T. H. Data Flash – Alibaba Group – August 2019 & FY2Q20E: BABA Adopting Data Analytics To Compete Smartly; Positive On FY2Q20E Performance; Maintain Buy
We are positive on BABA’s FY2Q20E performance for both its revenues and margins. BABA has adopted data analytics for its business, which enables it to compete in the market smartly, and in turn, generates more GMV and more revenue without hurting its margins. For example, BABA uses Juhuasuan to attract users at all levels with the most popular SKUs, which is the result of its real time data analytics.
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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