The document provides a revision of financial estimates for Alibaba based on FY 2015 4Q results and discussions with senior management. It includes changes in forecasts for China retail GMV, revenues, non-GAAP operating income, and non-GAAP EPADS for FY16/17E. A detailed table presents the revised estimates and percentage changes for various financial metrics. The document also discusses valuation and risks, including competitive pressures and technological challenges.
documents/vol00010-efta01457507-pdf.pdf
{"title":"Revision of estimates for Alibaba","document_date":"2015-05-08","document_type":"tabular","key_locations":["Hong Kong"],"key_organizations":["Alibaba","Deutsche Bank"]}