View ValuationAlibaba Group Holding 향후 성장Future 기준 점검 3/6Alibaba Group Holding (는) 각각 연간 16.3% 및 9.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 18.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.9% 로 예상됩니다.핵심 정보16.3%이익 성장률18.07%EPS 성장률Multiline Retail 이익 성장16.1%매출 성장률9.8%향후 자기자본이익률12.94%애널리스트 커버리지Good마지막 업데이트21 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesDeclared Dividend • May 17Dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 11th June 2026 Payment date: 13th July 2026 Dividend yield will be 0.04%, which is lower than the industry average of 1.9%.공시 • May 15Alibaba Group Holding Limited announces Annual dividend, payable on July 13, 2026Alibaba Group Holding Limited announced Annual dividend of USD 1.0300 per share payable on July 13, 2026, ex-date on June 11, 2026 and record date on June 11, 2026.Reported Earnings • May 14Full year 2026 earnings released: EPS: CN¥45.63 (vs CN¥55.12 in FY 2025)Full year 2026 results: EPS: CN¥45.63 (down from CN¥55.12 in FY 2025). Revenue: CN¥1.02t (up 2.7% from FY 2025). Net income: CN¥105.9b (down 18% from FY 2025). Profit margin: 10% (down from 13% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 18% per year.Buy Or Sell Opportunity • May 14Now 26% overvaluedOver the last 90 days, the stock has fallen 5.5% to Mex$2,512. The fair value is estimated to be Mex$1,991, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Board Change • May 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Wan Ling Martello was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • May 02Alibaba International Digital Commerce Group Launches Accio Work and Accio LaunchpadAlibaba International Digital Commerce Group (Alibaba International) recorded over 230,000 businesses worldwide who have successfully deployed autonomous Agentic Business Teams to manage their e-commerce operations. Accio Work acts as a full-stack digital workforce, where users assign roles to specialized AI agents that collaborate to execute complex tasks. Building on this momentum, Accio Work is expanding to serve B2B sellers on Alibaba.com. Launching in late April, this new capability allows sellers to manage their entire Alibaba.com store directly through Accio Work -- from tracking performance and updating product listings to optimizing daily operations, all via simple natural language commands. In addition to these operational upgrades, Accio Work is extending the reach of its agentic business teams beyond digital retail with the launch of Accio Launchpad. This specialized program is designed specifically for non-product-focused enterprises such as cultural institutions, content creators and tech start-ups who want to create branded merchandise but lack manufacturing expertise. Managed by an autonomous agent team, it guides users from abstract concepts to tangible production by managing material specifications, supplier matching and quality control. The Accio Launchpad program is now open to applications from eligible businesses seeking access to AI-powered tools, expert support and the resources to bring branded merchandise to market. Applications are reviewed on a rolling basis. The Mucha Foundation Art Museum in Prague (Czech Republic) recently demonstrated the power of this approach while developing a souvenir line honoring Art Nouveau legend Alphonse Mucha. Tasked with producing high-craftsmanship items like custom umbrellas and embossed magnets without an internal manufacturing team, the museum used Accio Work to transition from idea to production in record time. The Agentic Business Team executed thousands of steps, including selecting advanced 3D-embossing techniques and negotiating with specialized manufacturers. The result is a curated, limited-edition collection scheduled for launch this June, transforming artistic vision into reality without the need for fragmented tools or industry connections.공시 • Apr 29Alibaba Group Holding Limited to Report Q4, 2026 Results on May 13, 2026Alibaba Group Holding Limited announced that they will report Q4, 2026 results at 9:30 AM, US Eastern Standard Time on May 13, 2026공시 • Apr 09Ultra Accelerator Link Consortium Publishes Four Specifications Defining In-Network Compute, Chiplets, Manageability and 200G PerformanceUltra Accelerator Link Consortium, the industry standards organization developing the open scale-up interconnect for next-generation AI workloads, announced the ratification of the next UALink Specification, which encompasses three major additions – In-Network Compute, Chiplet Definition, and Manageability. The new specifications support the deployment of UALink solutions in multi-workload environments, while simultaneously helping improve UALink technology efficiency, performance for AI workloads and ease of implementation. The UALink Consortium provides a standardized foundation for accelerator connectivity at scale, helping drive innovation, increase deployment flexibility and support the rapidly growing performance demands of next-generation AI workloads. The new specification update is facilitated through UALink Consortium’s open governance model, which fosters innovation while enabling a robust, multi-vendor supply chain, providing system designers and cloud providers with the necessary flexibility to deploy interoperable solutions without vendor lock-in. New UALink Specifications: UALink Common Specification 2.0 introduces In-Network Compute for UALink technology, facilitating computation and communication between accelerators. Reduces latency, saves bandwidth, and improves scaling efficiency for distributed training and inference for AI solutions for complex and multi-workload environments for UALink systems. UALink 200G Data Link and Physical Layers (DL/PL) Specification 2.0 split the DL/PL Specification from the UALink Common Specification to enable UALink to move quickly as new physical layers and speeds are needed by the industry without requiring changes to the other specifications. UALink Manageability Specification 1.0 introduces UALink as a system with centralized control and management planes. Utilizes standardized protocols, modeling and APIs like gNMI, Yang, SAI and Redfish. UALink Chiplet Specification 1.0 defines the necessary information to integrate UALink technology into chiplet-based SoCs, including interfaces, form factors, flow control and chiplet management standardization. Fully compliant with the UCIe 3.0 Specification for simplified integration into existing chiplet ecosystems. All of the UALink specifications are available for public download.Buy Or Sell Opportunity • Mar 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to Mex$2,213. The fair value is estimated to be Mex$2,777, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Reported Earnings • Mar 20Third quarter 2026 earnings released: EPS: CN¥7.03 (vs CN¥21.07 in 3Q 2025)Third quarter 2026 results: EPS: CN¥7.03 (down from CN¥21.07 in 3Q 2025). Revenue: CN¥284.8b (up 1.7% from 3Q 2025). Net income: CN¥16.3b (down 67% from 3Q 2025). Profit margin: 5.7% (down from 18% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • Mar 06Alibaba Group Holding Limited to Report Q3, 2026 Results on Mar 19, 2026Alibaba Group Holding Limited announced that they will report Q3, 2026 results Pre-Market on Mar 19, 2026Buy Or Sell Opportunity • Jan 23Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to Mex$3,016. The fair value is estimated to be Mex$3,869, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Nov 26Second quarter 2026 earnings released: EPS: CN¥9.05 (vs CN¥18.71 in 2Q 2025)Second quarter 2026 results: EPS: CN¥9.05 (down from CN¥18.71 in 2Q 2025). Revenue: CN¥247.8b (up 4.8% from 2Q 2025). Net income: CN¥21.0b (down 52% from 2Q 2025). Profit margin: 8.5% (down from 19% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.