Transcript
Transcript

Alibaba Cloud Development Strategies & H1 2020 Updates – 11 August 2020

  • Multi Asset
  • TMT
  • China & Hong Kong

Specialist

Former cloud expert at Alibaba Cloud

Agenda

  • Public, private and hybrid cloud market in China – market size, growth trends and demand
  • Alibaba (NYSE: BABA), Tencent (HKG: 0700), Baidu (NASDAQ: BIDU) and Huawei – competitive advantages and disadvantages in cloud business, development momentum and core competencies of Alibaba Cloud
  • Alibaba Cloud’s revenue structure by client industries, growth trends, cloud cost and profit margin changes
  • Alibaba Cloud’s cooperation with clients from government, transportation and 3C sectors in south China – project acquisition, implementation and order growth trends
  • Alibaba Cloud’s future investment strategies, development focus and product and sales strategies

Questions

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