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Alibaba What_s it worth - Global Thematic Research

Alibaba What_s it worth - Global Thematic Research

Summary

Alibaba is heavily geared to the Chinese economy. Its Chinese retail ecommerce sites – Taobao and Tmall – accounted for 82% of revenues in the year to 31 March 2014. With a 52% market share in China’s retail ecommerce market and a 45% share in its wholesale ecommerce market, Alibaba is the world’s largest ecommerce company by 2013 gross merchandise volume (GMV). EBITDA margins for 2014 came in at 59% – almost double Google’s.
Alibaba is managing the difficult transition of its technology platform from desktop to mobile with remarkable ease. In the quarter ended 30 June 2014, mobile accounted for 33% of GMV and 19% of revenues in China, up from virtually nothing three years ago.

Inside this report we look at the thematic valuation, company and industry analysis and predicts its revenue and profits.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
About our Thematic Research Ecosystem
GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Reasons To Buy

Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.