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Alibaba stock sheds $26 billion after stunning strategy reversal

Nov 17, 2023 - markets.businessinsider.com
Alibaba has lost $26 billion in market cap after shelving plans to spin off its $11 billion cloud business, leading to a more than 9% drop in its stock. The company's executives cited the need for a strategy "reset" and pointed to US restrictions on chip sales to China as reasons for the decision. Alibaba also plans to suspend the listing of its grocery arm, Freshippo, amid a weakening consumer sector in China.

Despite the sell-off, Alibaba reported an 8.5% increase in quarterly sales to about $31 billion. The company now plans to grow its cloud business organically and announced its first-ever annual dividend of $2.5 billion to appease shareholders. Jack Ma, the company's founder and former chairman, remains optimistic about the company's future.

Key takeaways:

  • Alibaba has lost $26 billion in market cap after shelving plans to spin off its cloud business, causing the stock to drop more than 9% on Thursday and continue its slide on Friday.
  • The company's executives cited the need for a strategy "reset" and pointed to US restrictions on chip sales to China as a reason for the decision.
  • Alibaba also plans to suspend its listing for its grocery arm, Freshippo, due to a weakening consumer sector in China.
  • Despite the stock sell-off, Alibaba reported solid quarterly earnings with an 8.5% increase in sales to about $31 billion, slightly above consensus expectations.
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