Max87
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$Alibaba(BABA)$ $BABA-W(09988)$ $BABA-WR(89988)$ 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?
$Alibaba(BABA)$ a fresh dose of effective management from management is definitely required. Remove useless people that only hope for comfort with minimal contribution of value. Finally, seeing some hope. ❤️🔥💯🍻👍
Wu Zhao: Current DingTalk Employees Have Limited and Arrogant Understanding of AI
$Alibaba(9988)$ Wow the first great news I heard from $Baba's management in a long time.
DingTalk CEO Wuzhao: 40-50 Person Team Developed DingTalk A1 in Four Months, Sleeping Less Than 5 Hours Daily
$Alibaba(BABA)$ $BABA-W(09988)$ 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?
$BABA-W(09988)$ 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 economics of it's business model. Make a guess.... Learn to fish or be fished?
If gov interferes then there's no hope for Baba to turnover. It's better to restructure inefficient ineffective career man with younger passionate people eager to achieve for themselves while promoting existing strong performer.
DingTalk CEO Conducts Midnight Office Inspection, Criticizes Staff for Early Departure
The problem with Alibaba is that they've been the best place to work in China for the longest time. People go there expecting good life & benefits as a given. Inevitably, it attracted people good verbally but poor in execution. Now that, Baba is facing extreme pressure to perform, these people who are used to act working couldn't stand the pressure. This is a symptom that requires massive restructuring.
DingTalk CEO Conducts Midnight Office Inspection, Criticizes Staff for Early Departure
This level of gov intervention is unprecedented. Nature of market is to compete till the few with unique desirable characteristics were left to dominate the market. The industry gov interfere seems to also be selective toward industry which state governments has the most interest.
China Urges Halt to Auto Industry's Bruising Price Wars
$Baidu(BIDU)$ $BIDU-SW(09888)$ After going through BAIDU Q1'25 earning release, several key points I'd like to note the following: 1) It's profitable ad business is dropping -6% yoy- driven by consistently shrinking Managed Pages rev (50% down to 47% as a proportion of ad-business yoy); it's widely known that BIDU content ecosystem suffered from walled gardens of popular social media app eg. WeChat, Douyin, Xiaohongshu due to preference & convenience of updating information via image & video format of Chinese people. In a way, BIDU has been complacent in stimulating stakeholders engagement & going into multimodality of search despite already possessing the tech
Baidu Inc’s Earnings Call: AI Growth Amidst Revenue Challenges
$Baidu(BIDU)$ $BIDU-SW(09888)$ Although analyst has been expecting Baidu's ad-business to drag down overall performance, JPMorgan's latest report suggest a macro improvement in overall China & the region should improve Baidu's ad-business outlook. China's opening up to the world via business & open visa tourism would bring enhanced demand to China. With that many tourist in China who are used to Google, BIDU should capture the opportunity by designing it's app towards them eg. Offering a language option upon opening the app. An inward looking strategy with a market you no longer control is not smart. If foreigners uses BIDU, Businesses would have the incentive to contribute to BI
JPMorgan Sees Broad-Based Recovery, More Interest in China
China's AI landscape has one big winner, Deepseek. All others are rather smaller. Due to the competitive nature on China, monetization will be challenging. In particular, consumer AI, Its almost all Deepseek. Others practically had zero exposure/public recognition. For companies like Baba who doesn't have good gov relations, the only way is to compete outwards onto the global stage. Baba will need to show that it's globally competitive to the likes of Google Gemini, OpenAI etc. $BABA-W(09988)$ $Alibaba(BABA)$
Alibaba (BABA) Eyes Global AI Dominance With New Data Hubs
Wow I'm still analyzing the earning conference but first time in a long time I feel BIDU were very engaging with disclosure of their AI cloud business with full disclosure of business unit specific results & breakdowns. So much to go through from this. It's a good quarter & happy to see them take action to transform their core business. Going through the earning release reminds me of this saying, "Those who survive are not the most intelligent or strong, but those who adapt" by Darwin. Delighted😍💯
Baidu (BIDU) 2025 Q1 Earnings Call: AI Cloud Growth and Search Transformation Drive Strong Results
Execution on AI is quite solid... Wonder why online service rev not performing ?
