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 Media and Entertainment

12:25 All Others segment

12:45 Final thoughts on the Alibaba Results

Related episodes:

Alibaba Reveals Break-Up Plan | Big BABA Stock Upside? https://youtu.be/spwgEGJlxmc?si=JSvlBYfVY8eyWvL0

Alibaba Update: Cloud Spinoff & More Coming https://youtu.be/KBQBNM_-icI?si=8i7oVVANrZUH3yuI

Alibaba Full Year Earnings Update | BABA Stock https://youtu.be/caAUsjmMGRw?si=sm-y8SCrGg4B6K9u

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Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.