Report
R.J. Hottovy
EUR 100.00 For Business Accounts Only

Alibaba's Long-Term Monetization Opportunities Fully Intact Despite Lingering Trade War Concerns

Our positive long-term bias on Alibaba remains intact following its third-quarter update, as the company continues to put up numbers that validate the resiliency of its business model during uneven economic conditions but also the monetization opportunities from the network effect behind our wide moat rating. China skeptics are painting this quarter's 41% top-line growth as a negative--Alibaba's slowest growth quarter since 2016--but we see the trajectory as a positive because Tmall GMV continue...
Underlying
Alibaba Group Holding Ltd. Sponsored ADR

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
R.J. Hottovy

Other Reports on these Companies
Other Reports from Morningstar

ResearchPool Subscriptions

Get the most out of your insights

Get in touch