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    Alibaba Group Holding Ltd (BABA)

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    Business Description

    Alibaba Group Holding Limited is a holding company that provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses engage with their users and customers more efficiently. The company operates through various platforms offering digital retail marketplaces, cloud services, international commerce, logistics solutions, local services, and digital media and entertainment. Alibaba's diverse operations aim to empower small businesses through digital technology and facilitate commercial and social interactions globally .

    1. Taobao and Tmall Group - Operates digital retail marketplaces in China, including Taobao and Tmall, and offers consumer-to-consumer and direct sales through platforms like Xianyu, Tmall Supermarket, and Tmall Global .
    2. Cloud Intelligence Group - Provides a comprehensive suite of cloud services, including infrastructure-as-a-service, platform-as-a-service, and model-as-a-service to customers worldwide .
    3. Alibaba International Digital Commerce Group - Manages international commerce through platforms such as AliExpress, Trendyol, Lazada, Daraz, and Miravia, and conducts international wholesale business via Alibaba.com .
    4. Cainiao Smart Logistics Network Limited - Offers global logistics solutions, including express delivery and supply chain services, charging merchants delivery and service fees .
    5. Local Services Group - Includes "To-Home" services like Ele.me, an on-demand delivery platform, and "To-Destination" services through Amap, a digital maps and navigation provider in China .
    6. Digital Media and Entertainment Group - Encompasses platforms like Youku, an online video platform, and Alibaba Pictures, focusing on content production, promotion, and distribution .
    7. All Others - Encompasses various other businesses such as Sun Art, Freshippo, Alibaba Health, Lingxi Games, Intime, Intelligent Information Platform (UCWeb and Quark), Fliggy, and DingTalk .

    Key Metrics

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    Executive Team

    NamePositionStart DateShort Bio
    Joseph C. TsaiChairman; Chairman, Cainiao Smart Logistics Network Limited1999Joseph C. Tsai joined Alibaba Group in 1999 as a founding team member. He was the CFO until 2013, executive vice chairman until September 2023, and is currently the chairman. He is also chairman of Cainiao Smart Logistics Network Limited and a board member of Taobao and Tmall Group, Alibaba International Digital Commerce Group, and Ant Group .
    Eddie Yongming WuDirector and CEO; Chairman and CEO, Taobao and Tmall Group; Chairman and CEO, Cloud Intelligence GroupSeptember 2023Eddie Yongming Wu is a co-founder of Alibaba Group and has served as the CEO and Director since September 2023. He is also the Chairman and CEO of Taobao and Tmall Group since May 2023 and the Chairman and CEO of Cloud Intelligence Group since September 2023. He joined Alibaba at its inception in 1999 .
    J. Michael EvansDirector and President; Co-Chairman, Alibaba International Digital Commerce GroupAugust 2015J. Michael Evans has been the Director and President of Alibaba Group since August 2015 and a director since September 2014. He is also the Co-Chairman of Alibaba International Digital Commerce Group. Previously, he was Vice Chairman of The Goldman Sachs Group, Inc. .
    Toby Hong XuChief Financial OfficerApril 2022Toby Hong Xu has been the CFO of Alibaba Group since April 2022. He joined Alibaba in July 2018 and served as deputy CFO from July 2019 to March 2022. Before Alibaba, he was a partner at PricewaterhouseCoopers for 11 years .
    Jane Fang JiangChief People OfficerApril 2023Jane Fang Jiang has served as the Chief People Officer of Alibaba Group since April 2023. She is a founding member of the Alibaba Partnership and has held various senior management roles since joining Alibaba in 1999 .
    Sara Siying YuGeneral CounselApril 2020Sara Siying Yu has been the General Counsel of Alibaba Group since April 2020. She joined the company in April 2005 and was one of the first partners of the Alibaba Partnership .
    Fan JiangCo-Chairman and CEO, Alibaba International Digital Commerce GroupAugust 2013Fan Jiang is the Co-Chairman and CEO of Alibaba International Digital Commerce Group. He joined Alibaba in August 2013 and has held various leadership roles, including president of Taobao, Tmall, and Alimama .
    Lin WanCEO, Cainiao Smart Logistics Network Limited2014Lin Wan is the CEO of Cainiao Smart Logistics Network Limited. He joined Alibaba in 2014 and has been instrumental in advancing Cainiao's global logistics capabilities .
    Luyuan FanChairman and CEO, Digital Media and Entertainment GroupNovember 2018Luyuan Fan is the Chairman and CEO of the Digital Media and Entertainment Group at Alibaba Group. He has been a member of the Alibaba Partnership and served as president of the Digital Media and Entertainment Group since November 2018 .

    Questions to Ask Management

    1. Given that competitors are reducing their take rates to attract more merchants, how does Alibaba plan to balance increasing its take rate through software service fees and marketing tools like Transient with the potential risk of losing merchants to platforms offering lower costs?
    2. With significant investments in AI infrastructure and cloud services increasing capital expenditures, how will Alibaba ensure a strong return on investment, especially considering the uncertainty around future AI demand and the competitive landscape?
    3. Despite recent price reductions in cloud services to attract new users, how does Alibaba plan to sustain profitability in its cloud business, and what strategies are in place to mitigate margin pressures in the face of intensified competition?
    4. You have high expectations for user growth after introducing interoperability with WeChat Pay on Taobao and Tmall. Can you share specific timelines or targets for this growth, and what strategies are in place to convert these new users into long-term active consumers?
    5. The Singles Day promotions this year relied heavily on platform-funded discounts, which could impact short-term profitability. How does Alibaba justify this approach in terms of long-term financial performance, and what are the expected effects on margins if such strategies need to be sustained to remain competitive?