We believe consensus overstates margin pressure for Alibaba March quarter results, which will usher in an mild earnings recovery cycle that lead us to see 50% upside to current price.
What is covered in the Full Insight:
Margin Pressure Overstated
Expected Growth of Adjusted EBITA
Concerns Over Margin Outlook
Potential Earnings Recovery Cycle
Forecast of Continued Growth over Next 12 months
SUMMARY
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