Alibaba Group Holding Ltd ADR

BABA: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$53.00	Fclh	Vqhqnywtp

Alibaba: New CEO’s Focus on Openness, Young Leaders, and the Long Term Is Attractive

Chelsey Tam

Sep 12, 2023

There are three new ideas in the internal letter issued by the new Alibaba CEO Eddie Wu on Sept. 12 that we like: openness, young leaders and a focus on the long term. We maintain our forecasts and fair value estimates. While Alibaba is undervalued currently, we think it may take a longer time for the firm to unlock its value through the potential listings of its business units.

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