bullish

Alibaba (BABA US): Taobao/Tmall Is Back

313 Views15 May 2024 20:08
​Alibaba's 4QFY24 results show in-line revenue but lower adjusted net income due to losses in peripheral businesses, but strong core performance indicates earnings upgrade cycle is close.
What is covered in the Full Insight:
  • Alibaba's 4QFY24 performance
  • Analysis of segmental adjusted EBITA
  • Revamp plan and its potential impact
  • Dependence on China's property market
  • Future outlook and investment recommendation
SUMMARY
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Full Insight
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Eric Chen
Greater China Equity Long/Short Analyst
ChinaInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
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