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Stocks A to Z / Stocks B / Alibaba (BABA)
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Author: Blackswanny   😊 😞
Number: of 75 
Subject: EPS FY 2024
Date: 08/10/2023 10:53 AM
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No. of Recommendations: 1
Average analyst est 8.49 per ADR. Back on track. $1.83 this qtr
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Author: bigshan ⎊  😊 😞
Number: of 75 
Subject: Re: EPS FY 2024
Date: 08/10/2023 3:41 PM
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No. of Recommendations: 6
Very good quarter, growth and improvement in profitability in all divisions. The most important one is the "China commerce retail Customer management" that grew 10% after steady decline in the past few quarters. It may indicate Alibaba has finally fended off competitions from other low-cost ecommerce platforms.
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Author: jtrau ✧  😊 😞
Number: of 75 
Subject: Re: EPS FY 2024
Date: 08/11/2023 7:44 AM
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No. of Recommendations: 1
Also excellent growth in the international division (International Commerce Retail +60% Revenue).
If they can keep similar growth for a few quarters this segment will become profitable soon.
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Author: Blackswanny   😊 😞
Number: of 75 
Subject: Re: EPS FY 2024
Date: 08/11/2023 1:17 PM
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No. of Recommendations: 0
Interesting price action. Thought we'd be trending up to 120 plus and beyond. Maximum pessimism.
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