Analyst discusses Alibaba's second-quarter earnings

Jasmine Bai, China internet analyst at Haitong International Securities Group, says "we might have to wait for another one or two quarters" for Alibaba's topline turnaround.

[@jayceh]

Orders grew 10-11%, GMV grew 8-9% $20-24B FCF runrate on a $110B enterprise value You guys are so emotional 😂

[@CanYTrespectMyPrivacy]

No, Alibaba's management is incompetent and always find excuses after excuses. They may beat for one or two quarters, but then they will always disappoint you. Always.