$BABA-W(09988)$ With a +9% G from CMR portion of TTT & +11% G from Cloud business along with margin expansion, you can say Baba is back to being a rare profitable growth company. Current management has successfully draw up a rough roadmap to further growth with their strategic positioning in the AI Cloud infrastructure segment.
Often neglected were the humongous +32% G from AIDC (now 2nd largest business within Baba group). Finally, board & management efforts paid off bringing to reality a turnaround. This should go down in business books as one of the most brilliant turnaround in history. Jack is right. Cheers.
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- happygo·02-25Great analysis1Report
