Breaking Down Alibaba's Breakup Plans

The video discusses Alibaba's market valuation, highlighting its undervaluation and potential for growth. It explores the possibility of IPOs, particularly for the cloud business, which is distinct from Alibaba's core operations. The impact of investor sentiment on valuation multiples is examined, noting that only the core commerce business is profitable. The role of the Chinese government, especially under new leadership, in supporting Alibaba's restructuring and boosting the economy is also analyzed.

What are the implications of the restructuring mentioned in the text for Alibaba's business units?

In what ways does the speaker suggest that investor sentiment affects Alibaba's valuation?