BABA: Operational Efficiency Driving Better Earnings In FY2Q20; Maintain Buy

  • Date: Oct 25, 2019
  • Tags:BABA
  • Industry:E-commerce
  • Partial Report:Name: BABA FY2Q20 Preview 10252019.pdf - Size: 0.7M - Free Download
  • BABA: Operational Efficiency Driving Better Earnings In FY2Q20; Maintain Buy

BABA will report F2Q20 results on November 1st before the markets open with a 7:30am EST conference call. As emphasizing on operational efficiency is one of the main focuses within BABA Group, we believe the bigger positive of its FY2Q20 earning results is likely to be better than expected improvement in BABA’s non-GAAP operating margin and net margin as a result of: 1) lower spending from Youku; 2) less loss from the Cloud business; and 3) less cash subsidies in ele.me compared with last year.

About

Contact

Careers

T.H. Capital is an independent research and investment advisory firm specializing in China. We offer real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects, from China ADRs to international names that have meaningful exposure to the China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.
Address:

5E, Tower D, Central International Trade Center, 6 Jianguomenwai Avenue, Beijing 100022, China

Email:

services@thcapital-china.com

Do you enjoy pursuing original research in any aspect of the financial markets and have the ability to present research in a refreshing and captivating manner?
Careers