Alibaba Platform 'Very Strong,' Shares Have Upside, Kim Eng Says

The video discusses the impact of US-China trade tensions on stocks, particularly Alibaba. It explores margin pressures from new investments, revenue growth, and core commerce slowdown. The competition Alibaba faces, especially from JD and niche markets, is analyzed. The video also covers the food delivery market's profitability and data analytics benefits. Finally, it evaluates current investment sentiment and stock valuation, suggesting Alibaba's potential upside.

What is a significant concern for investors in the current turbulent environment?

• Trade tensions between the US and China

• Profitability and future profit margins

• Expansion into new markets

• Core competence harvesting

What is the expected growth rate for Alibaba's core commerce segment?

• 40% year on year

• 50% year on year

• 33% year on year

• 60% year on year

Which company is considered a significant competitor to Alibaba in the market?

• Meituan Dianping

• Tencent

• JD

• PD

What is a potential benefit of the food delivery business besides profit?

• Increased market share

• Access to big data for analytics

• Reduced operational costs

• Higher customer satisfaction

How has the sentiment towards stocks like Tencent and Alibaba changed recently?

• They are seen as better value now

• They are facing significant threats

• They are no longer must-have stocks

• They are considered overvalued