New Street Research - Alibaba (9988 HK) (9988) ... New Street: BABA FY2Q22 Preview

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New Street Research

Jin Yoon

New Street: BABA FY2Q22 Preview

What’s New: We revised down our FY2Q as well as FY22 estimates mainly due to continued slowdown in overall China retail. In this note, we highlight the latest update on the business including near term demand outlook, investments in strategic initiatives as well timing on the upcoming Investor/Analyst Day.

Analysts:
Jin Yoon

30/09/2021 7 EN

Underlyings

Alibaba (9988 HK)

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Alibaba Group Holding Ltd. Sponsored ADR

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US01609W1027 Stuttgart Stock Exchange Cayman Islands

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Analysts

Jin Yoon

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New Street: BABA FY2Q22 Preview

Alibaba Group (9988 HK): 4QFY24: Rewarding dividend payout; reigniting cloud revenue growth in 2H24.

Greater China Daily: Thursday, May 16, 2024

Regional Morning Notes - Thursday, May 16, 2024

Bible 1Q24 – Foundries: leading-edge strong; Trailing-edge correction playing out.

VEON (Buy, TP: $40, +55%) Thoughts after the call

Reddit (RDDT, Neutral, $54 target) Data licensing tracking our base case after OpenAI deal

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