Alibaba Earnings: Big Buybacks, Special Dividend, Stock Down!

The John Johnston Lounge · May 15, 2024 · 13m

This episode includes a summary and analysis of the Alibaba March Quarter 2024 Earnings results, and my current thoughts on BABA Stock.

Timestamps:

00:12 Recent BABA stock price activity

00:51 Alibaba Financial Highlights

04:27 Cash return to shareholders: repurchases, dividends

07:47 Taobao & Tmall

08:27 Cloud Intelligence Group

09:49 Alibaba International Digital Commerce Group (AIDC)

10:55 Cainiao Smart Logistics Network Ltd 12:08 Final thoughts

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