공시 • Nov 12Alibaba Group Holding Limited to Report Q2, 2026 Results on Nov 25, 2025Alibaba Group Holding Limited announced that they will report Q2, 2026 results Pre-Market on Nov 25, 2025Buy Or Sell Opportunity • Nov 03Now 20% undervaluedOver the last 90 days, the stock has risen 41% to Mex$3,100. The fair value is estimated to be Mex$3,886, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.Valuation Update With 7 Day Price Move • Oct 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$2,941, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 17x in the Multiline Retail industry globally. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,265 per share.Buy Or Sell Opportunity • Sep 25Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to Mex$3,265. The fair value is estimated to be Mex$2,629, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$2,873, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Multiline Retail industry globally. Total returns to shareholders of 69% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,604 per share.Buy Or Sell Opportunity • Sep 01Now 34% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to Mex$2,515. The fair value is estimated to be Mex$1,877, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period.Reported Earnings • Aug 31First quarter 2026 earnings released: EPS: CN¥18.57 (vs CN¥10.05 in 1Q 2025)First quarter 2026 results: EPS: CN¥18.57 (up from CN¥10.05 in 1Q 2025). Revenue: CN¥247.7b (up 1.8% from 1Q 2025). Net income: CN¥43.1b (up 78% from 1Q 2025). Profit margin: 17% (up from 10.0% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • Aug 18Alibaba Group Holding Limited to Report Q1, 2026 Results on Aug 29, 2025Alibaba Group Holding Limited announced that they will report Q1, 2026 results at 5:00 PM, China Standard Time on Aug 29, 2025New Risk • Aug 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 5.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.공시 • Jul 22Alibaba Group Holding Limited, Annual General Meeting, Aug 05, 2025Alibaba Group Holding Limited, Annual General Meeting, Aug 05, 2025.Reported Earnings • Jun 27Full year 2025 earnings released: EPS: CN¥55.12 (vs CN¥31.61 in FY 2024)Full year 2025 results: EPS: CN¥55.12 (up from CN¥31.61 in FY 2024). Revenue: CN¥996.3b (up 5.9% from FY 2024). Net income: CN¥129.5b (up 62% from FY 2024). Profit margin: 13% (up from 8.5% in FY 2024). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 05Upcoming dividend of US$1.98 per shareEligible shareholders must have bought the stock before 12 June 2025. Payment date: 10 July 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (2.5%).Buy Or Sell Opportunity • May 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to Mex$2,320. The fair value is estimated to be Mex$2,928, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 10.0% per annum over the same time period.Declared Dividend • May 19Dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 12th June 2025 Payment date: 10th July 2025 Dividend yield will be 0.04%, which is lower than the industry average of 1.9%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 22%.Reported Earnings • May 15Full year 2025 earnings released: EPS: CN¥55.12 (vs CN¥31.61 in FY 2024)Full year 2025 results: EPS: CN¥55.12 (up from CN¥31.61 in FY 2024). Revenue: CN¥996.3b (up 5.9% from FY 2024). Net income: CN¥129.5b (up 62% from FY 2024). Profit margin: 13% (up from 8.5% in FY 2024). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • May 15+ 1 more updateAlibaba Group Holding Limited Announces One-Time Extraordinary Cash Dividend for the Year Ended March 31, 2025, Payable on or Around July 3, 2025Alibaba Group Holding Limited announced one-time extraordinary cash dividend as a distribution of proceeds from disposition of certain businesses and financial investments in the amount of USD 0.11875 per ordinary share or USD 0.95 per ADS, payable in U.S. dollars, to holders of ordinary shares and holders of ADSs, as of the close of business on June 12, 2025, Hong Kong Time and New York Time, respectively. The payment date is expected to be on or around July 3, 2025 for holders of ordinary shares and on or around July 10, 2025 for holders of ADSs. Ex-dividend date is June 11, 2025.공시 • Apr 30+ 1 more updateAlibaba Group Holding Limited to Report Q4, 2025 Results on May 15, 2025Alibaba Group Holding Limited announced that they will report Q4, 2025 results Pre-Market on May 15, 2025Buy Or Sell Opportunity • Apr 14Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to Mex$2,293. The fair value is estimated to be Mex$1,823, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 9.4% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to Mex$2,175, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Multiline Retail industry globally. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,896 per share.공시 • Feb 21Alibaba Group Holding Limited Reports Impairment of Goodwill for the Quarter Ended December 31, 2024Alibaba Group Holding Limited reported Impairment of goodwill for the quarter ended December 31, 2024. Impairment of goodwill in the quarter ended December 31, 2024 was RMB 6,171 million (USD 845 million), a decrease of 27%, from RMB 8,490 million in the same quarter of 2023.Reported Earnings • Feb 20Third quarter 2025 earnings released: EPS: CN¥21.07 (vs CN¥5.73 in 3Q 2024)Third quarter 2025 results: EPS: CN¥21.07 (up from CN¥5.73 in 3Q 2024). Revenue: CN¥280.2b (up 7.6% from 3Q 2024). Net income: CN¥48.9b (up 239% from 3Q 2024). Profit margin: 18% (up from 5.5% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$2,524, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Multiline Retail industry globally. Total returns to shareholders of 8.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,160 per share.공시 • Feb 06Alibaba Group Holding Limited to Report Q3, 2025 Results on Feb 20, 2025Alibaba Group Holding Limited announced that they will report Q3, 2025 results Pre-Market on Feb 20, 2025Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to Mex$2,100, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Multiline Retail industry globally. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,279 per share.공시 • Dec 17Youngor Fashion Co., Ltd. and the management of Intime Retail (Group) Company Limited agreed to acquire Intime Retail (Group) Company Limited from Alibaba Group Holding Limited (NYSE:BABA) and minority shareholder.Youngor Fashion Co., Ltd. and the management of Intime Retail (Group) Company Limited agreed to acquire Intime Retail (Group) Company Limited from Alibaba Group Holding Limited (NYSE:BABA) and minority shareholder on December 17, 2024. Alibaba will receive CNY 7.4 billion from the sale. Alibaba expects to record losses of approximately CNY 9.3 billion as a result of the sale. The transaction is subject to PRC merger control clearance and other customary closing conditions.Reported Earnings • Nov 17Second quarter 2025 earnings released: EPS: CN¥18.71 (vs CN¥10.90 in 2Q 2024)Second quarter 2025 results: EPS: CN¥18.71 (up from CN¥10.90 in 2Q 2024). Revenue: CN¥236.5b (up 5.2% from 2Q 2024). Net income: CN¥43.9b (up 58% from 2Q 2024). Profit margin: 19% (up from 12% in 2Q 2024). