$Alibaba(BABA)$ $BABA-W(09988)

$Alibaba(BABA)$ $BABA-W(09988)$ $BABA-WR(89988)$ wow 😳 exceeded even my expectation how it turn out. This definitely shows the strength of the business model especially when it's in the process of restructuring by magician Joe Tsai (GPM even increased +5%) With a little magic touch from Eddie & Zhao Wu on the workforce part, I could finally see a path forward.

@Max87：$Alibaba(BABA)$ $BABA-W(09988)$ with Meituan ER's in the back mirror, we should be able to roughly see the damage from the instant commerce war involution. MeiTuan reported +11% top line on a -90% operating margin, JD reported +2x% top line growth on a -50% operating margin. The difference between the two, is a difference between business model. Make a guess.... Learn to fish or be fished?

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Max87
08-29
Max87
forgot to add that Cloud brought in close to 1/2 a billion USD in EBITDA to cover for losses from other loss making business units. AIDC looking better too. 🎯❤️

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