$BABA-W (09988.HK)$ In the afternoon, an increase of 5%, as of the time of report, priced at 111.3 Hong Kong dollars, with a transaction amount of 10.3 billion Hong Kong dollars.
In terms of news, according to a late report, Alibaba’s founder Jack Ma requested over the weekend that Taobao Flash Sale first enhance its capabilities and consolidate its foundation before aiming for a higher order volume. Some employees expressed concerns that an overly rapid push could lead to other abilities lagging behind, affecting the basic base. Additionally, some media reported that Alibaba plans to launch a “Super Saturday” promotion every Saturday for the next 100 days.
Morgan Stanley previously released a Research Report stating that it is expected that Alibaba’s investment in takeout and flash sales will reach approximately 10 billion yuan in the first fiscal quarter ending in June, placing pressure on short-term profitability; however, it remains Bullish on its AI empowerment potential. HTSC also indicated that it expects the company’s e-commerce Business profits to be pressured by flash sales investments in the first quarter of fiscal year 2026, while the cloud fundamentals remain robust. Furthermore, the Taobao Flash Sale business is rapidly climbing in volume, and synergy with distant e-commerce will still require some time to incubate; subsequent attention is recommended on investment ROI.
Editor/Rocky