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.공시 • Nov 01Alibaba Group Holding Limited to Report Q2, 2025 Results on Nov 15, 2024Alibaba Group Holding Limited announced that they will report Q2, 2025 results Pre-Market on Nov 15, 2024공시 • Oct 27Alibaba Group Holding Limited Enters into Agreement to Settle Shareholder Class Action LawsuitAlibaba Group Holding Limited and certain of its current and former officers and directors have entered into an agreement to resolve the consolidated putative shareholder class action lawsuit previously disclosed in the Company's public filings captioned In re: Alibaba Group Holding Ltd. Securities Litigation, No. 1:20-cv-09568-GBD-JW (S.D.N.Y.). Pursuant to the agreement, the company has agreed to pay $433.5 million to settle the lawsuit. All Defendants will receive a full release of all claims brought in such lawsuit. The settlement, which is subject to a number of conditions including court approval, does not constitute an admission or finding that the claims asserted in the lawsuit had any merit. The Company denies any allegations of fault, liability, wrongdoing, or damages. The company entered into the settlement to avoid the cost and disruption of further litigation.공시 • Oct 18Alibaba, Baidu Reportedly Investing in Horizon Robotics' $700 Billion IPOAlibaba Group Holding Limited (NYSE:BABA) and Baidu, Inc. (NasdaqGS:BIDU) are investing in a nearly $700 million equity offering by a Chinese smart-driving firm, indicating rising demand for assets in the rapidly growing market for autonomous driving. Beijing Horizon Robotics Technology Co., Ltd. (Horizon Robotics), which is planning to raise as much as HKD 5.41 billion through an initial public offering, equivalent to $696.6 million, will begin taking orders from institutional investors starting October 16, 2024, it said in a filing.Buy Or Sell Opportunity • Oct 16Now 23% undervaluedOver the last 90 days, the stock has risen 47% to Mex$2,008. The fair value is estimated to be Mex$2,599, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has declined by 2.8%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Buy Or Sell Opportunity • Sep 30Now 20% undervaluedOver the last 90 days, the stock has risen 55% to Mex$2,095. The fair value is estimated to be Mex$2,632, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has declined by 2.8%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.New Risk • Sep 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$1,877, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Multiline Retail industry globally. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,210 per share.Reported Earnings • Aug 16First quarter 2025 earnings released: EPS: CN¥10.05 (vs CN¥13.40 in 1Q 2024)First quarter 2025 results: EPS: CN¥10.05 (down from CN¥13.40 in 1Q 2024). Revenue: CN¥243.2b (up 3.9% from 1Q 2024). Net income: CN¥24.3b (down 29% from 1Q 2024). Profit margin: 10.0% (down from 15% in 1Q 2024). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.공시 • Aug 02Alibaba Group Holding Limited to Report Q1, 2025 Results on Aug 15, 2024Alibaba Group Holding Limited announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Aug 15, 2024New Risk • Jul 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results.Upcoming Dividend • Jun 06Upcoming dividend of US$1.64 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 12 July 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (6.5%). Lower than average of industry peers (2.5%).New Risk • May 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results.공시 • May 15+ 1 more updateAlibaba Group Holding Limited Announces Special Dividend for the Year Ended March 31, 2024, Payable on 03 July 2024Alibaba Group Holding Limited announced special dividend of USD 0.0825 per share for the year ended March 31, 2024. Ex-dividend date is 12 June 2024. Record date is 13 June 2024 and Payment date is 03 July 2024.Reported Earnings • May 15Full year 2024 earnings released: EPS: CN¥31.61 (vs CN¥27.65 in FY 2023)Full year 2024 results: EPS: CN¥31.61 (up from CN¥27.65 in FY 2023). Revenue: CN¥941.2b (up 8.3% from FY 2023). Net income: CN¥79.7b (up 10.0% from FY 2023). Profit margin: 8.5% (up from 8.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • May 15Now 24% undervaluedOver the last 90 days, the stock has risen 6.3% to Mex$1,337. The fair value is estimated to be Mex$1,750, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.공시 • May 01Alibaba Group Holding Limited to Report Q4, 2024 Results on May 14, 2024Alibaba Group Holding Limited announced that they will report Q4, 2024 results Pre-Market on May 14, 2024Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: CN¥5.73 (vs CN¥18.00 in 3Q 2023)Third quarter 2024 results: EPS: CN¥5.73 (down from CN¥18.00 in 3Q 2023). Revenue: CN¥260.3b (up 5.1% from 3Q 2023). Net income: CN¥14.4b (down 69% from 3Q 2023). Profit margin: 5.5% (down from 19% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.공시 • Feb 07Alibaba Group Holding Limited Reports Impairment Charges Results for the Quarter Ended December 31, 2023Alibaba Group Holding Limited reported impairment charges results for the quarter ended December 31, 2023. For the quarter, the company reported impairment of goodwill of RMB 8,490 million against RMB 2,714 million a year ago.New Risk • Feb 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.공시 • Jan 25Alibaba Group Holding Limited to Report Q3, 2024 Results on Feb 07, 2024Alibaba Group Holding Limited announced that they will report Q3, 2024 results Pre-Market on Feb 07, 2024Buy Or Sell Opportunity • Jan 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to Mex$1,172. The fair value is estimated to be Mex$1,469, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 28%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 5.3% per annum over the same time period.공시 • Dec 20+ 1 more updateAlibaba Group Holding Limited Approves the Appointment of Eddie Yongming Wu as Chief Executive Officer of Taobao and Tmall GroupAlibaba Group Holding Limited announced that, as approved by the Company’s Board of Directors, Mr. Eddie Yongming Wu, Chief Executive Officer of the Company and Chairman of Taobao and Tmall Group, will also serve as the Chief Executive Officer of Taobao and Tmall Group, with effect from December 20, 2023.공시 • Nov 17Alibaba Group Holding Limited Declares Final Dividend for the Year Ended March 31, 2023, Payable on 11 January 2024Alibaba Group Holding Limited declares final dividend of USD 0.125 per share for the year ended March 31, 2023, payable on 11 January 2024. Ex-dividend date 20 December 2023 and Record date 21 December 2023.Reported Earnings • Nov 17Second quarter 2024 earnings released: EPS: CN¥10.90 (vs CN¥7.77 loss in 2Q 2023)Second quarter 2024 results: EPS: CN¥10.90 (up from CN¥7.77 loss in 2Q 2023). Revenue: CN¥224.8b (up 8.5% from 2Q 2023). Net income: CN¥27.7b (up CN¥48.3b from 2Q 2023). Profit margin: 12% (up from net loss in 2Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.