Alibaba Group Holdings Ltd (9988) – Strong fundamentals but regulatory concerns remain

International commerce retail business (5% of total revenues) generated revenues for the quarter were RMB9.5bn , increasing 77% Y/Y. The increase was driven by revenue growth from Lazada and Trendyol.

Highlights 

Valuation

– Enterprise Value
– CrispIdea Forecast
– Economic Value Added Analysis
– Discounted Cash Flow Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership 

Stock Price Performance

CrispIdea Coverage

No of Pages : 33