Why Alibaba Is Stagnating
Leadership Issues:
The chairman of Alibaba is considered inexperienced, which may affect the quality and stability of the company's decision-making.
Organizational Efficiency Issues:
The company is described as having become cumbersome and bureaucratic, which may affect its market response speed and innovative capabilities.
Lack of Competitive Awareness:
Failure to recognize the threat of competitors such as Pinduoduo in a timely manner may have missed the market opportunity.
Capital Allocation Mistakes:
It is criticized for poor capital allocation, investing in projects with low returns, which has harmed the company's profitability and capital efficiency.
Political and Regulatory Risks:
Due to political issues and a special incentive structure, key businesses such as Alibaba Cloud may face development bottlenecks.
Business Splitting Hindered:
The planned business split has been canceled, which may affect the company's flexibility and market adaptability.
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SFRE Keith : With respect to leadership concerns, Joseph Tsai and Eddie Wu are perceived to lack sufficient experience. Could you please provide an explanation for this perception, considering that both individuals have been with Alibaba since its inception?
SFRE Keith Thelord : In the highly competitive e-commerce market in China, are there any additional strategies that can be implemented to enhance sales revenue? It is evident that JD.com is also undertaking similar measures to regain its market share. A decline in market share directly impacts the company's profitability and shareholder value.
Furthermore, the company has initiated share repurchases and dividend payments as a means of compensating shareholders. It is possible that more time is required for Alibaba to regain its position as a market leader.
102559790 SFRE Keith : Joe tsai openly said his team spent much time discussing who are their customers (eg betw suppliers and online buyers)...frankly, it is such a simply discussion but joe tsai sounded it took alot of his team time to brain storm.
Thelord SFRE Keith : It is primarily the housing crisis in China that is causing all this. Eventually it will get resolved and price will follow suit
SFRE Keith Thelord : Indeed, the housing crisis is a significant concern that requires immediate attention. It is imperative that the Chinese government formulates and implements effective policies to address this pressing issue and work towards a positive resolution.
Tonyco : It doesn't seem like a difficult problem to solve, I hope it gets better for everyone. We all rise when needs are met.
耐心等待2024 SFRE Keith : The real estate crisis will take at least 5-10 years
SFRE Keith 耐心等待2024 : Let us examine the measures being taken by the Chinese government to address this matter.