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$BABA cloud business is being completed missed by the market.

Let me explain why Alibaba Cloud, which makes up just ~10% of LTM revenues, could become worth more than the entire current market cap by FY25

In 2021, $BABA increased their cloud infrastructure market share to ~38%, stealing market share from $TCEHY & Huawei who have ~17% share each.

The cloud industry in China is forecasted to grow at >30% CAGR into 2025.

$DADA and $JD

$DADA's goal is to empower stores to have the ability to deliver everything to their customers within an hour on-demand. $JD owns 51% of $DADA. Here is a thread on the things you need to know as a $DADA or $JD investor.

Let's get started 👇👇

1. The Chinese E-commerce Market – Growth
The China E-commerce market has grown rapidly over the past decade and is poised to continue to grow for the coming decades.

2. China E-commerce as a % of total sales
Despite strong growth, Chinese E-commerce share has only taken up 24.9% of the total retail sales in consumer goods in 2020. There is still great potential in the coming 5-10 years in Chinese E-commerce.

3. The 3 phrases of E-commerce in China
The first phrase of E-commerce is when products are delivered in days, the second phrase delivered under 24 hours, and the third phrase, ‘on-demand’, products are being delivered within an hour. China is currently entering the third phase.

4. On-Demand Delivery Orders
China has experienced rapid growth in total on-demand delivery orders over the past couple years. As of 2019, there are more than 18 billion total on-demand orders delivered, a growth of 36.93%.

On the 19th Sept. 2014 $BABA opened at 92.70$ at the NYSE. Today it has 35.8x the revenue and 35.6x the net income.

The stock was lower yesterday at 90.82$

Sometimes the stock market is widely irrational.

Ofc I don't know for sure but this can be the home run bet for Charlie.

$JD Health and $BABA AliHealth

$JD Health and $BABA Ali Health are $JD and $BABA's newest competition ground and the two biggest online medical platforms in China . Here is a thread on the things you need to know for $JD health and $Ali health.

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1. Problem
China have MANY medical problems. These include: poor structure of the Chinese medical system, inadequate/unequal resources, long waiting time, expensive medical services, sub-par medical quality and insufficient or unskilled medical staff.

2. Long waiting time
It is very inconvenient to visit a doctor in China unless you go to expensive private ones. There is not a clear distinction between a GP and a specialist, causing many elderlies, to crowd the hospital even when they only have a small medical issue.

2.1 A typical hospital visit in China may take up to 2-3 hours, half a day, or even a full day. You can basically image a Chinese hospital is like your favorite next door grocery stores constantly at 120%-200% capacity.

3. Medical Expenditure
Although the Chinese medical system has been improving, it is still unorganised and inefficient, causing medical services/medicine to be ‘expensive’, especially to low-income earners in China. Medical service is more expensive in China than the US % wise.

"By creating the concept that data is a factor of production, China Inc. has formalised and legislated the stance that data itself is valuable rather than the algorithms it helps train.

The Chinese leadership has subtly but deftly implied that data's value to a nation is underpriced and currently subjected to market distortions."

I think China's making money moves in the area of data. Read about it