T.H. Capital - Alibaba Group Holding Ltd. Sponsored ADR (A117ME) BABA: Expect Strong FY3Q18 Results Driven By Core Commerce in China; Leading in New Retail; Maintain Buy

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T.H. Capital

Tian Hou

EUR 130.54 For Business Accounts Only

BABA: Expect Strong FY3Q18 Results Driven By Core Commerce in China; Leading in New Retail; Maintain Buy

BABA will report FY3Q18 results on Thursday, February 1st before the markets open with a 7:30am EST conference call. As the leading vendor in new retail, BABA is at the forefront in the migration of online to offline. The company’s aggressive development in offline retail is positive for the long run in terms of reaching more customers; increasing shopping frequency and adopting new categories.

29/01/2018 5 EN

Underlying

Alibaba Group Holding Ltd. Sponsored ADR

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US01609W1027 Stuttgart Stock Exchange Cayman Islands

Provider

T.H. Capital

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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Analysts

Tian Hou

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BABA: Expect Strong FY3Q18 Results Driven By Core Commerce in China; Leading in New Retail; Maintain Buy

Greater China Strategy Alpha Picks: August Conviction Calls

China Internet: WAIC -- Battlefield of AI applications and agents to reshape productivity.

Greater China Strategy: Alpha Picks -- July Conviction Calls

TCOM: TCOM’s Potential Better 4Q2024 Performance and Better Long-Term Growth Outlook

BILI: Cautious On Long-Term Outlook Due To Competition And Market Saturation

BIDU: Expect In Line 2Q24 Results; Monetization In AI Is Taking Time To Drive Overall Growth

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