The Art of Value Alibaba Update: Cloud Spinoff & More Coming
This episode is an update on Alibaba’s ongoing spin-off plans for its various business segments, starting with the Alibaba Cloud Intelligence Group within the next 12 months, with others to follow. I explore what these business are, what they do, and what their prospects are as future individual companies.
Timestamps:
00:00 Intro
00:37 First Spinoff: Alibaba Cloud Intelligence Group
02:10 Next IPO plans
02:28 China Commerce
03:08 International Commerce
03:38 Local Consumer Services
04:08 Cainiao
04:38 Alibaba Cloud
05:14 Digital Media and Entertainment
05:36 Innovations and Other Initiatives
06:30 Final thoughts
Related episodes:
Alibaba Full Year Earnings Update | BABA Stock
Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside?
Mohnish Pabrai: Why I Switched from Alibaba to Tencent
Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
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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.