공시 • Nov 08Shao-Ning Johnny Chou, Mr. George Chow, Denlux Logistics Technology Invest Inc., Alibaba Investment Limited, BJ Russell Holdings Limited and Cainiao Smart Logistics Investment Limited agreed to acquire 51% stake in BEST Inc. (NYSE:BEST) for $27 million.Shao-Ning Johnny Chou, Mr. George Chow, Denlux Logistics Technology Invest Inc., Alibaba Investment Limited, BJ Russell Holdings Limited and Cainiao Smart Logistics Investment Limited agreed to acquire 51% stake in BEST Inc. (NYSE:BEST) for $27 million on November 3, 2023. We intend to finance the Acquisition with equity capital from the Buyer Group in the form of rollover equity in the Company and cash contributions.공시 • Nov 04Alibaba Group Holding Limited to Report Q2, 2024 Results on Nov 16, 2023Alibaba Group Holding Limited announced that they will report Q2, 2024 results Pre-Market on Nov 16, 2023공시 • Sep 13Alibaba Group Holding Limited Announces Management Changes of Alibaba Cloud Intelligence GroupAlibaba Group Holding Limited announced on June 20, 2023, the Company has completed its leadership transition with Mr. Joseph C. Tsai assuming the role of Chairman and Mr. Eddie Yongming Wu ("Mr. Wu") assuming the role of Chief Executive Officer and Director of the Company. In addition, the Company announces that Mr. Wu will succeed Mr. Daniel Yong zhang ("Mr. Zhang") as acting Chairman and Chief Executive Officer of the Alibaba Cloud Intelligence Group, with effect from September 10, 2023. The Company will continue to execute its previously announced plan to spin off Alibaba Cloud Intelligence Group under a separate management team to be appointed, subject to restructuring of certain assets, liabilities and contracts, implementation of employee equity incentive plans, market conditions, as well as regulatory reviews and approvals in relevant jurisdictions. The board of Company expresses its deepest appreciation to Mr. Zhang for his contributions to Alibaba Group over the past 16 years, including as Chief Executive Officer since 2015 and as Chairman since 2019, as well as his leadership of Alibaba Cloud Intelligence Group since 2022.공시 • Aug 03Alibaba Group Holding Limited, Annual General Meeting, Aug 15, 2023Alibaba Group Holding Limited, Annual General Meeting, Aug 15, 2023.공시 • Jul 06Alibaba Reportedly Explores Video Entertainment Assets OptionsAlibaba Group Holding Limited (NYSE:BABA) is exploring options for its video entertainment assets, according to people familiar with the matter, as the Chinese tech giant wades deeper into its plan to revamp its structure. The company is conducting a strategic review of video streaming platforms Youku Tudou Inc. and Tudou Holdings Limited, said the people, who asked not to be identified as the information is private. One of the options under consideration is to inject the assets into Alibaba Pictures Group Ltd. and bolster the business scope of the Hong Kong-listed company, the people said.공시 • Jun 21Alibaba Group Holding Limited Announces CEO Changes, Effective September 10, 2023Alibaba Group Holding Limited announced that Eddie Yongming Wu, Chairman of Taobao and Tmall Group, will succeed Mr. Daniel Yong Zhang as Chief Executive Officer and replace Mr. Zhang on the Company's board of directors effective September 10, 2023. Following this transition, Mr. Zhang will continue to lead the Alibaba Cloud Intelligence Group as its Chairman and Chief Executive Officer. Eddie Yongming Wu is one of co-founders, a member of the Alibaba Partnership and chairman of Taobao and Tmall Group since May 2023. Mr. Wu was technology director of Alibaba at the company's inception in 1999. He served as chief technology officer of Alipay from December 2004, and became business director of monetization platform, Alimama, in November 2005 and was promoted to its general manager in December 2007. In September 2008, he became chief technology officer of Taobao, and in October 2011 he took on the role of head of Alibaba Group's search, advertising and mobile business. Mr. Wu served as director of Alibaba Health Information Technology Limited ("Alibaba Health"), a company listed on the Main Board of the Hong Kong Stock Exchange, from April 2015 to October 2021 and chairman of Alibaba Health from April 2015 to March 2020. From September 2014 to September 2019, Mr. Wu was special assistant to Alibaba Group's board chairman. In August 2015, Mr. Wu founded Vision Plus Capital, a venture capital firm focused on investing in advanced technologies, enterprise services and digital healthcare. He graduated from the College of Information Engineering of Zhejiang University of Technology in June 1996.이익 및 매출 성장 예측BMV:BABA N - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20291,411,368186,903159,839275,581233/31/20281,258,369131,258102,821218,949393/31/20271,132,07891,73461,642210,959463/31/20261,023,670105,904-50,72476,213N/A12/31/20251,016,74492,8108,35194,323N/A9/30/20251,012,055125,4332,642129,206N/A6/30/20251,000,763148,31725,897150,545N/A3/31/2025996,347129,47077,537163,509N/A12/31/2024981,767120,358126,400159,329N/A9/30/2024961,96185,846102,693153,130N/A6/30/2024950,24869,678137,994170,923N/A3/31/2024941,16879,741149,664182,593N/A12/31/2023927,49499,987156,302190,654N/A9/30/2023914,902132,369166,879213,308N/A6/30/2023897,28884,102176,837211,189N/A3/31/2023868,68772,509165,400199,752N/A12/31/2022864,53932,752107,987161,311N/A9/30/2022859,36313,629100,983154,307N/A6/30/2022852,87739,55789,701143,025N/A3/31/2022853,06261,95989,435142,759N/A12/31/2021836,40572,721131,166173,982N/A9/30/2021814,909124,456154,008196,824N/A6/30/2021769,278147,858172,474215,290N/A3/31/2021717,289150,308188,970231,786N/A12/31/2020644,208158,949177,029209,767N/A9/30/2020584,580131,831170,326203,064N/A6/30/2020548,538175,602163,356196,094N/A3/31/2020509,711149,263147,869180,607N/A12/31/2019488,895171,931N/A196,996N/A9/30/2019444,717152,674N/A165,389N/A6/30/2019410,848100,167N/A149,470N/A3/31/2019376,84487,600N/A150,975N/A12/31/2018345,27869,331N/A146,805N/A9/30/2018311,02860,352N/A136,949N/A6/30/2018281,00257,987N/A136,049N/A3/31/2018250,26663,985N/A125,805N/A12/31/2017226,91367,071N/A122,168N/A9/30/2017197,13360,853N/A104,542N/A6/30/2017176,30350,808N/A91,241N/A3/31/2017158,27343,675N/A82,854N/A12/31/2016143,87838,393N/A74,662N/A9/30/2016125,17333,036N/A63,476N/A6/30/2016113,05248,167N/A61,394N/A3/31/2016101,14371,460N/A56,836N/A12/31/201594,38468,988N/A57,521N/A9/30/201586,02062,426N/A50,699N/A6/30/201580,67842,648N/A41,440N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BABA N 의 연간 예상 수익 증가율(16.3%)이 saving rate(9%)보다 높습니다.수익 vs 시장: BABA N 의 연간 수익(16.3%)이 MX 시장(9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: BABA N 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: BABA N 의 수익(연간 9.8%)이 MX 시장(연간 6.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: BABA N 의 수익(연간 9.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BABA N의 자본 수익률은 3년 후 12.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 14:11종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Alibaba Group Holding Limited는 87명의 분석가가 다루고 있습니다. 이 중 46명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tianli WenAletheia Analyst Network LimitedZixiao YangArete Research Services LLPJames KelleherArgus Research Company84명의 분석가 더 보기
Declared Dividend • May 17Dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 11th June 2026 Payment date: 13th July 2026 Dividend yield will be 0.04%, which is lower than the industry average of 1.9%.
