BABA: Positive Outlook Due To BABA’s Strategic Changes; Positive FY1Q25E Performance Driven By Overseas Expansion And Cainiao
We maintain a positive outlook on BABA's prospects as its domestic e-commerce division is undergoing strategic transformations. We anticipate these changes will significantly boost revenue growth in the near term. Notably, Alibaba is eliminating annual merchant fees starting in September 2024, shifting to a 0.6% commission on gross merchandise value (GMV).
T.H. Capital is an independent research and investment advisory firm specializing in China. We offers real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects; from China ADRs to international names that have meaningful exposure to China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.
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