Alex Yao - JPMorgan Chase & Co.


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We believe Alibaba's core commerce is expanding from traffic monetization to data monetization and this trend will quickly expand to its media/cloud businesses. Such expansion not only allows Alibaba to tap into non-transaction-based corporate budget (e.g. market research, brand awareness, customer service), but also supports our investment thesis based on sustainable revenue/earnings
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Jun 27 2017 Alibaba
Financial returns from monetization of such data technology have yet to be factored into our estimates. We believe data monetization through ad products is a high-margin business by nature.” said Alex Yao on this article: Alibaba is now a big data play, says JPMorgan analyst predicting more than 30% surge. This page contains 7 articles quoting Alex Yao. Main topics on which Alex Yao is quoted are show and esport. In addition you’ll find 10 quotes there. All these quotes are mentioned on this page and you can filter them by date and by topics.
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