공시 • May 15Alibaba Group Holding Limited announces Annual dividend, payable on July 13, 2026Alibaba Group Holding Limited announced Annual dividend of USD 1.0300 per share payable on July 13, 2026, ex-date on June 11, 2026 and record date on June 11, 2026.
Reported Earnings • May 14Full year 2026 earnings released: EPS: CN¥45.63 (vs CN¥55.12 in FY 2025)Full year 2026 results: EPS: CN¥45.63 (down from CN¥55.12 in FY 2025). Revenue: CN¥1.02t (up 2.7% from FY 2025). Net income: CN¥105.9b (down 18% from FY 2025). Profit margin: 10% (down from 13% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 18% per year.
Buy Or Sell Opportunity • May 14Now 26% overvaluedOver the last 90 days, the stock has fallen 5.5% to Mex$2,512. The fair value is estimated to be Mex$1,991, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Board Change • May 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Wan Ling Martello was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • May 02Alibaba International Digital Commerce Group Launches Accio Work and Accio LaunchpadAlibaba International Digital Commerce Group (Alibaba International) recorded over 230,000 businesses worldwide who have successfully deployed autonomous Agentic Business Teams to manage their e-commerce operations. Accio Work acts as a full-stack digital workforce, where users assign roles to specialized AI agents that collaborate to execute complex tasks. Building on this momentum, Accio Work is expanding to serve B2B sellers on Alibaba.com. Launching in late April, this new capability allows sellers to manage their entire Alibaba.com store directly through Accio Work -- from tracking performance and updating product listings to optimizing daily operations, all via simple natural language commands. In addition to these operational upgrades, Accio Work is extending the reach of its agentic business teams beyond digital retail with the launch of Accio Launchpad. This specialized program is designed specifically for non-product-focused enterprises such as cultural institutions, content creators and tech start-ups who want to create branded merchandise but lack manufacturing expertise. Managed by an autonomous agent team, it guides users from abstract concepts to tangible production by managing material specifications, supplier matching and quality control. The Accio Launchpad program is now open to applications from eligible businesses seeking access to AI-powered tools, expert support and the resources to bring branded merchandise to market. Applications are reviewed on a rolling basis. The Mucha Foundation Art Museum in Prague (Czech Republic) recently demonstrated the power of this approach while developing a souvenir line honoring Art Nouveau legend Alphonse Mucha. Tasked with producing high-craftsmanship items like custom umbrellas and embossed magnets without an internal manufacturing team, the museum used Accio Work to transition from idea to production in record time. The Agentic Business Team executed thousands of steps, including selecting advanced 3D-embossing techniques and negotiating with specialized manufacturers. The result is a curated, limited-edition collection scheduled for launch this June, transforming artistic vision into reality without the need for fragmented tools or industry connections.
공시 • Apr 29Alibaba Group Holding Limited to Report Q4, 2026 Results on May 13, 2026Alibaba Group Holding Limited announced that they will report Q4, 2026 results at 9:30 AM, US Eastern Standard Time on May 13, 2026
공시 • Apr 09Ultra Accelerator Link Consortium Publishes Four Specifications Defining In-Network Compute, Chiplets, Manageability and 200G PerformanceUltra Accelerator Link Consortium, the industry standards organization developing the open scale-up interconnect for next-generation AI workloads, announced the ratification of the next UALink Specification, which encompasses three major additions – In-Network Compute, Chiplet Definition, and Manageability. The new specifications support the deployment of UALink solutions in multi-workload environments, while simultaneously helping improve UALink technology efficiency, performance for AI workloads and ease of implementation. The UALink Consortium provides a standardized foundation for accelerator connectivity at scale, helping drive innovation, increase deployment flexibility and support the rapidly growing performance demands of next-generation AI workloads. The new specification update is facilitated through UALink Consortium’s open governance model, which fosters innovation while enabling a robust, multi-vendor supply chain, providing system designers and cloud providers with the necessary flexibility to deploy interoperable solutions without vendor lock-in. New UALink Specifications: UALink Common Specification 2.0 introduces In-Network Compute for UALink technology, facilitating computation and communication between accelerators. Reduces latency, saves bandwidth, and improves scaling efficiency for distributed training and inference for AI solutions for complex and multi-workload environments for UALink systems. UALink 200G Data Link and Physical Layers (DL/PL) Specification 2.0 split the DL/PL Specification from the UALink Common Specification to enable UALink to move quickly as new physical layers and speeds are needed by the industry without requiring changes to the other specifications. UALink Manageability Specification 1.0 introduces UALink as a system with centralized control and management planes. Utilizes standardized protocols, modeling and APIs like gNMI, Yang, SAI and Redfish. UALink Chiplet Specification 1.0 defines the necessary information to integrate UALink technology into chiplet-based SoCs, including interfaces, form factors, flow control and chiplet management standardization. Fully compliant with the UCIe 3.0 Specification for simplified integration into existing chiplet ecosystems. All of the UALink specifications are available for public download.
