Investment Thesis – Alibaba (BABA)

  • Alibaba’s Ecommerce success can be expanded internationally. The popularity of Ecommerce is gaining momentum internationally. Currently they’re success in the China market provides them some stability and I have high hopes for their global expansion. However, logistical support will have to keep in pace for Alibaba’s international expansion to take flight.
  • Alibaba’s investment into Cloud technology is paying off well. Given also how Cloud computing technology has been identified as one of the Chinese government’s 11 supported priority technology sectors, the future is bright for Alibaba in this area.

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