Jackson Hole: Drifting toward Powell's message
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![](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABgAAAAYCAYAAADgdz34AAAACXBIWXMAACE4AAAhOAFFljFgAAAAAXNSR0IArs4c6QAAAARnQU1BAACxjwv8YQUAAAD0SURBVHgB1ZVLDoIwEIan+FhzBLwBN9CufSSoe/UmchJ1bRQT2TfegCN4BFxLqK2JoTFI26kL/ZfD5PugM6QA/x6iazikbCOawrKEeD6hJ7BMo2B/ZoMWAVZVvOV01N+BRbymh+0CMuBwrSrl9pheFvAtQRTRnBRAXSTaGcgkCQt4WxwVgaCqmh2XkcBFYizASqwEGIm1wFaCEnyQ5Lc79FZi89Q+D/DJBVyF+X5X/SIHgXh7n3eef3j4qnEOcTSk2XsvZsi18NmYruv6bdfUCm4lwMCNBVi4kcAFLqPdIhe4ViAvHBe4VqBeOBi4ceQc4FfzANvOjGritIyVAAAAAElFTkSuQmCC)
Kuries
joined discussion · Aug 29, 2022 22:46
Alibaba Has 63% Upside And Room For Margin Expansion, Bullish Analyst Says
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- He expects September quarter GMV growth to improve from June to
5% Y/Y and positive change in December as
demand for discretionary products pick up during Singles' Day promotions with the reopening of the supply chain. ![]()
- Lee anticipates
the cancellation rate to drop in the back half of CY22 as shipping capacity becomes normalized,
resulting in increased profitability.
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- He expects
lower-tier market investments to moderate losses, offering ample room for margin expansion, which could potentially add
10 points to margin long-term.
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The analyst said the management should focus on EV and financial services, which have the most significant demand for data.
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BABA appears to have a competitive advantage in financials due to its experience supporting Alipay and Ant Group.
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- For the public sector,
security is essential,
so BABA offers private cloud solutions.
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whqqq : There seems to be a lot of good news today.![undefined undefined](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)