ALIBABA GROUP ADR WKN: A117ME ISIN: US01609W1027 Kürzel: BABA Forum: Aktien Thema: Hauptdiskussion

G Sachs Expects BABA/ JD/ PDD to Post YoY GMV Growth of 1%/ 3%/ 20% during 'Double 11' Goldman Sachs released a research report saying that the parcel volume in China increased 23% to 24% during Double 11 period. Goldman Sachs expected the total GMV of China's internet industry to reach mid-to-high single digit growth. Goldman Sachs noted that the growth trend for Double 11 is more moderate as compared to the whole quarter, as the number of days that Double 11 spans is getting longer, resulting in a flatter peak in GMV. In addition, BABA reported better-than-expected GMV growth. Goldman Sachs expected GMV growth for BABA , JD and PDD Holdings Inc. will be 1%, 3%, and 20% respectively during the Double 11 period. Goldman Sachs also believed that the growth gap between BABA-SW/ JD-SW and the industry has continued to remain essentially unchanged, suggesting that 4Q23 will see similar growth momentum in recent quarters. Goldman Sachs sais that it still likes e-commerce most as a sub-sector, including BABA, PDD and KUAISHOU . Goldman Sachs said that, despite macroeconomic weakness, advertising technology upgrades may drive e-commerce advertising.

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