Why I Trimmed Alibaba Exposure But Remain Bullish

Taobao and Tmall generated RMB99 billion in revenue, with strong customer retention and a 2% rise in management revenue.
Alibaba Cloud grew 7%, driven by AI services, with adjusted EBITA up 89% and 9% margin increase.
The AIDC segment saw 29% YoY growth, with AliExpress focusing on faster delivery to boost margins.
Alibaba repurchased $10 billion worth of shares in H1 FY2025, reducing the share count by 4.4% and attracting HK$46 billion inflows.
Alibaba’s stock price of $83 is below the $90 target, with neutral momentum and subdued volume, indicating range-bound movement.

Robert Way

Investment Thesis

Following up on my earlier analysis, Alibaba Group (NYSE:BABA) has rallied due to China's ambitious stimulus measures to revive its economy. The stimulus provided a short term boost to Asian equities but wasn't enough in bringing meaningful

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Bull Huang
11-27
Bull Huang
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The stimulus provided a short term boost to Asian equities but wasn't enough in bringing meaningful</p></body></html>","htmlText":"<html><head></head><body><ul>\n <li>Taobao and Tmall generated RMB99 billion in revenue, with strong customer retention and a 2% rise in management revenue.</li>\n <li>Alibaba Cloud grew 7%, driven by AI services, with adjusted EBITA up 89% and 9% margin increase.</li>\n <li>The AIDC segment saw 29% YoY growth, with AliExpress focusing on faster delivery to boost margins.</li>\n <li>Alibaba repurchased $10 billion worth of shares in H1 FY2025, reducing the share count by 4.4% and attracting HK$46 billion inflows.</li>\n <li>Alibaba’s stock price of $83 is below the $90 target, with neutral momentum and subdued volume, indicating range-bound movement.</li>\n</ul><img src=\"https://static.tigerbbs.com/4f805543ab3786cb8cb1d7d9034e0368\">\n<p class=\"item-caption\"></p>\n<p class=\"item-credits\">Robert Way</p>\n<div class=\"inline_ad_placeholder\"></div>\n<h2>Investment Thesis</h2>\n<p>Following up on my <a href=\"https://seekingalpha.com/article/4725107-alibaba-the-bull-run-has-just-begun\" target=\"_blank\">earlier analysis</a>, Alibaba Group (<span class=\"ticker-hover-wrapper\">NYSE:<a href=\"https://seekingalpha.com/symbol/BABA\">BABA</a></span>) has rallied due to China's ambitious stimulus measures to revive its economy. The stimulus provided a short term boost to Asian equities but wasn't enough in bringing meaningful</p></body></html>","text":"Taobao and Tmall generated RMB99 billion in revenue, with strong customer retention and a 2% rise in management revenue. Alibaba Cloud grew 7%, driven by AI services, with adjusted EBITA up 89% and 9% margin increase. The AIDC segment saw 29% YoY growth, with AliExpress focusing on faster delivery to boost margins. Alibaba repurchased $10 billion worth of shares in H1 FY2025, reducing the share count by 4.4% and attracting HK$46 billion inflows. Alibaba’s stock price of $83 is below the $90 target, with neutral momentum and subdued volume, indicating range-bound movement. Robert Way Investment Thesis Following up on my earlier analysis, Alibaba Group (NYSE:BABA) has rallied due to China's ambitious stimulus measures to revive its economy. The stimulus provided a short term boost to Asian equities but wasn't enough in bringing meaningful","highlighted":1,"essential":1,"paper":2,"likeSize":20,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/375527384461464","repostId":0,"isVote":1,"tweetType":1,"viewCount":333,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09988","GRO","BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":716,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":375501270475120,"commentId":"375501270475120","gmtCreate":1732716837506,"gmtModify":1732716842163,"authorId":4097069413028710,"author":{"id":4097069413028710,"idStr":"4097069413028710","authorId":4097069413028710,"name":"Bull Huang","avatar":"https://static.tigerbbs.com/22b0bba9f868080a2660e6374d3cca86","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.06","exceedPercentage":"80.37%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":375527384461464,"objectIdStr":"375527384461464","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Did you complete your post?","text":"Did you complete your post?","html":"Did you complete your post?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/375527384461464"}