Buy Or Sell Opportunity • Mar 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to Mex$2,213. The fair value is estimated to be Mex$2,777, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Reported Earnings • Mar 20Third quarter 2026 earnings released: EPS: CN¥7.03 (vs CN¥21.07 in 3Q 2025)Third quarter 2026 results: EPS: CN¥7.03 (down from CN¥21.07 in 3Q 2025). Revenue: CN¥284.8b (up 1.7% from 3Q 2025). Net income: CN¥16.3b (down 67% from 3Q 2025). Profit margin: 5.7% (down from 18% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • Mar 06Alibaba Group Holding Limited to Report Q3, 2026 Results on Mar 19, 2026Alibaba Group Holding Limited announced that they will report Q3, 2026 results Pre-Market on Mar 19, 2026
Buy Or Sell Opportunity • Jan 23Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to Mex$3,016. The fair value is estimated to be Mex$3,869, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Nov 26Second quarter 2026 earnings released: EPS: CN¥9.05 (vs CN¥18.71 in 2Q 2025)Second quarter 2026 results: EPS: CN¥9.05 (down from CN¥18.71 in 2Q 2025). Revenue: CN¥247.8b (up 4.8% from 2Q 2025). Net income: CN¥21.0b (down 52% from 2Q 2025). Profit margin: 8.5% (down from 19% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
공시 • Nov 12Alibaba Group Holding Limited to Report Q2, 2026 Results on Nov 25, 2025Alibaba Group Holding Limited announced that they will report Q2, 2026 results Pre-Market on Nov 25, 2025
Buy Or Sell Opportunity • Nov 03Now 20% undervaluedOver the last 90 days, the stock has risen 41% to Mex$3,100. The fair value is estimated to be Mex$3,886, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$2,941, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 17x in the Multiline Retail industry globally. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,265 per share.
Buy Or Sell Opportunity • Sep 25Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to Mex$3,265. The fair value is estimated to be Mex$2,629, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$2,873, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Multiline Retail industry globally. Total returns to shareholders of 69% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,604 per share.
Buy Or Sell Opportunity • Sep 01Now 34% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to Mex$2,515. The fair value is estimated to be Mex$1,877, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period.
Reported Earnings • Aug 31First quarter 2026 earnings released: EPS: CN¥18.57 (vs CN¥10.05 in 1Q 2025)First quarter 2026 results: EPS: CN¥18.57 (up from CN¥10.05 in 1Q 2025). Revenue: CN¥247.7b (up 1.8% from 1Q 2025). Net income: CN¥43.1b (up 78% from 1Q 2025). Profit margin: 17% (up from 10.0% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • Aug 18Alibaba Group Holding Limited to Report Q1, 2026 Results on Aug 29, 2025Alibaba Group Holding Limited announced that they will report Q1, 2026 results at 5:00 PM, China Standard Time on Aug 29, 2025
New Risk • Aug 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 5.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
공시 • Jul 22Alibaba Group Holding Limited, Annual General Meeting, Aug 05, 2025Alibaba Group Holding Limited, Annual General Meeting, Aug 05, 2025.
Reported Earnings • Jun 27Full year 2025 earnings released: EPS: CN¥55.12 (vs CN¥31.61 in FY 2024)Full year 2025 results: EPS: CN¥55.12 (up from CN¥31.61 in FY 2024). Revenue: CN¥996.3b (up 5.9% from FY 2024). Net income: CN¥129.5b (up 62% from FY 2024). Profit margin: 13% (up from 8.5% in FY 2024). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 05Upcoming dividend of US$1.98 per shareEligible shareholders must have bought the stock before 12 June 2025. Payment date: 10 July 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (2.5%).
Buy Or Sell Opportunity • May 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to Mex$2,320. The fair value is estimated to be Mex$2,928, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 10.0% per annum over the same time period.
Declared Dividend • May 19Dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 12th June 2025 Payment date: 10th July 2025 Dividend yield will be 0.04%, which is lower than the industry average of 1.9%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 22%.
Reported Earnings • May 15Full year 2025 earnings released: EPS: CN¥55.12 (vs CN¥31.61 in FY 2024)Full year 2025 results: EPS: CN¥55.12 (up from CN¥31.61 in FY 2024). Revenue: CN¥996.3b (up 5.9% from FY 2024). Net income: CN¥129.5b (up 62% from FY 2024). Profit margin: 13% (up from 8.5% in FY 2024). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • May 15+ 1 more updateAlibaba Group Holding Limited Announces One-Time Extraordinary Cash Dividend for the Year Ended March 31, 2025, Payable on or Around July 3, 2025Alibaba Group Holding Limited announced one-time extraordinary cash dividend as a distribution of proceeds from disposition of certain businesses and financial investments in the amount of USD 0.11875 per ordinary share or USD 0.95 per ADS, payable in U.S. dollars, to holders of ordinary shares and holders of ADSs, as of the close of business on June 12, 2025, Hong Kong Time and New York Time, respectively. The payment date is expected to be on or around July 3, 2025 for holders of ordinary shares and on or around July 10, 2025 for holders of ADSs. Ex-dividend date is June 11, 2025.
공시 • Apr 30+ 1 more updateAlibaba Group Holding Limited to Report Q4, 2025 Results on May 15, 2025Alibaba Group Holding Limited announced that they will report Q4, 2025 results Pre-Market on May 15, 2025
Buy Or Sell Opportunity • Apr 14Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to Mex$2,293. The fair value is estimated to be Mex$1,823, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 9.4% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to Mex$2,175, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Multiline Retail industry globally. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,896 per share.
공시 • Feb 21Alibaba Group Holding Limited Reports Impairment of Goodwill for the Quarter Ended December 31, 2024Alibaba Group Holding Limited reported Impairment of goodwill for the quarter ended December 31, 2024. Impairment of goodwill in the quarter ended December 31, 2024 was RMB 6,171 million (USD 845 million), a decrease of 27%, from RMB 8,490 million in the same quarter of 2023.
