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
https://youtu.be/caAUsjmMGRw

Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside?
https://youtu.be/spwgEGJlxmc

Mohnish Pabrai: Why I Switched from Alibaba to Tencent
https://youtu.be/v27JsHlgPZU

Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
https://youtu.be/qfrjfIEx1vw

Using a referral link helps support the pod, thanks!

The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):
https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

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.

Pinned comment:
What do you think of Alibaba’s plan to spin-off these various business units to help realise more market value?