The Trump administration is reportedly advancing discussions on the potential removal of nearly 300 Chinese companies from U.S. stock exchanges. This move could significantly impact major firms such as Alibaba (BABA, Financial), Yum China (YUMC), and Tencent (TCEHY), among others.
Officials backing President Trump are increasingly considering this action as a strategic response. The proposal to delist these Chinese public companies has gained traction following reports that revealed the administration's intentions. This development marks an escalation in the regulatory tensions between the U.S. and China, potentially affecting notable companies including NetEase (NTES), Pinduoduo (PDD), Nio (NIO), Baidu (BIDU), and JD.com (JD).
Such a move could reverberate through global financial markets, reshaping the landscape for international investors and altering the avenues available for Chinese companies seeking capital from foreign markets. The unfolding situation underscores the geopolitical complexities at play within global trade relations and the financial sector.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 38 analysts, the average target price for Alibaba Group Holding Ltd (BABA, Financial) is $159.57 with a high estimate of $192.64 and a low estimate of $94.02. The average target implies an upside of 41.51% from the current price of $112.76. More detailed estimate data can be found on the Alibaba Group Holding Ltd (BABA) Forecast page.
Based on the consensus recommendation from 43 brokerage firms, Alibaba Group Holding Ltd's (BABA, Financial) average brokerage recommendation is currently 1.7, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Alibaba Group Holding Ltd (BABA, Financial) in one year is $107.59, suggesting a downside of 4.58% from the current price of $112.76. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Alibaba Group Holding Ltd (BABA) Summary page.
