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

Alibaba Group Holding  / Equity Bottom-Up

<ul>
<li>
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

Quality-first, Business-perspective Strategy, Urbem (HK) Limited

Steven Chen

Quality-first, Business-perspective Strategy

Thematic (Sector/Industry)

<ul>
<li>Businesses pursue various routes to grow their earnings power and shareholder value;</li>
<li>As equity investors, we prefer to invest in growth stories built upon absolute market leadership and ample room for market penetration;</li>
<li>To demonstrate, we present three examples from our portfolio here.</li>
</ul>


Businesses pursue various routes to grow their earnings power and shareholder value;
As equity investors, we prefer to invest in growth stories built upon absolute market leadership and ample room for market penetration;
To demonstrate, we present three examples from our portfolio here.


Market Domination + Under-Penetration = Our Favorite Growth Scenario

China

Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.

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Alibaba Group Holding (9988 HK)

Alibaba Group Holding – Palace Intrigue

ALIBABA: Alibaba announced that long-time CFO Maggie Wu will be stepping down in April 2022, and that it will be reorganizing its international and...

Thomas J. Monaco

Market Domination + Under-Penetration = Our Favorite Growth Scenario

We present three examples from our portfolio here to demonstrate our preference to invest in growth stories built upon absolute market leadership...

Steven Chen

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)