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Alibaba Group

BABA:US

Primary coverage by Jin Yoon

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BABA: FY3Q25 Results - Capex to Meaningfully Increase Over the Next Three Years

February 20, 2025 — Jin Yoon
BABA: FY3Q25 Flash - Results Top Expectations; Cloud Return to Double Digit Growth

February 20, 2025 — Jin Yoon
USPS Suspends Inbound Parcels from China and Hong Kong: PDD could be Impacted the Most Among Our Coverage Universe

February 5, 2025 — Jin Yoon
NBS: Online Retail Sales Growth Recovery in Dec

January 16, 2025 — Jin Yoon
Expansion of Consumer Subsidies: Our Take

January 8, 2025 — Jin Yoon

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