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Forensic Analyst

Jason Yap, CFA

Equity Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

<ul>
<li>In its Investor Day, Alibaba Group announced its plans to focus on overseas e-commerce, amongst other initiatives. Alibaba's SEA unit, Lazada, is central to this plan.</li>
<li>The initiatives come amid investor concerns about Alibaba's long term growth prospects and competition, as well as regulatory and macroeconomic headwinds in its home market.</li>
<li>In this Insight, we examine a blue sky scenario for the incremental contribution of Alibaba's planned SEA expansion to Alibaba's overall performance and its impact on valuation. </li>
</ul>


In its Investor Day, Alibaba Group announced its plans to focus on overseas e-commerce, amongst other initiatives. Alibaba's SEA unit, Lazada, is central to this plan.
The initiatives come amid investor concerns about Alibaba's long term growth prospects and competition, as well as regulatory and macroeconomic headwinds in its home market.
In this Insight, we examine a blue sky scenario for the incremental contribution of Alibaba's planned SEA expansion to Alibaba's overall performance and its impact on valuation. 


Alibaba (BABA US) Investor Day Takeaways - The SEA Blue Sky