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Alibaba Stock Discussion

102864101

39 minutes ago

Weakess is here. Short

$Alibaba(BABA.US)$

Kuries

1 hour ago

Morgan Stanley: Alibaba's Taobao Tmall Adjustments to Balance Merchant and Consumer Interests

Morgan Stanley's report highlights Alibaba's Taobao Tmall Group's new policies aimed at balancing the ecosystem between merchants and consumers. Key changes include:
- New Experience Score System: For high-scoring merchants.
- "Refund Only" Policy Adjustments: Targeted at enhancing merchant performance.
- Software Service Fee: 0.6% of GMV per transaction.
Morgan Stanley expects these changes to boost T...

Kuries: 阿里巴巴的淘宝将优化运费保险策略

Kuries

1 hour ago

Alibaba Cloud Adjusts Price of Domain Name Reservation Platform, Starting Thur

Alibaba Cloud, a subsidiary of BABA, announced that due to increasing service costs, the bidding starting price for domain names on Wanwang, Alibaba Cloud's domain name reservation platform, will be adjusted starting at midnight on Thursday (1 August).
For ".com" domain names, the first bidding amount will be RMB199 after the reservation closes and the bidding stage starts. For other domain extensions, the first bid w...

Spinee

2 hours ago

Temu and Shein’s soaring popularity has Wall Street eyeing China’s influence on tech earnings

$PDD Holdings(PDD.US)$ 's Temu and Shein’s rise in the U.S. is stirring Wall Street's attention. Both companies have gained traction through aggressive online marketing and low prices, presenting new competition for Amazon, eBay, and Etsy.
Their success is partly attributed to the de minimis exception, which allows goods from China valued under $800 to enter the U.S. duty-free. This has raised concerns abo...

Kuries

2 hours ago

TF Securities Expects BABA's 1FQ Non-GAAP NP to Fall 6% YoY, Dual Listing Conversion to be Completed in Aug

TF Securities forecasted Alibaba to deliver revenue of RMB248.8 billion in 1QFY25, up 6.2% YoY; adjusted EBITA of RMB40.5 billion, a YoY drop of 10.8%; EBITA margin of 16.3%; and non-GAAP net profit of RMB42.1 billion, a YoY slip of 6%.
Revenue from Taobao and Tmall Group is expected to increase by 2.8% YoY; Alibaba Cloud by 4.8% YoY; international commerce by 34.7% YoY; and local life by ...