Credit rating丨Daiwa: The joint venture between Alibaba and E-Mart will strengthen their position in the South Korean market.
[Brokerage Focus] Orient maintains a "Buy" rating on Alibaba (09988), pointing out that the Taotian TR is stabilizing and monetization is accelerating.
Alibaba-W (01688.HK): Taotian TR stabilizes, accelerates monetization, and reduces losses significantly in other businesses
Alibaba-SW (09988.HK) incident review: It is expected that gifts at WeChat stores will have little impact on e-commerce, and Alibaba's valuation bottom reaffirms strong recommendation
Major banks rating丨Zhuhai International: Leading platform Internet Plus-Related companies still maintain Business resilience, with Meituan, Tencent, Tencent Music, and Alibaba as top choices.
[Brokerage Focus] Morgan Stanley: It is expected that the losses resulting from Alibaba (09988) selling Intime Department Store will not significantly impact investors.
Major Ratings丨Morgan Stanley: Alibaba selling Silver Tai may distribute a special dividend, giving it a 'market perform' rating.
Morgan Stanley Maintains Alibaba(BABA.US) With Hold Rating, Maintains Target Price $105
[Brokerage Focus] BOCOM INTL maintains a Buy rating on Alibaba (09988) and expects that there may still be some adjustments in its Business in the future.
Large banks' ratings丨China Merchants International: Looking ahead to next year, the Chinese Internet Plus-Related Industry will move forward against headwinds, focusing on mature Business moats, new development space, valuation enhancement potential, and
Alibaba-W (09988.HK): User-first+AI-driven strategy opens a new chapter in the company
[Brokerage Focus] Haitong sec maintains alibaba (09988) outperform rating, indicating that its local lifestyle group's loss in the second fiscal quarter has significantly narrowed year-on-year.
Alibaba-SW (9988.HK): The 2Q25FY monetization rate stabilizes and is expected to continue to improve stable assets with high dividends and undervalued assets in the future
Major bank rating | Citigroup: Maintains a positive outlook on Tencent, will include Trip.com and Meituan as core holdings.
Alibaba-W (09988.HK): Taotian continues to invest in exchange for growth
Citi Maintains Alibaba(BABA.US) With Buy Rating, Cuts Target Price to $133
[Brokerage Focus] First Shanghai maintains a buy rating on Alibaba (09988), indicating that ongoing share buybacks are continuously enhancing the company's value.
Alibaba (9988.HK): E-commerce business returns to users to actively buy back to enhance company value
Barclays Maintains Alibaba(BABA.US) With Buy Rating, Cuts Target Price to $130
Alibaba-W (09988.HK): Performance is in line with expectations, and profits from cloud intelligence and local life continue to be released