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Alibaba Group

BABA:US

Primary coverage by Jin Yoon

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NBS: Continued Deceleration in Apr

May 17, 2026 — Jin Yoon
BABA: FY4Q26 Results - Better Visibility on AI Rev Run Rate Heading into FY27

May 13, 2026 — Jin Yoon
BABA: FY4Q26 Flash - Cloud Growth Lower than Expected

May 13, 2026 — Jin Yoon
NBS: Deceleration in Mar Online Physical Goods

April 15, 2026 — Jin Yoon
SAMR Indirectly Calling for an End to Food Delivery Price War: Our Take

March 25, 2026 — Jin Yoon

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