Alibaba Set for Further Monetization Gains in Domestic E-Commerce -- Market Talk

Dow Jones

Feb 24, 2025

0912 GMT - Alibaba is likely to see further improvement in monetization for its domestic e-commerce platforms Taobao and Tmall Group, thanks to its new digital marketing tool, according to Deutsche Bank Research analyst Jessie Xu. The key growth driver for Taobao and Tmall will be the rise in the take rate from its digital marketing tool, Quanzhantui, as well as AI empowerment, the analyst says. However, overall consumer sentiment in China has not yet shown a significant improvement, and EBITA is expected to fluctuate as management focuses on user growth, enhancing the user experience, and improving investment efficiency, the analyst adds. DB maintains a buy rating and raises its target price to HK$155.00 from HK$127.00. Shares last traded at HK$135.70. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

February 24, 2025 04:12 ET (09:12 GMT)

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The key growth driver for Taobao and Tmall will be the rise in the take rate from its digital marketing tool, Quanzhantui, as well as AI empowerment, the analyst says. However, overall consumer sentiment in China has not yet shown a significant improvement, and EBITA is expected to fluctuate as management focuses on user growth, enhancing the user experience, and improving investment efficiency, the analyst adds. DB maintains a buy rating and raises its target price to HK$155.00 from HK$127.00. Shares last traded at HK$135.70. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 24, 2025 04:12 ET (09:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Set for Further Monetization Gains in Domestic E-Commerce -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Set for Further Monetization Gains in Domestic E-Commerce -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-24 17:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0912 GMT - Alibaba is likely to see further improvement in monetization for its domestic e-commerce platforms Taobao and Tmall Group, thanks to its new digital marketing tool, according to Deutsche Bank Research analyst Jessie Xu. The key growth driver for Taobao and Tmall will be the rise in the take rate from its digital marketing tool, Quanzhantui, as well as AI empowerment, the analyst says. However, overall consumer sentiment in China has not yet shown a significant improvement, and EBITA is expected to fluctuate as management focuses on user growth, enhancing the user experience, and improving investment efficiency, the analyst adds. DB maintains a buy rating and raises its target price to HK$155.00 from HK$127.00. Shares last traded at HK$135.70. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 24, 2025 04:12 ET (09:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1719994722.HKD","symbol_name":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2513710762","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2513710762","pubTimestamp":1740388320,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0912 GMT - Alibaba is likely to see further improvement in monetization for its domestic e-commerce platforms Taobao and Tmall Group, thanks to its new digital marketing tool, according to Deutsche Bank Research analyst Jessie Xu. 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The key growth driver for Taobao and Tmall will be the rise in the take rate from its digital marketing tool, Quanzhantui, as well as AI empowerment, the analyst says. However, overall consumer sentiment in China has not yet shown a significant improvement, and EBITA is expected to fluctuate as management focuses on user growth, enhancing the user experience, and improving investment efficiency, the analyst adds. DB maintains a buy rating and raises its target price to HK$155.00 from HK$127.00. Shares last traded at HK$135.70. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 24, 2025 04:12 ET (09:12 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}