Cainiao/Other Logistics Investments Enhance Alibaba's Network Effect and Monetization Opportunities
We view positively Alibaba's decision to take a majority stake in the Cainiao logistics joint venture with a CNY 5.3 billion ($807 million) investment and plans to invest an additional CNY 100 billion ($15.2 billion) in logistics over the next five years. These endeavors should improve the experience for both merchants and consumers--enhancing the network effect behind our wide-moat rating--while creating incremental "new retail" monetization opportunities. This will shift Alibaba from a deliver...
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.