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Alibaba is Asia’s No. 1 company as market value soars to US$360 billion on bullish sales forecast

The world’s largest e-commerce platform operator said fiscal 2018 sales may increase by up to 49 per cent, 10 percentage points higher than estimates

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Jack Ma, founder and chairman of Alibaba Group Holdings, speaking as Special Adviser to the UNCTAD for young entrepreneurs and small businesses at the United Nations e-commerce week in Geneva on April 25. Photo: EPA

Alibaba Group Holding is the most valuable Asian company, surpassing its nearest rival by more than 8 per cent, after its New York-traded stock soared to a record on the back of a bullish 2018 sales forecast that beat every analyst estimate.

Alibaba’s shares jumped 13.3 per cent overnight to a record US$142.30 on the New York bourse, boosting its market capitalisation to US$360 billion, 8.4 per cent more than Tencent Holdings as the most valuable Asian company.

The world’s largest online shopping platform defied every analyst estimate with an earnings forecast yesterday that topped average projections by 10 percentage points, as digital advertising grows while new ventures into cloud computing and digital entertainment begin to pay off.

Revenue will increase by between 45 per cent and 49 per cent in the year ending March 2018, said the Hangzhou-based company, owner of the South China Morning Post. That’s higher than the 35 per cent average estimate in Bloomberg’s poll of 43 analysts.

“The revenue guidance was a positive surprise,” said New Street Research’s analyst Kirk Boodry, who was expecting a 40 per cent growth, and has a “buy” recommendation on the stock. “The main driver is the power of their data analytics platform, as they can provide very detailed and accurate consumer targeting for advertisers, who are increasingly keen to spend money with Alibaba. ”

Workers prepare packages for delivery at a sorting center in Lianyungang, Jiangsu province during Alibaba’s Singles’ Day online shopping festival on November 11, 2016. Chinese shoppers unleashed a record deluge of cash online for the 2016 Singles Day, spending 120.7 billion yuan (US$17.8 billion) in the world's biggest online shopping promotion. Photo: AFP
Workers prepare packages for delivery at a sorting center in Lianyungang, Jiangsu province during Alibaba’s Singles’ Day online shopping festival on November 11, 2016. Chinese shoppers unleashed a record deluge of cash online for the 2016 Singles Day, spending 120.7 billion yuan (US$17.8 billion) in the world's biggest online shopping promotion. Photo: AFP
Founded by former English teacher Jack Ma Yun in 1999, Alibaba’s Taobao and Tmall sites are the go-to platforms for China’s 448 million online shoppers, who buy everything from clothing, electronics to food and services through the internet.

That’s helped the company chalk up US$547 billion in gross merchandise volume -- the value of goods sold through the platform -- for the year ended March 31, for which the operator charges a fee. The company’s fiscal 2017 sales rose 56 per cent to a record 158.27 billion yuan (US$23.29 billion).

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