Traded ValueDay 6 - My Investment Diary
Operations: holding $Alibaba(BABA.US) for the 3QFY26 results
Insights: China economic data just handed $Alibaba(BABA.US) investors a big tip before Thursday’s earnings. The market is not yet reflecting this.
Retail Sales beat (2.8% vs. 2.5% exp.), but the real story is Online Retail growing 9.2% YoY. Even with a property drag, the Chinese consumer is migrating further into the digital ecosystem. Bullish for Taobao/Tmall GMV.
@Bridge Buzz SG
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