China's Baidu Tops First-Quarter Revenue Estimates Aided by AI Demand Surge
$BIDU-SW(09888)$ $Baidu(BIDU)$ This looks more like it for a business that banks on its growth business unit. A +42% growth for it's AI cloud division is a pass. However, Apollo Go's rides were cumulatively only 11m rides is very concerning that Wayne added 5m in just the last 5 months with much more restrictive regulatory environment in US compared to what Apollo faced in China. Another point of concerns is it's search business with -6% yoy growth doesn't bodes well for it . It's widely known that Chinese people searches on Douyin (Tiktok). To me, it's a mix but the AI cloud business ,& ecosystem is in a growth stage for sure.
China's Baidu Tops First-Quarter Revenue Estimates Aided by AI Demand Surge
🔥🔥 🔥
JBM (Healthcare) Ltd. Reports Over 50% Increase in Consolidated Profit Due to Strong Sales Performance
$Hermes International SA(HESAY)$ What an irony that what previously seems to be Hermes's appeal became it's Achilles heels. That's what businesses faces often characterized as vissicitudes of time. The key to Hermes business going forward is understanding what institute the demand of it's goods. Does the appeal originates from top notch quality of raw materials, niche workmanship & unique desirable design or does it stem from social peer pressure as a symbol of wealth stature? Or is it a mix of both? If it's the latter, revenue would likely face pressure from these market developments as even the riches do not want to be look upon as less intelligent (it's a kinder way of saying otherwise). I don't have a clear answer to this que
Alibaba's META moment?
During the COVID market boom in the latter half of 2020, META announces massive investment into metaverse touted as the next frontier / form in social media platform while spending like there's no tomorrow. Instead of testing it on a microscale with discipline capital injection while assessing market willingness to pay for it, they went in big. Rightfully, they got punished by clear-minded investors/shareholders. Today we know that shareholders were right. Alibaba foray into cloud industry has been nothing short of spectacular. It was fast & furious with heavy resources & manpower investment & strong execution. In no time, it catches up with global top LLM company eg. OpenAI. Currently, Qwen 3.0 ranks #4 among global open & close - sourced LLM models right behind OpenA
Tough is a given even for other platform but how long Baba stays delusionally in this tough situation depends on how serious management see this & if they realize the issue, how fast they act on it. But it seems that management already made some arrangement with Little Rednote(Xiaohongshu) starting with a small collaboration. It's small likely because of high premium & political-business environment in China. if small collaboration results were great, I believe it'll go through to a bigger form of collaboration or even acquisition if politically allowed.//@Max87:$BABA-W(09988)$ $Alibaba(BABA)$ I can't imagine 🤯 what PDD'
@Max87:$BABA-W(09988)$ $Alibaba(BABA)$ I can't imagine 🤯 what PDD'S earnings will show when it comes out next week. They're gonna hammer Baba down real bad. This quarter result shows Baba has lost its identity as it got relegated to the poorest performing e-commerce platform. While it reduces monetization, it's business is slowing down when other platforms were increasing monetization & increasing gmv as we're freely shared by JD. The more management thought that they had it under control the worst it gets for them. They're spending large portion of cash flow on the shiny new toy AI LLM that can't even pay for their admin expenses. They forgot their whole reason for existence is d
$BABA-W(09988)$ $Alibaba(BABA)$ Chinese enterprises has proven to be poor adopter cloud solutions in the past. They wouldn't pay for it & therefore Baba hasn't been able to monetize it although being in the leading position. AI LLM could possibly change the game for cloud. However, LLM has very low barriers to entry as witnessed by all the new Tom Dick & Harry LLM out there.its worst in China , where you have SOE's bank lending on gov's instructions by sector. LLM has no MOAT when anything can appear out of no where & eat your lunch.
Alibaba Cloud Revenue Surges 18% YoY, Driven by Expanding AI Adoption Across Industries
+7% not 10...
Alibaba Q4 Revenue Up 10%, Cloud Growth Accelerates on AI Demand
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