Posts on BABA

Latest ideas and analyses related to Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share

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BABA , JD , PDD

+20 pts



$BABA $JD $PDD Value-For-Platforms Gaining Share In China

By Btam on Sept. 28, 2022, 3:04 a.m.
Tagged topics: China

Views: 20, Votes: 8, Responses: 0, Attachments: 1
BABA

+13 pts



Alibaba: Nothing Positive Left

By beat_the_street on Sept. 26, 2022, 6:53 p.m.
Tagged topics: ChineseEquity

Views: 12, Votes: 4, Responses: 0, Attachments: 0
BABA , 0700

+12 pts



Growth outlook remains robust but competitive landscape has changed

By bbern3 on Sept. 21, 2022, 5:52 p.m.
Tagged topics: growing competition

Views: 10, Votes: 3, Responses: 0, Attachments: 1
BABA

+15 pts



$BABA Alibaba - Southeast Asia Ecommerce Growth Opportunities

By Btam on Sept. 2, 2022, 4:22 a.m.
Tagged topics: investor event

Views: 18, Votes: 3, Responses: 0, Attachments: 1
BABA

+11 pts



Key Takeaways from Lazada’s LazMall Brands Future Forum

By underdog on Sept. 1, 2022, 8:50 p.m.
Tagged topics: conference takeaways

Views: 5, Votes: 2, Responses: 0, Attachments: 1
BABA , China

+32 pts



Online Shopping Trends in July

By josiebe on Aug. 15, 2022, 2:30 p.m.
Tagged topics: analyst checks , online shopping

Views: 15, Votes: 3, Responses: 0, Attachments: 1
BABA

+33 pts



$BABA Awaiting more signals of macro improvement; valuation defensive

By cassie on Aug. 8, 2022, 12:41 p.m.
Tagged topics: earnings results

Views: 10, Votes: 1, Responses: 0, Attachments: 1
BABA

+35 pts



$BABA Reversing Profit Downturn

By realmomobags on Aug. 5, 2022, 6:29 a.m.
Tagged topics: earnings results

Views: 16, Votes: 5, Responses: 0, Attachments: 1
BABA

+35 pts



$BABA Profit beat on cost optimization

By realjoe on Aug. 4, 2022, 11:43 a.m.
Tagged topics: earnings results

Views: 10, Votes: 2, Responses: 0, Attachments: 1
BABA

+32 pts



$BABA Highlights of Cainiao Open Week – Day 2

By junkfoodlover on July 26, 2022, 1:54 p.m.
Tagged topics: analyst checks

Views: 15, Votes: 3, Responses: 0, Attachments: 1
BABA

+33 pts



$BABA Pursue Primary Listing in HK To Become Dual-Primary Listed in NY and HK

By junkfoodlover on July 26, 2022, 1:52 p.m.
Tagged topics: HK listing

Views: 13, Votes: 4, Responses: 0, Attachments: 1
BABA

+33 pts



Strong Margin Recovery a Key Feature in June-Q; Highlights from Recent BABA Mini Conf on Its Omnichannel Ecosystem

By RayHold on July 20, 2022, 11:50 a.m.
Tagged topics: China

Views: 16, Votes: 4, Responses: 0, Attachments: 1
BABA

+33 pts



$BABA Highlights of Alibaba Cloud Partner Summit

By puckerman17 on July 13, 2022, 11:50 a.m.
Tagged topics: conference takeaways

Views: 19, Votes: 4, Responses: 0, Attachments: 1
BABA

+40 pts



$BABA - worst is likely behind, but recovery looks slow

By bbern3 on July 8, 2022, 10:42 a.m.
Tagged topics: worst is behind

Views: 388, Votes: 5, Responses: 0, Attachments: 1
BABA

+31 pts



$BABA Eyeing margin upside from cost optimization on top of a gradual ecommerce recovery

By realjoe on July 6, 2022, 10:45 a.m.
Tagged topics: earnings preview

Views: 11, Votes: 2, Responses: 0, Attachments: 1
BABA

+35 pts



$BABA Alibaba - Takeaways From Pre-Blackout Call

By Btam on July 6, 2022, 4:13 a.m.
Tagged topics: earnings preview

Views: 23, Votes: 3, Responses: 0, Attachments: 1
BABA

+32 pts



$BABA Stand Out with Comprehensive Digital and Physical Infrastructure Capability

By junkfoodlover on June 30, 2022, 1:31 p.m.
Tagged topics: management commentary

Views: 16, Votes: 2, Responses: 0, Attachments: 1
BABA , PDD , JD , VIPS

+33 pts



China Ecommerce Read-through from 618 GMV: 2Q22 revenue supported but not enough to lift 2H22 outlook

By scorpioduck on June 21, 2022, 3:46 p.m.
Tagged topics: analyst checks

Views: 19, Votes: 2, Responses: 0, Attachments: 1
BABA

+34 pts



$BABA Successful 618 Marketing Campaign

By junkfoodlover on June 21, 2022, 10:36 a.m.
Tagged topics: eCommerce

Views: 17, Votes: 4, Responses: 0, Attachments: 1
BABA , JD , PDD

+39 pts



$BABA $JD $PDD China e-Commerce Recovery Expected

By Btam on June 21, 2022, 1:05 a.m.
Tagged topics: China , eCommerce

Views: 30, Votes: 5, Responses: 0, Attachments: 1