BABA FY1Q25 Results: Focus Shift to Monetization
What’s new: Alibaba’s reported FY1Q25 revs that were below consensus and expectations. As market share could start to stabilize, BABA could shift its focus towards monetization where the gap between CMR and GMV growth could further narrow in the next few quarters. We maintain our PT at USD100.Analysts:
Jin Yoon
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