What's Going On With Alibaba Stock Friday?
Portfolio Pulse from Anusuya Lahiri
Alibaba Group Holding Ltd (BABA) and JD.com Inc (JD) are intensifying competition in China's e-commerce sector by adopting a 'refund only' policy for dissatisfied customers, a strategy already in use by Pinduoduo (PDD) since 2021. This policy allows customers to receive refunds for products that do not match descriptions, with JD.com's policy effective from December 29. The move reflects the companies' efforts to remain competitive and attract loyal users in a challenging market. Alibaba's stock rose 3.4% last month, while JD.com's increased by 3.9%, with BABA shares closing higher by 1.48% at $77.24 on Thursday.

December 29, 2023 | 1:16 pm
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POSITIVE IMPACT
Alibaba's adoption of a 'refund only' policy may enhance customer trust and potentially increase market share, mirroring Pinduoduo's successful strategy. The stock rose 3.4% last month and closed higher by 1.48% at $77.24 on Thursday.
The adoption of a customer-friendly 'refund only' policy could improve Alibaba's competitive edge and customer loyalty, which may lead to increased sales and market share. The recent positive stock movement suggests investor optimism regarding these changes.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 90
POSITIVE IMPACT
JD.com's new 'refund only' policy, effective December 29, aims to enhance customer satisfaction and maintain competitiveness. The stock outperformed Alibaba last month with a 3.9% increase.
Implementing a 'refund only' policy could lead to higher customer satisfaction and retention for JD.com, which is critical in the competitive e-commerce market. The stock's recent performance indicates market approval of the company's strategic direction.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 90
NEUTRAL IMPACT
Pinduoduo's existing 'refund only' policy has been successful in attracting loyal customers and challenging competitors like Alibaba and JD.com. The policy's influence on the market is evident.
Pinduoduo's 'refund only' policy has already been factored into its market performance, as it's been in place since 2021. While the policy continues to shape the competitive landscape, the immediate impact on the stock may be neutral as the market has already adjusted to this strategy.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 70