The most interesting thing about the Alibaba data just disclosed by Yahoo is not so much the Chinese ecommerce giant’s apparent slowdown (name another big company where gross profit growth of 58 per cent would be considered a problem?) but how little public information is available. As a company planning to float with a likely market capitalisation north of $60bn, it will have to get used to disclosing far more data. Why not start now?
在雅虎(Yahoo)剛剛披露的阿里巴巴(Alibaba)的營收數據中,最令人感興趣的,不是這家中國電子商務巨頭的利潤增速正在放慢(它的毛利潤仍然增長了58%,這樣的數字放在哪家大公司身上會被認為有問題?),而是該公司的公開信息太少了。作為一家正籌備上市、市值可能超過600億美元的公司,阿里巴巴將不得不習慣披露更多數據。為何不從現在開始?
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