Management in Toronto.Tam holds bachelor’s degrees in commerce (finance) and economics from the University of Toronto.