Alibaba beat revenue estimates in the June 30th quarter. I've summarized the results in charts, which are updated from my last post. A nice increase on EBITA margins for the quarter (above), due to strong Core Commerce results.
This post covers Alibaba's considered Hong Kong listing, BABA's May share price decline, declining EBITA margins, "margin drag" segments, and concludes with thoughts on the growing "wallet share" strategy of ecosystem apps. These notes were prepared for episode 27 of China Tech Investor podcast, recorded on June 6, 2019. These notes were prepared before Alibaba … Continue reading CTI27 Notes – Alibaba 4Q19