Skip to Main Content
Avondale Asset Management
  • Home
  • Research
    • Company Notes Digest
    • Company Notes Database
  • Contact Us
  • Home
  • Research
    • Company Notes Digest
    • Company Notes Database
  • Contact Us

BABA

2 Nov 2016

Alibaba FY 2Q17 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Alibaba Group Holding (BABA) Q2 2017 Results Daniel Yong Zhang Consumer behavior is evolving dramatically “Consumer behavior is evolving dramatically as the population getting younger and more proactive in upgrading their lifestyles. At the same time, merchant increasing dramatically with … Continued

BABA, China, Ecommerce, International
13 Oct 2016

Alibaba (BABA) Jack Ma’s Annual Shareholder Letter

by Jeremy Saltzberg | posted in: Notes | 0

Alibaba (BABA) Chairman Jack Ma emphasized the evolution of Alibaba’s strength as a mobile company “In the fiscal year prior to our IPO in September 2014, mobile revenue accounted for a single-digit percentage of total revenue from our China retail … Continued

BABA, e-commerce, Technology
5 May 2016

Miscellaneous Earnings Call Notes 5.5.16

by Scott Krisiloff | posted in: Notes | 0

Colgate-Palmolive (CL) Ian M. Cook on Q1 2016 Results Sentiment not all doom and gloom in China “I have to say, having just returned from Latin America and India and China, the consumer that you see on the ground, the … Continued

ARCC, BABA, CL, CMI, ETSY, FLEX, JEC, MTCH
28 Jan 2016

Alibaba FY 3Q16 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Alibaba Group Holding (BABA) Daniel Yong Zhang on Q3 2016 Results We see increased consumption in the Chinese economy from urban areas and younger generations “We believe Alibaba has a significant opportunity that will be realized by the growth of … Continued

BABA, Consumer, e-commerce
27 Oct 2015

Alibaba FY 2Q16 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Alibaba Group Holding’s (BABA) CEO Daniel Zhang on Q2 2016 Results Added service to 4k rural villages “we added 4,000 villages in this quarter and actually today we are – I think China is very big and we are still … Continued

BABA, Internet, Technology
13 Aug 2015

Alibaba FY 1Q16 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Part of everyday life of the Chinese consumer “Our growth was driven not only by an increase in the number of consumers coming to our marketplaces to shop, but also the frequency and breadth of their consumption activity across more … Continued

BABA, International, Internet, Technology

Contact

2001 Santa Monica Blvd.
Suite 1165w.
Santa Monica, CA 90404
310-779-7383
clients@avondaleam.com

Legal

  • Disclaimer
  • ADV Part One
  • ADV Part Two
  • Privacy Policy

© 2021 Avondale Asset Management