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Gravity Works As WeWork Doesn't; Now Plan B

Silver Point

Thomas J. Monaco

Independent Insight Provider

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Asia Ex Japan

Equity Bottom-Up

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Management Shake-up: Alibaba Group Holding (BABA.US) [Alibaba] announced that long-time CFO Maggie Wu will be stepping down in April 2022;</li>
<li>
Restructure: Alibaba also announced that it will be reorganizing its international and domestic e-commerce businesses; and</li>
<li>
Further Pressure:Just last month, Alibaba reduced its revenue growth forecast. The formation of a financial holding company will cause earnings to compress while capital requirements increase.</li>
</ul>



Management Shake-up: Alibaba Group Holding (BABA.US) [Alibaba] announced that long-time CFO Maggie Wu will be stepping down in April 2022;

Restructure: Alibaba also announced that it will be reorganizing its international and domestic e-commerce businesses; and

Further Pressure:Just last month, Alibaba reduced its revenue growth forecast. The formation of a financial holding company will cause earnings to compress while capital requirements increase.


Alibaba Group Holding – Palace Intrigue

Alibaba (ADR)

Alibaba Group Holding – Palace Intrigue