Reported Earnings • Feb 20Third quarter 2025 earnings released: EPS: CN¥21.07 (vs CN¥5.73 in 3Q 2024)Third quarter 2025 results: EPS: CN¥21.07 (up from CN¥5.73 in 3Q 2024). Revenue: CN¥280.2b (up 7.6% from 3Q 2024). Net income: CN¥48.9b (up 239% from 3Q 2024). Profit margin: 18% (up from 5.5% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$2,524, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Multiline Retail industry globally. Total returns to shareholders of 8.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,160 per share.
공시 • Feb 06Alibaba Group Holding Limited to Report Q3, 2025 Results on Feb 20, 2025Alibaba Group Holding Limited announced that they will report Q3, 2025 results Pre-Market on Feb 20, 2025
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to Mex$2,100, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Multiline Retail industry globally. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,279 per share.
공시 • Dec 17Youngor Fashion Co., Ltd. and the management of Intime Retail (Group) Company Limited agreed to acquire Intime Retail (Group) Company Limited from Alibaba Group Holding Limited (NYSE:BABA) and minority shareholder.Youngor Fashion Co., Ltd. and the management of Intime Retail (Group) Company Limited agreed to acquire Intime Retail (Group) Company Limited from Alibaba Group Holding Limited (NYSE:BABA) and minority shareholder on December 17, 2024. Alibaba will receive CNY 7.4 billion from the sale. Alibaba expects to record losses of approximately CNY 9.3 billion as a result of the sale. The transaction is subject to PRC merger control clearance and other customary closing conditions.
Reported Earnings • Nov 17Second quarter 2025 earnings released: EPS: CN¥18.71 (vs CN¥10.90 in 2Q 2024)Second quarter 2025 results: EPS: CN¥18.71 (up from CN¥10.90 in 2Q 2024). Revenue: CN¥236.5b (up 5.2% from 2Q 2024). Net income: CN¥43.9b (up 58% from 2Q 2024). Profit margin: 19% (up from 12% in 2Q 2024). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
공시 • Nov 01Alibaba Group Holding Limited to Report Q2, 2025 Results on Nov 15, 2024Alibaba Group Holding Limited announced that they will report Q2, 2025 results Pre-Market on Nov 15, 2024
공시 • Oct 27Alibaba Group Holding Limited Enters into Agreement to Settle Shareholder Class Action LawsuitAlibaba Group Holding Limited and certain of its current and former officers and directors have entered into an agreement to resolve the consolidated putative shareholder class action lawsuit previously disclosed in the Company's public filings captioned In re: Alibaba Group Holding Ltd. Securities Litigation, No. 1:20-cv-09568-GBD-JW (S.D.N.Y.). Pursuant to the agreement, the company has agreed to pay $433.5 million to settle the lawsuit. All Defendants will receive a full release of all claims brought in such lawsuit. The settlement, which is subject to a number of conditions including court approval, does not constitute an admission or finding that the claims asserted in the lawsuit had any merit. The Company denies any allegations of fault, liability, wrongdoing, or damages. The company entered into the settlement to avoid the cost and disruption of further litigation.
공시 • Oct 18Alibaba, Baidu Reportedly Investing in Horizon Robotics' $700 Billion IPOAlibaba Group Holding Limited (NYSE:BABA) and Baidu, Inc. (NasdaqGS:BIDU) are investing in a nearly $700 million equity offering by a Chinese smart-driving firm, indicating rising demand for assets in the rapidly growing market for autonomous driving. Beijing Horizon Robotics Technology Co., Ltd. (Horizon Robotics), which is planning to raise as much as HKD 5.41 billion through an initial public offering, equivalent to $696.6 million, will begin taking orders from institutional investors starting October 16, 2024, it said in a filing.
Buy Or Sell Opportunity • Oct 16Now 23% undervaluedOver the last 90 days, the stock has risen 47% to Mex$2,008. The fair value is estimated to be Mex$2,599, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has declined by 2.8%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Buy Or Sell Opportunity • Sep 30Now 20% undervaluedOver the last 90 days, the stock has risen 55% to Mex$2,095. The fair value is estimated to be Mex$2,632, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has declined by 2.8%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
New Risk • Sep 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$1,877, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Multiline Retail industry globally. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,210 per share.
Reported Earnings • Aug 16First quarter 2025 earnings released: EPS: CN¥10.05 (vs CN¥13.40 in 1Q 2024)First quarter 2025 results: EPS: CN¥10.05 (down from CN¥13.40 in 1Q 2024). Revenue: CN¥243.2b (up 3.9% from 1Q 2024). Net income: CN¥24.3b (down 29% from 1Q 2024). Profit margin: 10.0% (down from 15% in 1Q 2024). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
공시 • Aug 02Alibaba Group Holding Limited to Report Q1, 2025 Results on Aug 15, 2024Alibaba Group Holding Limited announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Aug 15, 2024
New Risk • Jul 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results.
Upcoming Dividend • Jun 06Upcoming dividend of US$1.64 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 12 July 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (6.5%). Lower than average of industry peers (2.5%).
New Risk • May 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results.
공시 • May 15+ 1 more updateAlibaba Group Holding Limited Announces Special Dividend for the Year Ended March 31, 2024, Payable on 03 July 2024Alibaba Group Holding Limited announced special dividend of USD 0.0825 per share for the year ended March 31, 2024. Ex-dividend date is 12 June 2024. Record date is 13 June 2024 and Payment date is 03 July 2024.
Reported Earnings • May 15Full year 2024 earnings released: EPS: CN¥31.61 (vs CN¥27.65 in FY 2023)Full year 2024 results: EPS: CN¥31.61 (up from CN¥27.65 in FY 2023). Revenue: CN¥941.2b (up 8.3% from FY 2023). Net income: CN¥79.7b (up 10.0% from FY 2023). Profit margin: 8.5% (up from 8.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • May 15Now 24% undervaluedOver the last 90 days, the stock has risen 6.3% to Mex$1,337. The fair value is estimated to be Mex$1,750, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
공시 • May 01Alibaba Group Holding Limited to Report Q4, 2024 Results on May 14, 2024Alibaba Group Holding Limited announced that they will report Q4, 2024 results Pre-Market on May 14, 2024
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: CN¥5.73 (vs CN¥18.00 in 3Q 2023)Third quarter 2024 results: EPS: CN¥5.73 (down from CN¥18.00 in 3Q 2023). Revenue: CN¥260.3b (up 5.1% from 3Q 2023). Net income: CN¥14.4b (down 69% from 3Q 2023). Profit margin: 5.5% (down from 19% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.
