SOUTH KOREA'S LEE: DEFENCE INDUSTRY COOPERATION WITH POLAND TO BE FURTHER EXPANDED - MEDIA SOUTH KOREA'S LEE: TO BROADEN COOPERATION WITH POLAND TO COVER A WIDER RANGE OF AREAS INCLUDING ENERGY SUPPLY CHAINS - MEDIA

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Alibaba Group’s fiscal 4Q quick-commerce losses likely narrowed, according to CGS International analysts. They estimate revenue in the segment rose about 40%, driven by higher order volumes, and expect it could turn profitable by FY2029. Meanwhile, cloud revenue growth likely accelerated on strong demand, though customer-management revenue may have missed estimates as Alibaba increased merchant rebates. CGSI trims FY2026–FY2028 EPS forecasts by 0.2%–2.2%, lowers its target price to HK$175 from HK$180, and maintains an “add” rating.