Taobao and Tmall face challenges in a tough, stagnant market; AIDC's growth largely covers for other Alibaba units' failings, while AliExpress's expansion cuts into margins.
What is covered in the Full Insight:
Overview of Alibaba’s 4QFY24 Performance
Analysis of Taobao and Tmall's Performance
Growth and Challenges of Alibaba International Digital Commerce
Cainiao's Growth Potential
Conclusion and Investment Stance
SUMMARY
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