Ali's performance in this financial report is average
The overall performance of Alibaba’s financial report is average:
1. Although some relatively grand plans have been proposed, such as the spin-off of multiple business lines for listing, in fact, the more essential purpose is to make these unprofitable business lines (except cloud computing) more use market funds for blood transfusion , to reduce group pressure.
1. Although some relatively grand plans have been proposed, such as the spin-off of multiple business lines for listing, in fact, the more essential purpose is to make these unprofitable business lines (except cloud computing) more use market funds for blood transfusion , to reduce group pressure.
2. The GMV of commercial businesses in China still declined in the first quarter. Although it turned positive in March, we can see that the revenue of commercial businesses in China fell by 5%, and the financial report mentioned "single-digit decline in GMV" It can be seen that there should be little room for improvement in the overall monetization rate. Competition among e-commerce giants is emerging in an endless stream. For example, there will be more powerful competitors in the short video field. How long will Ali’s largest cash cow last in the future? It is an issue that will attract more attention from the market.
On the whole, China’s economic recovery in the second quarter is good. This financial report should be the bottom of Ali’s short-term performance, and the follow-up EPS is expected to continue to rise.
However, for investors, whether Ali can use more funds to repurchase and write off to return investors, and whether it can maintain the stability of business profits in China in the face of endless competition are the focus of attention in the future market.
$Alibaba (BABA.US)$
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Yan Zhang8 : So are you shorting
lee… OP Yan Zhang8 : no，but before the financial report , i buy my short-put-option of BABA
lee… OP Yan Zhang8 : I worry about the earning，now , maybe what i do make me avoid the risk
Yan Zhang8 lee… OP : I'm bullish