Alibaba Stock Discussion

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...

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...

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 ...