To learn my earlier valuation for his or her final quarter end result can click on right here Alibaba’s December quarter 2022 result’s out, lets revisit the sum of components once more: Alibaba’s market cap as of at the moment is US$230.29 billion Web money: 55.007 billion
To be much more conservative this time I take advantage of their money + brief time period investments minus all their borrowings. Excluding escrow receivables + restricted money Share funding fairness worth: 64.387 billion “Fairness securities and different investments” + “Funding in fairness technique investees” to be extra conservative this time, I embody their 33% Ant Group stake in it. This implies I worth Ant as it’s within the steadiness sheet with none IPO prospects. Cainiao(63% stake): 22.982 billion Newest money injection valuation accomplished by Alibaba and dimension it to 63% stake, article right here….
