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Alibaba Group

BABA:US

Primary coverage by Jin Yoon

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BABA: FY1Q26 Flash - Results Below Expectations; Cloud Growth Further Accelerated and AIDC Meaningfully Improved Margins

August 29, 2025 — Jin Yoon
NBS: Online Retail Sales Remain Resilient in Jul

August 15, 2025 — Jin Yoon
BABA: Potential Revival of Cloud Spinoff?

July 31, 2025 — Jin Yoon
NBS: Deceleration in Jun Partly due to Pull Forward Demand in May

July 14, 2025 — Jin Yoon
Alibaba’s RMB50bn Subsidy for Food Delivery and Online Retail: Our Take

July 2, 2025 — Jin Yoon

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