China Internet: Alibaba Meeting Note - Update on Ecosystem, Monetization, and O2O
Alibaba Group Holding Ltd (BABA US) Â remains focused in 1) continuing to build out its ecosystem, 2) increasing online monetization and 3) tapping...
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Alibaba: Room to Grow from ECommerce and Cloud Services
We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...
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Alibaba: Ad Tech Continues to Shine in 2Q16/17
We continue to see strong revenue growth from Alibaba (BABA US)Â with the latest quarterly results ahead of expectations on the revenue line and...
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Alibaba FY2Q17 Preview: Three Things To Look For
What’s Happened Since Last Quarter?Since Alibaba’s latest earnings release in August, the Company’s stock price experienced several upticks –...
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BABA: Raising TP to US$111 (13% Upside), And Further Thoughts Post Results
We have raised our DCF-based target price for Alibaba by 15% to US$111 per share, which implies 26x non-GAAP EV/EBITDA, 35x non-GAAP FD P/Ex and...
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