Alibaba Earnings - Return to Growth! | BABA Stock
This episode includes a summary and thoughts on the Alibaba June Quarter 2023 Results, in the context of the current China economic backdrop and the huge drop BABA stock has had since its peak in late 2020.
Timestamps
00:00 Alibaba earnings in the China economic context
01:55 High level financial results - growth and efficiency
03:58 Cash flow and cash allocation
07:14 Individual business segments intro
07:30 Taobao and Tmall Group
08:51 Alibaba International Digital Commerce Group
09:32 Local Services Group
09:58 Cainiao Smart Logistics Network
10:38 Cloud Intelligence Group
11:44 Digital Media and Entertainment
12:25 All Others segment
12:45 Final thoughts on the Alibaba Results
Related episodes:
Alibaba Reveals Break-Up Plan | Big BABA Stock Upside? https://youtu.be/spwgEGJlxmc?si=JSvlBYfVY8eyWvL0
Alibaba Update: Cloud Spinoff & More Coming https://youtu.be/KBQBNM_-icI?si=8i7oVVANrZUH3yuI
Alibaba Full Year Earnings Update | BABA Stock https://youtu.be/caAUsjmMGRw?si=sm-y8SCrGg4B6K9u
The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Using a referral link helps support the show, thanks!
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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