Withholding the disclosure of active buyers, which Alibaba was proudly speaking of in the previous quarter, is a tell-tale sign that the business is undergoing some serious trouble.
- by Oshadhi Kumarasiri on Alibaba Group in Equity Bottom-Up
Key points:
1. Alibaba Group (9988 HK)’s 1QFY23 results were above consensus but it was still quite disappointing with revenue and OP declining 0.1% and 19.1% YoY respectively.
2. Withholding the disclosure of active buyers, which Alibaba was proudly speaking of in the previous quarter, is a tell-tale sign that the business is undergoing some serious trouble.
3. With expectations of 9.4% YoY OP growth in the next 3-quarters and 42% YoY OP growth in FY24, we think consensus is optimistic from 2QFY23 and bound for a correction.
Before it's here it's on Smartkarma: https://skr.ma/S2GL8
More from Oshadhi Kumarasiri: https://skr.ma/sDxWd
More in Equity Bottom-Up: https://skr.ma/EoA81
- by Oshadhi Kumarasiri on Alibaba Group in Equity Bottom-Up
Key points:
1. Alibaba Group (9988 HK)’s 1QFY23 results were above consensus but it was still quite disappointing with revenue and OP declining 0.1% and 19.1% YoY respectively.
2. Withholding the disclosure of active buyers, which Alibaba was proudly speaking of in the previous quarter, is a tell-tale sign that the business is undergoing some serious trouble.
3. With expectations of 9.4% YoY OP growth in the next 3-quarters and 42% YoY OP growth in FY24, we think consensus is optimistic from 2QFY23 and bound for a correction.
Before it's here it's on Smartkarma: https://skr.ma/S2GL8
More from Oshadhi Kumarasiri: https://skr.ma/sDxWd
More in Equity Bottom-Up: https://skr.ma/EoA81
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