Alibaba - new call warrant available to trade post-results move
🆕Macquarie has listed a new Alibaba call warrant $Alibaba MB eCW270202(MHGW.SI)$ (https://warrants.com.sg/tools/livematrix/MHGW) that costs SGD 0.029 when Alibaba trades at HKD 114.50 and will move approximately 4.5% for a 1% move in Alibaba shares 📢 $BABA-W(09988)$ reported its much anticipated 1Q earnings last night, where revenue grew 9% to RMB268.95 billion while net profit dived 75% The revenue was driven by accelerating AI cloud growth that offset domestic macro softness The revenue of its key cloud division - key to Alibaba's ability to monetise AI - rose 45% to RMB 48.4 billion "AI has become Alibaba's most certain growth engine," according to CEO Eddie Wu The company aims to recoup its surgin
$BABA-W(09988)$ They said the investment in AI is expected to pay off in three years. So why should we buy the stock today if the investment isn’t expected to generate meaningful returns for another three years?
🌟🌟🌟I vote $Alibaba(BABA)$ $BABA-W(09988)$ will close Flat in the -5% to 5% zone. Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters. Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges. A "Very Red" crash is almost entirely off the table because the underlying top line volumes are exceptionally health. Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with $Apple
I. Cloud Business Beats Expectations Alibaba is expected to report Q1 FY2027 revenue with customer management revenue down 8% YoY, while cloud revenue is expected to grow 45% YoY (accelerating). Losses from delivery and flash purchase investments are narrowing rapidly, leading to upward revisions in FY2027 EPS forecasts. Cloud revenue continues to accelerate with improving profit margins quarter-over-quarter, which could serve as a catalyst for the stock in the coming quarters. Core catalysts (AI + Cloud): Qwen 4.0 foundational model upgrade in Q3 2026; September 22 Alibaba Cloud Apsara Conference: capital guidance updates, cloud business outlook, and new product launches; Potential T-Head semiconductor spin-off in Q2 2027. II. Volatility Estimates and Key Levels **U.S.-listed BABA (curren
I’m leaning bullish on Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ going into earnings. The headline EPS and net income declines are expected, but I think the bigger story is whether heavy AI investment is finally translating into stronger Cloud growth and improving profitability. Alibaba Cloud growing over 40% would be a major positive signal, especially if AI-related demand continues to scale. I’ll also be watching whether Instant Commerce losses start narrowing, which could give China e-commerce margins some much-needed relief. My vote: Bullish but within flat range📈. If Alibaba delivers strong Cloud growth and gives investors confidence that AI spending can drive future profits, I think the market c
Why Alibaba Is Selling Gaming to Fund a More Focused AI Strategy
$Alibaba(BABA)$’s agreement to sell Lingxi Games reflects a broader portfolio reset. Management is converting non-core assets into financial capacity for cloud computing and artificial intelligence, but divestment alone does not prove that the retained businesses will earn adequate returns on their rising investment. Trustar Capital confirmed on August 17 that it had agreed to acquire $BABA-W(09988)$’s entire Lingxi stake. A person familiar with the transaction told Reuters that proceeds should exceed $2 billion, although the companies did not disclose final terms or a closing timetable. Lingxi’s management is expected to remain. Reuters’ August 17 transaction report provides the available details. The s
Top mover alert: Alibaba soars 4% in afternoon trading session on news of new agentic commerce platform
❗ $BABA-W(09988)$ shares have zipped 4% higher in the afternoon trading session, reflecting investor optimism on news of Alipay's launch of China’s first full-stack agentic commerce platform, aiming to help merchants transition from digital operations to AI-powered operations and accelerate the adoption of agentic commerce 📰According to a statement published yesterday, the platform includes a suite of AI business tools that merchants can select independently to meet their specific needs. For merchants with existing digital operations but no AI capabilities, the platform provides a one-stop intelligent solution that turns pages, products, and service workflows into agent-ready Skills and MCP tools, lowering the barrier to AI adoption 📢Alibaba shar
[Stock Prediction] Alibaba’s Profits Are Falling. So Why Is Wall Street Getting More Bullish?
Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. $Alibaba(BABA)$$BABA-W(09988)$ Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through four segments. The Alibaba China E-commerce Group segment is mainly engaged in E-commerce business, including operating Tmall Supermarket and Tmall Global, providing customer management services, product sales, as well as logistics services. It also operates quick commerce business such as Taobao Instant Commerce and Ele.me, as well as the China commerce wholesale business through 1688.com. The Alibaba International Digital Commerce Group segment is mainly engaged in international commerce retail and wholesale business, operating platforms such as AliExpress, Trendyol, Lazada and Alibaba.com. The Cloud Intelligence Group segment mainly provides public and non-public cloud services. The Other segments primarily include the operations of Freshippo, Cainiao, Alibaba Health and other business.