Alibaba (9988 HK): 3Q24, Unimpressive as Expected, But Turning Focus from Margin to Growth
Alibaba’s revenue grew by 5% YoY, but its operating margin improved by 2 percentage points in 3Q24. We believe the company turned its focus from...
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Alibaba (9988 HK) 3Q24 Earnings Preview: Could Be Unimpressive, But Just Reorganized Main Business
Alibaba Changed its Tmall Taobao business unit from three centers to six departments. We believe the change means Alibaba is moving its focus from...
364 Views
China Consumption Weekly (29 Jan 2024): Great Wall Motor, Huawei, Alibaba, Mixue, Nayuki
Great Wall Motor’s revenue increased by 26%, but its profit increased by less than 5% in 2023. Huawei shipment increased by 36% YoY in 4Q23. The...
227 Views
Alibaba's Share Prices Are Lacking Further Catalysts After Jack Ma and Joe Tsai's Stock Acquisition
For Alibaba to unlock its value, China needs to provide clear and consistent support to its tech sector. At the same time, Alibaba also need to...
802 Views
ECM Weekly (21st Jan 2024) - Mixue, Amer, Medi Assist, IPO Pipeline, Yamae, Alchip, NHPC, ASMedia
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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