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Zhao Silver International: Remains Bullish on Internet Plus-Related platform economy, prefers MEITUAN-W and others.
CMB International released a research report stating that the preference for sub-sectors of the Internet Industry is local life services → advertising → games = value-added services → e-commerce → cloud → live streaming. The top picks are MEITUAN-W (03690), TENCENT (00700), Tencent Music (TME.US), and Alibaba (BABA.US). The report indicates that leading platform Internet companies continue to maintain business resilience, benefiting from ongoing cost-cutting and efficiency improvements, healthy profit growth, and stable shareholder returns. The current industry valuation is at a low point, highly defensive, and potential profit upward factors next year come from macro policy stimulation, overseas expansion opportunities, and progress in AI business.
Morgan Stanley: The sale of Silver by BABA-SW (09988) may bring potential special dividends.
Morgan Stanley believes that selling Intime aligns with Alibaba's management's focus on core Business and potentially divesting from the offline Retail Trade strategy.
[Brokerage Focus] Morgan Stanley: It is expected that the losses resulting from Alibaba (09988) selling Intime Department Store will not significantly impact investors.
Kingwu Finance | Morgan Stanley reported that Alibaba (09988) has announced the complete sale of its shares in Intime Retail, expecting to raise approximately 7.4 billion yuan from this Trade. However, due to the sale of Intime Retail, the company anticipates a Trade loss of around 9.3 billion yuan. Morgan Stanley's analysis indicates that this sale aligns with the strategic direction previously announced by the company's management, which is to focus on major Business areas such as Taobao Tmall Group, Alibaba Cloud, and International Digital Business Group, and may involve a spin-off of its offline Retail Trade operations. The bank stated that the decline in the asset value of Intime Retail has already been reflected in the market.
Will there be only one interest rate cut next year? The Federal Reserve suddenly releases hawkish signals, causing Wall Street to collectively fall into panic.
The Federal Reserve lowered interest rates by 25 basis points as expected on Wednesday, but this did not stop investors from mass selling off risk Assets.
Alibaba Options Spot-On: On December 18th, 176.86K Contracts Were Traded, With 3.09 Million Open Interest
Trending Industry Today: Coinbase Leads Losses In Non-Fungible Tokens Stocks
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