Alibaba: Ad Tech Continues to Shine in 2Q16/17
We continue to see strong revenue growth from Alibaba (BABA US) with the latest quarterly results ahead of expectations on the revenue line and...
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Alibaba FY2Q17 Preview: Three Things To Look For
What’s Happened Since Last Quarter?Since Alibaba’s latest earnings release in August, the Company’s stock price experienced several upticks –...
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BABA: Raising TP to US$111 (13% Upside), And Further Thoughts Post Results
We have raised our DCF-based target price for Alibaba by 15% to US$111 per share, which implies 26x non-GAAP EV/EBITDA, 35x non-GAAP FD P/Ex and...
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Alibaba's 1QFY17 Results: Revenue Growth Far Exceeded Expectations; 33% EPS Growth
Alibaba reported 59% YoY revenue growth in 1QFY17. Adjusted for the consolidation of Youku Tudou and Lazada, we estimated the organic revenue...
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BABA 1Q17: Growth Accelerates to Post-IPO High... And Monetization Has Only Just Begun
Alibaba Smashed Earnings ExpectationsAlibaba’s 1Q17 revenue increased by 59% YoY to RMB32.2 billion, which represents an acceleration to the...
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