공시 • Feb 07Alibaba Group Holding Limited Reports Impairment Charges Results for the Quarter Ended December 31, 2023Alibaba Group Holding Limited reported impairment charges results for the quarter ended December 31, 2023. For the quarter, the company reported impairment of goodwill of RMB 8,490 million against RMB 2,714 million a year ago.
New Risk • Feb 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
공시 • Jan 25Alibaba Group Holding Limited to Report Q3, 2024 Results on Feb 07, 2024Alibaba Group Holding Limited announced that they will report Q3, 2024 results Pre-Market on Feb 07, 2024
Buy Or Sell Opportunity • Jan 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to Mex$1,172. The fair value is estimated to be Mex$1,469, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 28%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 5.3% per annum over the same time period.
공시 • Dec 20+ 1 more updateAlibaba Group Holding Limited Approves the Appointment of Eddie Yongming Wu as Chief Executive Officer of Taobao and Tmall GroupAlibaba Group Holding Limited announced that, as approved by the Company’s Board of Directors, Mr. Eddie Yongming Wu, Chief Executive Officer of the Company and Chairman of Taobao and Tmall Group, will also serve as the Chief Executive Officer of Taobao and Tmall Group, with effect from December 20, 2023.
공시 • Nov 17Alibaba Group Holding Limited Declares Final Dividend for the Year Ended March 31, 2023, Payable on 11 January 2024Alibaba Group Holding Limited declares final dividend of USD 0.125 per share for the year ended March 31, 2023, payable on 11 January 2024. Ex-dividend date 20 December 2023 and Record date 21 December 2023.
Reported Earnings • Nov 17Second quarter 2024 earnings released: EPS: CN¥10.90 (vs CN¥7.77 loss in 2Q 2023)Second quarter 2024 results: EPS: CN¥10.90 (up from CN¥7.77 loss in 2Q 2023). Revenue: CN¥224.8b (up 8.5% from 2Q 2023). Net income: CN¥27.7b (up CN¥48.3b from 2Q 2023). Profit margin: 12% (up from net loss in 2Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.
공시 • Nov 08Shao-Ning Johnny Chou, Mr. George Chow, Denlux Logistics Technology Invest Inc., Alibaba Investment Limited, BJ Russell Holdings Limited and Cainiao Smart Logistics Investment Limited agreed to acquire 51% stake in BEST Inc. (NYSE:BEST) for $27 million.Shao-Ning Johnny Chou, Mr. George Chow, Denlux Logistics Technology Invest Inc., Alibaba Investment Limited, BJ Russell Holdings Limited and Cainiao Smart Logistics Investment Limited agreed to acquire 51% stake in BEST Inc. (NYSE:BEST) for $27 million on November 3, 2023. We intend to finance the Acquisition with equity capital from the Buyer Group in the form of rollover equity in the Company and cash contributions.
공시 • Nov 04Alibaba Group Holding Limited to Report Q2, 2024 Results on Nov 16, 2023Alibaba Group Holding Limited announced that they will report Q2, 2024 results Pre-Market on Nov 16, 2023
공시 • Sep 13Alibaba Group Holding Limited Announces Management Changes of Alibaba Cloud Intelligence GroupAlibaba Group Holding Limited announced on June 20, 2023, the Company has completed its leadership transition with Mr. Joseph C. Tsai assuming the role of Chairman and Mr. Eddie Yongming Wu ("Mr. Wu") assuming the role of Chief Executive Officer and Director of the Company. In addition, the Company announces that Mr. Wu will succeed Mr. Daniel Yong zhang ("Mr. Zhang") as acting Chairman and Chief Executive Officer of the Alibaba Cloud Intelligence Group, with effect from September 10, 2023. The Company will continue to execute its previously announced plan to spin off Alibaba Cloud Intelligence Group under a separate management team to be appointed, subject to restructuring of certain assets, liabilities and contracts, implementation of employee equity incentive plans, market conditions, as well as regulatory reviews and approvals in relevant jurisdictions. The board of Company expresses its deepest appreciation to Mr. Zhang for his contributions to Alibaba Group over the past 16 years, including as Chief Executive Officer since 2015 and as Chairman since 2019, as well as his leadership of Alibaba Cloud Intelligence Group since 2022.
공시 • Aug 03Alibaba Group Holding Limited, Annual General Meeting, Aug 15, 2023Alibaba Group Holding Limited, Annual General Meeting, Aug 15, 2023.
공시 • Jul 06Alibaba Reportedly Explores Video Entertainment Assets OptionsAlibaba Group Holding Limited (NYSE:BABA) is exploring options for its video entertainment assets, according to people familiar with the matter, as the Chinese tech giant wades deeper into its plan to revamp its structure. The company is conducting a strategic review of video streaming platforms Youku Tudou Inc. and Tudou Holdings Limited, said the people, who asked not to be identified as the information is private. One of the options under consideration is to inject the assets into Alibaba Pictures Group Ltd. and bolster the business scope of the Hong Kong-listed company, the people said.
공시 • Jun 21Alibaba Group Holding Limited Announces CEO Changes, Effective September 10, 2023Alibaba Group Holding Limited announced that Eddie Yongming Wu, Chairman of Taobao and Tmall Group, will succeed Mr. Daniel Yong Zhang as Chief Executive Officer and replace Mr. Zhang on the Company's board of directors effective September 10, 2023. Following this transition, Mr. Zhang will continue to lead the Alibaba Cloud Intelligence Group as its Chairman and Chief Executive Officer. Eddie Yongming Wu is one of co-founders, a member of the Alibaba Partnership and chairman of Taobao and Tmall Group since May 2023. Mr. Wu was technology director of Alibaba at the company's inception in 1999. He served as chief technology officer of Alipay from December 2004, and became business director of monetization platform, Alimama, in November 2005 and was promoted to its general manager in December 2007. In September 2008, he became chief technology officer of Taobao, and in October 2011 he took on the role of head of Alibaba Group's search, advertising and mobile business. Mr. Wu served as director of Alibaba Health Information Technology Limited ("Alibaba Health"), a company listed on the Main Board of the Hong Kong Stock Exchange, from April 2015 to October 2021 and chairman of Alibaba Health from April 2015 to March 2020. From September 2014 to September 2019, Mr. Wu was special assistant to Alibaba Group's board chairman. In August 2015, Mr. Wu founded Vision Plus Capital, a venture capital firm focused on investing in advanced technologies, enterprise services and digital healthcare. He graduated from the College of Information Engineering of Zhejiang University of Technology in June 1996.