Alibaba Earnings - Return to Growth! | BABA Stock

The John Johnston Lounge · Aug 27, 2023 · 14m

This episode includes a summary and thoughts on the Alibaba June Quarter 2023 Results, in the context of the current China economic backdrop and the huge drop BABA stock has had since its peak in late 2020. Timestamps 00:00 Alibaba earnings in the China economic context 01:55 High level financial results - growth and efficiency 03:58 Cash flow and cash allocation 07:14 Individual business segments intro 07:30 Taobao and Tmall Group 08:51 Alibaba International Digital Commerce Group 09:32 Local Services Group 09:58 Cainiao Smart Logistics Network 10:38 Cloud Intelligence Group 11:44 Digital…